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  1. forum rang 10 voda 21 oktober 2015 17:17
    Nippon Steel profit to decline further in 2015

    Nikkei reported that Nippon Steel & Sumitomo Metal will likely record a pretax profit topping JPY 300 billion (USD 2.48 billion) for the fiscal year ending next March, a roughly 30% decline on the year as the Chinese economic slowdown puts the squeeze on one of Japan's core industries.

    The company initially forecast an 18% reduction to JPY 370 billion, but it currently faces skewed overseas market dynamics. China is the biggest steelmaker in the world, with crude steel output reaching levels of 800 million tons annually. The country's decelerating economy led to stalled domestic demand, and the excess steel is making its way to Southeast Asian countries and elsewhere.

    Forced to compete against this cheap Chinese steel, Japanese steelmakers are struggling to make a profit on exports even amid the weak yen. Nippon Steel, which exports nearly half its output, is particularly exposed to worsening overseas markets.

    Nippon Steel has also been slow to recover domestically. Turning out more than 40 million tons of crude steel annually, the company went on a production slowdown beginning in April in response to overloaded inventories. Demand from the auto and construction sectors remains sluggish, and the company will likely continue to adjust output accordingly. Nippon Steel may not reach its group sales goals of 5.1 trillion yen for fiscal 2015, a 9% drop from the previous year.

    Pretax profit for the interim half ended in September likely fell 15% to around 150 billion yen, in line with projections. But Nippon Steel will face a difficult environment in the second half along with its Japanese competitors. Kobe Steel recently lowered its fiscal 2015 earnings outlook while JFE Holdings faces pressure on earnings because of its high export ratio.

    Source : Nikkei
  2. forum rang 10 voda 21 oktober 2015 17:19
    Promote steel consumption while building infrastructure - Expert

    Mr Sushim Banerjee DG of Institute of Steel Growth and Development in an article in Financial Express wrote that the average share of the construction sector in global steel consumption at around 50-55% implies that irrespective of the stage of growth of the economy, revival of steel demand critically hinges on development and expansion of this sector. World Steel Dynamics, an information service provider, estimates put the steel intensity of investment in construction nearly 7 times higher than that in other important sectors like machinery and equipment, automobile, household appliances and packaging.

    Last year the construction sector grew at a negative growth of 2.5 % in China which drove down steel consumption -3.3 %. In India, the sector rose by only 4.1% in 2014, impacting a slow growth of 2.2% in total steel consumption. To push up the economic growth, all the advanced steel-producing countries have called for a big boost in investment in infrastructure building and up gradation of existing facilities in urban infrastructure, rail and road network and also constructing a few residential complexes. This would not only enhance steel consumption but also contribute to higher utilisation in indigenous capacity.

    It is also well known that steel intensity in project and non-residential construction is significantly higher than that in real estates. Steel-cement ratio in project construction exceeds the same in individual houses particularly in mass housing projects up to 3 to 4 floors. For higher floors, of course, more use of steel adds to a number of advantages like faster construction, availability of extra floor space by replacing concrete slabs with light gauge high-performance steel, castellated beams etc. For high-rise buildings, the requirement of steel is more to construct additional roofing space in each floor, the basement, the covered parking and multi-level parking and other subsidiary constructions in the additional spaces. In advanced countries the paucity of space requires houses and compendiums in the cities to be multi storied and more steel-intensive. In India, the mass housing projects and affordable housing projects funded primarily from the government sources may not provide much space for higher steel application except for reinforcement steel used for concrete. In the smart city concept, the emphasis is more on digital advancement, improvement in public services, eco friendly environment, safety and security for the citizens, good roads, adequate electricity and water supply.

    Each smart city can be planned with an elegant looking entry gate made out of high grade pre-painted steel or stainless steel to project a shining image. At busy road connections the small span steel-concrete composite Road over Bridges (ROB) may be planned for safe movement of the senior citizens, women and children. A good number of kiosks (for multiple uses), dustbin, public conveniences, meeting places and community halls in the locality made with innovative steel design would provide elegant and environment-friendly construction. As steel structures are of permanent nature and require little maintenance and there is an inherent tendency to use locally available cheap materials and then indulge in annual maintenance activities at the cost of the exchequer, the consideration of Life Cycle Cost advantages of steel-based construction must be inculcated at the planning stage itself for the smart cities. This aspect should be addressed on priority if steel is to play a stellar role in the housing and city planning activities of the Government.

