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Droopymaes
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Re: ArcelorMittal

Bericht door Droopymaes »

ArcelorMittal, Italian state may be 50-50 partners
Kallanish understands from union sources that the Italian state and ArcelorMittal Italia will enter into a 50-50 partnership for the relaunch of the former Ilva. Local broadsheet Il Sole 24 Ore also reveals that after 2022 the government could become the majority stakeholder. The value of the equipment and the company’s debt in 2022 will determine the value of the majority stake. The managing board should see an equal participation from the two parties with the president appointed by the state and the ceo, Lucia Morselli at present, appointed by ArcelorMittal.
The agreement on employment may only be reached after this preliminary deal is agreed by 30 November, when ArcelorMittal’s Italian entity, AMinvestCo, has a right of withdrawal, subject to an agreed payment of €500 million ($595m). The company told the unions that meltshop No. 1 will restart in January when Taranto is seen boosting production in light of the current shortage of coils in Italy. This year Taranto’s output will reach approximately 3 million tonnes, Kallanish notes.
ArcelorMittal is reorganising its commercial structure to shield the Italian unit from its other European activities. Former chief marketing officer Carlo Malasomma was replaced with Alessandro Faroni, a director under the former Riva ownership.







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Droopymaes
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ArcelorMittal, Italian government postpone Ilva deal signing
The conclusion of the deal between ArcelorMittal Italia and the Italian government to relaunch the steelmaker formerly known as Ilva has been postponed to 11 December.
The deadline for the signature was initially 30 November, until when ArcelorMittal’s Italian entity, AMinvestCo, had the right of withdrawal, subject to an agreed payment of €500 million ($599m). On Monday, however, an exchange of letters between the two parties confirmed the commitments agreed in the deal signed on 4 March but allowed extra time for the official signing of the new agreement.
According to union sources heard by Kallanish, the Italian state and ArcelorMittal Italia will enter into a 50-50 partnership for Ilva until 2022, when the government will become the majority stakeholder at 60%. From now until 2022, the state will inject €800m – through its investment vehicle Invitalia – into a new company that will operate Ilva. Approximately €400m will be injected in the new entity at the signature of the agreement, Kallanish understands.
The new industrial plan will involve decarbonisation, the use of electric arc furnaces and ramping up production to 8 million tonnes/year by 2025. Next year production should reach 5mt, while this year output is not expected to surpass 3mt. Unions believe that a further agreement on employment may only be reached after this preliminary deal is signed.
Sources confirm that, despite the postponement of the official signing of the deal, ArcelorMittal has confirmed it will not renege on its commitment to the former Ilva steelworks.
The managing board of the new company will be composed of six stakeholders with equal participation from the two parties – ArcelorMittal and Invitalia. The president will be appointed by the Italian authorities, while the chief executive, currently Lucia Morselli, will be appointed by ArcelorMittal.
The creation of a new company recently pushed ArcelorMittal to take the decision to reorganise its commercial structure at a European level. It has thereby divided the activities of the Italian unit from the rest of the group.


ArcelorMittal may restart Dunkirk blast furnace
ArcelorMittal's Dunkirk site is studying the technical and commercial possibility of restarting blast furnace no.2. Depending on the progress of the first technical steps, a decision on restarting the blast furnace will be taken at the beginning of December.
“Such a possible restart would enable the site to be in a position to take additional orders as early as December and to supply downstream plants, mainly Mardyck (Nord) and Montataire (Oise), to serve our customers even better,” the company says in a note sent to Kallanish.
The integrated Dunkirk site is currently operating two of its three blast furnaces. BF2 and BF3 were idled in April, following the spread of the coronavirus in Europe and the resultant negative impact on steel demand. BF3 was restarted in September, the company confirms.
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Bericht door Droopymaes »

Northwest Europe plate market sees upswing potential
The last month of the year could finally bring a noteworthy increase in plate prices, following half a year of very little movement, some northwest European market observers believe.
“We have only heard that prices are meant to go up, but from several sources like integrated mills and traders,” a distributor’s buyer tells Kallanish. So far, inquiries have improved somewhat, but it is not clear if that means more transactions, he adds. He and many others see the latest transaction prices at between €480/tonne and €500/t ($577-601) for S235 grade.
One mill’s manager, who has in recent months been very cautious with forecasting any change for the better, believes that a surge is around the corner. “Had you asked me ten days ago I still would’ve said no,” he notes. The increases could be between €20/t and €40/t. “This is primarily due to the increase of prices for imported slab,” and therefore will mainly come from re-rollers. Eastern European slab has risen by $100/t within a month, “…so the mills must react, otherwise the cost gap is widening too badly,” he adds.
It is not clear to what extent integrated mills would follow such a hike. According to the manager, “…they have rising costs, too, for coke, iron ore, and scrap, so they have the same troubles.”

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Re: ArcelorMittal

Bericht door tom1985 »

Gelezen op Bolero. De Italiaanse overheid heeft een akkoord met ArcelorMittal bereikt om een belang van 60% te
verwerven in de Taranto ijzermijn, de grootste in de Europese Unie. De overheid zal 1,2 miljard euro
betalen volgens het persagentschap Bloomberg. Waarschijnlijk wil de Italiaanse overheid met deze deal
de werkgelegenheid in de ijzermijn vrijwaren.
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Bericht door tom1985 »

lijkt me positief voor Arcelor?

