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SMS to Deliver 2 High Speed Forging Presses to Doosan Enerbility in Saudi

SMS group, a world renowned provider of innovative products and processes for the metals industry, has secured an order from Doosan Enerbility for two high-speed open-die forging presses for the largest casting and forging plant in Saudi Arabia.

These forging presses, designed in a push-down format, boast maximum forging forces of 40 MN and 20/22.5 MN respectively, and are equipped with an online measuring system that captures the workpiece geometry and temperature during the forging process.

In addition, SMS group's digitalization package will enable the plant owner to increase process transparency and plant availability while reducing maintenance costs to a minimum, thanks to its cutting-edge software tools such as SMS-Metrics and Smart Alarm.
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Metinvest to Supply Steel for Reconstruction in Partnership with Italian Firms

Metinvest Group, one of Ukraine's leading steel producers, plans to partner with Italian businesses to aid in the country's post-war reconstruction efforts. The announcement was made during the Ukraine Recovery Conference held in Rome on April 26, where Ukrainian Prime Minister Mr. Denys Shmyhal and Italian Council of Ministers Chairman Mr. Giorgi Meloni were present.

Metinvest CEO Mr. Yuriy Ryzhenkov emphasized the potential for the company to become a strategic steel supplier for Italy in Ukraine's reconstruction projects.

Metinvest plans to form partnerships with Italian companies to improve the technological level of steel production in Ukraine and contribute to the green transformation process of European industry.

One potential partnership involves expanding the production of DR-rollers, the main raw material for more environmentally friendly metallurgical production using electric arc furnaces. Metinvest is considering collaborating with DRI d'Italia, a joint project of InvItalia and CEIP Scarl, a consortium of electric arc furnace steelmakers.

However, these projects will require additional investment in production capacity, which will require about $6 billion, including the modernization of existing enterprises and the construction of new production facilities.
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Worthington Industries Seeks AD Duty Extension on Steel Cylinders from India

Worthington Industries, a steel cylinder manufacturer in US, has filed a petition seeking antidumping duty and countervailing duty on non-refillable steel cylinders from India. The company claims that these steel cylinders are being sold in the United States at a price lower than their normal value and alleges that they are also being subsidized by the Government of India. The AD duties requested range from 11.20% to 56.52% ad valorem, and the CVD duties are also being requested.

If the US Department of Commerce determines that the alleged dumping and subsidization is occurring and if the US International Trade Commission determines that there is material injury or threat thereof by reason of the dumped or subsidized imports, additional AD & CVD duties will be imposed.

Worthington Industries had filed a similar petition in 2019, which resulted in the imposition of AD and CVD duties on imports of similar products from India.

The requested scope of the investigations covers non refillable steel cylinders ranging from 1.6 liter water capacity to 25 liter water capacity. These cylinders are portable, and subject to meeting the requirements of various specifications set by the US Department of Transportation, Transport Canada, and the United Nations.

The merchandise subject to these orders is properly classified under statistical reporting numbers 7311.00.0060 and 7311.00.0090 of the Harmonized Tariff Schedule of the United States. The merchandise may also enter under HTSUS statistical reporting numbers 7310.29.0030 and 7310.29.0065.
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Algorithmic Advancement in Quantifying Mechanical Properties of Steel Pipelines

A recent study co-authored by Dr. Jeffrey Kornuta, a Senior Managing Engineer at Exponent, introduces a novel algorithm to improve the accuracy of quantifying the mechanical properties of steel pipelines.

The algorithm leverages stress-strain data from 144 natural gas pipeline test samples, dating back to the 1930s and spanning various pipe diameters. The authors' software automates the process for calculating power-law parameters and uncovers greater hardening in pipeline steels than previously documented results.

The algorithm outperforms traditional methods that overlook discontinuous yielding effects, yielding substantially lower error rates in power-law regressions.

The research paper includes the proposed algorithm in the supplementary appendix, written in the R language.

This innovation could aid researchers, policymakers, and industry professionals in the design and maintenance of safer and more reliable steel pipelines.
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Jaarvergadering ArcelorMittal akkoord met voorstellen

Dividend en herbenoemingen.

