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Part 2_

Q - Helping the economy would also amount to boosting the Centre’s internally generated revenue. How are you doing in that respect now?

A - Our internally generated revenue is not so good. For one, we don’t have quality electricity. The electrical arc furnace is a huge power consuming facility. To buy diesel means a lot of money and most of our machines cannot be powered by power generators.

Q - So how are you getting funds?

A - The government can do better. We are not being funded properly. If we had enough funding and if we have electricity, we will go very far. Electricity is vital. We can produce a lot if power is regular.

Q - How did you know so much about solid mineral issues?

A - I am a metallurgical engineer. I was a lecturer and head of the Department of Metallurgical Engineering at the Ahmadu Bello University, Zaria. From there, I was secretary and member of the Interim Management Committee for Ajaokuta Steel Company Ltd. I was there from 2008 to 2012. From there, I came to the ministry as the Director of Metallurgical Inspectorate and Raw Materials Development before I was sent down here.

Q - Do you not worry that politics is beclouding the vision of Nigerian leaders?

A - The distraction of politics is just for the time being. Whoever comes into power will say, ‘if I want to move the country ahead, I can’t do that without money and the nation cannot grow without a sound economy.’

Source – Daily Trust
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JSW Steel planning to shut in Chile - Report

Economic Times reported that JSW Steel is planning to shut those it has in Chile because of plummeting prices and rising global supply.

Mr Seshagiri Rao, JSW Steel joint managing director, said that the mines will remain closed until prices rise or costs come down. Mr Rao said that "Iron ore prices have dropped so low that the unit does not make money at the current price. We are shutting down in May for some time."

Mr Abhisar Jain, Centrum Broking analyst, said that "JSW Steers cost of production at its Chile mines is close to USD 90 per tonne. So effectively they were not making money in the new price environment. But this development wont have any impact on the stock."

JSW Steel bought the 8 iron ore mining concessions in 2008 for USD 52 million and has so far invested about USD 250 million in Chile. They made a total loss of USD 8.56 million in the last Q3 before interest, tax, depreciation and amortization.

Many high cost mines are shutting down but low cost producers such as Rio Tinto Group, BHP Billiton Ltd and Vale SA are continuing to increase production, making it tougher for JSW Steel and other producers to survive.

Source – Economic Times
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China announces USD 260 billion worth infra projects

China ruled out introducing a stimulus to arrest the slowdown of the economy but instead announced USD 260 billion worth of infrastructure projects, including railway construction, to spur growth.

China is to invest more than CNY 1.6 trillion in infrastructure in an economy where growth is expected to slow and fiscal deficit increase, according to the work report submitted by Premier Mr Li Keqiang to the legislature, the National People's Congress currently under session.

Mr Li said that China will invest over CNY 800 billion in railway construction this year while investment in major water conservancy projects will exceed CNY 800 billion. China will increase effective investment in public services.

He said that over 8,000 km of railway track will be opened to traffic this year and construction on the 57 ongoing major water conservancy projects must be accelerated, adding that 27 more projects will start this year.

He added that China already has 16,000 km of high speed tracks, which amounts to 60% world total.

Mr Xu Shaoshi, minister in charge of the National Development and Reform Commission, China's planning body said that China has no plans to introduce any stimulus but underlined importance of investments, which he believes continues playing a key role in promoting Chinese economy. Mr Shaoshi said that “We need to encourage multi-pronged investment and increase investment efficiency. More investment will be made to increase the supply of public products and services, ranging from information technology and electricity to railway and water conservancy projects, in the world's second largest economy that is still lagging behind industrialised countries in infrastructure construction.”

China wants to avoid economic growth based on investments and instead looks to have a consumption driven growth rate.

Speculation about a stimulus was rife as China announced a USD 570 billion stimulus package in 2008 to revive the economy following the global economic crisis.

China lowered the growth target of the gross domestic product by half a percentage to around seven per cent for 2015, after the economy registered 7.4% expansion last year, the lowest in 24 years.

Source – PTI
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Iron ore level sinks to 2008 level without any end in sight

Iron ore price levels have sunk to new lows touching late 2008 level and are set for further losses as a soft steel market in top consumer China limited appetite for spot cargoes. Iron ore prices have fallen further by 19% already this year after sliding 47 percent in 2014 and analysts see them cruising to below USD 50 CFR China mark soon.

At below USD 58 per tonne for fines Fe 62.5, iron ore is at its lowest since records began in late 2008.

