Gutas
19/04/16 11:20
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Gutas
13/04/16 20:03
Ha respondido al tema Arcelor Mittal (MTS)
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Amigos, ¿como veis de plazo limite de la porra hasta el Sabado 16 a las 23.59?. Asi se cierra antes de la importante reunion del domingo en Doha que tratara la congelacion de la produccion del petroleo por los pasies de la OPEP.
Creo que es un tiempo prudencial para que todos los habituales hayan podido poner su pronostico jeje, cuando esten todos hacemos la media a ver cuanto de optimistas o negativos somos. De momento 6,52 de media asi que yo con mis 6,66 soy un poco mas optimista que la mayoria jeje. Como curiosidad la mayor diferencia son 7,22€ entre Asturcom y sus 9.87 y Margoljo 2,65.... jeje
Gutas
13/04/16 17:44
Ha respondido al tema Arcelor Mittal (MTS)
Para la porra a 31 de Julio.
sailrun---------8,04
Chano64-----8,75
Gutas ------- 6,66 :)
Orrec----------5,40
Saludos.
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Gutas
13/04/16 14:33
Ha respondido al tema Arcelor Mittal (MTS)
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Turno ahora para malas noticias desde China. Los chinos han exportado un 30% mas de acero con respecto al año anterior en marzo, y un 23% mas en marzo con respecto al mes de febrero (aunque febrero tiene menos dias y ademas estuvo afectado por el año nuevo chino). Pero el dato de un 30% mas de exportacion que en 2015 me parece nefasto, no me lo esperaba en absoluto parece que van a seguir produciendo a saco.
La parte buena es que Juncker ha dicho que siguen estudiando aumentar los aranceles a los productos chinos, espero que se pongan las pilas pronto y pongan como los americanos mas de un 200% y cosas asi que de verdad frenen la llegada de la competencia desleal china.
http://www.telegraph.co.uk/business/2016/04/13/fresh-tariffs-on-imports-of-chinese-steel-being-considered-by-eu/
Fresh tariffs on imports of Chinese steel being considered by EU
Imports of subsidised Chinese steel are being blamed as a major cause of the steel crisis
Imports of subsidised Chinese steel are being blamed as a major cause of the steel crisis
Alan Tovey, Industry Editor
13 April 2016 • 12:06pm
Steel imports from China could be hit with fresh trade duties by the EU, according to European Commission president Jean-Claude Juncker.
Speaking to the European Parliament in Strasbourg, Mr Juncker said the commission was investigating China’s largely state-backed steel industry, which European producers say is one of the major causes for the crisis in the British steel sector.
A fortnight ago Tata said it was selling its UK steel operations in a move that puts up to 40,000 British jobs at risk if no buyer can be found.
On Monday the company offloaded its long products division to turnaround investor Greybull for a nominal sum, and launched the sale of its strip business, which is making a loss of £1m a day.
China is accused of dumping subsidised steel on foreign markets at prices which European producers are unable to compete with.
The situation was highlighted by Chinese economic data, which showed that in March exports of steel from the country was 30pc higher than a year ago.
“The steel industry has problems. We are now investigating steel production in China to determine whether it is dumped in the market”
Jean-Claude Juncker, European Commission president
Mr Juncker said: “The steel industry has problems. We are now investigating steel production in China to determine whether it is dumped in the market and we will take other measures if necessary.”
Duties on imports can only be introduced at an EU-wide level, and Brussels has been attacked by steelmakers for the low level of tariffs imposed and the delays in putting them in place.
However, a row has also broken out with the industry criticising UK politicians for blocking moves to introduce a more punishing EU regime of tariffs and to get rid of the current “lesser duty rule” which results in only small levies.
Business Secretary Sajid Javid has defended the stance, saying harsher tariffs would push prices higher and harm other sections of industry which buy in steel.
Stacks of rebar steel
Chinese imports of rebar steel used in construction have fallen, according to the Government Credit: Reuters
Speaking at an emergency debate in Westminster on the steel crisis on Tuesday, he claimed that current tariffs were working, citing January’s 99pc drop in imports of rebar steel used in construction in the wake of an 11pc tariff.
However, this week's Chinese customs data showed that despite the anti-dumping measures, in March China exported 9.98m tonnes of steel, 23pc higher than in the preceding month.