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Re: ArcelorMittal

Bericht door Wimpie85 »


ROME (AFN) - De Italiaanse regering heeft een akkoord bereikt met staalconcern ArcelorMittal over een groot overheidsbelang in een grote staalfabriek in het Zuid-Italiaanse Taranto. Dat meldt persbureau Bloomberg op basis van ingewijden. Het staatsinvesteringsfonds Invitalia zou voor 1,2 miljard euro een belang van 60 procent in de grootste staalfabriek van de Europese Unie krijgen.

ArcelorMittal en Rome ruzieden de voorbije jaren constant over de fabriek van het bankroete Ilva. Het Luxemburgs-Indiase concern zou de fabriek aanvankelijk overnemen, nadat Italië het saneringsplan van ArcelorMittal voor de sterk verontreinigde omgeving van de fabriek als beste had beoordeeld. Ilva ging failliet door alle schadeclaims die voortvloeiden uit de jarenlange vervuiling.

Vorig jaar wilde ArcelorMittal onder het contract uitkomen voor de overname nadat de wettelijke bescherming tegen milieuclaims was weggevallen. In maart sloten Rome en het concern al een principeakkoord. Een aantal verplichtingen van ArcelorMittal aan Italië zouden worden weggestreept in ruil voor een belang in Ilva.

Een deadline voor een definitieve deal is verschoven naar 10 december. Het overnamebedrag wordt naar verluidt in tranches overgemaakt tot het einde van 2022, als het huurcontract voor de Ilva-fabriek van ArcelorMittal afloopt. ArcelorMittal en Invitalia wilden tegenover Bloomberg niet reageren op het nieuws.

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Re: ArcelorMittal

Bericht door Lieve16 »

ArcelorMittal 'beschamend' kansrijk
https://www.cashcow.nl/arcelormittal-be ... -kansrijk/
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Re: ArcelorMittal

Bericht door Droopymaes »

ArcelorMittal Europe lifts coil prices yet again
ArcelorMittal has announced another steep price hike for coil in quick succession. After lifting the yardstick for hot rolled coil twice in November, to €550 and then to €600/t, the group is now targeting €650/tonne ($789) ex-works for deliveries across Europe in the second quarter of 2021.
A senior manager confirmed to Kallanish on Monday what was heard last week as a rumour in the market. As €650/t is now the target for HRC, hot-dip galvanized coil has been pegged at €750/t.
The new announcement de facto affects any new order, as most product lead times already stretch into Q2 2021. This is definitely the case for galv, while for HRC opinions differ on whether volumes are still available for February and March.
Sources in Germany are not particularly astonished by the announcement. “We did have similar jumps in the past,” says one trader, referring to big surges seen, for example, in 2016. “The input material is getting scarce, so that gives mills the basis to reach higher.”
A manager from a service centre shares the argumentation in principle, pointing to the high price levels for iron ore and scrap. He also notes that many mills have essentially left the market, are not taking orders and are refraining from making price announcements. One German mill “…clearly told me not to expect a price this year any more,” he tells Kallanish.
Sources therefore refrain from giving much of an opinion of current prices.
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Re: ArcelorMittal

Bericht door charel01 »

Arcelor-3-dec-2020-d.png
Arcelor kreeg een behoor­lijke tik van Coro­na en komt nu pas een beet­je in de buurt van de top­pen van voor het virus. Ik noem drie mooie ontwik­kelin­gen in deze grafiek, realis­erend dat er nog meer zijn om op te noemen!

1. het (roze) sti­j­gende trendkanaal

2. de opwaartse uit­braak uit dat trend­kanaal, direct gevol­gd door de uit­name van het licht­groene hor­i­zon­tale lijn­t­je over de bodem van eind jan­u­ari en

3. het groene sti­j­gende trendkanaaltje.

Wellicht kun­nen we daar bin­nenko­rt een mooi nieuw wapen­feit aan toevoe­gen, de opwaartse door­braak van de twee top­pen van voor het virus. Niet onmo­gelijk, maar ik denk dat het staal­con­cern daar een harde dob­ber aan gaat hebben, dat niveau zal niet zon­der slag of stoot sneu­ve­len. Bezit­ters kun­nen zek­er bli­jven zit­ten en kun­nen zich focussen op hun eventuele stop.
Bron:" US Mar­kets, Mar­cel Bron­ner is zelf­s­tandig tech­nisch analist."
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Go with the flow.

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Re: ArcelorMittal

Bericht door charel01 »

ArcelorMittal rondt verkoop Amerikaanse dochter af
ArcelorMittal heeft de verkoop van haar Amerikaanse dochterbedrijf aan Cleveland-Cliffs afgerond. Dit bleek woensdag uit een persbericht van het staalbedrijf.

Arcelor ontvangt 505 miljoen dollar in contanten en 78 miljoen aandelen Cleveland-Cliffs. Ook ontving Arcelor preferente aandelen zonder stemrecht.

De dag voor de transactie werd aangekondigd in september noteerde het aandeel Cleveland-Cliffs op 5,88 dollar. Dinsdag was dit 13,04 dollar.

Door: ABM Financial News.
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