Last mentioned: Mar 25, 2026
Capacity Milestone
Posco aims to reach its global target of 370,000 tons of anode capacity.
Initial Production
Target date for the first phase of artificial graphite anode output.
Industry Struggle Reports
Widespread reports of margin erosion and supply chain fatigue across the retail sector.
Site Preparation
Expected commencement of ground clearing and infrastructure development in Vietnam.
Investment Announcement
Posco officially announces the plan to build an artificial graphite plant in Vietnam.
Second Year Milestone
Trade war enters its second year with no sign of resolution, triggering structural supply chain shifts.
First Price Hikes
Retailers begin passing costs to consumers as pre-tariff inventory is depleted.
Tariff Implementation
Initial wave of tariffs enacted on key consumer goods and raw materials.
As the global trade war enters its second year, retail and e-commerce sectors are grappling with sustained tariff pressures that have moved from temporary disruptions to structural financial burdens. Companies are now forced to choose between aggressive price hikes for consumers or absorbing significant margin hits as supply chain diversification efforts lag.
Foxconn reports strong annual results, signaling that the demand for AI infrastructure will remain the primary growth engine for the company. Despite ongoing geopolitical uncertainties, the electronics giant expects AI server revenue to continue its upward trajectory.
South Korean industrial giant Posco has announced a major investment to build an artificial graphite anode plant in Vietnam, marking its first overseas production base for this critical EV battery component. This strategic move aims to diversify supply chains away from China and capitalize on Vietnam's growing role in the global automotive manufacturing ecosystem.