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Arcelor Mittal mei 2024

199 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 » | Laatste
voda
1
Beursupdate: AEX op Wall Street

Door ABM Financial News op maandag 13 mei 2024
Views: 4.149

(ABM FN-Dow Jones) Op Wall Street zijn maandag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.

Aegon (-0,73%)
ArcelorMittal (-0,47%)
ASML (-0,34%)
ING Groep (-0,04%)
Philips (-1,01%)
RELX (-0,06%)
Royal Dutch Shell (+0,09%)
Unilever (-0,40%)

Euro/dollar: 1,0790

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 911,91 punten, zijn geëindigd op 910,28 punten.

Bron: ABM Financial News
Take a break
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Over the period 6 May to 10 May 2024 a total of 500,000 shares were bought at a weighted average price of EUR 23.8847. The detailed statement of this purchase is available at the following link: PDF. Thereby, the Company achieved 57.97% of its total target.

Het programma loopt weer!!
mvliex 1
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Mr Trade
1
Bijzonder om te zien hoe AM altijd inleverd wanneer de VS open gaat.
Zouden ze iets tegen fam mittal hebben :)
voda
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Breaking News: Biden administration confirms China 25% steel tariff
Steel News | May 14, 2024

The Biden administration confirms it will increase the tariff rate on certain China-origin steel and aluminium products under Section 301 from 0-7.5% to 25% in 2024. This follows an in-depth review by the United States Trade Representative.

The move is part of tariff action against multiple Chinese products, designed to encourage China to “eliminate its unfair trade practices regarding technology transfer, intellectual property, and innovation”, a White House statement says.

Besides steel and aluminium, the tariff rate on Chinese semiconductors will increase to 50% by 2025, on electric vehicles under Section 301 to 100% in 2024, on lithium-ion EV batteries to 25% in 2024, and on solar cells (whether or not assembled into modules) to 50% from 2024. Ship-to-shore cranes and medical products are also impacted.

“China’s forced technology transfers and intellectual property theft have contributed to its control of 70, 80, and even 90% of global production for the critical inputs necessary for our technologies, infrastructure, energy, and health care – creating unacceptable risks to America’s supply chains and economic security,” notes the White House statement seen by Kallanish.

“Furthermore, these same non-market policies and practices contribute to China’s growing overcapacity and export surges that threaten to significantly harm American workers, businesses, and communities,” it adds.

“We will continue to work with our partners around the world to strengthen cooperation to address shared concerns about China’s unfair practices – rather than undermining our alliances or applying indiscriminate 10% tariffs that raise prices on all imports from all countries, regardless whether they are engaged in unfair trade,” the note concludes.

Some of the impetus to review trade agreements with China came from Chinese customs data that showed a 30.7% year-on-year increase in steel exports during the first quarter.

The review has received support from US steel industry leaders. Last month, American Iron and Steel Institute president Kevin Dempsey said that while direct Chinese steel shipments have not grown to the US to this extent, Chinese steel exports to third country markets are often further processed into downstream manufactured products that are supplied to the US.

Bron Kallanish via email
SteelFollower
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quote:

Mr Trade schreef op 14 mei 2024 15:37:

Bijzonder om te zien hoe AM altijd inleverd wanneer de VS open gaat.
Zouden ze iets tegen fam mittal hebben :)
Waarom zouden ze? Laten we niet vergeten dat een Mittal telg voorzitter van Raad van Bestuur van Goldman Sachs - een invloedrijke Amerikaanse bank - zit. Brokers als GS halen hun meeste winsten uit massale shortpartijen mbv van hedge fondsen. Ze helpen elkaar om de gewenste balansen te bereiken met af en toe een kortstondige uitschieter naar boven of beneden om de schijn om te houden, dat wel weer…..
mvliex 1
0
quote:

SteelFollower schreef op 14 mei 2024 22:28:

[...]

