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ArcelorMittal LU1598757687

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Arcelor Mittal oktober 2024

176 Posts
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  1. forum rang 10 voda 25 oktober 2024 08:08

    • voda

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    Steel Giants Eye AHMSA's Assets as Mexican Steel Titan Faces Bankruptcy

    Synopsis: Ternium, Techint's Mexican unit, joins ArcelorMittal and others in evaluating bankrupt AHMSA's 5.5 million metric ton steel facility through due diligence process.
    Friday, October 25, 2024

    The Mexican steel industry is witnessing a significant development as Ternium, the Mexican subsidiary of Italian-Argentine conglomerate Techint, has initiated a due diligence examination of Altos Hornos de México's facilities. This evaluation process, which commenced on Tuesday and concluded on Thursday, October 24, marks another chapter in the ongoing saga of AHMSA's insolvency crisis that began last year.

    AHMSA, a major integrated steel company with an impressive annual crude steel production capacity of 5.5 million metric tons, has attracted considerable attention from various industry players. The due diligence process has seen participation from several prominent steel manufacturers, including global steel giant ArcelorMittal, an unnamed Brazilian steel company, a Canadian enterprise, and Mexican steel producer Villacero, according to sources familiar with the matter.

    Voor meer, zie link:

    www.oreaco.com/steel/steel-giants-eye...
  2. forum rang 7 mvliex 1 25 oktober 2024 16:24

    • mvliex 1

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    Vanaf maandag 28 oktober t/m vrijdag 1 november opent en sluit de Amerikaanse beurs een uur eerder in verband met het ingaan van de lokale wintertijd. De beurs is dus tijdelijk geopend van 14:30 - 21:00 uur Nederlandse tijd.
    Bron: Saxo
  3. forum rang 10 voda 25 oktober 2024 17:52

    • voda

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    Hoe deed Arcelor het deze week t.o.v. de andere AEX fondsen? (-1.11%)
    Bijlage:
  6. forum rang 10 voda 26 oktober 2024 07:31

    • voda

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    Beursupdate: AEX op Wall Street

    (ABM FN-Dow Jones) Op Wall Street zijn vrijdag zes van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten, uitgezonderd ArcelorMittal en Shell.

    Aegon (-0,10%)
    ArcelorMittal (+0,14%)
    ASML (-0,72%)
    ING Groep (-0,44%)
    Philips (-0,48%)RELX (-0,21%)
    Royal Dutch Shell (+0,16%)
    Unilever (-0,06%)

    Euro/dollar: 1,0795

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 898,82 punten, zijn geëindigd op 897,99 punten.

    Door: ABM Financial News.
    info@abmfn.nl
    Redactie: +31(0)20 26 28 999

    Bron: ABM Financial News
  7. forum rang 10 voda 26 oktober 2024 11:49

    • voda

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    Historic $30 Billion Environmental Settlement Reshapes Mining Industry's Future in Brazil

    Synopsis: Vale, Samarco Mineração, and BHP Billiton Brasil. reach groundbreaking $29.8 billion settlement with Brazilian authorities for comprehensive reparations following the catastrophic 2015 Fundão dam collapse.
    Saturday, October 26, 2024

    In a watershed moment for environmental accountability, Vale S.A. and its partners have finalized a comprehensive R$170 billion settlement with Brazilian authorities regarding the 2015 Fundão dam collapse in Mariana, Minas Gerais. This historic agreement, signed on October 25, 2024, represents the culmination of extensive negotiations between the mining companies and multiple Brazilian governmental entities, establishing an unprecedented framework for environmental disaster response and corporate responsibility.

    The settlement's financial structure is meticulously divided into three primary components, demonstrating a multi-faceted approach to addressing the disaster's far-reaching impacts. The largest portion comprises R$100 billion in installment payments over 20 years, strategically directed towards public policy programs and compensatory actions in affected regions. An additional R$32 billion is allocated for Samarco's performance obligations, encompassing individual compensation, community resettlement, and comprehensive environmental recovery initiatives. The remaining R$38 billion accounts for remediation measures already implemented since the disaster, reflecting the immediate response efforts undertaken.

