Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has a presence in key finance and investing hubs with offices in London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company utilizes technology to enhance workflows and has a forward-looking approach to technology adoption [4] - Proactive employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Proactive is a financial news and online broadcast organization that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The company specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's editorial and broadcast operations are managed by a seasoned team, ensuring quality control and content production across multiple global locations [1][2] Company Operations - Proactive operates with a team of experienced news journalists across key finance and investing hubs, including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - The organization produces approximately 50,000 pieces of real-time news, feature articles, and filmed interviews annually [1] - Proactive employs both human content creators and technology, including automation and generative AI, to enhance workflows while ensuring all content is edited and authored by humans [4][5] Market Focus - The company delivers news and unique insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3]

Core Insights - The agreement enhances collaboration between the U.S. and South Korea, focusing on sustainable supply chains for defense, clean energy, and advanced technologies [1] - A joint feedstock taskforce has been established to source both recycled and ore-based rare earth feedstock [1] Company Developments - American Resources Corporation's portfolio company, ReElement Technologies, is recognized as a leading innovator in rare earth element and critical mineral refining [1] - ReElement has signed a long-term offtake partnership with POSCO International America Corp, a global leader in steel and advanced industrial solutions [1] Strategic Collaboration - The partnership aims to integrate ReElement's advanced chromatographic separation and purification platform with POSCO's extensive supply chain relationships [1] - POSCO's expertise in materials science and large-scale industrial deployment will be leveraged to enhance the partnership's effectiveness [1]

Core Insights - POSCO INTERNATIONAL has signed a memorandum of understanding with Ulaanbaatar, Mongolia, to implement a sewage heat supply project aimed at providing district heating to residential areas [1][8] - The project is set to undergo a feasibility study until the first half of 2026, with full-scale implementation planned under a 15-year Build-Operate-Transfer model if deemed viable [2][8] - This initiative is crucial for addressing severe air pollution in Ulaanbaatar, particularly during winter, by reducing greenhouse gas emissions and fine dust through the recycling of waste heat [3][4] Project Details - The system will target heating approximately 4,000 households in a newly constructed residential complex [2][8] - POSCO INTERNATIONAL has prior experience in sewage heat-based district heating, having successfully implemented a similar project in Seoul, which supplies heat to 20,000 households and significantly reduces carbon emissions [4] Strategic Importance - The Ulaanbaatar city government views this partnership as a means to combat pollution, enhance quality of life, and support sustainable urban development [5] - This MOU underscores POSCO's commitment to sustainable heating technologies and its ambition to expand operations beyond Mongolia into other Central Asian regions [5] Market Performance - PKX's shares have experienced a decline of 27.9% over the past year, compared to an 18.5% decline in the industry [5]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Group 1 - American Resources Corporation's portfolio company, ReElement Technologies, has signed a memorandum of understanding with POSCO International Corporation [1] - The agreement aims to strengthen the rare-earth supply chain in the United States [1] - The collaboration will explore the establishment of an integrated rare-earth and permanent-magnet production complex [1]

Company Overview - POSCO Holdings is a South Korean company primarily engaged in the production of steel products and is the world's 7th largest steelmaker [1] - The company operates through four business divisions: Steel Sector, Infrastructure, Energy Materials, and Others [1] Analyst Insights - The analysis focuses on fixed income and commodities, with occasional stock picking [1] - The investment horizon is typically medium to long-term, while also paying attention to short-term price movements [1] - The analysis is value-driven and contrarian, targeting mispriced assets [1]

Company Overview - POSCO Holdings is a South Korean company primarily engaged in the production of steel products and is the world's 7th largest steelmaker [1] - The company operates through four business divisions: Steel Sector, Infrastructure, Energy Materials, and Others [1] Analyst Focus - The analysis specializes in fixed income and commodities, with occasional stock picking [1] - The investment horizon is typically medium to long-term, while also paying attention to short-term price movements [1] - The analysis is value-driven and contrarian, focusing on mispriced assets [1]

Core Viewpoint - Posco (PKX) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook driven by rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system focuses on changes in earnings estimates as a key determinant of stock price movements, with empirical evidence showing a strong correlation between earnings estimate revisions and near-term stock price changes [4][6]. - Institutional investors often react to changes in earnings estimates, leading to significant buying or selling activity that impacts stock prices [4]. Posco's Earnings Outlook - For the fiscal year ending December 2025, Posco is expected to earn $3.96 per share, which remains unchanged from the previous year, but the Zacks Consensus Estimate has increased by 2.9% over the past three months, reflecting a positive trend in earnings estimates [8][5]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of generating substantial returns, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - Posco's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term due to favorable earnings estimate revisions [10][9].

Core Viewpoint - Glenfarne's Alaska LNG unit has signed a preliminary agreement to supply 1 million tonnes per annum (mtpa) of LNG to South Korean trading firm POSCO International for a duration of 20 years [1] Company Summary - The agreement marks a significant long-term supply commitment in the LNG market, indicating strong demand from South Korea [1] - The deal is expected to enhance Glenfarne's position in the global LNG supply chain [1] Industry Summary - The LNG market continues to see robust growth, driven by increasing energy demands in Asia, particularly in South Korea [1] - Long-term contracts like the one signed by Glenfarne are becoming more common as companies seek to secure stable supply amidst fluctuating market conditions [1]