The Beijing government is under pressure to help the country’s giant steel sector find customers, with domestic demand declining as the economy slows. China’s steel industry is the world’s largest, making up about half of the world’s 1.6bn tonne capacity, and employing three million direct workers and many times that number in the supply chain.
It is feared that cutting steel production could trigger unrest in the country, and brokerage Jefferies has warned it could also set off a financial crisis, with Beijing-backed banks holding the bulk of Chinese producers’ $520bn of debt.
In a comprehensive note on the sector, analyst Seth Rosenfeld said: “Do Chinese banks and policymakers have the stomach to manage an impending default crisis that will naturally come alongside steel plant closures?”
Imports of rebar steel used in construction have fallen following the introduction of tariffs according to the Government
Tata is seeking buyers for its Port Talbot site Credit: Getty
With Tata on Monday officially launching the sale of its strip steel business centred around the Port Talbot plant in Wales, only commodities group Liberty House has come forward as a bidder.
Tata said it had “tens” of expressions of interest but declined to put an exact number on potential buyers or identify them.
Reports in Germany also linked Thyssenkrupp with Tata, claiming the companies were holding “high-level talks” about a potential tie-up of their European operations that could see a separate joint venture.
Some think Tata’s modern and efficient operation in Holland could merge with Thyssenkrupp. The steelworks at Port Talbot are more expensive to run and suffer from high energy costs in the UK.
Gutas
13/04/16 14:24
Ha respondido al tema Arcelor Mittal (MTS)
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Las subidas de arcelormittal esta semana estan siendo tan poderosas entre otras cosas porque los precios del hierro estan subiendo con fuerza y ya rozan los 60$.
http://www.theaustralian.com.au/business/mining-energy/iron-ore-approaches-us60-a-tonne/news-story/e16a3e5ab67c8c15f2d866c8b8941a04
Iron ore approaches $US60 a tonne
The Australian
April 13, 2016 7:38AM
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Elizabeth Redman
North American Correspondent
New York
A processing plant can be seen at the Fortescue Metals Group Christmas Creek iron-ore mine located south of Port Hedland. (REUTERS)
The iron ore price has rallied for a second straight day and is approaching the $US60 a tonne level amid talk of “exuberance” in the Chinese steel market.
Iron ore jumped 4.7 per cent to $US58.50 a tonne, following a 4.9 per cent rise in the previous session.
The price rise comes as demand from Chinese steel mills appears to be improving as their profitability picks up.
“Steel producers are a bit more enthusiastic about buying iron ore because prospects for demand and the Chinese economy look pretty good,” Maike Futures analyst Dang Man told Bloomberg. “The exuberance in the steel market hasn’t ended.”
The commodity’s jump buoyed the Australian mining giants during London trade. BHP Billiton rose 3.9 per cent, while rival Rio Tinto gained 2.8 per cent.
Meanwhile, research house Bernstein declared that Rio and BHP were key defensive mining stocks to protect against a downturn in the sector.
The companies show a “paradox of quality”, with lower volatility that means they outperform in downturns and underperform in upturns, Bernstein said, according to Bloomberg.
The research house said BHP was robust enough to face tougher conditions, while Rio was the best choice due to its ability to cope with lower iron ore prices.
Last week, Bernstein tipped a stunning recovery for the iron ore price to $US89 a tonne over the next three years, well above consensus estimates.
Other analysts’ predictions for the nearer term range between the $US30s and $US50 a tonne as the market remains oversupplied. Although the iron ore price remains comparatively depressed, it has managed to defy the more bearish predictions for much of the year so far.
Recordemos los precios del hierro en los ultimos 12 meses aqui:
http://www.indexmundi.com/commodities/?commodity=iron-ore&months=12
Como podemos ver si este mes sigue con fuerza y cierra por encima de 62,29 sera el mejor mes desde hace 1 año. Eso deberia notarse en la cuenta de resultados, no se si lo suficiente como para salirse de perdidas en la parte del negocio de mineria pero por lo menos para no tener unos resultados tan catastroficos :)
Gutas
12/04/16 11:33
Ha respondido al tema Arcelor Mittal (MTS)
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He estado visitando la pagina de los precios de los productos derivados del acero y hay buenas noticias.
http://www.sunsirs.com/es/prodetail-195.html
Los precios siguen poco a poco de manera silenciosa recuperandose y estan en maximos de 3 meses todos. Supongo que el acero chino se estara encontrando con mas dificultades para llegar a otros mercados.