    Voor meer, zie link:

    www.oreaco.com/steel/historic-30-bill...
  8. forum rang 10 voda 26 oktober 2024 11:59

    • voda

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    JSW Steel's Q2 FY25 Performance: Navigates Market Dynamics with Strategic Resilience

    Synopsis: JSW Steel Limited reports Q2 FY25 financial results with consolidated crude steel production of 6.77 million metric tons and revenue of ?39,684 crores, featuring comprehensive performanc5e across global operations including India, USA, and Italy.
    Saturday, October 26, 2024

    JSW Steel Limited, one of India's leading steel manufacturers, has released its comprehensive financial results for the second quarter of fiscal year 2024-25, demonstrating resilience amid challenging market conditions. The company's consolidated operations showed mixed performance across its global facilities, with notable achievements in domestic sales despite international market pressures and ongoing global economic uncertainties.

    The company's consolidated crude steel production reached an impressive 6.77 million metric tons, marking a significant 7% increase both year-over-year and quarter-over-quarter. Indian operations demonstrated particularly strong performance with a capacity utilization of 91%, following the successful completion of planned maintenance shutdowns at Dolvi and BPSL facilities. The consolidated steel sales volume stood at 6.13 million metric tons, with domestic sales achieving a record high of 5.57 million metric tons, representing a 1% YoY and 5% QoQ growth, highlighting the company's strong position in the domestic market.

    Voor meer, zie link:

    www.oreaco.com/steel/jsw-steels-q2-fy...
  10. gerard45 26 oktober 2024 17:35

    • gerard45

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    quote:

    Dutchess41 schreef op 26 oktober 2024 14:08:

    Ik blijf nog steeds vertrouwen houden in een toekomstige forse koersstijging voor AM.

    A unique opportunity to access high quality growth at low valuation

    corporate.arcelormittal.com/media/4d3...
    wat is nou de gedachtegang/ rede dat ze zoiets publiceren?

    en wanneer gaat die toekomstige forse koersstijging dan plaatsvinden?

    elk kwartaal bij cijfers is het veel al hetzelfde, zoiets in de trende van : "currently we are facing though market circumstances, but we are doing this and that and...., and in the future it will be better, let maar op in november precies hetzelfde.

    als je puur naar de feiten en de dat kijkt heeft acerlor mittal forse koersdalingen veroorzaakt
  12. forum rang 7 mvliex 1 27 oktober 2024 14:07

    • mvliex 1

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    quote:

    gerard45 schreef op 26 oktober 2024 17:35:

    [...]

    wat is nou de gedachtegang/ rede dat ze zoiets publiceren?

    en wanneer gaat die toekomstige forse koersstijging dan plaatsvinden?

    elk kwartaal bij cijfers is het veel al hetzelfde, zoiets in de trende van : "currently we are facing though market circumstances, but we are doing this and that and...., and in the future it will be better, let maar op in november precies hetzelfde.

    als je puur naar de feiten en de dat kijkt heeft acerlor mittal forse koersdalingen veroorzaakt
    Dus short gaan als je er zo over denkt.
  13. forum rang 10 voda 28 oktober 2024 07:33

    • voda

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    Oman's First Iron Ore Plant: Vale-Jinnan Partnership Reshapes Middle East Steel

    Synopsis: Vale and Jinnan Iron & Steel Group announce $600 million joint venture to establish Oman's first iron ore concentration plant at SOHAR Port and Freezone, set to process 18 million metric tons annually.
    Monday, October 28, 2024

    A groundbreaking partnership between global mining giant Vale and China's Jinnan Iron & Steel Group has been announced under the patronage of Oman's Minister of Commerce, Industry and Investment Promotion, Qais bin Mohammed Al Yousef. The collaboration marks a significant milestone in Oman's industrial development with the establishment of the country's first iron ore concentration plant at SOHAR Port and Freezone.

    The ambitious project, representing an initial investment exceeding $600 million, will see Vale contributing $227 million for connecting the plant to its regional agglomerate facilities, while Jinnan will invest approximately $400 million in building and operating the facility. The state-of-the-art plant is scheduled to begin operations by mid-2027, with an annual processing capacity of 18 million metric tons of iron ore, yielding 12.6 million metric tons of high-grade concentrate.

