Guardian of the Global Supply Chain | THE NEW ERA

Summary

This sponsored documentary examines POSCO Group's transformation from a steel-focused company into a future materials and energy group. It highlights POSCO's investments in lithium, graphite, and LNG supply chains, including projects in Australia, Argentina, Tanzania, Myanmar, and Alaska. The video argues that securing raw materials and energy is becoming a survival issue for companies and a matter of national supply chain security.

• Global competition is shifting from what countries make to what they make it with.
• POSCO is building an integrated battery materials value chain from raw materials to cathode, anode, and recycling.
• The group is securing lithium via Australian hard-rock mines and Argentine brine assets.
• Graphite supply is concentrated in China, prompting strategic non-China development.
• POSCO has expanded its LNG value chain through gas fields, terminals, and power projects.
• South Korea's heavy energy import dependence makes stable LNG supply critical.
• The video is sponsored by POSCO Group and presents a promotional view of its strategy.