(ABM FN-Dow Jones) De aandeelhouders van ArcelorMittal zijn akkoord gegaan met alle voorstellen, waaronder het dividend en de herbenoeming van bestuurders. Dat maakte het staalconcern dinsdag bekend na de jaarvergadering.

Lakshmi Mittal, Aditya Mittal, Etienne Schneider en Patricia Barbizet werden herbenoemd als bestuurders voor drie jaar.

Aandeelhouders gingen akkoord met het dividend van 0,44 dollar per aandeel en met het intrekken van ingekochte aandelen.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
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H2GS & Marcegaglia Deepen Greem Steel Ties

H2 Green Steel, a Swedish steel producer, has announced a seven-year green steel supply agreement with Italy's Marcegaglia in a deal worth €1.79 billion. The agreement will see H2 Green Steel deliver its green steel from its plant in Boden, Sweden, to Marcegaglia's operations in Southern Europe, Poland, and the UK.

The deal marks a significant milestone for H2 Green Steel, which has been challenging traditional steel producers with its green steel made using green hydrogen.

According to Mr. Henrik Henriksson, CEO of H2 Green Steel, the deal is a "real celebration" for the company. The partnership between H2 Green Steel and Marcegaglia highlights the importance of collaboration in the transition to a more sustainable steel industry, where green steel produced with renewable energy and green hydrogen plays a critical role in achieving net-zero emissions.

Marcegaglia is a leading player in the European steel industry, with 37 steel plants worldwide. It is both an investor in and an early off-taker of H2 Green Steel.
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JSW Steel USA to Upgrade Mingo Junction Steel Plant in US

JSW Steel USA has announced plans to invest at least $119.4 million to upgrade its Mingo Junction steel plant, which will create 26 new jobs. The upgrades will help the company to better serve growing markets in the renewable energy and infrastructure sectors. The investments will enhance JSW’s domestic manufacturing capabilities while enabling the company to produce “Made in USA” slabs for the renewable energy and infrastructure sectors. Proposed equipment technology upgrades will help the company make more environmentally friendly products in a cleaner, more sustainable way.

Director of JSW Mr. Parth Jindal said, “These new investments reiterate JSW’s commitment to a sustainable and green future. These investments and projects will help us in producing high-quality ‘melted and manufactured in USA’ steel products required by our customers in the infrastructure and renewable energy sectors.”

The expansion of the Mingo Junction plant reflects JSW’s commitment to Ohio by investing in emerging markets and steel products that are in high demand. This project is supported by JobsOhio and OhioSE, and JobsOhio plans to provide assistance for the project, which will be made public after a final agreement is executed.

in anticipation of issuing $160M in tax-exempt conduit revenue bonds to facilitate VTD and Caster Upgrades at JSW Steel’s Mingo Junction plant.
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Tata Steel Reports Strong Results for 2022-23

Tata Steel has reported its consolidated EBITDA of ?32,698 crores for FY2023 over company's consolidated revenues for the year o ?243,353 crores, similar to the previous year's performance. However, during the quarter, consolidated revenues were at ?62,962 crores, with an EBITDA margin of minus11%, and profitability improved mainly on the Indian performance.

Tata Steel's India operations achieved the highest ever annual crude steel production of 19.88 million metric tons and highest ever deliveries of 18.87 million metric tons.
In Europe, the company's revenues were £9,293 million, with EBITDA of £477 million, translating to an EBITDA per ton of £58. The ongoing upgradation of Cold Mill in Ijmuiden (CM21) has affected the product mix. The relining of one of the blast furnaces at Ijmuiden has commenced in early April.
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NMDC Posts Impressive Production & Sales Perormance in April

According to the latest data on NMDC's iron ore production and sales performance for the month of April, the company has shown a promising performance. Overall, NMDC's total production for the month of April 2023 stood at 3.51 million metric tons, up 11% from the previous year, while the total sales were at 3.43 million metric tons, up 10% from the previous year.

The Chhattisgarh sector, which contributed to the majority of the production and sales, has shown a marginal decrease in production but an increase in sales compared to April 2022. Meanwhile, the Karnataka sector has recorded a significant increase in both production and sales.
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US Steel Capacity Utilization Reflects Continued Downturn

The American Iron & Steel Institute’s latest figures on raw steel production last week in the United States reveal a decrease of 4.0% from the corresponding period in the previous year. In the week ending on April 29, 2023, domestic raw steel production was recorded at 1.716 million net tons, while the capability utilization rate was 76.3%. In contrast, during the same week in 2022, production was 1.788 million net tons, with a capability utilization rate of 81.9%. These statistics illustrate a downturn in production that is characteristic of the current economic climate.