    Voor meer, zie link:

    www.oreaco.com/steel/omans-first-iron...
  14. forum rang 10 voda 28 oktober 2024 07:35

    • voda

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    ArcelorMittal Kryvyi Rih Achieves Historic 16M-Ton Milestone Despite War Challenges

    Synopsis: ArcelorMittal Kryvyi Rih celebrates 13 years of continuous casting operations, reaching 16 million metric tons of billet production despite ongoing war-related challenges in Ukraine.
    Monday, October 28, 2024

    ArcelorMittal Kryvyi Rih, a leading Ukrainian steel producer, has marked a significant industrial achievement by producing 16 million metric tons of billets since the inauguration of its continuous casting machine complex. The milestone comes as the converter workshop commemorates its 13th anniversary of continuous steel casting operations, demonstrating remarkable resilience in the face of wartime adversity.

    The implementation of continuous casting technology has revolutionized the company's steel production capabilities since its introduction in October 2011. This advanced manufacturing process has delivered substantial improvements over traditional gating mold casting methods, yielding superior quality parameters, enhanced energy efficiency, and reduced metal waste. The facility has expanded from its initial single CCM unit to a comprehensive complex featuring three operational units.

    Voor meer, zie link:

    www.oreaco.com/steel/arcelormittal-kr...
  16. forum rang 4 03har 28 oktober 2024 11:03

    • 03har

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    3Q'24 consensus estimates*
    3Q'24
    EBITDA ($m). $1,488
    Net Income ($m) $420
    Earnings per share ($) $0.53
  17. forum rang 10 voda 28 oktober 2024 11:50

    • voda

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    Iron Ore's Mercurial Dance Amid Oriental Optimism

    Iron ore prices retreated to $104 per metric ton for 62% iron content material, marking a four-week low as major mining operations reported increased output. The price decline reflects trading volumes of approximately 5 million metric tons, showcasing significant market activity. Daily trading volumes have averaged 800,000 metric tons, indicating robust market participation despite price pressures.

    Australia's mining giants demonstrated robust production capabilities, with Fortescue reporting quarterly shipments of 48.5 million metric tons, a 4% increase from the previous period. BHP Group similarly exceeded expectations with production reaching 66 million metric tons. Combined with Rio Tinto's output of 83.5 million metric tons and Vale's 75 million metric tons, global supply showed remarkable strength. Mining operations have expanded their rail capacity to handle up to 2.5 million metric tons daily.

    China, consuming nearly 1.2 billion metric tons annually, awaits stimulus announcements from the National People's Congress Standing Committee. The anticipated 10 trillion yuan package could potentially influence iron ore demand by 150 million metric tons annually. Steel production facilities, currently operating at 85% capacity and consuming approximately 3.3 million metric tons daily, closely monitor policy developments. However, international financial experts, including US Treasury Secretary Janet Yellen, express skepticism about the stimulus's effectiveness in boosting domestic consumption.

    Port inventories across Chinese facilities currently stand at 120 million metric tons, providing approximately six weeks of supply at current consumption rates. Steel mills maintain average stockpiles of 25 million metric tons, reflecting cautious inventory management amid market uncertainty. Port handling capacity has increased to 4 million metric tons daily, with improved efficiency in unloading and distribution systems.

    The construction sector, consuming roughly 65% of China's steel output, equivalent to 780 million metric tons annually, remains a crucial demand driver. Infrastructure projects currently under development could require an additional 50 million metric tons of iron ore over the next twelve months.

    Emerging markets, excluding China, collectively import approximately 350 million metric tons annually, with India leading at 85 million metric tons. These markets have increased their port capacity to handle 500,000 metric tons daily, preparing for potential demand growth.

    Looking ahead, analysts project global iron ore demand to reach 2.3 billion metric tons annually, with major miners planning to expand production capacity by 150 million metric tons over the next three years. Environmental regulations could impact production methods, potentially affecting the processing of 200 million metric tons annually.

    Bron: email van Oreaco.
  18. forum rang 10 voda 28 oktober 2024 11:52

    • voda

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    Scrap Symphony: Turkish Mills Dance Through Price Turbulence

    Turkish steel mills maintain steady domestic scrap prices while import markets soften, reflecting tepid buying sentiment. Most local facilities have kept their procurement rates unchanged from previous levels, with only one southern mill reducing its buying price. The market currently processes approximately 2.5 million metric tons of scrap monthly, with domestic sources contributing about 1 million metric tons.

