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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
23,530   -0,580   (-2,41%) Dagrange 23,440 - 24,220 754.621   Gem. (3M) 2,4M

Arcelor Mittal oktober 2024

176 Posts
Pagina: «« 1 ... 4 5 6 7 8 9 »» | Laatste | Omlaag ↓
  1. forum rang 5 03har 18 oktober 2024 17:05
    quote:

    gerard45 schreef op 18 oktober 2024 16:44:

    [...]

    ik kom gewoon met feiten, ik las vanochtend een artikel dat amsa, drama was
    Mogelijk bedoel je AHMSA, die al jaren bezig is failliet te gaan/zijn/worden.
    Nieuwste oplossing zou nu zijn ‘arbeiders zelfbestuur’ klinkt een beetje als jaren 70.
    Vertrouwen………(geen)..!

    03haR
  2. forum rang 5 03har 18 oktober 2024 21:59
    ArcelorMittal fails to restart its blast furnace in Mexico
    Friday, 18 October 2024 11:48:28 (GMT+3) | San Diego

    www.steelorbis.com/steel-news/latest-...

    ArcelorMittal, experienced some technical problems in the restart of operations of its blast furnace in the western city of Lázaro Cárdenas, in the Mexican state of Michoacán, which stopped production since May 24 due to an illegal blockade by its workers, people familiar with the process informed SteelOrbis. The restart was expected on October 16.
    “The production of the blast furnace could not be restarted due to technical complications, which will be resolved soon,” said the source of information.

    Prior to the blockade by the Miners' Union, the blast furnace at Lázaro Cárdenas had a production capacity of 2.4 million metric tons (mt) per year (6,575 mt per day, on average). However, the company reported that the restart of operations would be with a capacity of 1.5 million mt (4,110 mt per day).
  3. forum rang 10 voda 18 oktober 2024 22:21
    Beursupdate: AEX op Wall Street
    18-okt-2024 22:17

    Shell sterkste stijger.

    (ABM FN-Dow Jones) Op Wall Street zijn vrijdag vier van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Shell was met een winst van 0,4 procent de sterkste stijger. ArcelorMittal was met een verlies van 0,4 procent de sterkste daler.

    Aegon (+0,2%)
    ArcelorMittal (-0,4%)
    ASML (+0,2%)
    ING Groep (+0,1%)
    Philips (0,0%)
    RELX (-0,1%)
    Shell (+0,4%)
    Unilever (-0,1%)

    Euro/dollar: 1,0867

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 903,41 punten, zijn geëindigd op 903,68 punten.

    Door: ABM Financial News.
  4. forum rang 10 voda 19 oktober 2024 11:09
    China's Steel Sector Struggles: Output Declines Despite Stimulus Measures

    Synopsis: China's crude steel production fell in September, continuing a downward trend. The National Bureau of Statistics reported production figures, highlighting companies like China Baowu Steel Group. Analysts had hoped for a recovery fueled by government stimulus.
    Saturday, October 19, 2024

    In September 2024, China’s crude steel output experienced a notable decline for the fourth consecutive month, dropping by 1.1% from August and 6.1% from the same month last year. The National Bureau of Statistics announced that the country produced 77.07 million metric tons of crude steel, the lowest monthly output since December 2023. This decline surprised many analysts who anticipated a rebound due to improved seasonal demand and a recent stimulus package introduced by the Chinese government.

    Despite the production dip, the rate of decline showed signs of slowing compared to previous months. In August, crude steel output had fallen by 6.1% from July and a staggering 10.4% year-over-year. September’s daily output averaged approximately 2.57 million metric tons, a slight increase of 2.2% from August's 2.51 million metric tons. However, this figure still lagged behind the daily average of 2.74 million metric tons recorded in September 2023.

