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Droopymaes
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Randinfo, maar wel nuttig:

Upcoming Biden inauguration sparks unease over steel regulations
As the inauguration of president-elect Joe Biden draws inexorably near, steel players speculate on what the medium-term challenges - or opportunities - will be for steel, Kallanish reports.
“The very next concern is what the next administration will do,” says a Midwest flat-rolled buyer. “Tariffs, allowing foreign steel on infrastructure jobs, and filing excessive regulatory paperwork for these jobs. I hope we don’t get crushed by political bull crap that can dampen our improving economy.”
An energy tube trader on the Gulf Coast believes that Biden’s Democratic administration will mean more government intervention throughout the supply chain, to the detriment of business.
“History documents that if the government stays out of the way of businesses, they grow and people work,” he says.
As for the unrest that rocked Washington, DC, last week, which culminated in the sacking of the US Capitol, the trader says it will only get worse. Biden won the election, he says, but by a relatively thin margin. President Donald Trump’s supporters are likely to hit back hard at the polls for the midterm elections in 2022.
“Seventy-four million Trump voters and others will find out that the Democrats didn’t cure cancer, get us 100% employment, save all the trees and make everything free for everybody,” he says. “They’ll vote them in charge out.”
Early this week, a coalition of US trade groups petitioned Biden to keep President Trump's signature Section 232 tariffs intact, citing the on-going need to protect the US steel industry from global overcapacity.







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ArcelorMittal reveals Ilva's new industrial plan
The new industrial plan for the relaunch of former Italian steelmaker Ilva involves an investment of €310 million ($377m) in 2021. It includes the remaking of blast furnace no.5, which has been idled since 2015, and a production ramp-up from the current 3.3 million tonnes/year to 5m t/y in 2021, Kallanish learns from unions.
In a meeting with unions at national trade association Confindustria’s offices in Rome, the new Ilva shareholders, Invitalia and ArcelorMittal Italia, presented a draft of the industrial plan.
The new plan that covers the period 2021-2025 includes the construction of an electric arc furnace. Production will be increased gradually from 5mt this year to 8mt in 2025. Each year from 2022 will see an investment of slightly over €400m, apart from the €300m that will be invested in 2025, sources confirm.
This year, blast furnace no.1 will work at 100% capacity, BF no.2 will be restarted next month and will run at 90% capacity, and BF no.4 will run at 85% capacity. Meltshop no.1 will be restarted on 15 January. However, meltshop no.1 and BF no.4 will be idled in March and April for maintenance works.
In December 2020 ArcelorMittal signed a binding agreement with Invitalia, the Italian state-owned company investing in Ilva. The parties have formed a public-private partnership.

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ArcelorMittal reveals Ilva's new industrial plan
The new industrial plan for the relaunch of former Italian steelmaker Ilva involves an investment of €310 million ($377m) in 2021. It includes the remaking of blast furnace no.5, which has been idled since 2015, and a production ramp-up from the current 3.3 million tonnes/year to 5m t/y in 2021, Kallanish learns from unions.
In a meeting with unions at national trade association Confindustria’s offices in Rome, the new Ilva shareholders, Invitalia and ArcelorMittal Italia, presented a draft of the industrial plan.
The new plan that covers the period 2021-2025 includes the construction of an electric arc furnace. Production will be increased gradually from 5mt this year to 8mt in 2025. Each year from 2022 will see an investment of slightly over €400m, apart from the €300m that will be invested in 2025, sources confirm.
This year, blast furnace no.1 will work at 100% capacity, BF no.2 will be restarted next month and will run at 90% capacity, and BF no.4 will run at 85% capacity. Meltshop no.1 will be restarted on 15 January. However, meltshop no.1 and BF no.4 will be idled in March and April for maintenance works.
In December 2020 ArcelorMittal signed a binding agreement with Invitalia, the Italian state-owned company investing in Ilva. The parties have formed a public-private partnership.
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Re: ArcelorMittal

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Credit Suisse heeft maandag het koersdoel voor ArcelorMittal verhoogd van 22,00 naar 24,00 dollar, maar verlaagde het advies van Outperform naar Neutraal.

"We worden voorzichtiger over Europese staalbedrijven, omdat onze analyse toont dat de huidige fundamentals geen bovennormale winsten in de komende 12 maanden ondersteunen", schreven de analisten van de bank.

Nu de Chinese staalproductie vertraagt, is dit een risico voor de staalprijzen in de EU, menen zij.

Credit Suisse besloot zijn focus te verlagen van vroegcyclische naar laatcyclische aandelen. Zo ging het advies voor SSAB van Neutraal naar Outperform.

Door: ABM Financial News.
Go with the flow.

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Re: ArcelorMittal

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Bank of America heeft het koersdoel voor ArcelorMittal verhoogd van 28,00 naar 31,00 euro met een onveranderde koopaanbeveling.

Arcelor is het favoriete staalaandeel in Europa van de Amerikaanse bank.

De staalreus heeft volgens de analisten de balans gerepareerd door vers kapitaal op te halen en structurele wijzigingen doorgevoerd.

Zowel in de VS als in Europa heeft ArcelorMittal een grote blootstelling aan de autosector. Als de volumes herstellen, na de coronapandemie, dan zal volgens de analisten ook de winstgevendheid herstellen.

Aandelen ArcelorMittal zijn erg goedkoop, vindt de Amerikaanse bank. Eén van de risico's is wel dat China de staalproductie sterker dan verwacht verlaagt.

Door: ABM Financial News.
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Re: ArcelorMittal

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charel01 schreef:
18 jan 2021 16:43

Aandelen ArcelorMittal zijn erg goedkoop, vindt de Amerikaanse bank. Eén van de risico's is wel dat China de staalproductie sterker dan verwacht verlaagt.
Ziet er niet direct zo naar uit ...

Chinese steel demand surges nearly 9% in 2020
China’s steel output remained very strong in December, bringing the country’s total output for 2020 to well over 1 billion tonnes. China’s apparent and end user steel demand meanwhile declined slightly in December, but remained up on-year.
In December, China produced 91.25 million tonnes of crude steel, up 7.7% year-on-year and 4.1% month-on-month, according to the National Bureau of Statistics (NBS). That brought crude steel output over the whole year to 1.053 billion tonnes, up 5.2% y-o-y. That also implies that crude steel output in 2019 has been revised higher to around 1.001 billion tonnes from 996mt originally published.
China’s steel trade balance increased in December, but over the whole of 2020 it remained low, with imports surging through much of the second half and exports week. Full import data is not yet available for December, but Kallanish’s preliminary estimates put apparent demand in December at around 84.61mt, up 9.48% y-o-y. On a daily basis this was down -1.1% m-o-m. Over JanuaryDecember 2020, apparent steel demand is estimated at 985.62mt, up 9.65% y-o-y. End user demand also remained higher on-year in December despite a slowdown from November. China’s steel market inventories continued to decline through the month, albeit at a slower pace than over October-November. Implied end user demand in December totalled 87.51mt, up 16.52% y-o-y despite a -12.47% drop from November. That brought total estimated end user demand in 2020 to 979.64mt, up 8.78% y-o-y.
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