[STX 회생기로] 주요 사업 '옥석 가리기'…니켈 트레이딩 향방은

STX's strategic focus on nickel trading during bankruptcy rehabilitation underscores the critical value of assets integrated into battery supply chains and energy transition sectors. Rather than operating as a commodity trader, STX leverages direct mining investments and long-term supply contracts—including stakes in Madagascar's Ambatovy mine—to create structural competitive advantages that survive financial distress. This selective portfolio optimization demonstrates how distressed companies can strengthen acquisition prospects by concentrating resources on assets with inherent growth drivers and sustainable demand fundamentals.