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Forum ArcelorMittal LU1598757687

Koers (€) |
44,730  
Range | 44,53 - 46,43
-2,000   (-4,28%)
Volume
2.668.381
Bied
44,700
Laat
44,750
ARC

Arcelor November 2025

Eerste post
    Reactie Reactie van: dd20251113
  1. STEELBENCHMARKER PRICES November 10, 2025

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

    Region: USA, East of the Mississippi
    Hot-rolled band: 911 (826) 1%
    Cold-rolled coil: 1125 (1021) 0%
    Standard plate: 1150 (1043) -1%
    Shredded scrap*: 364 [370] 0%
    #1 Heavy melting scrap: 317 [322] 0%
    #1 Busheling scrap: 381 [387] 0%

    Region: Mainland China***
    Hot-rolled band: 399 0%
    Cold-rolled coil: 482 0%
    Rebar: 376 0%
    Standard plate: 416 0%

    Region: Western Europe
    Hot-rolled band: 710 {613} 1%
    Region: World Export Market
    Hot-rolled band: 470 0%

    To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
    NOTES: E-mailed November 13, 2025 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.
  2. Reactie
  3. quote:

    mvliex 1 schreef op 13 november 2025 16:09:

    STEELBENCHMARKER PRICES November 10, 2025

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

    Region: USA, East of the Mississippi
    Hot-rolled band: 911 (826) 1%
    Cold-rolled coil: 1125 (1021) 0%
    Standard plate: 1150 (1043) -1%
    Shredded scrap*: 364 [370] 0%
    #1 Heavy melting scrap: 317 [322] 0%
    #1 Busheling scrap: 381 [387] 0%

    Region: Mainland China***
    Hot-rolled band: 399 0%
    Cold-rolled coil: 482 0%
    Rebar: 376 0%
    Standard plate: 416 0%

    Region: Western Europe
    Hot-rolled band: 710 {613} 1%
    Region: World Export Market
    Hot-rolled band: 470 0%

    To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
    NOTES: E-mailed November 13, 2025 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.
    Eneh…. Welkom terug!
  4. Reactie
  5. Reactie
  6. ArcelorMittal South Africa ends exclusive talks with IDC after lack of deal

    Thursday, 13 November 2025 15:06:57 (GMT+3)

    South African steel producer ArcelorMittal South Africa Ltd (AMSA) has ended exclusive negotiations with national development finance institution Industrial Development Corporation of South Africa (IDC) regarding the potential sale or restructuring of its operations without reaching an agreement, according to media reports.

    The IDC had made an informal proposal of about ZAR 8.5 billion ($492 million), but ArcelorMittaldeclined to accept it, citing valuation and restructuring differences.
    Talks began in late 2023 when AMSA revealed plans to shut long steel plants that supply structural steel grades to the mining and automotive sectors. The situation intensified earlier this year as IDC advanced a loan to delay closures. One of the key plants, the Newcastle long steel operation, has already been shut, and a related iron ore mine operated by Assmang has also been idled.
    The breakdown of talks raises pressures on AMSA’s future, while the failure to conclude a deal seems to deepen uncertainty for thousands of workers and downstream industries reliant on AMSA’s long steel output. High electricity costs, logistics challenges, weak domestic demand and competition from cheaper imports have all weighed heavily on the business’s viability, SteelOrbis understands.
    With exclusive talks concluded, ArcelorMittal may now open its process to other potential investors or strategic alternatives.
  7. Reactie Reactie van: dd20251114
  8. Simply Wall St
    Fri, November 14, 2025 at 5:30 AM GMT+1

    The market for ArcelorMittal S.A.'s (AMS:MT) stock was strong after it released a healthy earnings report last week. Despite this, our analysis suggests that there are some factors weakening the foundations of those good profit numbers.

    finance.yahoo.com/news/arcelormittals...
  9. Reactie Reactie van: dd20251116
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  12. Reactie Reactie van: dd20251117
  13. UBS verlaagt beleggingsadvies voor Arcelor Mittal
    Gepubliceerd door Trivano.com op 17 november 2025 om 08:30
    De analisten van UBS hebben maandag hun beleggingsadvies voor Arcelor Mittal verlaagd. UBS verlaagde het advies van kopen naar neutraal.

