Juni 2017 Arcelor Mittal

1. [verwijderd] 13 juni 2017 07:22

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   Oh ja, wat te denken van:
   
   www.investing.com/commodities/metals
   
   Ik zie geen daling van de IO-price (ik spreek trouwens liever van ijzererts, iets minder verheven).
2. jessebrown 13 juni 2017 07:34

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   Off The Wire
   Shanghai rebar falls after 4-day spike on property demand worries
   Reuters Reuters
   Tuesday June 13, 2017 12:09 AM
   Kitco NewsShare this article:
   * Dalian iron ore slips 1 pct
   
   * Iron ore at China's ports at highest level since 2004
   
   By Muyu Xu and Manolo Serapio Jr
   
   BEIJING/MANILA, June 13 (Reuters) - China's rebar steel futures edged lower on Tuesday after a four- day climb amid concern that a slowing property market may dent steel demand in the world's top consumer.
   
   China has been restricting real estate purchases across its cities to keep speculation in check and curb soaring prices, with banks also tightening loans to the sector.
   
   "Trading volume and average bids in the property market have been dampened which signals that Beijing's policy to regulate the real estate sector is working," said Zou Mingdong, Shanghai-based steel manager at Zhongcai Merchants Investment Group.
   
   But the city of Shanghai appeared to alter a property policy on Monday following protests over the weekend. The most-active rebar contract on the Shanghai Futures Exchange was down 1.7 percent at 2,979 yuan ($438) a tonne by the midday break. The construction steel product touched an intraday low of 2,976 yuan earlier.
   
   Steel demand is also weak during summer in China, when hot weather in the northern parts of the country and frequent rainfall elsewhere limit construction activity.
   
   As steel prices slid, so did iron ore, with stocks of the raw material still plentiful in China.
   
   The most-traded iron ore on Dalian Commodity Exchange fell 1 percent to 426.50 yuan per tonne.
   
   Stockpiles of imported iron ore at China's ports reached 140.05 million tonnes on Friday, the most since at least 2004, according to data tracked by SteelHome consultancy. Port inventory has risen more than 26 percent this year.
   
   "High iron ore inventory will become a regular situation," said Zou.
   
   Iron ore for delivery to China's Qingdao port rose 0.9 percent to $54.87 a tonne on Monday, according to Metal Bulletin, tracking gains in Chinese iron ore futures in the prior session. ($1 = 6.7969 Chinese yuan)
3. Kogovus 13 juni 2017 07:40

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   quote:

   HendrikusII schreef op 13 juni 2017 07:22:

   Oh ja, wat te denken van:
   
   www.investing.com/commodities/metals
   
   Ik zie geen daling van de IO-price (ik spreek trouwens liever van ijzerterts, iets minder verheven).
   

   Blij dat je tot de "Gewone" man/vrouw behoort Hendrikus. Al dat verheven gedoe met het uiten van Engelse termen. Woorden als "Sorry, "Yep", "Cash" en "Black Monday", om zo een aantal te noemen zullen dan ook waarschijnlijk niet in jouw nuchtere, Friese vocabulaire voorkomen.
   
   
4. [verwijderd] 13 juni 2017 08:48

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   heel interessant, zeker voor de Toekomstbeeld en een steuntje in de rug ;-) Misschien al gelezen of gezien maar ik plaats het toch maar.
   
   Jim Lennon, managing director, Red Door Research, analyses latest ramifications of China’s steel output
   
   The past year has seen some surprising developments in Chinese steel. The pessimism that existed at the start of 2016 proved to be misplaced. Steel production and consumption rose year-on-year in 2016, compared with expectations of big falls at the start of the year.
   
   Sectors that surprised on the upside in 2016 included housing, autos and infrastructure.
   
   What has been truly astounding is that in the first four months of 2017, reported crude steel production rose by just under 5% year-on-year. Owing to exports falling 26% year-on-year over the same period, Chinese apparent steel consumption rose by more than 10% year-on-year in the first four months of the year.
   
