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Arcelor november 2023

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Bangku
0
quote:

econoom48 schreef op 29 november 2023 14:08:

[...]

goed gedaan maar ik verwacht dat het nog wel oploopt komende tijd
Twee weken terug kon ik ze kopen onder de € 21,- Wacht wel weer tot net zo'n dipje.
Zolang ze met deze regelmaat zakken en stijgen neem ik op tijd mijn winst.
lefreaks
0
quote:

Wollin schreef op 29 november 2023 16:01:

Helaas weer onder de 23.
Er boven sluiten zo nog wel mooi zijn
De koers van ArcelorMittal kijkt niet op een paar centen meer of minder... ;-))
De afgelopen 2 weken zijn er 10 dagen in het groen geëindigd en 2 dagen in het rood. In totaal gestegen met 10,6% en als we er 1,5% van vandaag bij optellen, kom ik op ruim 12% stijging vanaf 13 november, de ex-dividend dag. De lijn is dus stijgend en ik verwacht dat dit nog wel een tijdje zo door gaat. Mocht dat in dit tempo zijn, dan komen we eind 2023 op ruim 25 euro uit. En dat is volgens mij ook de reden dat er nu weer volop aandelen ingekocht worden: voordat de regio 25-28 euro bereikt wordt.
Het is maar mijn mening, geen vaststaand feit...
03har
0
Dat probleem hoeft de nieuwe koper dus niet meer op te lossen.
Het lijkt erop dat vrijdag meer nieuws komt over de potentiële koper.
03haR

Madison County braces for layoffs as U.S. Steel idles operations
Up to 1,000 to be affected beginning Jan. 2

Staff Writer
Nov. 28, 2023
Updated: Nov. 28, 2023 2:33 p.m.
GRANITE CITY — Most of U.S. Steel-Granite City Works operations will go on “indefinite idle” after an announcement of a WARN notice sent out to 1,000 workers at the facility.

A WARN Act notice was issued Tuesday to 1,000 workers at the plant. The notices are required by federal law when large employers lay off workers. It was confirmed Tuesday afternoon by both U.S. Steel and Madison County officials.
An estimated 600 of the workers notified are expected to be laid off beginning Jan. 28, according to an email sent to employees. This comes after approximately 265 workers were laid off in September when the “B” blast furnace was idled.
christo1
1
Ben benieuwd naar morgen als er al nieuws te rapen is.

Ik ben nog steeds van mening dat het een goede zet van arcelormittal zou zijn om us steel volledig of gedeeltelijk in te lijven, de VS stevenen af op een zachte landing waardoor de rentes volgend jaar kunnen dalen wat dan weer goed zal zijn voor de groei en de staalmarkt in het nafta gebied is sterk beschermd door tarieven.

Staalprijzen zijn afgelopen maand geklommen, hopelijk zet de trend door de komende maanden.

Mvg
Wollin
1
gerard45
0
quote:

christo1 schreef op 30 november 2023 15:31:

Ben benieuwd naar morgen als er al nieuws te rapen is.

Ik ben nog steeds van mening dat het een goede zet van arcelormittal zou zijn om us steel volledig of gedeeltelijk in te lijven, de VS stevenen af op een zachte landing waardoor de rentes volgend jaar kunnen dalen wat dan weer goed zal zijn voor de groei en de staalmarkt in het nafta gebied is sterk beschermd door tarieven.

Staalprijzen zijn afgelopen maand geklommen, hopelijk zet de trend door de komende maanden.

Mvg
ik heb hier toch sterk mijn twijfels over, als ik mittal google dan lees ik toch dat ze her en der wat productie aan het 'ijdelen' zijn, dat is gewoon slecht nieuws ik kan er weinig positiefs over bedenken. us steel overnemen en dan ook ijdelen?
ze hebben ook al veel overgenomen en dat heeft ook weinig gecreeerd voor de aandeelhouder... dan zal dit in een keer wel waarde gaan creeren? tja.. ik moet dan toch aan ilva denken.

wat wel positief is voor mittal:
-zachte landing
-ontwikkelingen rente markt
-hrc prijs loopt toch iets op... misschien kan 03har of christo even zijn visie hierop geven, want dit wordt hier weinig aangehaald
-het geld gebruikt voor de buyback (wat aanzienlijk is) kunnen ze niet meer uitgeven aan idioterie, is toch een pluspunt
03har
2
@Gerard45.