Waarom zouden ze? Laten we niet vergeten dat een Mittal telg voorzitter van Raad van Bestuur van Goldman Sachs - een invloedrijke Amerikaanse bank - zit. Brokers als GS halen hun meeste winsten uit massale shortpartijen mbv van hedge fondsen. Ze helpen elkaar om de gewenste balansen te bereiken met af en toe een kortstondige uitschieter naar boven of beneden om de schijn om te houden, dat wel weer…..
Voorzitter van de RvB van GS?

www.goldmansachs.com/about-us/people-...
voda
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Iron Ore's Balancing Act: Resilient Prices Amidst Global Demand Flux

Amidst the fluctuating currents of global demand, iron ore prices hover around $117 per metric ton, showcasing stability following a brief surge to $120 on May 6th. The buoyancy in prices is attributed to robust demand from Chinese steel mills, even amidst apprehensions regarding domestic construction. Foreign markets, buoyed by inexpensive Chinese steel, absorb surplus production, keeping mills afloat amid economic uncertainty.

However, the narrative is not without its complexities. Calls from foreign governments decrying China's steel overcapacity and alleged export malpractices echo across international forums. The surge in Chinese steel exports, up by nearly 30% for the second consecutive month in April, fuels apprehensions regarding market equilibrium and fair competition.

On the supply front, challenges loom large. Fortescue, a major player in the iron ore market, anticipates shipments to fall within the lower range of its guidance due to operational issues in key mines. This constraint on supply, coupled with sustained demand from Chinese steel mills, underscores the delicate balance defining the global iron ore market.

Bron: Weekly Chronicle (via email)
voda
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ArcelorMittal Nippon Steel India Elevates Ashok Kumar P to General Counsel
Updated on |
May 15, 2024

Synopsis: ArcelorMittal Nippon Steel India has promoted Ashok Kumar P to the position of General Counsel. With over 20 years of experience across various industries, Kumar will now oversee the Legal, Compliance, and Secretarial functions at AM/NS India.

ArcelorMittal Nippon Steel India has recently announced the promotion of Ashok Kumar P to the position of General Counsel. This significant appointment comes as a recognition of Kumar’s extensive expertise and contributions to the company over the past three years.

Ashok Kumar P graduated from Government Law College, Chennai in 2004, and since then, he has amassed over 20 years of experience in leading legal teams across a diverse array of industries. His professional journey includes notable stints in sectors such as steel, mining, ports, shipping, power, telecom, infrastructure, EPC, manufacturing, and renewables. This vast experience equips him with a comprehensive understanding of the multifaceted legal challenges and regulatory landscapes that AM/NS India navigates.

Voor meer, zie link: (naar beneden bladeren)

www.oreaco.com/steel/arcelormittal-ni...
christo1
1
Iets voor arcelormittal, kunnen ze misschien voor een prikje overnemen, was vroeger van arcelormittal.

Beleaguered steelmaker Liberty Steel is looking to recapitalise or divest its main European rolling lines, the company said today.

The lines are Liege in Belgium, Dudelange in Luxembourg and Piombino in Italy, and have a capacity of over 2.5mn t, the company said. Liege and Dudelange galvanise hot-rolled coil (HRC) and produce tinplate and blackplate, Magona produces prepaint and hot-dipped galvanised (HDG) products.

"The primary objective is to review options for strategic partnerships through long-term HRC feedstock supply contracts, but will also consider and [sic] co-investment and divestment options," Liberty said.

Negotiations over at least one of the assets have been ongoing for a number of months, but have potentially stalled at the contract signing stage, sources suggested this week. The company refused to comment on "speculation".

As with Liberty's other EU and UK assets, the lines have not been producing anywhere near full capacity, if at all, for a number of years. They have not been supplied with feedstock from the company's own mills. Galati in Romania is operating, but nowhere near capacity, while Ostrava is rolling limited quantities of imported slab with the aid of third-party financing.

As far back as June 2021, Belgium's Walloon government loaned Liberty Steel an undisclosed fee to continue operating Liege-Dudelange, subject to the organisation of a sales procedure being started. Walloon's investment firm Sogepa extended the loan subject to "strict conditions", including the organisation of sale, but no sale occurred.

That same month, Liberty merged the downstream assets of Dudelange, Liege and Piombino into its Galati organisation. At the time the company said this would see Galati become the primary supplier of HRC to the rolling lines.

The difficult market environment in Europe is compounding the difficulties faced by Liberty. Last week it mothballed its merchant bar mill in Scunthorpe, UK, as first reported by Argus. In reality, the mill has not produced anything for years.

At Liberty's Speciality Steel business in south Yorkshire, UK, around 7,000t has been produced this year, out of nameplate capacity of 1.2mn t/yr.