   So far this year, housing has remained stronger than expected as a source for steel demand and a slowdown in infrastructure spending is still in the future.
   
   In April alone, crude steel production rose to a new all-time high of 886 million tpy (annualised) and apparent demand also reached a record high (see chart below left).
   
   
   
   Both these developments seem to go against weakening macro-data for April, but indications are that May output could be even higher.
   
   Following recent falls in raw materials prices, steel mill margins have improved and mills continue to churn out steel without any sign of major inventory build. Fears of a strong macro-slowdown in China seems to be overdone – at least for the short term.
   
   Recent forecasts from the World Steel Association (Worldsteel) for Chinese steel demand were for flat demand in 2017 (following 1.30% growth in 2016) and a decline of 2% in 2018.
   
   The latest numbers suggest that 2017 could grow by 3-4%, even assuming a significant slowdown in steel-using sectors as the year progresses.
   
   As the 2016/early-2017 fiscal and monetary stimulus is slowly unwound through 2017, it remains possible that 2018 will be a negative year for Chinese steel growth, as suggested by the Worldsteel forecasts.
   
   Until these latest numbers emerged, the prevailing wisdom had been that the absolute peak in Chinese steel demand was achieved in 2013. On an annual basis this is probably still true, but the second quarter of 2017 could surpass any previous quarters in history.
   
   While 2017 demand will be lower than in 2013, it is likely that crude steel production could hit an annual high in 2017 as a whole (exports will be higher than in 2013), surpassing the 822 million tonnes achieved in 2013.
   
   Following crude steel capacity closures of around 50 million tpy in 2016 (some say up to 90 million tpy including scrap-based induction furnaces, which were forced to close in the fourth quarter of 2016) and a further 50 million tpy of closures this year, the degree of over-capacity in the industry has been markedly reduced.
   
   The Chinese government looks likely easily to achieve its target of closing 150 million tpy of capacity between 2016 and 2020.
   
   Nameplate crude steel capacity is reported to be 1.10-1.20 billion tpy, but effective (operated) capacity is now probably around 950-975 million tpy and April 2017 effective capacity utilisation on this basis was more than 90%.
   
   This is not to say that over-capacity no longer remains a challenge for the global steel industry, but a year of strong demand and significant closures has certainly changed the picture to a more positive one from a Chinese perspective.
   
   The recent collapse in iron ore prices, from more than $90 per tonne cfr to $60 per tonne recently, appears not to have been driven by a fall in demand, but rather by the perception that demand had peaked (actually not yet confirmed) and that supply growth for iron ore would accelerate in the coming months.
   
   Given the high degree of speculative activity on the Dalian iron ore exchange, prices appear to be driven more by sentiment now than actual short-term supply/demand.
   
   For global markets, the direction of Chinese steel exports remains important. As mentioned, exports of finished steel fell 26% year-on-year in January to April and in April alone were down 28.50% year-on-year.
   
   Exports peaked in 2015 at 112 million tonnes and fell to 109 million tonnes in 2016 – the annualised rate of exports so far in 2017 is only 82 million tpy.
   
   For the year as a whole, exports may rise from the current rate, but are still likely to be lower year-on-year, supporting non-Chinese production and steel prices to an extent.
   
   Globally, China is still the biggest steel-exporting country by a significant margin. Exports, at 109 million tonnes last year, were well ahead of Japan, at 41 million tonnes, and both Russia and South Korea at 31 million tonnes.
   
   Exports as a percentage of steel production remain relatively low for China, at 10-15% in 2016-17, while of the top five exporting countries, Germany exports more than two thirds of its steel production, and South Korea and Russia both export nearly half of their output.
   
   Chinese steel exports are increasingly being concentrated within Asia. Total Chinese steel exports last year declined to every region except Asia, led by double-digit declines to North America, South America and Europe.
   
