Ultime notizie per ArcelorMittal (NYSE:MT) Azioni

ArcelorMittal

ArcelorMittal SA is involved in the steel industry. The company's operating segments include North America, Brazil, Europe, India and JVs, Sustainable Solutions, Mining and Other . It generates maximum revenue from the Europe segment. Europe segment produces hot-rolled coil, cold-rolled coil, coated products, tinplate, plate, and slab. These products are sold to customers in the automotive, general, and packaging sectors as well as also produce long products consisting of sections, wire rods, rebar, billets, blooms and wire drawing, and tubular products. Geographically, it derives a majority of its revenue from United States.

ArcelorMittal SA

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News

Asset Sales

ArcelorMittal To Sell Bosnia Operations; Net Of Sale Proceeds, Co. Expects Non-Cash Loss On Disposal Of ~$200M

The clean industrial transition is on a positive trajectory, but still requires considerable funding to reach its full potential – the latest report by the Mission Possible Partnership (MPP) shows. While facing headwinds like geopolitical risks and <a href="https://www.benzinga.com/markets/commodities">commodity volatility</a>, eight projects reached Final Investment Decision (FID) over the last six months. The total number of operational or fully committed clean industrial facilities worldwide now stands at 134.
"Despite the geopolitical and macroeconomic uncertainties, momentum continues to build," MPP CEO Faustine Delasalle wrote in the <a href="https://www.missionpossiblepartnership.org/tracker-insights/jun-25/">report's foreword.</a> "This is in no small part because many companies and governments understand clean industry is an economic opportunity, not just a climate imperative."
MPP's latest Global Project Tracker identifies a total of 826 industrial decarbonization projects worldwide. Of these, 692 have been announced, 65 have secured financing and passed FID, and 69 are already operational.
The report notes that the most significant progress has occurred in the chemicals and fuels sectors, particularly in hydrogen, ammonia, and methanol, while hard-to-abate materials sectors, such as steel and cement, remain more challenging due to price competitiveness and technological maturity.
The report notes the growing importance of the so-called "New Industrial Sunbelt." The term refers to a group of emerging economies like Brazil, India, Oman, Egypt, South Africa, but also Australia, all strategically positioned to lead the industry due to high renewable energy potential, abundant land availability, and improving policies.
These countries now account for nearly one-third of all announced clean industrial projects and about 25% of those that have reached FID. Their role is seen as essential to the future of globally distributed, low-emission industrial production.
Still, MPP is clear about challenges ahead, highlighting three persistent barriers: heightened trade tensions and global macroeconomic uncertainty, unclear or shifting government policy frameworks, especially concerning tax credits and carbon border mechanisms, and a glut of capacity in conventional commodities like grey steel and basic chemicals, which continues to suppress market prices and delay green investment.
As many as 700 projects remain in pre-FID status, representing an estimated $1.6 trillion in capital investment opportunity. Among these are several high-profile initiatives now facing delays or reevaluation. These include Fortescue's (OTCQX:<a class="ticker" href="https://www.benzinga.com/stock/FSUGY#OTCQX">FSUGY</a>)&nbsp; Gibson Island green hydrogen plant in Australia and ArcelorMittal's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MT#NYSE">MT</a>) flagship green steel project in Europe.
Yet, MPP remains optimistic, identifying three critical drivers of enabling successful project advancement. These include declining costs of renewable energy and clean industrial technologies, stronger demand-side measures such as procurement mandates and offtake agreements, and coordinated supply-side policies to de-risk capital investment.
Read Next: <a href="https://www.benzinga.com/news/politics/25/06/45992306/g7-targets-supply-chain-security-with-critical-minerals-plan">G7 Targets Supply Chain Security With Critical Minerals Plan</a>
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FSUGY

$1.6 Trillion Needed to Unlock Clean Industrial Future

<a href="https://corporate.arcelormittal.com/media/news-articles/arcelormittal-europe-urges-faster-implementation-of-steel-and-metals-action-plan">https://corporate.arcelormittal.com/media/news-articles/arcelormittal-europe-urges-faster-implementation-of-steel-and-metals-action-plan</a>
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ArcelorMittal Europe Announces It Cannot Proceed DRI And EAF Plans For Decarbonization Of Its Flat Steelmaking Sites In Bremen And Eisenhüttenstadt; Contract With Federal Government Of Germany, For €1.3 Billion Of Financial Assistance Required Construction On DRI-EAF Project To Commence By June 2025; Arcelormittal Germany Notifies German Government It Cannot Proceed With Investment