    Het koersdoel werd verhoogd van 32,30 naar 35,40 EUR. Dat betekent dat de analisten verwachten dat de aandelen van Arcelor Mittal met 3% kunnen stijgen vanaf de huidige koers van 34,34 EUR.

    www.trivano.com/aandeel/arcelor-mitta...
  14. Reactie
  15. Uit het FD, moet je abonnement op hebben.

    16 nov 16:00
    Econowind laat vanwege extra groei stalen zeilen ook in China produceren

    Pieter Lalkens
    In het kort
    Econowind gaat vanaf volgend jaar zijn stalen zeilen ook in China produceren.
    De zeilsystemen besparen tot 20% aan brandstof op grote diepzeeschepen.
    De Japanse rederij Nissen Kaiun investeert in de plannen van Econowind om uit te breiden.

    Naast Zeewolde gaat Econowind zijn stalen en aluminium ‘zeilen’ vanaf volgend jaar ook met een partner in China produceren. Met de stap wil het bedrijf de Aziatische markt voor grote nieuwbouwschepen beter kunnen bedienen...............................

    Lees het volledige artikel: fd.nl/bedrijfsleven/1577710/econowind...
  16. Reactie
  17. quote:

    mvliex 1 schreef op 17 november 2025 11:33:

    UBS verlaagt beleggingsadvies voor Arcelor Mittal
    Gepubliceerd door Trivano.com op 17 november 2025 om 08:30
    De analisten van UBS hebben maandag hun beleggingsadvies voor Arcelor Mittal verlaagd. UBS verlaagde het advies van kopen naar neutraal.

    Het koersdoel werd verhoogd van 32,30 naar 35,40 EUR. Dat betekent dat de analisten verwachten dat de aandelen van Arcelor Mittal met 3% kunnen stijgen vanaf de huidige koers van 34,34 EUR.

    www.trivano.com/aandeel/arcelor-mitta...
    Beursblik: UBS haalt ArcerlorMittal van de kooplijst

    ABM Financial News
    op maandag 17 november 2025

    (ABM FN-Dow Jones) UBS heeft maandag het advies voor ArcelorMittal verlaagd van Kopen naar Neutraal, met een koersdoel van 35,40 euro. Het oude koersdoel stond op 32,30 euro. Dit bleek uit een rapport van de Zwitserse zakenbank.

    Het aandeel ArcelorMittal is dit jaar al ruim 50 procent gestegen, sinds september daarbij geholpen door de verwachte Europese maatregelen om de interne staalmarkt te beschermen.

    Die maatregelen zijn inderdaad gunstig voor ArcelorMittal, maar UBS wees erop dat slechts 30 procent van de EBITDA van het staalbedrijf wordt gerealiseerd in Europa. En daarbij is het vermoedelijk wachten tot de tweede helft van 2026 alvorens deze maatregelen effect sorteren.

    Het aandeel ArcelorMittal noteerde maandagmiddag 1,6 procent lager op 34,14 euro.

    Copyright: ABM Financial News / info@abmfn.nl

    www.iex.nl/Nieuws/841453/Beursblik-UB...
  18. Reactie
  19. France’s Vallourec posts lower Jan-Sept sales revenue amid weaker tube segment
    Monday, 17 November 2025 14:43:54 (GMT+3) | Istanbul
    France-based pipe manufacturer Vallourec has announced its financial results for the third quarter and the first nine months this year.
    In the third quarter this year, Vallourec’s sales revenue increased by 1.9 percent year on year to €911 million, while it reported an EBITDA of €210 million, compared to €168 million in the third quarter last year. In the first nine months this year, the company’s sales revenue totaled €2.77 billion, down by 6.8 percent year on year, driven by lower volumes and average selling prices in the tube segment, while its EBITDA was €604 million, compared to €618 million in the same period last year.

