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China Battery Materials: Lithium into5th week of July - Tug of war between smelters and downstream-20260730
花旗· 2026-07-30 23:18
Flash | 30 Jul 2026 10:24:35 ET │ 9 pages China Battery Materials Lithium into 5th week of July - Tug of war between smelters and downstream CITI'S TAKE Lithium price has been in the downward trajectory in the last few weeks, and we see an emerging tug of war between smelters and downstream consumers. Smelters (i.e. Jiuling Lithium, Sinomine Resource, Canmax Technologies, etc.) announced maintenance plans on lithium carbonate production lines recently, which we view as (1) a tactic to support gloomy lithium ...
POSCO(PKX) - 2026 Q2 - Earnings Call Transcript
2026-07-30 15:02
POSCO Holdings (NYSE:PKX) Q2 2026 Earnings call July 30, 2026 02:00 AM ET Company Participants Conference Call Participants Park Young-Ho - Analyst Kim Yun Sung - Analyst Choi Moon-sun - Analyst Jang Jae-hyuk - Analyst Lee Jong-hyeong - Analyst Ahn He-soo - Analyst Song Hyung Jin - Analyst Operator Greetings, everyone. Thank you for coming to attend the conference call for POSCO Holdings earnings release. Today, we will have a presentation from POSCO Holdings first, and then we will have a Q&A with all of y ...