[미·이란 종전]전기로 확대 포스코, '철스크랩 조달' 문턱 낮아지나

The easing of US-Iran tensions reduces maritime logistics costs that have inflated iron scrap prices, providing immediate relief for POSCO's newly commissioned 2.5 million-ton electric furnace in Gwangyang. As global steelmakers accelerate the shift to electric furnaces for carbon reduction, stable and affordable iron scrap supply becomes a critical competitive differentiator. POSCO's supply chain optimization efforts and new sourcing hubs will be essential for maintaining cost competitiveness while scaling low-carbon steel production.