    Import activity remains subdued, last week saw renewed market engagement as suppliers and mills began position checks. Turkey requires approximately ten cargo shipments, averaging 30,000 metric tons each, for November delivery, with December procurement yet to commence. European suppliers target HMS 1&2 80:20 sales above $365 per metric ton CFR Turkey, facing competition from lower offers around $360 per metric ton. Monthly import volumes typically range between 1.5-1.8 million metric tons.

    Market dynamics show pressure on scrap values amid weakening rebar prices, currently at $615-630 per metric ton ex-works. Domestic stockists express concern over halted demand, despite available discounts. Turkish shipbreaking scrap prices have declined to $365-385 per metric ton delivered, down from last week's $365-390 per metric ton range. The shipbreaking sector contributes approximately 200,000 metric tons monthly to the domestic supply.

    The Turkish lira traded at 34.29 against the dollar, while US and Baltic suppliers seek bids above $370 per metric ton CFR, highlighting market uncertainty. US suppliers traditionally provide 400,000-500,000 metric tons monthly, while Baltic regions contribute around 300,000 metric tons. Industry experts suggest European domestic market challenges and euro weakness continue influencing regional scrap trade patterns.

    Steel mills maintain average inventory levels of 250,000 metric tons, representing roughly three weeks of consumption. Port facilities can handle up to 100,000 metric tons daily, with storage capacity for 500,000 metric tons. The domestic steel sector operates at 70% capacity utilization, requiring approximately 3 million metric tons of scrap monthly for full operations.

    Looking ahead, market participants anticipate annual scrap demand to reach 30 million metric tons, with domestic sources expected to provide 12 million metric tons. The remaining volume will depend on imports, primarily from Europe, the US, and Baltic regions, which collectively can supply up to 18 million metric tons annually.

    Bron: email van Oreaco
  19. forum rang 10 voda 28 oktober 2024 11:56

    • voda

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    CHINA

    Real Estate Woes Echo Through Steel Markets

    Steel prices across China's domestic and export markets show mixed trends amid real estate sector challenges. Domestic billet prices held steady at $375 per metric ton, excluding 13% VAT, while rebar witnessed a 3% weekly decline to $445 per metric ton. Hot-rolled steel maintained its position at $430 per metric ton. The domestic market typically processes approximately 75-90 million metric tons monthly, with regional variations in pricing and demand patterns.

    Export markets experienced sharper declines, with square billet dropping 2% week-over-week to $455 per metric ton. Rebar exports fell 3% to $510 per metric ton, matched by a similar decrease in hot-rolled steel export prices to $495 per metric ton. China's monthly steel exports average 8-9 million metric tons, representing a significant portion of global steel trade.

    China's apparent steel consumption dropped significantly, recording a 6.2% year-on-year decrease to 688 million metric tons in the first three quarters of 2023. This decline represents approximately 45 million metric tons less consumption compared to the same period last year. The China Iron and Steel Association projects potential demand stabilization or slight decline by 2025, highlighting concerns about export risks amid growing trade tensions.

    The real estate sector's persistent challenges, including high debt levels and weak consumer confidence, continue to impact the steel industry. The property sector traditionally accounts for 35-40% of China's steel consumption, equivalent to roughly 350-400 million metric tons annually. Despite government interventions to stabilize the property market, industry experts remain skeptical about sustained recovery. September's price increases appeared unsupported by fundamental demand, suggesting deeper structural issues.

    CISA urges domestic steel producers to maintain disciplined production levels, as oversupply concerns grow. Current production capacity utilization rates hover around 75-80%, representing approximately 80-85 million metric tons monthly. The association's long-term outlook suggests annual steel production may decrease to 800 million metric tons by 2035, down from the current billion-ton-plus output levels. This projection reflects efforts to balance supply with decreasing demand trends.

    Government stimulus measures introduced in late September temporarily boosted steel prices, though momentum has since waned.

    Major steel-producing provinces, including Hebei, Jiangsu, and Shandong, which collectively contribute about 60% of national output, face increasing pressure to rationalize production. Environmental regulations and energy consumption restrictions could further impact production levels, with potential monthly reductions of 5-7 million metric tons during peak control periods.