    Voor meer, zie link:

    www.oreaco.com/steel/chinas-steel-sec...
  5. forum rang 10 voda 19 oktober 2024 11:10
    Italian Steel Sector Faces Decline: September Production Plummets by 8.4%

    Synopsis: In September 2024, Italian steelmakers reduced production by 8.4% year-on-year, totaling 1.79 million metric tons. Key firms such as Federacciai reported significant declines in both flat and long products.
    Saturday, October 19, 2024

    In September 2024, Italy's steel industry experienced a notable downturn, reducing steel production by 8.4% compared to the same month in 2023. This decline brought the total production down to 1.79 million metric tons. Interestingly, this figure reflects a sharp month-on-month increase, as production was 2.3 times higher than in August, a month characterized by maintenance shutdowns and production cuts due to unfavorable market conditions. These statistics were reported by SteelOrbis, referencing data from the Italian Federation of Steelworkers, known as Federacciai.

    The production of rolled products also faced challenges, with output decreasing by 5.4% year-on-year. This category of steel, which includes various long products, saw a production volume of 1.1 million metric tons, marking a significant monthly rise of 3.1 times compared to August. Conversely, the output of flat products fell by 9.1% year-on-year to 755,000 metric tons, although this represented a substantial month-on-month increase of 81.9%. The sharp month-on-month increase for both categories can be attributed to the low production base from August, during which many Italian steel mills were either temporarily closed or operating at reduced capacity.

    Voor meer, zie link:

    www.oreaco.com/steel/italian-steel-se...
  6. forum rang 10 voda 19 oktober 2024 11:11
    ArcelorMittal's Lázaro Cárdenas: Challenges in Steel Production Restart

    Synopsis: ArcelorMittal's Mexican unit faces technical issues in restarting its Lázaro Cárdenas blast furnace after an illegal worker blockade halted operations since May 24.
    Saturday, October 19, 2024

    The Mexican division of ArcelorMittal, one of the world’s leading steel producers, has encountered significant challenges in restarting its blast furnace located in Lázaro Cárdenas, Michoacán. This furnace has been offline since May 24, following an illegal blockade imposed by workers represented by the Miners' Union. Originally, the company aimed to resume operations on October 16, but unforeseen technical complications have delayed this process.

    Sources close to the situation indicated that the blast furnace's restart faced hurdles due to these technical issues, which are expected to be resolved soon. The complications have raised concerns regarding the operational timeline, as the steel market is closely monitoring the situation. Before the blockade, the Lázaro Cárdenas facility was running at a robust production capacity of 2.4 million metric tons (mt) per year, averaging about 6,575 mt per day. However, the company has now announced that it will restart with a reduced capacity of 1.5 million mt per year, equating to approximately 4,110 mt per day.

    Voor meer, zie link:

    www.oreaco.com/steel/arcelormittals-l...
  7. forum rang 5 03har 19 oktober 2024 16:36
    quote:

    gerard45 schreef op 18 oktober 2024 07:08:

    ik zie dat het bij amsa drama is met de cijfers,

    benieuwd hoeveel ellende er vandaag komt
    Was al langer een drama, eerst in juli gesloten, daarna weer toch verder . Vooral long = verliesgevend door dure energie.
    Is wel separaat, onafhankelijk van Arcelor S.A.genoteerd op de JSE !

    To execute on the strategy, various options are being considered to address balance sheet
    resilience, and funding of these projects, including through potential recapitalisation.

    03haR
  8. gerard45 19 oktober 2024 17:04
    quote:

    03har schreef op 19 oktober 2024 16:36:

    [...]

    Was al langer een drama, eerst in juli gesloten, daarna weer toch verder . Vooral long = verliesgevend door dure energie.
    Is wel separaat, onafhankelijk van Arcelor S.A.genoteerd op de JSE !

    To execute on the strategy, various options are being considered to address balance sheet
    resilience, and funding of these projects, including through potential recapitalisation.

    03haR
    helder bedankt,
  9. forum rang 5 03har 19 oktober 2024 17:58
    quote alias=03har id=15099669 date=202311281050]
    3 500 jobs at risk as ArcelorMittal mulls closure of longs units at Newcastle, Vereeniging
    The Newcastle Works

    Photo by Creamer Media

    28th November 2023
    By: Terence Creamer

    Steel producer ArcelorMittal South Africa (AMSA) has indicated that it may close its long-products business, which could result in the loss of 3 500 direct and contractor jobs at its Newcastle and Vereeniging operations.
    In a statement, the JSE-listed company said the potential wind down had been precipitated by structural issues outside of its control, including:

