Nieuws en info hier plaatsen

1. Dutchwax 6 juni 2009 10:54

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   Baltic Dry Index loopt terug, zet de "Grafiek instellingen" aan de rechterzijde bijvoorbeeld op 2 weken
   
   www.euroinvestor.nl/Stock/ShowStockIn...
   
   Onderstaande links zijn ook interessant om te zien. Het is wel informatie achteraf het is wel mooi vergelijk materiaal.
   
   www.steelonthenet.com/prices.html
   www.steelonthenet.com/commodity_price...
2. Dutchwax 6 juni 2009 11:10

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   Ratings agency Standard and Poor's on Friday lowered its credit rating on ArcelorMittal, the world's largest steel maker, to two notches above junk status because of trouble in the steel industry.
   
   Long-term debt ratings were cut from BBB-plus to BBB -- two leveks above junk status. Short-term debt ratings were downgraded from A-2 to A-3. The agency's outlook on ArcelorMittal was negative.
   
   S and P said it expected ArcelorMittal to record "weaker" results this year as the steel industry suffers "a broad and severe weakening of its operating performance", notably reduced capacity along with lower shipments and prices.
   
   "Market conditions appear to be stabilising but are likely to remain weak," S and P said.
   
   It described the company's cost-cutting and spending reductions and other measures as "not sufficient" to stem the effects of the global economic crisis.
   
   The agency said its negative outlook meant that ratings on ArcelorMittal could fall further if the company proved unable to show that it was capable of improving its performance.
   
   On the Paris stock exchange ArcelorMittal shares actually ended the week with a gain of 4.07 per cent at 24.95 euros on a market that finished 0.82 per cent higher as metals and mining stocks got a bump after Rio Tinto scrapped a deal with Chinalco in favour of a tie-up with fierce rival BHP Billiton.
   
   AFP
   
   business.theage.com.au/business/world...
3. Dutchwax 18 juni 2009 18:18

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   Moody's sees negative outlook for steel industry
   
   Moody's says steel producers will continue to face challenges through 2009
   On Wednesday June 17, 2009, 5:38 pm EDT
   
   Moody's Investor Service on Wednesday offered a negative outlook for U.S. steel producers, saying they will continue to face challenging market conditions through the rest of the year.
   
   During the fourth quarter, steel demand and prices began to decline as the world financial crisis continued to spread and economic conditions weakened. The impact of such economic deterioration, says Moody's, led steel producers in the U.S. to post broad-based losses in the span of three to fourth months.
   
   The ratings agency said weakening demand has been seen among key steel-consuming industries like construction and automotive markets, but also among other markets like energy, power and appliances.
   
   "While the velocity of the steel sector's downward spiral appears to have slowed amid signs of a nadir, we expect only marginal improvement in demand and utilization rates toward the latter part of 2009," said Carol Cowan, Moody's vice president senior credit officer, in a note to clients.
   
   Cowan noted that as cost reduction programs begin to have an impact and lower raw material prices become effective, the negative impact on earnings should ease.
   
   "Ratings in the industry remain at risk for additional outlook changes or downgrades given our expectation for continued earnings and cash flow pressure," says Cowan.
   
   In the last six months, Moody's had downgraded, placed under review for downgrade, or changed outlook for the following: U.S. Steel Corp., ThyssenKrupp AG, ArcelorMittal, Severstal and Steel Dynamics Inc.
   
   finance.yahoo.com/news/Moodys-sees-ne...
4. [verwijderd] 18 juni 2009 18:39

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   dat is nieuws van gisteren, maar heb er zo weer eentje gevonden de andere kant op..
5. [verwijderd] 18 juni 2009 18:41

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   Rays of recovery - Analysts see bright light in 2010
   Thursday, 18 Jun 2009
   Despite gloom, some analysts have started predicting recovery in global steel demand
   
   According to Harbor Intelligence, a commodity research firm, global steel demand will jump 8% in 2010, boosting prices, as economic growth recovers in China, the world’s biggest metals user.
   