Citi on Tuesday forecast iron ore prices would drop to around USD 50 a tonne in the short term as demand from Chinese steel mills wanes and oversupply grips the international seaborne markets. Citi iron ore and steel trading head Mark Lyons told an industry conference “Chances are with the steel margins where they are, there will be a fall in iron ore prices to around USD 50 a tonne. Steel markets in China are looking in pretty bad shape. But ore prices will average USD 58 a tonne in 2015.

Iron ore imports have dropped by 11% MoM from January to February from 75 million tonne to 67 million tonnes.

Source - Strategic Research Institute
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BHP Billiton defends iron strategy amid glut

Bloomberg reported that BHP Billiton Limited defended its strategy of boosting iron ore supplies at a time of falling prices, saying a focus on raising output and efficiency was aiding Australia's competitiveness.

Mr Jimmy Wilson, head of iron ore business BHP said that production from its operations in Western Australia was a record 124 million metric tonnes in the first half and may reach 245 million tonnes in the 2015 financial year.

He said that the company is on track to achieve unit cash costs below USD 20 per tonne. With this strategy, we are maintaining Australia's competitive position in the global market and providing the revenue, royalties, employment and innovation that is so important for this country's future.

Mr Wilson said that we have no major projects in execution and our growth pathway will be achieved by continuing to make our existing infrastructure more productive. BHP anticipated the increased supply of seaborne ore and approved the last of its major capital investments in the Pilbara in 2011.

Source – Bloomberg
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US steel shipments down by 2.7pct in January 2015

The American Iron and Steel Institute announced that for the month of January 2015, US steel mills shipped 7,762,742 net tonnes, a 2.7% decrease from the 7,978,310 net tonnes shipped in the previous month, December 2014, and a 1.7% decrease from the 7,895,293 net tonnes shipped in January 2014.

A comparison of January 2015 shipments to the previous month of December 2014 shows the following changes:cold rolled sheets, up 2.0% hot dipped galvanized sheets, down 6.0% and hot rolled sheets down 10%.

Source – Strategic Research Institute
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Rio Tinto sees more iron ore exiting global market in 2015

Global miner Rio Tinto expects about 85 million tonnes of excess iron ore supply to exit the global market in 2015.

The forecast by Rio Tinto iron ore chief Mr Andrew Harding at a conference follows the elimination of about 125 million tonnes in 2014 due to lower ore prices.

Iron ore fell below AUD 60 a tonne this month, roughly half the level of a year ago and its lowest since May 2009, when free floating prices replaced an annual price fixing system.

Source – Reuters
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Algeria and Qatar launch construction of steel complex

Xinhua reported that Algeria and Qatar laid the first stone for the construction of a steel complex in the locality of Bellara of Jijel province, 375 kilometers east of Algiers.

This USD 1.76 billion worth project, which is due to be finished within ten months, is part of the industrial partnership cooperation between Algeria and Qatar. It is due to generate some 3,000 jobs during the construction phase.

Once on service, the complex will create 1,500 direct jobs and 10,000 indirect jobs and will output 2 million tonnes of steel from 2017 in a first step. The production will gradually hit 5 million tonnes by 2019.

The complex will be owned at 51% by the Algeria company Sider and the National Investment Fund, while the JV of Qatar International owns 49% stake.

For now, the complex of El Hajar, located in the province of Annaba, 550 kilometers east of Algiers, is the only steel plant in Algeria. It produces 500,000 tonnes of steel per year.

Algeria aims at increasing local steel output to reach self-sufficiency, as it imports annually an average value of USD 10 billion of steel.

Source – Xinhua
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Update on weekly raw steel production in USA

In the week ending March 7th 2015, domestic raw steel production was 1,645,000 net tons while the capability utilization rate was 69.6%. Production was 1,868,000 net tonnes in the week ending March 7th 2014 while the capability utilization then was 77.7%.

The current week production represents a 11.9% decrease from the same period in the previous year. Production for the week ending March 7th 2015 is down 0.7% from the previous week ending February 28th 2015 when production was 1,657,000 net tonnes and the rate of capability utilization was 70.1%.

Adjusted year to date production through March 7, 2015 was 16,655,000 net tonnes, at a capability utilization rate of 74.7%. That is down 3.4% from the 17,243,000 net tonnes during the same period last year, when the capability utilization rate was 77.1%.

Broken down by districts, here's production for the week ending March 7th 2015 in thousands of net tons: North East: 199; Great Lakes: 613; Midwest: 213; Southern: 536 and Western: 84 for a total of 1,645.