    It is, therefore, necessary to distinguish between investment earmarked for residential construction and investment made in infrastructure building and make suitable changes in the methodology of demand estimation while correlating construction sector growth with growth in steel demand. It is reiterated that steel use for construction sector as a whole in the country has gone up appreciably in the past one-and-half decade thanks to wider awareness about steel, acceptability and spread of steel- based designs, new user-friendly Codes and Standards (IS 1786, IS 15962, IS 11384), development of light-weight, high-performance steel. Despite all these developments, a good deal of challenges needs to be addressed for higher use of steel in construction sector in India.

    Source : Financial Express
  3. forum rang 10 voda 21 oktober 2015 17:21
    POSCO swings to net loss in Q3 and sees KWR 300 billion loss in 2015

    South Korea's largest steelmaker POSCO announced that it swung to a net loss in the third quarter amid tough market conditions at home and abroad. Its consolidated net loss amounted to KWR 658.24 billion won during the as July-September period, compared with a KWR 224 billion profit a year earlier.

    Source : Strategic Research Institute
  4. forum rang 10 voda 21 oktober 2015 17:22
    Global crude steel production in September 2015 dips 3.7% YoY

    World crude steel production for the 66 countries reporting to the World Steel Association (worldsteel) was 131 million tonnes in September 2015, a -3.7% decrease compared to September 2014.

    Source : Strategic Research Institute
  5. [verwijderd] 21 oktober 2015 22:53
    quote:

    voda schreef op 21 oktober 2015 17:21:

    POSCO swings to net loss in Q3 and sees KWR 300 billion loss in 2015

    South Korea's largest steelmaker POSCO announced that it swung to a net loss in the third quarter amid tough market conditions at home and abroad. Its consolidated net loss amounted to KWR 658.24 billion won during the as July-September period, compared with a KWR 224 billion profit a year earlier.

    Source : Strategic Research Institute

    Ondanks dat een stijging van bijna 5% in de koers vandaag.

    www.google.com/finance?q=NYSE%3APKX&a...

    Groeten,

    Ozzy
  6. forum rang 10 voda 22 oktober 2015 16:24
    Mijnbouwer Vale boekt fors verlies

    Gepubliceerd op 22 okt 2015 om 11:41 | Views: 2.130

    RIO DE JANEIRO (AFN/BLOOMBERG) - De Braziliaanse mijnbouwer Vale heeft afgelopen kwartaal een verlies van 2,1 miljard dollar geboekt. 's Werelds grootste delver van ijzererts heeft vooral last van de lage grondstofprijzen en negatieve wisselkoerseffecten.

    Het miljardenverlies volgt op een winst van 1,7 miljard dollar in het derde kwartaal van 2014. Het bedrijfsresultaat (ebitda) ging vorig kwartaal met 15 procent omlaag op jaarbasis, tot 1,9 miljard dollar. Dat was iets beter dan analisten gemiddeld voorspelden.

    Net als andere mijnbouwers kampt Vale met de stevige daling van de prijzen voor grondstoffen. Daarnaast wordt het bedrijf hard geraakt door de recessie in de Braziliaanse economie en de stevige waardedaling van de Braziliaanse real ten opzichte van de dollar. Het concern schreef het grootste deel van zijn nettoverlies toe aan die depreciatie.
  7. forum rang 10 voda 22 oktober 2015 17:17
    Esfahan Steel Company exports 400,000 tonnes in 6 months

    Director of the Marketing and Foreign Sales at Esfahan Steel Company Behzad Karami said on Monday that volume of exports in the first half of the year (started on March 21) reached about 400,000 tons.

    Public Relations Department of the Company quoted Karami as saying that the plant's products are exported to 25 countries.

    He said France, Belgium, Spain, Italy, Ireland, Portugal, Greece, Afghanistan, the UAE, Iraq, Turkey, Turkmenistan, Tajikistan, Armenia, Azerbaijan, Georgia, India, Oman, Kuwait, China, Lebanon, Pakistan, Saudi Arabia, Qatar and Jordan are among markets for the foundry products.