    * A 20% fall in demand over the last seven years to four-million tonnes, on the back of persistently low economic growth, limited infrastructure spend and project delays;
    * Rising transport and logistics costs, compounded by rail-service disruptions, as well as escalating energy prices; and
    * The prevailing scrap advantage over iron-ore, precipitated by the preferential pricing system for scrap, a 20% export duty, and the recently imposed ban on scrap exports, which had given electric arc furnaces an “artificial” competitive advantage over integrated mills beneficiating iron-ore.
    CEO Kobus Verster said the board and management decision to consider a wind down of the long-products business was reached after “all possible options” were exhausted, had not been “taken lightly” and was being pursued in an effort to place the rest of the business on a “sustainable financial footing”.
    The company also acknowledged the potential negative impact on the regional and local economies in which the mills were located, in particular the Newcastle Works, which was a major source of economic activity and jobs in the KwaZulu-Natal town.
    [/quote]

    Dit plaatste ik eind november, daarna kwamen er in 2024 afwisselende berichten over sluiten en wederom weer open.
    AMSA is een ietwat vreemde eigenaren constructie, deels eigendom van overheid/ burgers zuid Afrika.
    Overheid is daarom ook bereid tot ‘ondersteuning’ hulp bij schrot ‘belasting’ zou helpen.
    Nu ligt dacht ik alles ‘idle’ wachtend op betere tijden. Vooral op betere energie prijzen

    03haR
  10. gerard45 19 oktober 2024 18:43
    quote:

    03har schreef op 19 oktober 2024 17:58:

    quote alias=03har id=15099669 date=202311281050]
    3 500 jobs at risk as ArcelorMittal mulls closure of longs units at Newcastle, Vereeniging
    The Newcastle Works

    Photo by Creamer Media

    28th November 2023
    By: Terence Creamer

    Steel producer ArcelorMittal South Africa (AMSA) has indicated that it may close its long-products business, which could result in the loss of 3 500 direct and contractor jobs at its Newcastle and Vereeniging operations.
    In a statement, the JSE-listed company said the potential wind down had been precipitated by structural issues outside of its control, including:

    * A 20% fall in demand over the last seven years to four-million tonnes, on the back of persistently low economic growth, limited infrastructure spend and project delays;
    * Rising transport and logistics costs, compounded by rail-service disruptions, as well as escalating energy prices; and
    * The prevailing scrap advantage over iron-ore, precipitated by the preferential pricing system for scrap, a 20% export duty, and the recently imposed ban on scrap exports, which had given electric arc furnaces an “artificial” competitive advantage over integrated mills beneficiating iron-ore.
    CEO Kobus Verster said the board and management decision to consider a wind down of the long-products business was reached after “all possible options” were exhausted, had not been “taken lightly” and was being pursued in an effort to place the rest of the business on a “sustainable financial footing”.
    The company also acknowledged the potential negative impact on the regional and local economies in which the mills were located, in particular the Newcastle Works, which was a major source of economic activity and jobs in the KwaZulu-Natal town.
    [/quote]

    Dit plaatste ik eind november, daarna kwamen er in 2024 afwisselende berichten over sluiten en wederom weer open.
    AMSA is een ietwat vreemde eigenaren constructie, deels eigendom van overheid/ burgers zuid Afrika.
    Overheid is daarom ook bereid tot ‘ondersteuning’ hulp bij schrot ‘belasting’ zou helpen.
    Nu ligt dacht ik alles ‘idle’ wachtend op betere tijden. Vooral op betere energie prijzen

    03haR
    misschien kun je iets meer toelichting geven. amsa heeft niks te maken met arcelor mittal, amsa is apart genoteerd en verlies hiervan in hoeverre is dat van invloed op arcelor mittal. het heeft alleen dezelfde naam
    en heeft mittal en ko eindbaas hierzo
  11. forum rang 5 03har 19 oktober 2024 20:49
    In zuid Afrika mag een organisatie niet 100% buitenlands (blank) zijn, daardoor is AMSA is voor een deel eigendom van Zuid Afrikanen (anti-apartheid regime) en moet genoteerd zijn op Afrikaanse beurs. AMSA staal en mijnen, 69,2% eigendom dacht ik, werden in Arcelor altijd gerapporteerd onder CIS, doch sinds 2 jaar (Kazachstan incident) worden de mijnen gerapporteerd onder AMMC en staal per regio gerapporteerd.
    Blijft een onduidelijk te volgen onderwerp. In Juli is nog een staats injectie geweest van 50 miljoen, werkgelegenheid speelt een grote rol voor de overheid.
    03haR