   Mr Rodrigo Vazquez, a vice president at Harbor, at an industry conference in Chicago. Said that “Rising consumption, a weaker dollar and higher energy costs will push prices for cold-rolled steel up 36% next year.”
   
   He said that “An improvement in growth, especially in China, will create higher demand. The trend of urbanization in China will continue and substantially increase the use of the metal.”
   
   He however added that “This year, global steel usage will contract 13% as the global recession crimps manufacturing. Prices for cold-rolled steel will plunge 34% this year before recovering in 2010.”
   
   According to Macquarie research early signs that the global economy is no longer contracting are apparent in world steel demand as demand for steel in the world excluding China increased in April, by 13.3% on the month.”
   
   (Sourced from Bloomberg and National Post)
6. [verwijderd] 18 juni 2009 18:42

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   Chinese steel future moving up upon price hike by steel majors
   Thursday, 18 Jun 2009
   It is reported that steel mills are pushing up ex-works prices one after the other these days in anticipation of prosperous steel market and growing demand, fueling steel futures constantly moving up.
   
   Market players cautioned that the swelling steel production triggered by hiking prices will bring pressure on the market prices in return in the coming July to August low season for steel consumption, and might lead to a mild adjustment.
   
   Statistics shows that Baosteel raised its ex-works prices for July deliveries in its price policy issued June 11th with HR products to be raised CNY 400 per tonne in general, CR, CNY 200 per tonne and pickling, galvanized and colored electrical steel, CNY 200 per tonne to CNY 500 per tonne.
   
   On the same day, Hebei Iron & Steel Group added CNY 50 per tonne to CNY 100 per tonne to its main products. Fujian Sangang Group also scaled up CNY 50 per tone for the ex works high speed wire rod and CNY 30 per tonne for deformed steel bar. Similarly, Shagang ups its deformed steel bar, wire rod and coil rebars prices by CNY 70 per tonne. Afterwards, more mills are following on the same line.
   
   Fueled by steel mills' physical movement in price adjustment, steel future price has been gaining without a break. Shanghai Future Exchange witnessed a sharp low opening in early trading of Jun 16 for wire rod future 0909 at CNY 3738 per tonne then a constant upswing and a closing at CNY 3782 per tonne a hike of CNY 28 per tonne from the previous trading day.
   
   An analyst said these price rises, reflecting the comprehensively low market in the Q1 are backed up by the reviving demand in the Q2 as the traditional high season. Having encouraged by the rising steel ex works prices and futures as well as an anticipation of inflation, traders are not willing to drop prices despite terribly slim deals.
   
   Mr Tang Junbo analyst from UBS Securities said "Demand once again dominates the market." The strong domestic demand has completely offset influence of weakening overseas demand since the start of this year, which owes to the government record stimulus investment in infrastructure constructions.
   
   Data shows China’s steel products imports mounted up to 2.35 million tonnes in May gaining 3%MoM or 73%YoY while at the same period, exports declined to 1.35 million tonnes loosing 4%MoM or 76%YoY. That means 1 million tonnes of net imports of steel products, breaking the record high since 2005 October.
   
   However, steel mills' outputs are also swelling following the market growth. Statistics shows that the productions of pig iron, crude steel and steel products in May hiked 6%, 0.6% and 7.4% respectively to 45.426 million tonnes, 46.46 million tonnes and 57.291 million tonnes. The figures are further creating new highs as of June.
   
   Yet, there has been a fidgeting sentiment in the market facing resolute gaining of steel prices and production. The increasing inventory lets insiders worrying about the market will not prove to be as firm as it looks like. The steel industry which has already gone through a cycle of price rise, capacity expanding and price drop in this February took so long time for it to recover from the impact and is believed to follow the same road to an increasing extent upon the soaring production.
   
