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Aandeel ArcelorMittal AEX:MT.NL, LU1598757687

Laatste koers (eur) Verschil Volume
22,680   +0,010   (+0,04%) Dagrange 22,490 - 22,870 1.535.369   Gem. (3M) 2,4M

Arcelor december 2023

164 Posts
Pagina: 1 2 3 4 5 6 ... 9 »» | Laatste | Omlaag ↓
  1. forum rang 10 voda 1 december 2023 09:37
    Poland: ArcelorMittal Ceases Krakow Tube Output
    By Strategic Research Institute on Dec 01, 2023 06:29 am

    Synopsis:

    ArcelorMittal Tubular Products Europe announces the halt of tube production at its Krakow facility in early 2024. The decision, driven by market dynamics and a commitment to reducing carbon footprint, aligns with the company's sustainability objectives for a greener future.

    Article:

    In response to evolving market dynamics and a focus on environmental responsibility, ArcelorMittal Tubular Products (AMTP) Europe has outlined plans to cease tube operations at its Krakow production facility. This strategic move is a part of the company's broader initiative aimed at aligning business practices with sustainability goals. The cessation affects the facility's supply to construction, water distribution, and scaffolding industries.

    AMTP is actively working to mitigate any supply disruptions resulting from this cessation. Alternative supply channels will be facilitated through other production units, including the longitudinal welded tube plant in Iasi, Romania. Additionally, the company operates facilities in the Czech Republic and France.

    The decision to hot idle coke ovens at the Krakow site was recently communicated by ArcelorMittal due to subdued demand and a narrow margin between coking coal and coke prices.

    Conclusion:

    ArcelorMittal's decision to halt tube production in Krakow stems from a strategic alignment with sustainability goals amidst evolving market conditions. The company's commitment to environmental responsibility reflects a larger initiative aimed at fostering a greener future. Efforts to ensure supply continuity through other production units emphasize the company's dedication to serving its clientele amidst these operational changes.

    Bron Steelguru (via email)
  2. forum rang 10 voda 1 december 2023 09:37
    Leadership Transition at ArcelorMittal Germany
    By Strategic Research Institute on Dec 01, 2023 06:32 am

    Synopsis:

    Thomas Bünger is set to take over as CEO of ArcelorMittal Bremen and Eisenhüttenstadt, succeeding Reiner Blaschek from February 1, 2024. This change aligns with ArcelorMittal's focus on decarbonization and digitalization in steel production. Bünger brings extensive experience from tin mining and Aurubis, poised to drive future success.

    Article:

    ArcelorMittal Germany witnesses a significant leadership shift as Thomas Bünger prepares to assume the role of CEO at the Bremen and Eisenhüttenstadt plants, taking charge of the Germany cluster within ArcelorMittal Europe – Flat Products. His appointment, effective February 1, 2024, follows the tenure of Reiner Blaschek, who transitions to lead the entire European flat steel division.

    Bünger, previously the CEO of a tin mining development company in London, brings a wealth of experience, notably from Aurubis in Hamburg, where he held crucial operational and technological roles. His career commenced in research and development at Freiberger Compound Materials in Germany.

    Expressing enthusiasm for the upcoming responsibilities, Bünger highlights the pivotal focus on decarbonization and digitalization in steel manufacturing. His academic background includes studies at the Mining Institute in St. Petersburg, Russia, and the TU Bergakademie Freiberg, specializing in non-ferrous metallurgy.

    The managerial transition, pending approval at the December 2023 Supervisory Board meetings, aims to strengthen ArcelorMittal's commitment to innovation and sustainability in the German steel sector.

    Conclusion:

    The appointment of Thomas Bünger as CEO marks a strategic move for ArcelorMittal Germany, aligning with industry shifts towards decarbonization and digital transformation. Bünger's diverse expertise positions him to lead the Bremen and Eisenhüttenstadt plants, steering the company towards continued innovation and sustainability in steel production.

    Bron Steelguru (via email)
  3. forum rang 10 voda 1 december 2023 09:37
    Sarralle-ArcelorMittal Pact: Eco-EAF Endeavor
    By Strategic Research Institute on Dec 01, 2023 06:36 am

    Synopsis:

    ArcelorMittal Asturias partners with Sarralle to construct a new electric arc furnace in Gijón, Spain, as part of their decarbonization initiative. Anticipated to operate by late 2025, this 1.1 million metric ton EAF aims to produce low carbon-emission steel, primarily for rails and wire rods. The project aligns with ArcelorMittal Europe's commitment to slash CO2 emissions by 35% by 2030.

    Article:

    ArcelorMittal Asturias' collaboration with Sarralle marks a significant leap in their decarbonization roadmap. The initiative involves erecting a cutting-edge electric arc furnace in Gijón, Spain, commencing civil works in early 2024. Once operational, this high-tech EAF will enable the production of low carbon-emission steel, catering specifically to the long products sector, rails and wire rods. This strategic shift aims to enhance competitiveness, especially in sectors with stringent carbon criteria for public procurement contracts.