La bobina laminada en caliente por ejemplo ha subido un 30% desde principios de año, los laminados en frio un 13%, la placa un 34%, la chapa galvanizada un 29%... Esperemos que sigan subiendo porque vienen de caidas muy pronunciadas, tengo mucho interes en ver los resultados del primer trimestre de la empresa. Pienso que con estos precios fuera de ingresos extraordinarios aun habra perdidas pero confio en que si sigue esta recuperacion en los precios de los productos en el segundo trimestre pueda haber beneficios.
A ver que pasa compañeros de fatigas, lo mejor que puede pasar para que suba la accion es que la empresa deje de perder dinero, ahi si que podriamos volver a ver cotizaciones de la accion de dos cifras :)
Gutas
11/04/16 12:18
Ha respondido al tema Arcelor Mittal (MTS)
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Para contrarrestar esta otra mas positiva, compañia china reducira su produccion en un 20% en los proximos 3 años.
http://www.reuters.com/article/china-steel-maanshan-idUSL3N17B26Z
China's Maanshan Steel to cut output 20 pct over next three years
China's Maanshan Iron & Steel plans to cut its steel capacity by about 20 percent over the next three years as it tries to a weather a slowing economy and an industry-wide supply glut, a company executive said on Friday.
China as a whole is trying to cut steel-making capacity by between 100 million and 150 million tonnes in the next five years as it tries to tackle a chronic glut that has sent prices into a tailspin and saddled steel mills with huge losses and mounting debt.
Large-scale steel mills made combined losses of 11.4 billion yuan ($1.76 billion) in the first two months of this year and more than 100 billion yuan last year, according to the China Iron and Steel Association.
Maanshan Steel plans to cut 4.2 million tonnes of capacity over the next three years, from current 22 million tonnes currently, Qian Haifan, the general manager of the company told Reuters on the sidelines of an industry conference.
The company, the listed unit of the Maanshan Steel Group, one of China's biggest state-owned steel enterprises, also aims to expand its foreign business, and will increase its overseas units from four to seven by 2017.
"We will stick to our export strategy of selling about 10 to 15 percent of our production abroad," Qian said. "Steel mills have to become more international."
China's mills have been accused of dumping millions of tonnes of cheap steel on the global market, causing producers elsewhere to close and raising the risk of more anti-dumping actions against the country's firms.
With protectionism on the rise, China's exports were expected to fall this year, from a record 112 million tonnes in 2015, Qian said.
Maanshan Steel is aiming to move up the value chain and produce high-end steel products like bearing steel and auto sheets, which China currently imports. Qian said the firm would aim to upgrade its low-end production lines by 2020.
The company will also modify its production lines to customise its products in accordance with the requirements of its downstream users.
"Supply side reform doesn't simply mean capacity cuts but also restructuring in both output and quality," he said.
He said the steel market as a whole was likely to see an improvement on last year, and mills would even make a profit in the peak consumption season from March to May.
However, global iron ore prices were likely to remain at around $45-50 a tonne this year, with steel mills likely to maintain low levels of stocks, said Qian.
($1 = 6.4794 Chinese yuan renminbi) (Reporting by Ruby Lian and David Stanway; Editing by Christian Schmollinger)
Gutas
11/04/16 12:16
Ha respondido al tema Arcelor Mittal (MTS)
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Malas noticias desde China.....
http://www.afr.com/news/world/asia/steel-plants-reopen-in-china-as-mills-in-australia-britain-face-axe-20160411-go3gy2
Steel plants reopen in China as mills in Australia, Britain face axe
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China is reopening old mills as it sells excess steel on world markets.
China is reopening old mills as it sells excess steel on world markets. Bloomberg
by Lisa Murray and Angus Grigg
One of China's largest private steel mills, which went broke two years ago, could reopen this month, worsening the outlook for Australia's struggling steel producers.
During its heyday, Haixin Iron and Steel Group produced about 5 million tonnes of steel a year, which was more than the total annual output from Australia. It started bankruptcy proceedings in November 2014 with 10.5 billion yuan ($2.1 billion) in debt.