China is behoorlijk actief op economisch vlak/ inflatie bestrijding.
Het stimuleerde de bouw. (Cement/staal).
Het vult de erts voorraden aan na een periodes van minimale voorraad.
Hoewel men probeert, vanuit staats wege, de prijs in de hand te houden {2 x -3%} lukt dit maar matig.
Erts prijzen liggen hoog, erg hoog, hoewel een stagnatie zichtbaar is.
De (staats) invloed van China is groot. Maar wederom liquiditeits problemen bij een grote schaduw-bank wat veel ophet geeft.
Toch gaan de.staal prijzen fors omhoog.
Maar kijk naar de staalprijzen, steelbenchmatker, staal volgt de erts prijs trouw.
Maar……. Kijk eens naar de omzet gisteren in Amsterdam.
Meer dan 5 milj. Aandelen !!!!
Wat gaat er vandaag gebeuren …………
03haR
03har
2
Dalian iron ore futures rise
Reuters Published about 4 hours ago, 1 dec.

SINGAPORE: Dalian iron ore futures snapped a five-day decline on Thursday, reflecting market participants’ optimism over Beijing’s efforts to revitalise the property sector.

Dalian iron ore extends losses
Reuters Published November 30, 2023
SINGAPORE: Dalian iron ore futures fell for the fifth straight session on Wednesday, with market dynamics responding to the repercussions of government intervention on Tuesday.

Iron-ore poised to hit $150 in 2024 on Chinese stimulus, analysts say
29th November 2023
By: Reuters
BEIJING - Seaborne iron-ore prices are set to climb to as much as $150 per ton in the first half of 2024, according to analysts who have lifted their estimates on expectatio

Reuters Published November 30, 2023
SINGAPORE: Dalian iron ore futures fell for the fifth straight session on Wednesday, with market dynamics responding to the repercussions of government intervention on Tuesday.

Iron-ore poised to hit $150 in 2024 on Chinese stimulus, analysts say
29th November 2023
By: Reuters
BEIJING - Seaborne iron-ore prices are set to climb to as much as $150 per ton in the first half of 2024, according to analysts who have lifted their estimates on expectatio
03har
1
En nog een geïnteresseerde bieder , de zesde, voor US steel.
03haR

CNBC indicates that the Argentina-based Techint business unit of Luxembourg-based Ternium “may also make a bid, though likely with a partner,” writes Seeking Alpha.
voda
3
Goedemorgen beste staalliefhebbers.

Ik ben er weer. Steelguru was zo vriendelijk mij weer wat informatie te sturen. Deze is wel wat ouder omdat ik het niet eerder kon plaatsen. Het is eigenlijk niet zo aan tijd gebonden.

Innovative Pact: ArcelorMittal-Fiemg's Decarbonization Center
By Strategic Research Institute on Nov 27, 2023 11:25 am

Synopsis:

ArcelorMittal and Fiemg's partnership heralds the creation of the CIT/SENAI Center for Industrial Decarbonization in Minas Gerais. This collaborative initiative, backed by a substantial investment, focuses on R&D in sustainable technologies like green hydrogen and CO2 capture, aligning with ArcelorMittal's commitment to achieving carbon neutrality by 2050.

Article:

ArcelorMittal, Belgo Arames, and Fiemg joined forces to inaugurate the CIT/SENAI Center for Industrial Decarbonization in Minas Gerais, signaling a concerted effort towards sustainable innovation. The initial investment of $34 million will bolster the center's laboratory infrastructure, fostering the development of groundbreaking decarbonization technologies. The unveiling occurred at the Industry Immersion event, attended by key ArcelorMittal and Fiemg figures, including Jefferson De Paula, ArcelorMittal Brazil's President.

Primarily an R&D hub, the CIT/SENAI Center aims to educate professionals in the realm of industrial decarbonization. Equipped with cutting-edge technology, it's poised to collaborate on sustainable biofuels, green hydrogen utilization, CO2 capture, and novel steel production methods.

Jefferson De Paula highlighted the significance of this collaboration, underlining ArcelorMittal's dedication to carbon neutrality. The center is poised to drive pivotal technological advancements, ensuring the sustainability of their operations.

ArcelorMittal's global commitment to decarbonization is evident in its pledge to become carbon neutral by 2050, striving for a 25% reduction in emissions by 2030. The company plans to evolve its processes and implement disruptive technologies to achieve this ambitious goal. Exploring avenues like ethanol production from CO2-containing process gases exemplifies their innovative approach.

