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Arcelor Mittal - juli 2022
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Onze experts hebben weer gesproken:macbeleg.nl/report/2022/8
US slab imports up 80.7 percent in June Friday, 29 July 2022 18:49:46 (GMT+3) | San Diego According to preliminary census data from the US Department of Commerce, US imports of slab totaled 358,452 mt in June 2022, up 80.7 percent from May but down 32.7 percent from June 2021 levels. By value, slab imports totaled $375.6 million in June 2022, compared to $156.3 million in May and $400.3 million in June 2021. The US imported the most slab from Brazil in June, with 107,409 mt, compared to 65,180 mt in May and 226,611 mt in June 2021. Other top sources of imported slab in June include Mexico, with 94,606 mt; Russia, with 91,742 mt; India, with 29,521 mt; and Canada, with 21,459 mt.Toelichting : Arcelor maakt zelf nog geen staal in de U.S. Alle staal komt nog als plak bij Calvert. Met de koop van de DRI/HBI installatie in Texas is al een goede basis gelegd voor eigen staal maar dan moet de EAF in Calvert wel opgeleverd zijn (2023). Door de koop van CSP (maakt plakken) in Brazilie is de aanvoer vaan eigen staal gegarandeerd. 03haR
Gotcha70 schreef op 30 juli 2022 12:26 :
[...]
Roetsjbaan is een betere beschrijving. De duik naar beneden komt nog wel.
Zal best, das toch niet relevant? Het gaat erom om een euro te pakken in een rit. Of dat nu omhoog is of omlaag.
Beursupdate: AEX op Wall Street Door ABM Financial News op maandag 1 augustus 2022 Views: 5.690 (ABM FN-Dow Jones) Op Wall Street zijn maandag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Aegon (+0,16%) ArcelorMittal (-0,02%) ASML (-0,25%) ING Groep (+0,25%) Philips (+0,28%) RELX (-0,36%) Royal Dutch Shell (+0,03%) Unilever (+0,07%) Euro/dollar: 1,0258 Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 728,18 punten, zijn geëindigd op 728,52 punten. Bron: ABM Financial News
Acciaierie d’Italia to Idle One More BF at Taranto – Report Strategic Research Institute Published on : 2 Aug, 2.022, 6:38 am Media reports suggest that ArcelorMittal and state owned Invitalia’s joint venture Italian steelmaker Acciaierie d’Italia is considering idling a second blast furnace at its Taranto plant due to low cash flow, weak market demand, and high production costs. At present, Acciaierie d’Italia’s Taranto facility is working using BFs 1 and 4, one of which will be mothballed. This comes after the steelmaker, formerly known as Ilva, already mothballed BF no 2 at the end of 2021 until the end of August amid the downturn in prices and demand in the global coil market. In October 2021, BFs no 1 and 4 were restarted. The latter was idled for about seven months and the company spent EUR 70 million on upgrade works. In June, two galvanizing lines were also idled due to deteriorating demand for coil. Acciaierie d'Italia recently announced that its production exceeded 4 million tonnes in 2021.
ArcelorMittal Eisenhuttenstadt to Cut Production Strategic Research Institute Published on : 2 Aug, 2.022, 6:38 am Germany based ArcelorMittal Eisenhüttenstadt has applied for short-time work for August and September 2022 in order to adjust production to the weak demand resulting from the tense economic situation. From 1 August activities in selected areas of the steel manufacturer are to be reduced. Labor Director Mr Michael Bach said “We are currently seeing a sharp drop in demand for rolled products, which is why we can no longer fully utilize our facilities in the rolling mills and have to resort to short-time work here and in some cross-sectional areas. However, our liquid lines continue to operate normally as the demand for slabs is not restricted. We will carefully monitor further developments and react to new developments if necessary.” ArcelorMittal Eisenhuttenstadt, formerly EKO Stahl, is a steelworks in Eisenhüttenstadt is Brandenburg in Germany. Eisenhüttenkombinat Ost was established by the East German government in the early 1950s, initially producing only pig iron. Now, in Eisenhüttenstadt, high-quality flat steel products are manufactured for customers in the automotive, household appliance and construction industries, primarily in Eastern and Central Europe, in the integrated steel works consisting of pig iron works, converter steel works, and hot and cold rolling mills. Eisenhuettenstadt plant is capable of producing 1.7 million tonnes per year of pig iron, about 3 million million tonnes per year of slabs & blooms, 2.1 million tonnes per year of HRC, 1.9 million tonnes per year of CRC and 0.940 million tonnes per year of coated products. In 2021, ArcelorMittal Eisenhüttenstadt produced 1.6 million tonnes of flat steel.
voda schreef op 2 augustus 2022 06:28 :
Beursupdate: AEX op Wall Street
Door ABM Financial News op maandag 1 augustus 2022
Views: 5.690
(ABM FN-Dow Jones) Op Wall Street zijn maandag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.
Aegon (+0,16%)
ArcelorMittal (-0,02%)
ASML (-0,25%)
ING Groep (+0,25%)
Philips (+0,28%)
RELX (-0,36%)
Royal Dutch Shell (+0,03%)
Unilever (+0,07%)
Euro/dollar: 1,0258
Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 728,18 punten, zijn geëindigd op 728,52 punten.
Bron: ABM Financial News
Nog niet goed wakker Voda? Er is al een augustus draadje waar je gisteren al op gepost hebt... ;-))www.iex.nl/Forum/Topic/1391387/Arcelo...
To err is human, and nobody likes a perfect person. :-) Mea culpa, mea maxima culpa.
voda schreef op 29 juli 2022 11:11 :
Ik mis mvliex 1, ze leest wel mee.
Hahahaha, nee hoor, sinds 24 juli niets meer gevolgd en lekker vakantie gevierd. Gezien koersverloop ga ik dat vaker doen. Wel grappig om te constateren dat de 'alwetende' er mijlenver naast zat, adviezen um zu Gotzen! ;-)))
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