Source – Strategic Research Institute
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Hebei urges cement and steel firms to invest in plants abroad

China Daily reported that Hebei will encourage steel, cement and other heavy industry companies to invest in production capacity abroad and in other part of the country in response to the huge pressure to reduce output in the province.

Mr Jiang Deguo, deputy governor of Hebei said that “Many plants in Hebei are operating at reduced capacity because of the need to cut air pollution, and factories elsewhere could make up the shortfall. However, the production capacity that is transferred should be of good quality, and the initiative should not simply move pollution elsewhere.”

Mr Jiang said that "We will pursue cooperation in technology and industrial development with other countries. The provincial government will implement preferential policies to encourage companies to invest in other countries."

Mr Jiang said that "We have found a new and promising way to optimize industry and support the economy. Hebei's heavy industries are a major economic pillar in North China and the province is the country's largest iron and steel production area, accounting for around 25% of total output since 2013. The production of glass in Hebei accounted for 17% of the national total and 5% of cement production takes place in the province.

Premier Mr Li Keqiang supported the transfer of production capacity abroad and to western parts of China when he met the Hebei NPC deputies on Saturday and said that such a move will promote industrial development, increase employment in the countries involved and optimize Hebei's industrial structure, a win win result. However, it should not move pollution to the regions.

Source – China Daily
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Rio Tinto increase to Diavik ore reserves

To support the annual Mineral Resources and Ore Reserves review process detailed in Rio Tinto's 2014 Annual report, Rio Tinto Diamonds has declared an increase of its Ore Reserves for the Diavik operation in Canada, resulting from the completion of studies and evaluations.

The update is reported under the Australasian Code for Reporting of Exploration Results, Mineral Resources and Ore Reserves, 2012 (JORC Code) and ASX Listing Rules, and provides a breakdown of the updated Mineral Resource and Ore Reserve in Table 1 and 2, and a summary of information to support the Ore Reserve increase in Appendix 1.

The update is based on a rigorous examination of the identified resources, mining options and operations planning for Diavik resulting in:
1. The addition of a new Open Pit mining development from the fourth kimberlite pipe, A21, to be mined with the existing underground production from the A154N, A154S and A418 pipes; and
2. Production from A21 which will bring open pit mining back into the mine plan, adding important incremental production to ongoing underground output to sustain the current total production rate over the existing mine life.

Diavik is a diamond mine operating at a secure remote site in the Northwest Territories, Canada. Access is by air year-round and a seasonal ice road is available for eight to ten weeks each year over which the mine's annual re-supply of bulk materials and large cargo are transported.

The mine is a JV with Rio Tinto holding 60 per cent and serving as the operator and manager. The ownership structure and JV arrangements have remained unchanged since commercial production began in 2003.

The updated Ore Reserve and current mine plans indicate production continuing to 2023. Remaining mineral resources are available and are being evaluated and may have potential to be added to the mine plan in due course.

Diavik's fourth kimberlite pipe, A21, is located on the mine site near the other three pipes currently in production. During the fourth quarter of 2014, Rio Tinto approved a positive feasibility proposal to add A21 to the existing mine plan. An implementation team is in place and construction activities began immediately. Development includes site preparation, earthworks, water management and pre-production overburden stripping. First ore production from A21 is expected in 2018.

Source – Strategic Research Institute
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Fortescue announces multi billion dollar refinancing

Fortescue Metals Group has announced the launch of a new USD 2.5 billion Senior Secured debt issue and an offer to holders of its 2017, 2018 and 2019 Senior Unsecured Notes (the Notes) to tender their Notes for repurchase subject to a cap on the 2019 Notes.

Fortescue also intends to extend the maturity on its existing USD 4.9 billion Senior Secured Credit Facility resulting in the majority of its debt maturing beyond mid 2021, further strengthening Fortescue's balance sheet.

Mr Nev Power CEO of Fortescue Metals Group said that “The refinancing will extend Fortescue's debt maturity profile while maintaining flexibility and minimising interest cost. This initiative complements the great work done in reducing costs and improving productivity and efficiency across all of Fortescue's operations.”

Stephen Pearce CFO of FMG noted said that “The Terms and Conditions of the new Senior Secured debt issue will be consistent with the company's existing debt facilities. The refinancing and liability management exercise is common place in the US debt capital market and will be finalised over the next few weeks, subject to satisfactory pricing and terms for the refinancing. The attached release sets out details of the tender process for the 2017, 2018 and 2019 Notes.”