The S&amp;P Steel Index is gaining in 2025, buoyed by a combination of tariff leverage, robust balance sheets, and strong returns on capital.
Year to date, the S&amp;P Steel Sub-Industry Index is up 8.40% as of June 12, as the US steel sector stabilizes. It has room to grow over the short term after President Trump's decision to double US steel tariff imports from 25% to 50% as of June 4, 2025, following a new executive order.
But tariffs aren&#8217;t the only reason steel stocks are rising.
The trade policy shift, announced in late May during a rally at a U.S. Steel factory near Pittsburgh, immediately sent steel stocks soaring, with Cleveland-Cliffs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>) rising 26% in a single day following the announcement, while Steel Dynamics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) and Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>) saw gains of 10-11%. "The tariffs effectively raise the price floor for steel in the U.S. market by making imported steel significantly more expensive," said Tracy Shuchart, senior economist at NinjaTrader in New York City. "According to market data, benchmark steel prices have already increased from $725 per metric ton before the tariff announcement to $875 per metric ton currently."
It&#8217;s not only tariffs that are supporting steel industry gains.
"Steel's rally is a mix of short-term catalysts and long-term structural forces," said Dan Buckley, chief analyst at DayTrading.com. "US tariffs are boosting expectations for domestic producers, while sustained federal spending on infrastructure and reshoring is aiding durable demand."
"Add in supply chain restocking, auto sector recovery, and disciplined capital returns from top players like Nucor and Steel Dynamics, and the sector is showing a more stable profile," Buckley added.
The tariff portion of that equation may not have a long shelf life, so investors should proceed cautiously. Talks between the U.S. and Mexico are already underway to curb the 50% tariff figure.
"For example, the two countries are exploring a quota system that would allow a specific amount of Mexican steel to enter the U.S. duty-free or at lower rates, with only excess amounts subject to the full 50% levy," Shuchart noted. "This negotiation explains why some steel stocks like Nucor fell 6.1% on June 11, as investors reacted to the possibility of tariff exemptions. The European Union has also strongly opposed the increased tariffs, warning of potential countermeasures."
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Investors should factor in other supportive steel sector impactors also driving industry stocks forward. Shuchart points to infrastructure investment, where ongoing and planned infrastructure projects drive demand for steel products across the United States.
Domestic construction activity is up, too, and in high-growth areas.
"Despite higher interest rates, commercial construction remains relatively robust, supporting demand for structural steel," Shuchart said. "Additionally, key steel-consuming industries like automotive and machinery manufacturing have shown surprising resilience in 2025, and the expansion of renewable energy infrastructure requires significant steel inputs, creating a new demand source for the industry.&#8221;
With a strong tailwind from U.S. government policy and solid fundamentals from the steel sector in place, which steel stocks make the most sense for investors right now? These three steel plays could add a profitable element to your portfolio.
<h2 class="wp-block-heading">Nucor</h2>
Trading at $121 per share and 4.4% over the past month, Charlotte, N.C.-based Nucor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>), a steel products manufacturer, also offers a sturdy 1.82% dividend yield.
"Despite recent volatility due to potential Mexico tariff negotiations, Nucor remains the premier U.S. steel producer with industry-leading margins, a strong balance sheet, and consistent dividend growth," Shuchar said. "Its EAF production model provides cost flexibility, and its diverse product mix offers exposure to multiple end markets."
<h2 class="wp-block-heading">Steel Dynamics</h2>
At $133 per share and with a 1.50% dividend yield, Steel Dynamics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) is up a healthy 16.7% year to date. However, the stock (like Nucor) is down moderately this week after the US-Mexico tariff negotiations went public. Wall Street is buzzing over those talks, which could center on reducing or even removing the 50% tariffs to a lower amount based on historical trade volumes.
Yet there's a lot to like about Steel Dynamics, which, like Nucor, offers investors operational efficiency and one of the lowest production cost structures in the industry. "The company has been expanding its value-added product portfolio, which should support margins even if base steel prices moderate," Shuchar said.
<h2 class="wp-block-heading">ArcelorMittal</h2>
Buckley is bullish on the Luxembourg-based ArcelorMittal (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MT#NYSE">MT</a>), which engages in steelmaking and mining activity. "MT adds global diversification" to the manufacturing section of an investment portfolio," Buckley said. MT shares are up 30.6% year to date at $30 per share with a 1.55% dividend yield.
MT could also benefit from Nippon Steel's purchase of US Steel. Under an agreement inked in October 2024, ArcelorMittal is set up to purchase Nippon's 50% share in a joint venture deal for $1. In addition, MT will deep-six $1 billion of joint venture shareholder loans in an agreement that JP Morgan analyst Dominic O'Kane called a "major positive" for ArcelorMittal.
<h2 class="wp-block-heading">Look for Solid Fundamentals with Steel Stocks</h2>
Don't hit any "buy" buttons on steel stocks until you grasp a company's underlying fundamentals, even if the tariff wars seem to be working out in your favor.
Buckley said investors should prioritize key factors with steel companies. In his view, the best steel investments combine:
<ul class="wp-block-list">
<li>Cost-efficient production.</li>
<li>Strong returns on capital.</li>
<li>Strong balance sheets (i.e., low net debt, high-interest coverage, ample cash reserves, stable working capital, prudent capital expenditure discipline).</li>
<li>Quality net margins (i.e., a ~5% net margin is a solid baseline for this sector, and a 7- 10% range is excellent).</li>
</ul>
"Industry companies with high-margin, value-added products and sustainable dividend growth are best, rather than chasing commodity pricing volatility compared to the overall market," Buckley said. "Overall, steel stocks are less about chasing trends and more about aligning with the economic security playbook we're seeing as a geopolitical theme."
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