   Mr Yu Mengguo vice president of Jinpeng Future believed it is expected that daily production of crude steel will continue going up in June especially that of steel plate, hopefully to be pushed up further in a wake of the newly expanded capacity coming on stream. Given the appending low season for steel consumption in July to August term steel prices may be adjusted slightly under the pressure of oversupply.
   
   (Source: Securities Times)
   
7. Dutchwax 18 juni 2009 19:25

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   RPT-PREVIEW-Steel industry seeks answers on recovery prospects
   06.18.09, 12:04 PM ET
   
   Netherlands -
   (Repeats to add dropped bullet point)
   
   * What: Steel Survival Strategies conference
   
   * When: June 22-24, organised by American Metal Markets
   
   * Demand recovery, U.S. stimulus package main focus
   
   * Analysts see destocking nearing end
   
   By Humeyra Pamuk and Steve James
   
   LONDON/NEW YORK, June 18 (Reuters) - The tortuous question of when ailing steel demand might recover from the global economic downturn is likely to dominate talks at an industry gathering in New York next week.
   
   High profile speakers for the bi-annual industry gathering including Lakshmi Mittal, chairman and the chief executive of the world's top steelmaker ArcelorMittal, will also seek answers on whether U.S. stimulus will revive consumption. Steel mills in the United States, one of the world's top producers of the alloy, are working at 45-50 percent capacity usage as demand from key consumers like auto and appliance makers has tumbled due to the global recession.
   
   Falls in the prices of most widely traded steel products, like hot-rolled coil (HRC) and billet, have slowed. Some prices have bounced slightly from their lows in some regions, after a near 70 percent price fall between mid-2008 and January 2009.
   
   Several analysts believe destocking has come to an end and that order entries are beginning to improve, but they warn that recovery will take time as end-user demand remains depressed.
   
   "We believe that destocking has largely run its course, and that service centres are beginning to increase their order activity," analysts at Dahlman Rose & Co. said in a research note, adding they expect capacity utilisation to rise to 60 percent in the second half of 2009.
   
   Steel production in North America has dropped by more than 50 percent in the first four months of the year, according to figures from the World Steel Association.
   
   Earlier this week, U.S. steelmaker Nucor said it expected a narrower second-quarter loss thanks to improved order entries in the recent weeks.
   
   "ArcelorMittal's flat-rolled price increase and Nucor's comments of improved order entry ... are further evidence that the sudden tightness we've noticed in recent weeks is spreading," said independent steel analyst Michelle Applebaum in Chicago.
   
   "We believe the 9-month period of inventory destocking has come to an end."
   
   But in terms of the end-user market, analysts still see a recovery as months away and the road quite bumpy.
   
   "Final markets for steel products, like automotive and construction, are severely undermined," Sebastian Castelli at Societe Generale said in a research note.
   
   The world auto industry is suffering massively from the global recession, which forced one of the world's best known automakers General Motors Corp to file for bankruptcy on June 1.
   
   "Global steel markets are more likely to remain weak and prices volatile at depressed levels as the economy recovers or incentive plans start improving steel demand," Castelli said.
   
   Emerging markets will see a quicker recovery, analysts say, particularly China, where production rose 7 percent in May to near record highs seen in June last year, prompting several analysts to raise their production and price forecasts.
   
   But supply discipline remains key for a price rally.
   
   "The overhang of spare capacity in the market means prices can only sustainably rise if steelmakers collectively maintain discipline in bringing back supply," Macquarie Bank said in a research note.
   
   (Reporting by Humeyra Pamuk, Editing by Peter Blackburn)
   
   Copyright 2009 Reuters
8. [verwijderd] 18 juni 2009 19:27

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   voorzichtig optimistisch, maar het blijft lastig
9. Dutchwax 18 juni 2009 19:34

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   quote:

   ko-9nine schreef:

   voorzichtig optimistisch, maar het blijft lastig
   

   Het is zeker lastig met al die tegenstrijdige berichten. Wordt volgende week wel interessant met de uitgifte van de aandelen en de hierboven beschreven "Steel Survival Strategies conference" van 22-24 juni.
   Ben benieuwd of daar nog wat uitkomt wat to positieve resultaten kan leiden.
10. Dutchwax 18 juni 2009 19:53

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    8-million euro investment in ArcelorMittal Galati
    
    ArcelorMittal Galati has implemented an automatic thickness control system that required an investment of 8 million euros, reads a company release.
    The new system will improve the products’ quality and save raw material.
    