   Exports to other Asian countries, by contrast, rose by 5% year-on-year, with nine of the top ten export destination countries for Chinese steel being in the region.
   
   China’s steel exports to the USA, meanwhile, were a mere 1.20 million tonnes, down by more than 50% from 2015, mainly due to large anti-dumping tariffs that have been imposed on Chinese steel imports.
   
   Slowing Chinese exports reflect better demand and margins for domestic sales as well as the result of growing protectionist measures against imports from China.
   
   As the chart above shows, US steel consumers have consistently paid substantial premiums for steel compared with Chinese consumers. From 2014 to 2016, on average US hot rolled coil steel prices were 60% more than those paid by domestic Chinese consumers.
   
   In April 2017, US prices were 80% higher.
   
   How high could US prices go if further protectionist measures are applied?
   
   
5. [verwijderd] 13 juni 2017 08:48

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   quote:

   HendrikusII schreef op 13 juni 2017 07:22:

   Oh ja, wat te denken van:
   
   www.investing.com/commodities/metals
   
   Ik zie geen daling van de IO-price (ik spreek trouwens liever van ijzererts, iets minder verheven).
   

   1 week lid en je berichten worden zowat non stop gebakken.
   Goed bezig groentje......
6. Toekomstbeeld 13 juni 2017 08:53

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   quote:

   aandeeltje! schreef op 13 juni 2017 03:56:

   [...]
   
   Of jij of TKB heeft nog niet op het knopje gedrukt. Tot 2 tellen lukt me nog :-)
   
   

   Voor de zekerheid nog een keer gecheckt maar ik heb hem gegeven....:-)
   
   
7. [verwijderd] 13 juni 2017 08:58

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   Kloterige pre wederom
   wanneer gaat dit takkenaandeel eens echt stijgen?
8. andrejes 13 juni 2017 09:04

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   Ook weer dik in de min
   www.ig.com/uk/ig-commodities/iron-ore
9. [verwijderd] 13 juni 2017 09:06

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   quote:

   moneymaker_BX schreef op 13 juni 2017 08:58:

   Kloterige pre wederom
   wanneer gaat dit takkenaandeel eens echt stijgen?
   

   Wees blij dat het aandeel een (tijdelijke) bodem zoekt, wat ik had gehoopt op ongeveer € 16,90.
10. Kogovus 13 juni 2017 09:08

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    andrejes schreef op 13 juni 2017 09:04:

    Ook weer dik in de min
    www.ig.com/uk/ig-commodities/iron-ore
    

    MT reageert m.i niet al te heftig maar wat niet is kan nog komen.
11. Lech1 13 juni 2017 09:18

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    quote:

    HendrikusII schreef op 12 juni 2017 18:28:

    [...]
    
    Dacht je dat ik me door kleine kinderen als jou liet verleiden? Toen ik klein was, waren mensen als Peppi en Kokki grootheden. Je zit op het IEX-forum, gedraag je alsjeblieft volwassen.
    
    

    AUB zeg!!! hou nou eens op
12. Lech1 13 juni 2017 09:22

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    [Modbreak IEX: Gelieve inhoudelijk te reageren, bericht is bij dezen verwijderd.]
13. [verwijderd] 13 juni 2017 09:23

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    laat gaan Lech, knul is 1 week lid......en zit waarschijnlijk op het vmbo
14. Lech1 13 juni 2017 09:30

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    quote:

    03har schreef op 12 juni 2017 22:13:

    [...]
    
    Is ongeleerd koolstof staal, dus IJzer (via erts) uit hoogovens (>2% C), dus in staalfabrieken (BOF) niet gelegeerd met andere nikkel,chroom soorten (roestvrij). Voor ArcelorMittal dus meer dan 70 a 80 % van zijn product.
    
    Har.
    

    He Har, you are finally back :-)
15. Toekomstbeeld 13 juni 2017 09:38

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    quote:

    Kogovus schreef op 13 juni 2017 09:08:

    [...]
    