    -0-0

    On 28 November 2023, it was indicated that the Longs Business wind down would be subject to a due diligence and a
    consultative, and iterative process involving key customers, suppliers, organised labour, and other stakeholders.
    Since making the announcement, ArcelorMittal South Africa has engaged with various stakeholders, including Government, represented especially by the Minister of Trade, Industry and Competition, Transnet, numerous industry
    associations, organised labour, affected suppliers, and community forums, and most importantly customers.
    These stakeholders have expressed widespread concern regarding the negative, and in many cases, detrimental impact
    of the closure.
    The Company, along with interested stakeholders, embarked on an intensive process to explore options
    to reverse the decision regarding the Longs Business. ArcelorMittal South Africa explained that it did not need any
    preferential treatment or subsidies,
    Rather it required Government to ensure that a level playing field exists for South
    Africa’s primary steel producers, by addressing the structural constraints affecting the steel industry.

    As a result of the various engagements, specific short-, medium- and longer-term interventions were identified, some of
    which are set out in the Steel Masterplan, to address the above constraints.
  12. forum rang 10 voda 21 oktober 2024 08:05
    India's Steel Safeguard: Countering Chinese Import Surge

    Synopsis: According to reports in media, India’s steel ministry proposed a temporary tax to address the rising influx of cheaper Chinese steel imports, aimed at protecting domestic steelmakers. As the world's second-largest crude steel producer, India became a net importer of steel for the fiscal year ending March 31, 2024, with imports from China reaching a seven-year high during April to August
    Monday, October 21, 2024

    According to reports in media, India's steel ministry proposed the implementation of a temporary tax to mitigate the influx of cheaper Chinese steel imports, a move aimed at safeguarding the interests of domestic steelmakers. A senior official, familiar with the intricacies of the discussions, indicated that this "safeguard duty" process would commence imminently, reflecting growing concerns over the detrimental impact of rising imports on local producers.

    As the world's second-largest crude steel producer, India has witnessed a paradigm shift, becoming a net importer of steel for the fiscal year ending March 31, 2024. This trend has persisted, with finished steel imports from China soaring to a seven-year high during the April to August period.

    Voor meer, zie link:

    www.oreaco.com/steel/indias-steel-saf...
  13. forum rang 10 voda 21 oktober 2024 08:10
    Nippon Steel’s Tenacious Pursuit of American Ascent

    Synopsis: Nippon Steel has initiated a bold attempt to acquire US Steel, positioning itself to capitalize on the expansive US market, which demands steel at a rate 1.7 times higher than Japan. Despite facing staunch opposition from labor unions and scrutiny from the Committee on Foreign Investment in the United States, which cited national security risks, the company's leadership remains undeterred.
    Monday, October 21, 2024

    Nippon Steel has embarked on a perilous yet audacious endeavor to acquire U.S. Steel, a move fraught with contention from labor unions and governmental scrutiny. The steel titan, under the stewardship of President Tadashi Imai, remains resolute, perceiving this acquisition as a pivotal gateway to the burgeoning U.S. market, which boasts a steel demand 1.7 times greater than Japan's. Despite the impediments posed by the Committee on Foreign Investment in the United States, which raised national security concerns, Nippon Steel's strategy to refile its application suggests a calculated resilience.

    The political landscape, particularly the impending presidential election, complicates the trajectory of the takeover. Labor unions, notably the United Steelworkers, vehemently oppose the acquisition, fearing adverse ramifications for their members' pensions. Nippon Steel's aspirations hinge not only on overcoming these labor concerns but also on navigating the intricacies of American protectionism, which often thwarts foreign market penetration.

    Voor meer, zie link:

    www.oreaco.com/steel/nippon-steels-te...
176 Posts
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