    The equipment is undergoing the final tests.
    
    The flatting mill has thus became the unit with the biggest capacity of producing thick tins within the group, followed by Burns Harbor in the US and the one in Gijon, Spain, in Europe.
    ArcelorMittal has this year purchased a special equipment that cuts dust emissions by 95 percent.
    
    www.financiarul.ro/2009/06/18/8-milli...
12. [verwijderd] 18 juni 2009 20:39

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    ArcelorMittal USA raises flat steel prices again
    
    2009-06-18
    
    Platts reported that ArcelorMittal USA is raising prices of all flat rolled steel products for the second time in ten days.
    
    According to the memo addressed to commercial team members and signed by Mr Daniel Mull executive vice president sales and marketing, all new spot market orders, effective immediately, will carry the following base prices, USD 460 per short tonne ex works for hot rolled coil, USD 560 per short tonne ex works for cold rolled coil and USD 580 per short tonne ex works for hot dipped galvanized.
    
    Earlier this month, ArcelorMittal USA announced an increase in the base price of HRC to USD 410 per short tonne from USD 380 per short tonne ex works and prices of USD 490 per short tonne for both CRC and galvanized. The latest increases represent USD 50 per short tonne more for HRC, USD 70 per short tonne more for CRC and USD 90 per short tonne more for galvanized.
    
    The memo noted that "Since our price change on June 3, we have seen the following positive indicators in our business. Implementation of the June 3rd 2009 prices on our non-contractual business. MSCI data indicates inventories have been reduced by approximately 350,000 tonnes in May, bringing total inventories to all time low levels. An increase in orders from our end user customers indicating that they have also fully depleted their inventory levels and some are planning increased production schedules during the third quarter."
    
    The memo to the sales team also emphasized that all appropriate extras will apply.
    
    Mr Mull said that "As previously stated, we must recoup the value for our products that has been lost over the last six to eight months. Incoming orders will be monitored to match our production capability. Currently our books are closed for order acceptance while we review our future production status with Planning."
    
    ( www.platts.com)
13. voda 22 juni 2009 16:14

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    ArcelorMittal en Vale eens over lagere prijs ijzererts
    
    
    AMSTERDAM (Dow Jones)--Staalproducent ArcelorMittal en de Braziliaanse mijnbouwer Vale hebben een nieuw contract getekend voor de levering van ijzererts waarbij een flinke hap uit de prijs van de grondstof is genomen. Dat maakte Vale maandag bekend.
    
    Vale maakte cijfers bekend waaruit blijkt dat de onderhandelde prijs voor de levering van ijzererts 28,2% tot 48,3% lager uitvalt ten opzichte van 2008, afhankelijk van de categorie.
    
    Een woordvoerder van ArcelorMittal zei tegen AFP dat overeenkomst 'van groot belang' is voor het bedrijf omdat Vale een belangrijke leverancier is.
    
    Producenten van staal onderhandelen rond deze tijd van het jaar over de prijs die zij betalen voor ijzererts, de belangrijkste grondstof voor de productie van staal.
    
    De prijs van staal is de afgelopen jaren explosief gestegen maar door de economische crisis is de vraag sterk teruggelopen. De staalproducenten hebben aangedrongen op prijsverlagingen voor ijzererts.
    
    
    
    (Dit artikel werd eerder gepubliceerd in het Engels door Agence France Presse en werd vertaald in het Nederlands door Dow Jones)
    
    
    
    Dow Jones Nieuwsdienst; +31-20-5715 201, amsterdam@dowjones.com
    
    
    
    
14. Dutchwax 23 juni 2009 10:43

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    China-driven commodities rally nearing end.
    