    Source : IRNA
  8. forum rang 10 voda 22 oktober 2015 17:19
    En weer werk erbij!

    SNCF awards deal for rails to Tata Steel, Voestalpine, Arcelor Mittal, and Lucchini

    Rail Journal reported that French infrastructure manager SNCF Network has awarded five year framework contracts for the supply of new rails to Tata Steel, Voestalpine, Arcelor Mittal, and Lucchini. The contracts, which include options for a four-year extension, have a total value of around EUR 1 billion and cover the delivery of up to 750,000 tonnes of rail.

    SNCF Network president Mr Jacques Rapoport said “These contracts provide transparency for our industrial partners. We intend to develop this type of long-term contract for three reasons: to raise capacity for an unprecedented increase in our workload, which comes from the upgrading of the existing network; to help improve our industrial efficiency; and finally to encourage innovation in procurement."

    Source : Rail Journal
  9. forum rang 10 voda 22 oktober 2015 17:20
    British steel for British projects – Mr David Cameron

    Herald Scotland reported that British PM Mr David Cameron has insisted the UK Government will take action to stem the crisis facing the steel industry, saying he would ensure the procurement of “British steel for British projects”.

    Speaking at a joint press conference in Downing Street with the Chinese premier President Xi Jinpang, Mr Cameron said: "What I would say to steelworkers in Britain is: we will take action here in Britain. We will take action on energy costs, we will take action to make sure we procure British steel for British projects; where we can take action on tax and other issues, we will take that action; where we can take action in the European Union, we will take that action.”

    He pointed out how the plan to build a new nuclear power plant in Somerset would be done using British steel and that Europe’s largest construction project, Crossrail in London, was using almost entirely British steel.

    He said "The infrastructure partnerships we are talking about, the investment we are opening up, means more demand for British steel because that is the way we are going to make sure procurement works in Britain.”

    The PM insisted he wanted to "help our steel industry" but it was “in a very difficult situation; world prices have collapsed by more than half, the surplus capacity in the world is more than 50 times the UK output".

    Source : Herald Scotland
  10. forum rang 10 voda 22 oktober 2015 17:24
    US raw steel production in Week 42 dips 9% YoY - AISI

    In the week ending October 17, 2015, domestic raw steel production was 1,675,000 net tons while the capability utilization rate was 70.1 percent. Production was 1,840,000 net tons in the week ending October 17, 2014 while the capability utilization then was 76.5 percent.

    Source : Strategic Research Institute
  11. forum rang 10 voda 22 oktober 2015 17:25
    Tata Steel gives assurances on steel jobs in Port Talbot and Llanelli

    South Wales Evening Post reported that TATA Steel said that workers in Port Talbot and Llanelli should not fear job losses. Employees at the two sites have been told there will be "no change" in their job status, despite the company announcing plans to cut 1,200 jobs

    A Tata Steel spokesman said: "There is no change to the status of jobs in Port Talbot or in Trostre, and we have no announcements to make about the two sites in question.”

    He said "Yesterday's news has referred to the plate sector, which does not involve the operations here.”

    He added "Trading conditions remain very challenging and our hearts go out to affected colleagues elsewhere, but we do operate in many different market sectors."

    The response came following Tata's announcement that around 900 jobs will be lost at Scunthorpe and 270 in Scotland with the rest going at other UK sites. Plate mills will be stopped in Scunthorpe, Dalzell in Motherwell, and Clydebridge in Cambuslang, near Glasgow. One of two coke ovens at the Scunthorpe works will also be closed.

    Source : South Wales Evening Post
  12. forum rang 10 voda 22 oktober 2015 17:26
    Primetals Technologies offers new electrode control system for electric arc and ladle furnaces

    With “Melt Expert”, Primetals Technologies offers a new electrode control system for operators of electric arc and ladle furnaces. Melt Expert has been developed based on more than 35 years of experience with the Arcos and Simelt electrode control systems.