At the time, it was seen as an inevitable casualty of China's decision to reduce massive overcapacity in steel making.
Local media reported this week the plant was to reopen this month or early next month under a new owner, private company Jianlong Group.
The move will add to concerns China's commitment to restructure its steel sector is wavering as the government addresses slowing growth.
Maintenance checks were under way at Haixin's plant in Shanxi province, a report on Shanghai-based news site Peng Pai said on Monday.
"The pick-up in the steel price has allowed Jianlong to accelerate its plan to restart production at the plant," Mysteel chief information officer Xu Xiangchun said.
The plant's reopening comes at an awkward time for China as it faces pressure from the global steel industry to rein in production.
China is producing more steel than its domestic market can consume and selling the excess on world markets. This excess production has been a factor for much of the last five years.
However, it hit home for many Australians last Thursday with the collapse of steel maker Arrium, triggering the potential loss of about 5500 jobs.
While British Prime Minister David Cameron recently has raised concerns with Chinese President Xi Jinping after Tata Steel's decision to offload its British operation, Australia is in a more difficult position. It sells a lot of iron ore to China that goes into making steel. That is why Prime Minister Malcolm Turnbull is unlikely to make it an issue when he visits Beijing this week.
Trade Minister Steve Ciobo, who is in the Chinese capital to kick-off Australia Week, an event that will attract 1000 business delegates, told the ABC on Monday "this isn't about Australia or China per se, this is about what's happening on an international basis".
"Let's not lose sight of the fact . . . that most of the steel that's being made in China is actually being made with Australian iron ore," he said.
Work also started again at other blast furnaces in Inner Mongolia, Shaanxi, Henan and Tangshan.
Mr Xu said in April almost 89 per cent of production capacity across China was being used, up from 80 per cent at the end of last year.
Jianlong is one of the few profitable steel companies in China. However, the sector's prospects are improving as prices have recorded their biggest rally in five years during the first quarter.
Local government officials, who are eager to boost the economic prospects of their regions, also are encouraging the reopening of mills.
Last week, Yuncheng party secretary Wang Yuyan visited the Haixin site, urging a speedy resumption of production.
Read more: http://www.afr.com/news/world/asia/steel-plants-reopen-in-china-as-mills-in-australia-britain-face-axe-20160411-go3gy2#ixzz45Vn9swvC
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Gutas
04/04/16 18:18
Ha respondido al tema Arcelor Mittal (MTS)
Ok gracias por la informacion amigo!
Ya estamos en rojo en USA...
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Gutas
04/04/16 13:34
Ha respondido al tema Arcelor Mittal (MTS)
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http://www.invertia.com/noticias/economia-filial-arcelormittal-eeuu-acordara-credito-dolares-3112710.htm
Economía.- La filial de ArcelorMittal en EEUU acordará un nuevo crédito de 1.000 millones de dólares a 5 años
[Menéame]
Europa Press
Lunes, 4 de Abril de 2016 - 10:23 h.
LUXEMBURGO, 4 (EUROPA PRESS)
La filial estadounidense de ArcelorMittal tiene intención de acordar una nueva facilidad de crédito renovable de cinco años de duración y un valor de hasta 1.000 millones de dólares (877 millones de euros), según ha informado la multinacional en un comunicado remitido a la Comisión Nacional del Mercado de Valores (CNMV).
Esta nueva línea de crédito, que la empresa espera cerrar en la segunda mitad de 2016, estará garantizada con los inventarios y capital circulante, así como con activos relacionados de ArcelorMittal USA y determinadas filiales en EEUU.
La nueva facilidad de crédito será utilizada para los propósitos generales de ArcelorMittal USA y sus filiales, indicó la compañía, que subrayó que este crédito no está garantizado por su matriz, ArcelorMittal.
Asimismo, la multinacional precisó que, en línea con su política financiera, no pretende obtener financiación garantizada adicional aparte de esta facilidad.
La suma de la deuda garantizada de la compañía a finales del pasado mes de diciembre era de 625 millones de dólares (548 millones de euros), el 3,2% de la deuda bruta.
No se como tomarme esta noticia... ¿Alguien con mas conocimientos que arroje un poco de luz?