    The project also integrates the installation of a de-dusting system and waste heat recovery unit, augmenting energy efficiency within the new EAF. These measures align with ArcelorMittal Europe's targeted reduction of CO2 emissions by 35% before 2030.

    At the signing ceremony held with Sarralle, Philippe Meyran, CEO of ArcelorMittal Asturias, acknowledged the collaborative efforts, emphasizing the significance of this decarbonization program for the company's steelmaking operations in Spain.

    Elías Domingo, CEO of Sarralle, hailed the project's uniqueness as Spain's inaugural decarbonization venture driven by native technology. This endeavor holds pivotal significance for Spain's steel industry, focusing on high-value products.

    Jordi Torné, CEO of ArcelorMittal Europe - Long Products, lauded the transformative impact of this state-of-the-art technology, fostering sustainable production of high-value rails and wire rods while prioritizing operational safety.

    The strategic positioning of the new Gijón facility aligns with the European Union's Sustainable and Smart Mobility Strategy. Anticipating a surge in rail traffic by 2030 and beyond, the facility's focus on low carbon-emissions steel stands as a testament to the EU Green Deal's objectives.

    Conclusion:

    ArcelorMittal's collaboration with Sarralle signifies a milestone in Spain's steel industry, ushering in a new era of environmentally conscious steel production. The venture's commitment to harnessing innovative technology and sustainable practices underscores its pivotal role in contributing to the EU's green initiatives and fostering a cleaner, greener future for the steel sector.

    Bron Steelguru (via email)
  4. Wollin 1 december 2023 09:43
    quote:

    lefreaks schreef op 1 december 2023 09:09:

    Alle seinen staan op groen voor een eindejaarsrally: hoge ijzererts prijs, hogere staalprijzen, dalende inflatie, rentes hoogste punt bereikt, start aantrekkende economie.
    En met voda weer aan boord kan de koers natuurlijk maar één kant op gaan... ;-))
    Zou mooi zijn, kom ik eindelijk in de plus.
    GAK 23,50 moet te halen zijn en weer richting 24-25
  5. forum rang 7 mvliex 1 1 december 2023 13:08
    STEELBENCHMARKER PRICES November 27, 2023

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

    Region: USA, East of the Mississippi
    Hot-rolled band: 1012 (918) 12%
    Cold-rolled coil: 1251 (1135) 3%
    Standard plate: 1504 (1364) -4%
    Shredded scrap*: 399 [405] 0%
    #1 Heavy melting scrap: 337 [342] 0%
    #1 Busheling scrap: 429 [436] 1%

    Region: Mainland China***
    Hot-rolled band: 475 4%
    Cold-rolled coil: 572 3%
    Rebar: 473 5%
    Standard plate: 476 5%

    Region: Western Europe
    Hot-rolled band: 710 {648} 3%

    Region: World Export Market
    Hot-rolled band: 590 3%

    To receive SteelBenchmarker graphic and tabular price history, register as a "provider" at www.steelbenchmarker.com.
    NOTES: E-mailed November 30, 2023 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.
    *** SteelHome's non-steelbenchmarker derived average price for each product is the determinant of the Chinese ex-works benchmark price. It is published for comparative purposes.
  6. forum rang 10 voda 2 december 2023 07:38
    Beursupdate: AEX op Wall Street

    Door ABM Financial News op vrijdag 1 december 2023
    Views: 4.779

    (ABM FN-Dow Jones) Op Wall Street zijn vrijdag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam lager gesloten.

    Aegon (-0,17%)
    ArcelorMittal (+0,10%)
    ASML (-0,22%)
    ING Groep (+0,80%)
    Philips (+0,43%)
    RELX (-0,27%)
    Royal Dutch Shell (-1,03%)
    Unilever (-0,06%)

    Euro/dollar: 1,0882

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 771,37 punten, zijn geëindigd op 770,90 punten.

    Bron: ABM Financial News
  7. forum rang 6 christo1 2 december 2023 09:35
    @03har,
    Arcelormittal is bezig overal EAF te installeren om hun CO2 afdruk te verminderen maar je hebt gezegd dat het staal dat daaruit voortvloeit niet echt geschikt is voor automotive.

    Hoe zie jij dit in het plaatje evolueren zodat arcelormittal toch leidinggevend kan blijven in de automotive branche.