    MT reageert m.i niet al te heftig maar wat niet is kan nog komen.
    

    Heb zojuist snel een screenprint gemaakt als bewijs.....we staan in de plus!
16. Lech1 13 juni 2017 09:39

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    AM vandaag 19+ let maar op ook als slotkoers
17. Kogovus 13 juni 2017 09:41

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    Toekomstbeeld schreef op 13 juni 2017 09:38:

    [...]
    
    Heb zojuist snel een screenprint gemaakt als bewijs.....we staan in de plus!
    

    Moge TKB, apart toch? IO (ijzererts voor de minder geletterde ;-)) in de min en MT danst een voorzichtig maar elegant walsje in het groen.
    
    Aanleiding?
    
    
18. Toekomstbeeld 13 juni 2017 09:44

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    Lech1 schreef op 13 juni 2017 09:39:

    AM vandaag 19+ let maar op ook als slotkoers
    

    Gezien deze daling in autoverkopen in China, plus de dalende IO prijzen, verwacht ik er eigenlijk helemaal niets van.
    
    Onderstaand wordt op de diverse nieuwsmedia ook als reden gegeven voor de mindere IO prijzen.
    
    China auto sales fall 2.6 pct in May; SUVs up 13.5 pct
    22 Hours Ago
    The Associated Press
    BEIJING (AP) — China's auto sales shrank for a second month in May amid weak demand following a rise in the sales tax, an industry group reported Monday.
    
    Sales in the world's biggest auto market by number of vehicles sold contracted 2.6 percent from a year earlier to 1.75 million vehicles, according to the China Association of Automobile Manufacturers.
    
    Purchases of SUVs rose 13.5 percent 715,000, helping to offset a 9.3 percent plunge in sedan sales to 839,000.
    
    Sales last year rose 15 percent from 2015 after a 10 percent sales tax on small-engine vehicles was cut by half. Demand weakened after part of that tax was restored in January, raising it from 5 percent to 7.5 percent.
    
    Total sales for the first five months of this year rose just 1.5 percent from a year earlier, according to CAAM.
    
    Sales of plug-in and hybrid electric vehicles in May rose 28.4 percent to 45,000.
    
    — General Motors Co. said sales of GM-brand vehicles by the company and its Chinese manufacturing partners rose 9.5 percent from a year earlier to 294,425. It said Cadillac sales rose 65 percent to 14,154.
    
    — Ford Motor Co. said its sales declined 3 percent to 87,733. Sales for the first five months of the year were 436,961.
    
    — Nissan Motor Co. said its sales rose 5.7 percent to 112,085. Year-to-date sales were 531,756.
    
    — Toyota Motor Co. said sales rose 11 percent to 112,800.
    
    www.cnbc.com/2017/06/12/the-associate...
    
19. [verwijderd] 13 juni 2017 09:45

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    quote:

    Kogovus schreef op 13 juni 2017 09:41:

    [...]
    
    Moge TKB, apart toch? IO (ijzererts voor de minder geletterde ;-)) in de min en MT danst een voorzichtig maar elegant walsje in het groen.
    
    

    Gister zowat alle staalfondsen dik in t groen en AM rood, nu licht groen.
    Ben er niet van onder de indruk
20. Toekomstbeeld 13 juni 2017 09:45

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    China AM: Steel, iron ore futures retreat amid lacklustre auto data
    
    China’s steel and iron ore futures fell during morning trading on Tuesday June 13 following the release of uninspiring statistics for the country’s automotive sector a day earlier.
    
    Futures closing prices – morning session Shanghai Futures Exchange October rebar: 2,979 yuan ($438), down 45 yuan ($6.60) October hot rolled coil: 3,045 yuan ($448), down 52 yuan ($7.70) Dalian Commodity Exchange September iron ore: 427 yuan ($63), down 3 yuan ($0.40) September coking coal: 961 yuan ($141),.
    
    www.metalbulletin.com/Article/3724784...