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STLD

3 Steel Stocks To Get You Through The Market's Troubles

UPDATE: President Donald Trump Says He Would Be Increasing Tariffs On Steel To 50% From 25%; Tariffs To Go Into Effect Next Week

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Shares of metals stocks are trading higher amid overall market strength after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A decrease of trade tensions could reduce demand uncertainty for base metals.

<a href="https://www.bloomberg.com/news/articles/2025-05-05/india-offers-zero-for-zero-tariffs-on-auto-parts-steel-from-us?embedded-checkout=true" title="https://www.bloomberg.com/news/articles/2025-05-05/india-offers-zero-for-zero-tariffs-on-auto-parts-steel-from-us?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-05-05/india-offers-zero-for-zero-tariffs-on-auto-parts-steel-from-us?embedded-checkout=true</a>

General

INDA

'India Offers Zero-for-Zero Tariffs on Auto Parts, Steel From US'- Bloomberg

ArcelorMittal shares are trading lower after the company reported worse-than-expected Q1 sales.

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Earnings Scheduled For April 30, 2025

Despite a more uncertain outlook, the Company has made no changes to its investment plans or capital return priorities. Capex in 2025 is projected to be within the range of $4.5-$5.0 billion, including $1.4-$1.5 billion on our strategic growth projects and $0.3-$0.4 billion on projects related to decarbonization. The outlook for free cash flow remains positive in 2025 and beyond; cash flow in 2025 is expected to be supported by working capital optimization; and the completion of the Company's strategic growth projects is expected to support structurally higher EBITDA and investable cash flow in the coming periods. Given this positive outlook, and in line with its defined capital return policy, the Company has initiated a new long-term share buyback program, with the first tranche of 10 million shares commencing on April 7, 2025.

Guidance

ArcelorMittal Reaffirms 2025 Outlook: Plans $4.5-$5B Capex, Including $1.4B-$1.5B For Growth & $300M-$400M For Decarbonization

ArcelorMittal (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MT#NYSE">MT</a>) reported quarterly earnings of $1.05 per share which beat the analyst consensus estimate of $0.69 by 52.17 percent. This is a 9.48 percent decrease over earnings of $1.16 per share from the same period last year. The company reported quarterly sales of $14.80 billion which missed the analyst consensus estimate of $15.23 billion by 2.86 percent. This is a 9.11 percent decrease over sales of $16.28 billion the same period last year.

Earnings Beats

Earnings Misses

ArcelorMittal Q1 Adj. EPS $1.05 Beats $0.69 Estimate, Sales $14.80B Miss $15.23B Estimate

VALE

Shares of metals and materials stocks are trading higher following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China. De-escalation with China could reduce demand uncertainty.

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