    Source : Strategic Research Institute
  13. forum rang 10 voda 22 oktober 2015 17:27
    6070 jobs lost in UK steel sector since July

    Jul 16 - Tata Steel announces 720 job losses in Rotherham, Stocksbridge and Wednesbury

    Aug 25 - Tata announces 250 redundancies in strip steel at Llanwern

    Sep 18 - SSI announced 2,200 jobs at Redcar

    Oct 19 - Caparo in administration 1700 job losses likey

    Oct 20 - Tata announce 1,200 jobs to go in Scunthorpe and Lanarkshire
    Source : Morning Star
  14. forum rang 10 voda 22 oktober 2015 17:28
    SDI CEO sees further erosion in US steel industry

    Mr Mark D Millett, Chief Executive Officer of Steel Dynamics Inc, while announcing Q3 results, said "We believe the current elevated level of domestic supply chain inventory, combined with the continuation of excessive steel imports and typical fourth quarter seasonality, could further erode domestic steel industry profitability in the fourth quarter 2015.”

    Source : Strategic Research Institute
  15. forum rang 10 voda 22 oktober 2015 17:28
    Deutsche Bank cuts ArcelorMittal target by 26%

    Published on Thu, 22 Oct 2015 85 times viewed

    Deutsche Bank has downgraded its price call on ArcelorMittal as the European steel industry buckles in the face of low international prices and complaints about the dumping of cheap metal onto the market by China. They have cut their target price on the steelmaker to EUR 7.00 from EUR 9.50. They do however retain their overall Hold rating on the stock, and think that the risk/reward balance is fair.

    German bank’s analysts write on Wednesday “As imports and negative sentiment weigh on steel margins in the North American Free Trade Area and Europe, and Brazil is in recession, ArcelorMittal remains challenged in all key markets.”

    ArcelorMittal is due to unveil its third-quarter results on November 6. Deutsche expects earnings before interest, taxes, depreciation, and amortisation (EBITDA) of $1.43 billion, which wouldn’t be far off the second quarter’s $1.4 billion, largely driven by a modest recovery in NAFTA operations.

    However, the steel industry remains under severe pressure in Europe. The Italian and French governments have intervened directly to save jobs in the sector. The British government is so far resisting calls to do the same despite job cuts and facility closures looming in Scotland and the north of England.

    Source : news.markets/shares
  16. [verwijderd] 22 oktober 2015 18:15
    quote:

    voda schreef op 22 oktober 2015 17:28:

    Deutsche Bank cuts ArcelorMittal target by 26%

    Published on Thu, 22 Oct 2015 85 times viewed

    Deutsche Bank has downgraded its price call on ArcelorMittal as the European steel industry buckles in the face of low international prices and complaints about the dumping of cheap metal onto the market by China. They have cut their target price on the steelmaker to EUR 7.00 from EUR 9.50. They do however retain their overall Hold rating on the stock, and think that the risk/reward balance is fair.

    German bank’s analysts write on Wednesday “As imports and negative sentiment weigh on steel margins in the North American Free Trade Area and Europe, and Brazil is in recession, ArcelorMittal remains challenged in all key markets.”

    ArcelorMittal is due to unveil its third-quarter results on November 6. Deutsche expects earnings before interest, taxes, depreciation, and amortisation (EBITDA) of $1.43 billion, which wouldn’t be far off the second quarter’s $1.4 billion, largely driven by a modest recovery in NAFTA operations.

    However, the steel industry remains under severe pressure in Europe. The Italian and French governments have intervened directly to save jobs in the sector. The British government is so far resisting calls to do the same despite job cuts and facility closures looming in Scotland and the north of England.

    Source : news.markets/shares


    AB

    Het koersdoel van een bank kan natuurlijk niet te ver van de huidige koers afliggen, vandaar de wijziging. Dan heb je eerder het gelijk aan je hand.

    Success,

    Ozzy
  17. forum rang 10 voda 22 oktober 2015 20:37
    Thanks Ozzy!

    China has reduced steel capacity by 78 million tonnes – Mr Xi Jinping

    Reuters reported that Chinese President Mr Xi Jinping, fending off criticism that China's cut price steel exports had brought the British steel sector to its knees, said that China has reduced capacity in its steel industry by 77.8 million tonnes

    Earlier this year, China said it will aim to cut as much as 80 million tonnes of steel capacity in the next three years. Last year, it eliminated 31 million tonnes of steel capacity.