    SHANGHAI (AFP) – China has been driving up commodities prices by stockpiling to prepare for global recovery, but with inventories overflowing and no end to the crisis in sight, analysts say the rally may soon end.
    
    China has been buying up crude oil, copper, coal and a host of other key raw materials even while the financial slump has slashed demand for the exports responsible for the Asian giant's once ravenous appetite.
    
    Despite the sharp drop in shipments, Chinese raw materials buyers have tapped a surge in bank loans to capitalise on low commodity prices and low shipping fees, analysts said.
    
    But the buying is likely to slow, they warned.
    
    "China has been stockpiling commodities since the fourth quarter when prices became really cheap," said Yang Yijun, a commodities analyst at Wellxin Consulting based in the southwestern city of Chengdu.
    
    "But large scale buying is gradually coming to an end. China's reserves are almost at full capacity."
    
    Macquarie Bank warned in a research note last week that "the key concern centres around the scale of Chinese buying".
    
    Over the past three months, as the volume of China's purchases increased, the Standard & Poor's GSCI, an index of global commodity prices, shot up 26.5 percent.
    
    However, overall prices remain lower than before the financial crisis struck. Even with those gains, the overall index is down 58.5 percent from a year ago.
    
    Crude oil prices have risen 39.6 percent in the past three months while copper prices climbed 45 percent, according to the GSCI.
    
    China's State Reserve Bureau has been stockpiling, but so too have producers, distributors and other speculators hoping to profit from an expected rise in prices once the world economy starts to recover.
    
    The China Iron and Steel Association began investigating surging imports after the amount of iron ore coming into the country jumped 33 percent year on year in April, hitting a monthly record of 57 million tonnes, state media said.
    
    Spot prices for iron ore for delivery into China hit their highest level in nearly four months in mid-June, touching 76.50 a tonne, including cost, freight and insurance, according to Dow Jones Newswires.
    
    Beijing ordered banks to cut lending to steelmakers and iron ore importers, who it admonished for failing to "correctly control the volume and pace of iron ore imports in line with the actual demand of domestic steel production," state media reported.
    
    China, the world's biggest steel producer and consumer, imported 188.5 million tonnes of iron ore in the first four months of the year, up 22.9 percent year on year, according to customs data.
    
    "Because of the massive supply, some ships carrying iron ore are having to wait to offload at ports," said Xu Minle, an analyst with Bank of China.
    
    But iron ore was not the only hot commodity in April. Crude oil imports climbed nearly 14 percent, aluminium oxide imports were up 16 percent and copper was up 64.4 percent, according to JP Morgan.
    
    Coal imports soared 168 percent as Chinese utilities increased foreign coal buying during negotiations with domestic producers for better prices.
    
    However, Moody's has changed its outlook to negative for base metals, mining and steel industries in the Asia Pacific region over the next 12-18 months, saying buying has soared ahead of demand.
    
    "China's strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals," said Terry Fanous, Moody's chief Asia metals and mining analyst.
    
    "But we will not see a sustainable turnaround in demand until the major economies of the US, Europe, and Japan recover," Fanous wrote in a note.
    
    Copper, essential for home appliances and other staples in China's economic boom, was seen as being on the most solid footing, hitting an eight-month high of over 2.45 dollars a pound on the New York Mercantile Exchange on June 11.
    
    But prices fell in the past week as traders feared China's stockpiling was tailing off.
    
    "As China has been the main driver of the copper price recovery so far this year, a period of reduced buying activity may see prices take a bit of a pause," Standard Bank analyst Leon Westgate wrote in a note.
    
    Stockpiling is fraught with risk, especially when borrowed money is used to buy goods when there is no demand, independent Shanghai-based economist Andy Xie said.
    