Broken down by region, the North East, Great Lakes, Midwest, Southern, and Western districts recorded production of 147, 575, 220, 707, and 67 thousand net tons, respectively. These numbers reveal the significant contribution of the Southern region, which produced over 40% of the raw steel, to the overall production of the United States.

Moreover, adjusted year-to-date production through April 29, 2023, has fallen 4.4% from the same period in the previous year, reaching 28.386 million net tons, with a capability utilization rate of 74.6%. This contrasts with the 29.687 million net tons of steel produced during the same period last year, when the capability utilization rate was 80.3%.
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JSW Steel’s Coating Plant Opens at Rajpura in Punjab

Punjab Chief Minister inaugrated JSW Steel Coating Products coating plant in Rajpura. The plant is constructed at a cost of ?247 crore. One of the key highlights of this plant is its eco-friendly design. It has been developed as a 0 liquid discharge facility.

The plant's adherence to strict environmental standards is a testament to JSW Steel's commitment to sustainability and responsible manufacturing practices.
JSW Steel
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German President Visits thyssenkrupp Steel to Review Decarbonization Progress

The German President, accompanied by other highprofile individuals, recently visited thyssenkrupp Steel to learn about the progress of their transformation towards climate-neutral steel production. He was given a plant tour to witness the decarbonization process and future prospects of green steel.

Mr. Bernhard Osburg, CEO of thyssenkrupp Steel, stated that there is no alternative to this transformation, and that the company is providing a blueprint for how the steel industry can succeed ecologically, economically, and socially in its conversion. He also mentioned that the funding they are seeking is indispensable for starting the transformation.

thyssenkrupp Steel is currently executing one of the world's largest industrial decarbonization projects at their Duisburg location, where they are taking preparatory measures for the construction of their first direct reduction plant. This process involves stripping oxygen from iron ore through the use of hydrogen or natural gas, eliminating coal and offering a carbon-neutral steelmaking option.
thyssenkrupp Steel
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German Researchers 3D Print Large Steel Part

In the world of 3D printing, researchers are constantly pushing the boundaries of what is possible. In May 2023, the XXL3DDruck project made a breakthrough in the development of additive manufacturing of extra-large metal components. With a joint effort from research institutes and companies in Germany's Lower Saxony region, they have successfully produced steel components weighing several tons with a giant 3D printer. Using laser assisted arc welding, the XXL printer is able to apply up to 3.2 kilograms of steel per hour and produce parts of a ship gearbox housing weighing up to 3 tons layer by layer.

This new process has the potential to revolutionize manufacturing by reducing the use of material and energy compared to conventional methods. With 3D printing, individual molds are no longer needed, which eliminates an energy-intensive step in the manufacturing process. Additionally, material and weight can be saved by redesigning components with hollow walls, and laser-assisted arc deposition welding can implement individual, component, and customer-specific design requirements.

Not only does XXL printing save resources during production, but it also has the potential to save resources during the operation of the ship. Essentially, if less material is used, the ship needs to accelerate less mass and uses less fuel. The long-term goal for production is to reduce manufacturing and procurement time and save raw materials such as steel by reducing the amount of material used per housing. With this breakthrough in additive manufacturing, the XXL3DDruck project is on its way to achieving these goals.
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Beursblik: analisten rekenen op aantrekkende winstgevendheid ArcelorMittal

Maar op jaarbasis nog altijd stevige daling.

(ABM FN-Dow Jones) ArcelorMittal heeft in het eerste kwartaal van 2023 vermoedelijk meer winst behaald dan een kwartaal eerder, maar veel minder dan in dezelfde periode vorig jaar. Dit verwachten 11 analisten die bijdroegen aan de bedrijfsconsensus van de staalreus.

De analisten rekenen gemiddeld op een EBITDA in het eerste kwartaal van 1,64 miljard dollar. Dat zou meer zijn dan de 1,26 miljard euro in de laatste drie maanden van 2022. In het eerste kwartaal van 2022 lag de EBITDA echter nog op 5,08 miljard dollar.

