{
  "schema_version": "0.1",
  "publication": "POSCO Holdings (005490.KS) thesis wrapper",
  "claims": [
    {
      "claim_id": "claim-001",
      "claim": "HyREX/green steel could command a premium; kill if timeline, offtake, or carbon-price evidence breaks.",
      "confidence": "low",
      "sources": [
        {
          "title": "POSCO DART filings and sustainability reports",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "HyREX milestone disclosures",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "OEM green steel offtake announcements",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "EU CBAM and carbon policy documents",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "Steel export/pricing data",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        }
      ],
      "freshness_window_days": 14,
      "kill_criteria": [
        "HyREX delay exceeds thesis window",
        "Green steel premium below materiality threshold",
        "China/export steel pricing overwhelms premium"
      ]
    }
  ],
  "canonical_url": "https://barneywohl.github.io/korea-research-map-agents/agentpress/examples/posco-green-steel/"
}