    "Last year people who stockpiled went out of business," Xie said. "I know one distributor who stockpiled six million tonnes of steel and went bust when it dropped by more than half."
    
    news.yahoo.com/s/afp/20090621/ts_afp/...
15. [verwijderd] 23 juni 2009 15:17

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    stilte voor de storm...?
16. voda 23 juni 2009 15:42

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    ArcelorMittal CEO verwacht geen sterke vraag voor 2011
    
    
    (MORE TO FOLLOW) Dow Jones Newswires
    
    
17. [verwijderd] 23 juni 2009 15:54

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    ArcelorMittal CEO: staalgroei in opkomende landen in de toekomst 15:45:00
    ArcelorMittal CEO: waarschijnlijk overcapaciteit dit jaar 15:44:00
    ArcelorMittal CEO: overcapaciteit verwacht in opkomende landen 15:44:00
    ArcelorMittal CEO verwacht geen sterke vraag voor 2011
    
    more to follow.
18. [verwijderd] 23 juni 2009 16:28

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    quote:

    Black Hawk schreef:

    ArcelorMittal CEO: staalgroei in opkomende landen in de toekomst 15:45:00
    ArcelorMittal CEO: waarschijnlijk overcapaciteit dit jaar 15:44:00
    ArcelorMittal CEO: overcapaciteit verwacht in opkomende landen 15:44:00
    ArcelorMittal CEO verwacht geen sterke vraag voor 2011
    
    more to follow.
    

    Met moeilijke met MT is dat dit aandeel zwaar meeweegt in de AEX; dus onderhevig is aan manipulatie om de AEX op een bepaald niveau te krijgen of te houden.
    
    Maar los daarvan denk ik dat van de bovenstaande 4 berichten, de eerste 3 de koers in principe zouden moeten steunen. Alleen, het is nog weinig concreet en in een onzekere markt als deze zal dit voorlopig even voor kennisgeving aangenomen worden.
    Van het 4e bericht zal ook niet direct een koersstijging uitgaan.
    Samenvattend denk ik dat MT veel potentieel heeft, maar voorlopig misschien nog wel verder daalt richting een niveau van 17 of 18 euro. Op termijn moet echter denk ik zeker de 50 á 60 weer haalbaar zijn.
    Maar ik heb ook de wijsheid niet in pacht en keer op keer blijkt maar weer dat (zeker op korte termijn) de koersbewegingen niet of nauwelijks te beredeneren zijn.
    
19. [verwijderd] 23 juni 2009 16:29

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    Toch niet heel slecht nieuws lijkt me. Er wordt vooruit gekeken. Toch is de koers niet van plan naar het noorden te gaan. Niet verwacht. Iemand een idee hoe dat komt?
    
    Green
20. voda 23 juni 2009 17:04

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    ArcelorMittal voert productie op
    23 juni 2009, 16:54 | ANP
    NEW YORK (AFN) - ArcelorMittal hervat de productie van staal in de Amerikaanse staat Indiana en in Oekraïne. Dat heeft bestuursvoorzitter Lakshmi Mittal dinsdag gezegd tijdens een congres in New York.
    
    ArcelorMittal reduceerde de productie sinds oktober vorig jaar geleidelijk met 50 procent om de effecten van de crisis op te vangen. Vooral de vraag vanuit de bouw en de auto-industrie liep sterk terug door de malaise in beide sectoren.
    
    Het besluit om de productie op te voeren, stoelt onder meer op verbeterende marktomstandigheden in de Verenigde Staten, Brazilië en China. Mittal denkt dat de prijzen voor ijzererts volgend jaar niet ver zullen dalen vanwege de naar verwachting aanhoudend sterke vraag vanuit China.
    
    
21. [verwijderd] 23 juni 2009 17:05

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    een nieuwe markt
    dus nieuwe afzet
    dus meer inkomsten
    zeer goed nieuws
    alleen dat stukje van tot 2011 geen "sterk" aantrekkende markt snap ik niet zo erg
    spraken ze eerst niet dat in de 2e helft van het jaar
    .............
    hoe dan ook we staan weer lager maar wel oiv USA zoals gewoonlijk