    China makes nearly half the world's 1.6 billion tonnes of steel and experts estimate its mills have about 300 million tonnes worth of excess steelmaking capacity.

    Source : Reuters
  18. forum rang 10 voda 22 oktober 2015 20:39
    JSW Steel announces Q2 results

    JSW Steel reported a net profit of INR 116.9 crore in the September quarter, down 84 percent from the corresponding period last year mainly because of lower realisations as steel prices declined significantly amid rising cheap Chinese imports. Net sales of the company were at lower-than-expected levels at INR 10,742 crore in the period under review, down 21 percent from same period last year.

    The company’s EBITDA per tonne stood at INR 4,900 in the period under review, down significantly from INR 8,500 in the corresponding period last year but a tad up from the preceding quarter.

    The company’s operating profits were also supported by lower expenses which declined 17 percent in the September quarter when compared with the same period last year.

    Sequentially, the company’s net sales were down 5.6 percent, while the bottomline had moved into profits from losses reported earlier.

    The company lowered its exports to 10 percent of the total sales from 26 percent earlier and focussed on the domestic market especially in the auto, retail and value added product segment, which led to the volume growth in the period under review

    Mr Seshagiri Rao, joint managing director and group chief financial officer said “There was a four percent pick up in the volumes during the quarter as the company focussed more on the domestic market, changed the geographical and the product mix. But due to the overall falling trend in steel prices, realisations declined 17 percent on year-on-year basis leading to the fall in the topline in the period under review,”

    He said “JSW Steel’s overseas operations such as the Chile iron ore mines and US plates and pipes mills continued to be a drag on the company’s EBITDA which stood at INR 1,729 crore in the September quarter. Sequentially, net sales realisations and expenses both declined five percent helping the EBITDA per tonne to look up, on year-on-year basis, however, net sales realisation dropped 21 percent while costs did not fall at all, halving the EBITDA/tonne when compared with last year.”

    Source: Strategic Research Institute
  19. forum rang 10 voda 22 oktober 2015 20:40
    ADRITZ to Supply 2 furnaces for HDG lines to Tangshan Steel

    International technology Group ANDRITZ has received an order to supply two continuous furnace plants for two new hot-dip galvanizing plants at Tangshan Iron and Steel Group, China. The two lines will have a combined annual total capacity of 670,000 tons and are designed to produce high-strength steel grade for the automotive industry. Start-up is scheduled for the first quarter of 2017.

    The furnaces, which form the heart of the plant, are fitted with highly efficient low-NOx burners. In order to guarantee maximum cooling rates, the plant uses the new fast cooling system DRJC (Differential Rapid Jet Cooling) patented by ANDRITZ METALS. DRJC sets new international standards compared to existing plants through highest cooling rates with constant and controlled cooling across the entire strip width. In addition, the new technology adjusts to the respective strip width, thus helping to save energy. The scope of supply also includes automation equipment and key process components, such as the zinc stripping air-knife system and shears. Both lines are designed to handle strip with thicknesses ranging from 0.18-3 millimeters and widths from 850-1,600 millimeters.

    This order follows the successful supply and start-up of furnaces and process equipment for another hot-dip galvanizing system and a continuous annealing line at Tangshan Iron and Steel Group that were ordered from ANDRITZ METALS two years ago. Only 21 months passed between the contract entering into force and the production of the first coil.

    Source : Strategic Research Institute
  20. forum rang 10 voda 23 oktober 2015 14:59
    ArcelorMittal advies omlaag naar neutral van outperform - Market Talk


    AMSTERDAM (Dow Jones)--Credit Suisse verlaagt het advies voor ArcelorMittal (MT.AE) naar neutral van outperform en verlaagt het koersdoel naar EUR7,00 van EUR9,00, vanwege de structureel sterk verslechterde outlook voor de staalsector ten opzichte van 2012 en 2013. Het aandeel noteert omstreeks 9.55 0,6% hoger op EUR5,36, waarbij de AEX 0,9% stijgt. (patrick.buis@wsj.com)


    Dow Jones Nieuwsdienst: +31-20-5715200; amsterdam@dowjones.com

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