Mvg
mvliex 1
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ArcelorMittal (MT) Advances Green Steel With Gijon EAF Project
Zacks Equity Research
Wed, May 15, 2024, 4:40 PM

ArcelorMittal S.A. MT recently commenced the construction of an electric arc furnace (EAF) for long products at its Gijon plant, with the first heat production expected in the first quarter of 2026. This €213-million (nearly $230 million) investment marks the inaugural major EAF project within the European decarbonization program and represents a pivotal step toward low-carbon steelmaking in Asturias.

Zie verder
finance.yahoo.com/news/arcelormittal-...
voda
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Beursupdate: AEX op Wall Street
15-mei-2024 22:11

ASML sterkste stijger.

(ABM FN-Dow Jones) Op Wall Street zijn woensdag vier van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. ArcelorMittal was met een verlies van 0,3 procent de sterkste daler. ASML was met een winst van 1,2 procent de sterkste stijger.

Aegon (-0,2%)
ArcelorMittal (-0,3%)
ASML (+1,2%)
ING Groep (+0,1%)
Philips (-0,1%)
RELX (+0,1%)
Shell (+0,2%)
Unilever (-0,1%)

Euro/dollar: 1,0882

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 913,39 punten, zijn geëindigd op 913,89 punten.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
Take a break
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Ook op tradingeconomics.com/commodity/steel is te zien dat de staalprijzen vandaag ruim 2,5 % zijn gestegen. Inmiddels hebben we het dividend van vandaag alweer ingelopen!
mvliex 1
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STEELBENCHMARKER PRICES May 13, 2024

Dollars per Metric Tonne -- Pct Change
(net ton) [gross ton] {Euros}

Region: USA, East of the Mississippi
Hot-rolled band: 892 (809) -4%
Cold-rolled coil: 1150 (1043) -6%
Standard plate: 1412 (1281) -1%
Shredded scrap*: 387 [393] -2%
#1 Heavy melting scrap: 324 [329] -2%
#1 Busheling scrap: 407 [414] 0%

Region: Mainland China***
Hot-rolled band: 451 1%
Cold-rolled coil: 526 1%
Rebar: 438 2%
Standard plate: 461 2%

Region: Western Europe
Hot-rolled band: 680 {629} 3%

Region: World Export Market
Hot-rolled band: 550 0%

To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
NOTES: E-mailed May 16, 2024 at 9:00 a.m. to Non-Provider Receivers. The first price release was for April 10, 2006.
If a product is not listed or a price is not indicated, fewer than ten (10) price inputs were received at this time.
Prices are: USA -- FOB mill; Western Europe and China -- Ex-works; and World Export Market -- FOB port of export. For USA steel scrap -- delivered to the steel plant. *For shredded scrap the region is "for all but the West Coast".
For product specifications go to www.steelbenchmarker.com/specifications.
*** SteelHome's non-steelbenchmarker derived average price for each product is the determinant of the Chinese ex-works benchmark price. It is published for comparative purposes.
lefreaks
0
Waarom plaatst niemand hier de vraag waardoor het toch komt, dat AM bovenaan de AEX staat in een verder vlakke koersontwikkeling? En dat nota bene op de ex-dividend dag...
En wordt dezelfde vraag wel gesteld als AM onderaan eindigt in een verder groene AEX? ;-))
mvliex 1
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voda
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Beursupdate: AEX op Wall Street
16-mei-2024 22:10

Alleen RELX hoger.

(ABM FN-Dow Jones) Op Wall Street zijn donderdag zeven van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.

Aegon (-0,06%)
ArcelorMittal (-0,18%)
ASML (-1,53%)
ING Groep (-0,21%)
Philips (-0,58%)
RELX (+0,31%)
Royal Dutch Shell (-0,37%)
Unilever (-0,26%)

Euro/dollar: 1,0870

Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 913,56 punten, zijn geëindigd op 911,54 punten.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
voda
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China allows mixed scrap imports
Chinese official departments are promoting the implementation of new and looser scrap steel (recycled steel raw material) import standards to promote an increase in scrap imports.

According to a draft published by the China Metallurgical Information and Standards Institute (CMISI) on the Metal Standardization Internet, the new scrap steel import standards will allow the import of mixed materials and lower import inspection standards. The standard could be updated in 2024, Kallanish notes.

Voor meer, zie link:

www.kallanish.com/en/news/steel/marke...
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