Source – Strategic Research Institute
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voestalpine expands employee shareholding scheme to 14.9pct

For 15 years, the voestalpine employee participation plan has been a unique and successful plan that serves as a role model throughout Europe. The voestalpine AG Management Board resolved to increase the company's share capital by 1.45% to further expand the employee shareholding scheme. This increases the employee share of voting rights to 14.9% and voestalpine employees remain the second largest voestalpine AG shareholder.

Subject to the approval of the Supervisory Board, voestalpine AG's Management Board resolved to exercise its power to increase the company's share capital in accordance with 4 (2b) of its Articles of Association by issuing 2,500,000 new bearer shares at no par value, thus increasing the share capital by approximately 1.45%. The issue price was fixed at EUR 34.48 per share. The issue price of the shares corresponds to the closing average market price of the voestalpine share over the 5 trading days prior to the resolution of the Management Board.

Expansion and safeguarding of employee shareholding scheme;
The purpose of issuing the new shares is to further expand and safeguard voestalpine Group's employee shareholding scheme. The subscription rights of all other shareholders are therefore excluded, and shares may be acquired only by the voestalpine Mitarbeiterbeteiligung Privatstiftung, which shall hold the shares in trust for the employees participating in the voestalpine employee shareholding scheme. Once the capital increase has been implemented, the company's share capital will be EUR 317,851,287.79 and consist of 174,949,163 individual shares. The capital increase is scheduled to take place by the end of April 2015.

Development of a successful model plan;
Back in 2000, voestalpine launched an employee shareholding scheme that has since been continually expanded and internationally rolled out. Today, the voestalpine employee shareholding scheme is in place in 124 companies in Austria, the Netherlands, Germany, Great Britain, Poland, Belgium and as of recently also in the Czech Republic and Italy. Currently voestalpine Mitarbeiterbeteiligung Privatstiftung holds 12.6% of voestalpine AG's share capital. Additionally, voestalpine Mitarbeiterbeteiligung Privatstiftung manages approximately 1.1% of private shares (owned by present and former Group employees). With the capital increase, this holding will rise to 13.8% (plus approximately 1.1% of private shares). In total, voestalpine Mitarbeiterbeteiligung Privatstiftung will represent 14.9% of voestalpine AG voting rights.

voestalpine employees benefit directly from the company's success;
Employees who hold shares also profit from any annual dividends or share price increases and therefore benefit directly from the company's success. In Austria, funding for the plan comes mainly from interests in the collective agreement, which were used to expand the plan. All Austrian employees will be assigned shares based on these interests. In the international model, each year employees are invited to purchase individual shares. The voestalpine employee shareholding scheme is managed by the voestalpine Mitarbeiterbeteiligung Privatstiftung.

This ad hoc notice constitutes neither an offer for sale nor an invitation to submit an offer to purchase voestalpine AG securities. As the new shares are not being offered for public subscription but rather are being offered for subscription exclusively to the voestalpine Mitarbeiterbeteiligung Privatstiftung holding the shares in trust for the employees participating in the voestalpine shareholding scheme, and as the increase in share capital amounts to less than 10% of all issued and listed voestalpine shares, no prospectus is required to be issued pursuant to the Austrian Capital Market Act [Kapitalmarktgesetz] or the Austrian Stock Exchange Act.

Source – Strategic Research Institute
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Schnitzer Steel named as 2015 World's Most Ethical Company by the Ethisphere Institute

Schnitzer Steel Industries Inc announced that it has been recognized by the Ethisphere Institute, the global leader in defining and advancing the standards of ethical business practices, as a 2015 World's Most Ethical Company.

The World's Most Ethical Companies designation recognizes those organizations that have had a material impact on the way business is conducted by fostering a culture of ethics and transparency at every level of the company.

Being an honoree underscores Schnitzer's commitment to leading ethical business standards and practices designed to ensure long-term value to key stakeholders including customers, employees, suppliers, regulators and investors.

Mr Tamara Lundgren president & CEO of Schnitzer said that “We are honored to receive this award for our culture of integrity, safety and sustainability. Being named a 2015 World's Most Ethical Company reinforces our commitment to maintaining the highest level of ethical standards, which is essential to building and maintaining trust among our employees, within our communities and with all of our stakeholders as we continue to build a leading global metals recycling business. I am proud of my colleagues and the Company.”

Mr Callie Pappas, VP and Chief Compliance Officer of Schnitzer said that “We are very pleased to be included among an elite group of companies that serve as leaders in ethics and corporate citizenship and responsibility. We are committed to maintaining best-in-class compliance programs with the underlying core value of doing the right thing every time. We consider this formal recognition to be a truly great achievement.”