    The company’s sales volume increased by 3.8 percent year on year to 303,000 mt in the third quarter of the year, while the January-September sales volume amounted to 909,000 mt, down 2.8 percent year on year.

    The company expects an EBITDA in the range of €799-829 million for the full year.
  20. Reactie Reactie van: dd20251118
  21. Reactie Reactie van: dd20251120
  22. ArcelorMittal calls for urgent adoption of EU tariff quota and reassures European customers

    ArcelorMittal continues to call for the urgent introduction of the new tariff quota announced by the European Commission in October 2025. The proposal is a crucial measure that is vital for the survival of the steel industry in Europe, and the long-term security of the manufacturing sector. Steel imports into the EU continue at record levels, causing serious harm to the EU steel industry.
    In anticipation of the new trade tool coming into effect, ArcelorMittal wants to reassure manufacturers and distributors that the company will continue to meet their needs for steel. ArcelorMittal is preparing to ramp up production at its facilities across Europe, anticipating the net change in demand due to the EU tariff quota measure. Taking these measures will allow ArcelorMittal to meet demand promptly and maintain stability in the supply chain; of equal importance, this increase in production will also support European jobs, and create significant value for the European economy.

    Speaking on the topic, Geert Van Poelvoorde, CEO ArcelorMittal Europe, said: “I am aware that some steel users are concerned about the impact of the new trade tool, namely potential supply shortages, price volatility, and access to specialised products. However, I can assure them that we are able to adequately meet European customer demand, with steel produced in Europe. We therefore stand ready to ramp up production, in line with demand.”
  23. Reactie Reactie van: dd20251121
  24. 21 November 2025 11:00 CET
    ArcelorMittal cancels 77,809,772 treasury shares


    ArcelorMittal (the ‘Company’) announces that 77,809,772 shares treasury shares have been cancelled yesterday. Post cancellation, the Company still holds approximately 14.4 million treasury shares which will be used to service its commitments relating to its Long-Term Incentive Plan.
    As a result of this cancellation, ArcelorMittal will have 775,000,000 shares in issue (compared to 852,809,772 before the cancellation).

    Goed nieuws
    03haR
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  28. Reactie Reactie van: dd20251122
  29. ArcelorMittal France nationalization debate intensifies as assembly committee approves proposal
    Friday, 21 November 2025 12:20:33 (GMT+3) | Istanbul
    The finance committee of France’s National Assembly has approved a bill introduced by La France Insoumise (LFI) party to nationalize the French assets of ArcelorMittal, a significant step toward a potential reshaping of the French steel sector, according to local media reports. The bill will be debated in the plenary session scheduled for November 27, during the day reserved for LFI-led initiatives.

    LFI MP Aurélie Trouvé, who championed the proposal argued that “France has allowed its steel production to decline for 40 years”, accusing ArcelorMittal of offshoring, underinvestment and failing to modernize operations despite receiving public subsidies. She stated that nationalization is necessary to accelerate decarbonization efforts, especially the transformation of blast furnaces, warning that the industry risks falling foul of future EU regulations. Based on parliamentary hearings and internal studies, Trouvé estimated the cost of nationalization at €3 billion.

    Following the committee vote, ArcelorMittal France president Alain Le Grix de la Salle issued a strong rebuttal on LinkedIn. “I want to repeat it loud and clear if necessary: no, nationalizing ArcelorMittal France would obviously solve nothing,” he wrote.

    According to De la Salle, the sector’s real challenges are declining demand and global overcapacity. He argued that changing the shareholder structure would not address these fundamental issues. On the contrary, he claimed that separating French operations from the wider international group would “drastically worsen their situation”.

    Gaat interessant worden!!!
    03haR
  30. Reactie Laatste reactie

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