In Brazil, ArcelorMittal's strategies encompass optimizing metal matrix usage, transitioning partially from coal to natural gas, maximizing renewable charcoal utilization, and continually improving energy efficiency in steel production.

Fiemg's Industry Immersion, a platform fostering connections and knowledge exchange, hosted insightful sessions featuring ArcelorMittal leaders discussing the industry's future and employee well-being. Tatiana Nolasco and Sofia Trombetta shared perspectives on industry branding and employee energy management, reflecting ArcelorMittal's holistic approach.

Rodrigo Carazolli's participation shed light on ESG and innovation's pivotal role in enhancing company competitiveness, aligning with ArcelorMittal's commitment to sustainable progress.

Conclusion:

The strategic partnership between ArcelorMittal and Fiemg for the CIT/SENAI Center illustrates a resolute commitment to sustainable progress and technological innovation. With a focus on cutting-edge R&D, this initiative aligns with ArcelorMittal's global goal of carbon neutrality, marking a significant step towards a greener future.

Bron Steelguru (via email)
lefreaks
0
quote:

voda schreef op 1 december 2023 07:27:

Goedemorgen beste staalliefhebbers.

Ik ben er weer. Steelguru was zo vriendelijk mij weer wat informatie te sturen.
Goed bezig Hans. ;-))
voda
1
En even wat meer up-to-date nieuws:

Sarralle-ArcelorMittal Pact: Eco-EAF Endeavor
By Strategic Research Institute on Dec 01, 2023 06:36 am

Synopsis:

ArcelorMittal Asturias partners with Sarralle to construct a new electric arc furnace in Gijón, Spain, as part of their decarbonization initiative. Anticipated to operate by late 2025, this 1.1 million metric ton EAF aims to produce low carbon-emission steel, primarily for rails and wire rods. The project aligns with ArcelorMittal Europe's commitment to slash CO2 emissions by 35% by 2030.

Article:

ArcelorMittal Asturias' collaboration with Sarralle marks a significant leap in their decarbonization roadmap. The initiative involves erecting a cutting-edge electric arc furnace in Gijón, Spain, commencing civil works in early 2024. Once operational, this high-tech EAF will enable the production of low carbon-emission steel, catering specifically to the long products sector, rails and wire rods. This strategic shift aims to enhance competitiveness, especially in sectors with stringent carbon criteria for public procurement contracts.

The project also integrates the installation of a de-dusting system and waste heat recovery unit, augmenting energy efficiency within the new EAF. These measures align with ArcelorMittal Europe's targeted reduction of CO2 emissions by 35% before 2030.

At the signing ceremony held with Sarralle, Philippe Meyran, CEO of ArcelorMittal Asturias, acknowledged the collaborative efforts, emphasizing the significance of this decarbonization program for the company's steelmaking operations in Spain.

Elías Domingo, CEO of Sarralle, hailed the project's uniqueness as Spain's inaugural decarbonization venture driven by native technology. This endeavor holds pivotal significance for Spain's steel industry, focusing on high-value products.

Jordi Torné, CEO of ArcelorMittal Europe - Long Products, lauded the transformative impact of this state-of-the-art technology, fostering sustainable production of high-value rails and wire rods while prioritizing operational safety.

The strategic positioning of the new Gijón facility aligns with the European Union's Sustainable and Smart Mobility Strategy. Anticipating a surge in rail traffic by 2030 and beyond, the facility's focus on low carbon-emissions steel stands as a testament to the EU Green Deal's objectives.

Conclusion:

ArcelorMittal's collaboration with Sarralle signifies a milestone in Spain's steel industry, ushering in a new era of environmentally conscious steel production. The venture's commitment to harnessing innovative technology and sustainable practices underscores its pivotal role in contributing to the EU's green initiatives and fostering a cleaner, greener future for the steel sector.

Bron Steelguru (via email)
Bijlage:
voda
2
quote:

lefreaks schreef op 1 december 2023 08:48:

[...]