Daarnaast mikken de analisten voor het afgelopen kwartaal op een nettowinst van 694 miljoen dollar en een winst per aandeel van 0,82 dollar.

De staalreus zei zelf in februari te verwachten dat de mondiale staalconsumptie, exclusief China, met 2 tot 3 procent zal stijgen in 2023. En de onderneming denkt dit jaar 5 procent meer staal te verschepen.

Ook rekent ArcelorMittal op een positieve kasstroom met 4,5 tot 5,0 miljard dollar aan investeringen.

ArcelorMittal opent donderdag voorbeurs de boeken.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
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ArcelorMittal presteert boven verwachting

Verdere winstgroei in tweede kwartaal voorzien.

(ABM FN-Dow Jones) ArcelorMittal heeft in het eerste kwartaal van 2023 meer winst behaald dan een kwartaal eerder, maar wel veel minder dan in dezelfde periode vorig jaar. Dit bleek donderdag voorbeurs uit de kwartaalcijfers van de staalgigant.

Op een omzet van 18,5 miljard dollar boekte ArcelorMittal een EBITDA van 1,82 miljard dollar. Dat is meer dan de 1,26 miljard dollar in het vierde kwartaal, maar veel minder dan de 5,08 miljard dollar in het eerste kwartaal van 2022.

Analisten rekenden gemiddeld op een EBITDA van 1,64 miljard dollar.

De nettowinst bedroeg afgelopen kwartaal 1,1 miljard dollar, of 1,28 dollar per aandeel. Hier mikten de analisten op een nettowinst van 694 miljoen dollar en een winst per aandeel van 0,82 dollar.

De nettoschuld steeds op jaarbasis wel flink, van 2,2 naar 5,2 miljard dollar, vooral door de overname van ArcelorMittal Pecém voor 2,2 miljard dollar en een half miljard dollar aan aandeleninkoop.

Outlook

Volgens CEO Aditya Mittal verbeterden de marktomstandigheden gedurende het kwartaal, zoals verwacht, doordat het afbouwen van voorraden door klanten stopte. Dat was ook goed voor de prijsvorming van staal, voegde hij toe.

Aangezien de resultaten die hogere prijzen nog niet helemaal weerspiegelen, rekent Mittal op een verdere winststijging in het lopende tweede kwartaal.

De staalreus herhaalde donderdag de in februari afgegeven verwachting, dat de mondiale staalconsumptie, exclusief China, met 2 tot 3 procent zal stijgen in 2023. De onderneming denkt zelf dit jaar 5 procent meer staal te verschepen.

Ook rekent ArcelorMittal op een positieve kasstroom met 4,5 tot 5,0 miljard dollar aan investeringen.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
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ArcelorMittal koopt eigen aandelen in

In totaal 85 miljoen.

(ABM FN-Dow Jones) ArcelorMittal heeft donderdag aangekondigd om 85 miljoen eigen aandelen te gaan inkopen.

Hiervoor neemt de staalgigant de tijd tot mei 2025.

Verder krijgen aandeelhouders in juni en december dit jaar 0,22 dollar per aandeel dividend uitgekeerd.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
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Beursblik: solide meevaller ArcelorMittal

ING rekent op lichte verhoging consensus.

(ABM FN-Dow Jones) ArcelorMittal heeft in het eerste kwartaal beter dan verwacht gepresteerd. Dit stelden analisten van ING donderdag.

De EBITDA van 1,8 miljard dollar was 11 procent beter dan de analistenconsensus en is volgens de bank te danken aan de staaldivisies. ING wees vooral op de regio's Nafta en Europa, waar de prijzen voor staal stegen.

Ook rekent ArcelorMittal op een verdere stijging van de EBITDA in het lopende tweede kwartaal. Daardoor denkt ING dat de consensus wat omhoog zal gaan, hoewel bescheiden.

Het nieuwe aandeleninkoopprogramma is volgens ING in lijn met het beleid van de staalreus. In totaal wordt met 85 miljoen aandelen 11 procent van de uitstaande aandelen ingekocht. Tegen de huidige koers gaat het om een bedrag van circa 2,2 miljard euro.