    The industry's inventory levels at major ports and warehouses currently stand at approximately 12 million metric tons for rebar and 3.5 million metric tons for hot-rolled coil, representing about 30-35 days of consumption. These levels are considered moderately high, contributing to price pressures in both domestic and export markets.

    Bron: email van Oreaco
  20. forum rang 10 voda 28 oktober 2024 11:56

    • voda

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    INDIA

    Steel Sector Faces Quintessential Quandary

    India's steel market faces a downturn with hot-rolled steel prices dropping to ?47,500 per metric ton in Mumbai and Delhi. This marks a significant decline from ?49,000 in recent weeks, though still above September's low of ?46,500 per metric ton, which was the lowest since November 2020. The price volatility has affected both primary and secondary steel producers, with smaller manufacturers particularly vulnerable to market fluctuations. Industry experts estimate the total market impact at approximately 15-20 million metric tons of annual production capacity.

    The economic slowdown has severely impacted infrastructure spending, causing a sharp fall in steel demand. Manufacturers are struggling with reduced sales and declining prices, while buyers maintain a cautious approach, purchasing only essential quantities. Current inventory levels show excess stock, straining producer cash flows. Major steel-producing states like Maharashtra, Gujarat, and Karnataka report capacity utilization rates dropping to 75-80%, down from 90% last year.

    Cheap imports, especially hot-rolled coils from Vietnam and China, have surged 50% year-on-year, reaching approximately 6 million metric tons. These imports are creating intense price competition for domestic manufacturers, who are already operating in challenging market conditions. The average import price stands at ?43,000 per metric ton, significantly lower than domestic rates. The government is considering implementing safeguard duties to protect local manufacturers, as the import surge threatens nearly 25% of domestic production capacity.

    Indian steel exports have declined 6%, dropping from 13.5 million metric tons to approximately 12.7 million metric tons annually. Manufacturers struggle against competitive Chinese pricing, which averages $50-75 less per metric ton in international markets. The European Union's ongoing dumping investigation and Turkey's pricing concerns have complicated export prospects. With India's EU export quota of 4.5 million metric tons exhausted, producers are urgently seeking alternative markets in Southeast Asia and Middle East regions.

    The approaching Diwali festival has traditionally marked a temporary lull in steel demand, with current transactions dropping. While historical patterns suggest a post-Diwali revival in construction and manufacturing activities, industry analysts remain cautious about price recovery prospects. Steel mills typically witness a surge in order volumes post-festival season, but this year's outlook appears muted due to persistent overcapacity issues. Chinese exports continue to dominate key importing markets like Vietnam, Philippines, and Middle East regions, effectively squeezing Indian exporters' margins.

    Bron: email van Oreaco
  21. forum rang 10 voda 28 oktober 2024 12:13

    • voda

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    Beursblik: winstval ArcelorMittal verwacht
    28-okt-2024 12:08

    Volgens gepubliceerde consensus.

    (ABM FN-Dow Jones) ArcelorMittal heeft in het derde kwartaal vermoedelijk veel minder gepresteerd dan in dezelfde periode in 2023. Dit bleek uit de consensus van Visible Alpha, waar 13 analisten aan bijdroegen.

    De EBITDA zal volgens deze analisten uitkomen op 1,49 miljard dollar. Dat was 1,87 miljard dollar in het derde kwartaal van 2023. Daarmee zou er ook sprake zijn van een daling op kwartaalbasis. In het tweede kwartaal van dit jaar bedroeg de EBITDA 1,86 miljard dollar.

    De nettowinst halveerde op jaarbasis vermoedelijk ruimschoots, van 929 miljoen naar 420 miljoen dollar, terwijl de winst per aandeel volgens de analisten uitkomt op 0,53 dollar. Dat was 1,11 dollar een jaar eerder.

    ArcelorMittal gaf bij de halfjaarcijfers aan voor de tweede helft van dit jaar meer vraag te verwachten dan in de eerste zes maanden van dit jaar.

    Het aandeel ArcelorMittal handelde maandag 1,5 procent hoger.

    Door: ABM Financial News.
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