POSCO Holdings

POSCO Holdings, the world's fourth-largest steelmaker, has reinvented itself as a critical EV materials supplier, with lithium production from its South American salt flat assets yielding 50,000 tonnes annually. Its green steel initiative using hydrogen reduction targets a 70% CO2 reduction per tonne by 2030, the most ambitious decarbonisation program in Asian heavy industry and 30% faster than #8 Hyundai Robotics' carbon-neutral timeline. The company's battery material plants, operating at gigafab scale, supply 200,000 tons of cathode material yearly—enough for 3 million EVs. This output is double the average capacity of rival materials firms, solidifying POSCO's lead ahead of #5 Naver's cloud infrastructure in industrial relevance.