    Mvg
  8. forum rang 5 03har 2 december 2023 12:00
    @Christo1
    Koolstof staal uit erts/hoogovens is het meest zuivere staal, het is via toeslagen thermische en mechanische behandelingen het staal de gevraagde eigenschappen te geven. Een eerste vereiste voor met name de automotive buitendelen zoals moterkap, deuren a en d spanten, flanken enz.
    Deze delen stellen hoge eisen, en moeten dun (laag gewicht) en sterk (velig), vlak en een egaal oppervlak hebben met de juiste matering

    E.A.F.’s werden altijd gebruik om schrot weer opnieuw in te zetten, als grondstof voor nieuw staal.
    Maar je kunt de samenstelling van het schrot moeilijk bepalen. Het zijn immers legeringen van vorig gebruiksdoel.
    Daardoor zijn de eigenschappen van EAF staal alleen via thermische en mechanische bewerking te veranderen en minder door toeslagen, dit is in veel gevallen onvoldoende voor de automitive industrie.

    Daarom wordt schrot ook in 3 kwaliteiten verhandeld, het eigen (schone) schrot uit de walserijen, shredded schrot, en groot schrot, veelal gegoten stukken. Zie ook de prijslijst die mvliex altijd post.
    Men gaat tegenwoordig steeds meer voorbewerkt erts {zuiverHB en DR ijzer) gebruiken als deel van de EAF voeding dus samen met (vuil) schrot om toch een zuiverder staal te krijgen noodzakelijk voor de automotive industrie.

    DRI en HBI zijn producten gemaakt van ijzererts (direct gereduceerd) dus zonder de kooks.(CO2 ) die nodig is bij indirect reduceren in hoogovens.

    03haR
  9. lefreaks 3 december 2023 12:13
    Beursblik: experts razend enthousiast voor december
    zondag 3 december 2023
    (ABM FN-Dow Jones) Beursexperts zijn voor december "razend enthousiast". Dit bleek zondag uit de maandelijks enquête van analist Corné van Zeijl van Cardano.
    Voor de laatste maand van 2023 is maar liefst 58,5 procent van de experts positief gestemd. En slechts 9,4 procent verwacht een daling.
    Het optimisme volgt na een heel sterke maand. In november won de AEX 6,5 procent. "Het gemiddelde AEX-aandeel ging zelfs met 11 procent omhoog", aldus Van Zeijl.
    Opvallend is dat de experts die optimistische lijn niet doortrekken naar de komende zes maanden. "Sterker nog daar zijn ze juist wat minder optimistisch geworden. 36 procent verwacht een stijging en 15 procent een daling. Dus per saldo 21 procent meer optimisten dan pessimisten. Vorige maand was dat saldo nog 24 procent", aldus Van Zeijl.
    Top & flop
    De topper in december wordt volgens de beursexperts ASML. Verder zien de experts het zitten in NN Group, Ahold Delhaize en Prosus.
    Philips is met stip het aandeel dat beleggers moeten mijden, aldus de experts. Daarnaast is er ook weinig enthousiasme over ArcelorMittal, KPN en Wolters Kluwer.
  10. forum rang 10 voda 4 december 2023 08:27
    ArcelorMittal's Bosnia Plant: Demand-Driven Suspension
    By Strategic Research Institute on Dec 04, 2023 10:36 am

    Synopsis:

    Amid a demand slump in Europe, ArcelorMittal temporarily halts steel production at its Bosnia plant. Low European demand, worsened by the Russian-Ukraine conflict aftermath, energy price hikes, and inflation surge, led to this decision. With local reports of strikes for higher wages, the move raises concerns about potential impacts on steel prices and the workforce's future.

    Article

    ArcelorMittal, a key steel producer, ceased operations at its Bosnia plant owing to dwindling European demand. The plant, annually producing 700,000 metric tons of liquid steel and employing 2,200 workers, faced challenges post-Russia's conflict in Ukraine. High energy costs and inflation added to this, compelling the temporary halt.

    The plant in Zenica initiated the shutdown on November 11, citing low demand as the driving force. The management downscaled operations systematically while assuring employees of a possible resumption when demand regains stability.

    Local sources reported strikes by long steel product workers, seeking increased pay despite the company's 32% wage rise since 2020, aligning with inflation. The halt's potential impact on steel prices and the industry's stability remains uncertain.

    Multiple factors contributed to ArcelorMittal's decision, reflected in its recent 6.44% drop in net income, attributing the decline to reduced steel shipments. Operational income decreased to $1.2 billion in Q3 2023, prompted by a -3.7% sequential steel shipment decrease and adverse price-cost effects.

    ArcelorMittal's rationale for suspending Bosnia operations centered on the drastic demand downturn in late 2023, fueled by ongoing economic uncertainty, inflation, and EU-imposed sales constraints. The competition from cheaper Turkish steel imports compounded the challenges, intensifying the industry's struggles.

    Conclusion:

    The Bosnia plant's suspension underscores the multifaceted challenges facing ArcelorMittal and the steel industry, impacting both production and labor welfare. The fluctuations in demand and international market dynamics pose significant uncertainties, potentially reshaping steel prices and market dynamics.

    Bron Steelguru (via email)
164 Posts
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