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POSCO Int & Seah Steel Holdings: Key Beneficiaries of Trump's Plan to Develop Alaskan Gas Fields

POSCO Int & Seah Steel Holdings: Key Beneficiaries of Trump's Plan to Develop Alaskan Gas Fields

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Douglas Kim
Feb 26, 2025
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Douglas Research Insights
Douglas Research Insights
POSCO Int & Seah Steel Holdings: Key Beneficiaries of Trump's Plan to Develop Alaskan Gas Fields
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  • Posco International Corporation (047050 KS) and SeAH Steel Holdings (003030 KS) are two key beneficiaries of the Trump administration's efforts to significantly increase the Alaskan gas fields.

  • The initial estimated cost of this massive project is about $44 billion for the pipeline and related infrastructure.

  • Despite recent rallies, the valuations of POSCO International and Seah Steel Holdings remain attractive.

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