ING herhaalt het koopadvies op ArcelorMittal met een koersdoel van 40,00 euro. Het aandeel daalt donderdag een procent naar 25,39 euro.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999
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Indian Steel Industry Concerned Over EU's CBAM

The steel industry in India is worried about the European Union's Carbon Border Adjustment Mechanism, which imposes taxes on imports from countries that do not have strict carbon pricing policies. Media reports suggest that the industry expressed its concerns in a meeting with the government's steel ministry. The meeting was held to discuss the implications of the EU's move on the Indian steel industry.

The Indian steel industry is calling for a dialogue with the EU to address its concerns. It is urging the EU to exempt steel products from the tax or to set a lower rate for the industry. The steel ministry is also considering a carbon pricing policy to comply with the EU's regulations and protect the industry.

The steel ministry is reportedly in talks with the EU to resolve the issue. India is one of the top exporters of steel to the EU, and the new tax could significantly impact the industry.

The CBAM aims to reduce carbon emissions by levying taxes on imports based on the amount of carbon emitted during the production process. The tax is meant to level the playing field for EU companies, which have to comply with strict carbon pricing policies. The EU's move has raised concerns in other countries, with China and the US also expressing reservations about the tax.
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EU Steel Industry in Turmoil, Bleak Outlook for 2023

The global steel industry is grappling with one of the worst crises it has ever faced, with demand plunging significantly in the wake of the energy crisis and the ongoing war in Ukraine. According to EUROFER, 2022 ended with a sharp drop of 7.2% in apparent steel consumption in EU, a trend that is expected to continue in 2023, albeit at a slower pace of minus 1%.

Domestic deliveries fell dramatically by 15.2%, leading to an overall annual decrease of 8% in 2022. Imports into the EU also shrank in the last quarter of 2022 by 32.5%, resulting in an overall annual decrease of 6.6%. However, the market share of imports remained high, even at the end of 2022 at 23.5%.

Despite these gloomy figures, steel using sectors displayed more robust than-projected resilience, ending 2022 with positive growth. The automotive industry and the construction sector posted steady performances, with growth rates of 3.3% and 4.8%, respectively. However, there are glimmers of hope as the worst seems to be over, with a rebound predicted in 2024.

Despite these challenges, the steel industry is working tirelessly to recover, but the conditions are far from conducive. Energy prices, production costs, and inflation remain stubbornly high, while decarbonization projects are still in their infancy.

Industrial energy consumers such as the steel sector are critical to achieving net-zero in the European Union, but the majority of EU provisions do not account for their role. The steel industry needs access to affordable fossil-free electricity if it wants to transition to a low carbon future while remaining competitive at a global level.

However, the ongoing challenging circumstances are expected to take a toll on these sectors, resulting in modest output (+0.6%) in 2023, before gaining some momentum again in 2024.
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Klöckner & Co Starts 2023 with String Results in Q1

Klöckner & Co, a German company, has reported a strong start to 2023, with sales of €2.1 billion in the first quarter. Despite the ongoing challenging environment, Klöckner & Co has reported a considerably higher EBITDA of €69 million before material special effects in the first quarter of 2023 compared to the preceding quarter. This is expected to increase to between €60-110 million in the second quarter.

The company's CEO, Guido Kerkhoff, said that Klöckner & Co made a very good start to the New Year and has made continuous progress in the implementation of its Group strategy over the first few months.

The company has implemented its Group strategy, including the introduction of the Nexigen® PCF Algorithm, which calculates the product carbon footprint for nearly all of its products. Klöckner & Co has continued to focus on reducing its own emissions and has added the first all-electric truck to its logistics fleet. The company's sales handled by Kloeckner Assistant, its proprietary AI solution, remained strong at over €280 million in the first quarter.

Klöckner & Co's response to increasing demand for CO2reduced solutions and transparent information on the carbon footprint of its products is part of its Group strategy. By calculating the product carbon footprint for almost all of its approximately 200,000 products, customers can make informed purchase decisions based on scientifically established emissions data that is comparable across producers. The company has successfully provided the first PCF declarations to its customers in conjunction with product deliveries.
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Detail

Vertraagd 21 mrt 2025 17:37
Koers 29,120
Verschil -0,380 (-1,29%)
Hoog 29,430
Laag 28,770
Volume 4.437.517
Volume gemiddeld 3.087.978
Volume gisteren 2.465.064