Goed bezig Hans. ;-))
Hartelijk dank, en ik wil ook bij deze natuurlijk Har03 bedanken voor zijn woorden, én de uitstekende nieuwsvoorziening.
voda
2
Leadership Transition at ArcelorMittal Germany
By Strategic Research Institute on Dec 01, 2023 06:32 am

Synopsis:

Thomas Bünger is set to take over as CEO of ArcelorMittal Bremen and Eisenhüttenstadt, succeeding Reiner Blaschek from February 1, 2024. This change aligns with ArcelorMittal's focus on decarbonization and digitalization in steel production. Bünger brings extensive experience from tin mining and Aurubis, poised to drive future success.

Article:

ArcelorMittal Germany witnesses a significant leadership shift as Thomas Bünger prepares to assume the role of CEO at the Bremen and Eisenhüttenstadt plants, taking charge of the Germany cluster within ArcelorMittal Europe – Flat Products. His appointment, effective February 1, 2024, follows the tenure of Reiner Blaschek, who transitions to lead the entire European flat steel division.

Bünger, previously the CEO of a tin mining development company in London, brings a wealth of experience, notably from Aurubis in Hamburg, where he held crucial operational and technological roles. His career commenced in research and development at Freiberger Compound Materials in Germany.

Expressing enthusiasm for the upcoming responsibilities, Bünger highlights the pivotal focus on decarbonization and digitalization in steel manufacturing. His academic background includes studies at the Mining Institute in St. Petersburg, Russia, and the TU Bergakademie Freiberg, specializing in non-ferrous metallurgy.

The managerial transition, pending approval at the December 2023 Supervisory Board meetings, aims to strengthen ArcelorMittal's commitment to innovation and sustainability in the German steel sector.

Conclusion:

The appointment of Thomas Bünger as CEO marks a strategic move for ArcelorMittal Germany, aligning with industry shifts towards decarbonization and digital transformation. Bünger's diverse expertise positions him to lead the Bremen and Eisenhüttenstadt plants, steering the company towards continued innovation and sustainability in steel production.

Bron Steelguru (via email)
voda
2
Poland: ArcelorMittal Ceases Krakow Tube Output
By Strategic Research Institute on Dec 01, 2023 06:29 am

Synopsis:

ArcelorMittal Tubular Products Europe announces the halt of tube production at its Krakow facility in early 2024. The decision, driven by market dynamics and a commitment to reducing carbon footprint, aligns with the company's sustainability objectives for a greener future.

Article:

In response to evolving market dynamics and a focus on environmental responsibility, ArcelorMittal Tubular Products (AMTP) Europe has outlined plans to cease tube operations at its Krakow production facility. This strategic move is a part of the company's broader initiative aimed at aligning business practices with sustainability goals. The cessation affects the facility's supply to construction, water distribution, and scaffolding industries.

AMTP is actively working to mitigate any supply disruptions resulting from this cessation. Alternative supply channels will be facilitated through other production units, including the longitudinal welded tube plant in Iasi, Romania. Additionally, the company operates facilities in the Czech Republic and France.

The decision to hot idle coke ovens at the Krakow site was recently communicated by ArcelorMittal due to subdued demand and a narrow margin between coking coal and coke prices.

Conclusion:

ArcelorMittal's decision to halt tube production in Krakow stems from a strategic alignment with sustainability goals amidst evolving market conditions. The company's commitment to environmental responsibility reflects a larger initiative aimed at fostering a greener future. Efforts to ensure supply continuity through other production units emphasize the company's dedication to serving its clientele amidst these operational changes.

Bron Steelguru (via email)
christo1
0
quote:

03har schreef op 1 december 2023 04:35:

@Gerard45.

China is behoorlijk actief op economisch vlak/ inflatie bestrijding.
Het stimuleerde de bouw. (Cement/staal).
Het vult de erts voorraden aan na een periodes van minimale voorraad.
Hoewel men probeert, vanuit staats wege, de prijs in de hand te houden {2 x -3%} lukt dit maar matig.
Erts prijzen liggen hoog, erg hoog, hoewel een stagnatie zichtbaar is.
De (staats) invloed van China is groot. Maar wederom liquiditeits problemen bij een grote schaduw-bank wat veel ophet geeft.
Toch gaan de.staal prijzen fors omhoog.
Maar kijk naar de staalprijzen, steelbenchmatker, staal volgt de erts prijs trouw.
Maar……. Kijk eens naar de omzet gisteren in Amsterdam.
Meer dan 5 milj. Aandelen !!!!
Wat gaat er vandaag gebeuren …………
03haR
Einde van de maand kan ook een verklaring zijn?
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