Source – Strategic Research Institute
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Iran over 10pct increase in iron ore extract in 1st 11 months - IMIDRO

According to Iranian Mines & Mining Industries Development & Renovation Organization, in the first 11 months of the year (started on March 21, 2014), more than 47.4 million tonnes of iron ore were extracted from eight big mineral complexes of the country.

It said that the figure showed more than 10% increase compared to that in the same period the previous year. The eight facilities, including Golgohar, Chadormalu, Sangan, Jalalabad Zarand, Mishdowan, Sirjan and Markazi Plot, produced 31.025 million tonnes of iron ore, which showed an increase of more than 290,000 tonnes.

The report said that the iron ore extract from the units reached as many as 4,170,779 tonnes showing one percent increase in Bahman, the 11th month in the Iranian calendar, compared to that in the same month the previous year.

Source – IRNA
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Iron ore languishes at record low due to soft Chinese steel market

Reuters reported that iron ore sank to an all time low and looked set for further losses as a soft steel market in top consumer China limited appetite for spot cargoes.

At below USD 60 per tonne, iron ore is at its lowest since records began in late 2008, under pressure from a global glut as China's economic growth slows. China's iron ore imports fell for the second straight month in February.

According to data compiled by The Steel Index, iron ore for immediate delivery to China .IO62-CNI=SI slipped 0.3 percent to USD 58 per tonne on Monday.

An iron ore trader in Shanghai said that the benchmark price for the steelmaking commodity has fallen 19% already this year after sliding 47% in 2014. Steel is not selling as well as it should and mills are making a big loss at current prices. Liquidity is very poor. We're still waiting for iron ore prices to come off further in the very short run before we touch any cargo.

On Tuesday, the most traded October rebar contract on the Shanghai Futures Exchange was little changed at CNY 2,480 per tonne at 0301 GMT. It touched a record low of CNY 2,462 on Monday.

Morgan Stanley has forecast iron ore at USD 77 this year. With iron ore prices sliding further, global miner Rio Tinto expects about 85 million tonnes of excess supply to exit the global market this year.

Source – Reuters
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Ms Gina Rinehart risks all on Roy Hill iron ore mine

ABC reported that as the world's richest woman, with a guaranteed annual royalty income stretching into the stratosphere, Ms Gina Rinehart could have simply sat back and watched her fortune grow.

Instead, she embarked on a hugely ambitious, high stakes gamble to become a major iron ore producer, to fulfil her father's ambitions and cement her reputation as a businessperson in her own right. But the timing couldn't have been worse. In the past year, her fortune has evaporated at a rate of about AUD 15 million a day.

BRW Rich List's Michael Bailey said that "In the 2014 rich list we valued her at about AUD 20 billion. She's now down below AUD 15 billion. Approximately 36% has been wiped from her wealth.”

The reason is the dramatic fall in the iron ore price, which has sunk to a new six year low under USD 60 per tonne. The price has halved in the past year alone and is now less than a third of its 2011 peak.

Mr Daniel Morgan commodities analyst of UBS said that "We've been surprised by the speed and pace of the fall in price, but the direction has been expected for some time by the market.”

The low price is a blow for Ms Gina Rinehart's family company, Hancock Prospecting, whose prime source of cash is a lucrative iron ore JV with Rio Tinto, along with the decades old Rio royalties.

Source - ABC
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Iron ore levels sink further to 6 year low on slow demand

Spot iron ore levels sank to record low, USD 58 for the first time since the financial crisis led crash in 2008-2009 amidst slow off take by mills due to delayed pick up in construction activity till end March. The slump has been blamed on decreasing demand out of China coupled with a surplus in the amount of iron ore being produced globally.

Iron ore level remained descendant on Monday with demand from construction activity remaining slow in China resulting in benchmark spot levels loosing USD 1 per tonne on Week 11 opening

Iron ore futures for September delivery on the Dalian Commodity Exchange hit a low of CNY 449 a tonne, their lowest since the contract was launched in 2013.

Benchmark 62 percent grade iron ore for immediate delivery to China fell to USD 58.20 a tonne on Friday.

The most traded October rebar contract on the Shanghai Futures Exchange fell to a low of CNY 2,462 its weakest since the contract was launched in 2009.

Steel demand is expected to pick up when the weather gets warmer, but given high ore stockpiles at major ports in China, weak fundamentals will continue to weigh on iron ore prices. Construction activity in China is not expected to pick up until the end of March, hitting demand for steel and forcing Chinese steel mills to have extended maintenance schedule to curb output and inventories.

China's iron ore imports declined for the second straight month in February, down 13.5 percent to 67.94 million tonnes from January. The stockpile at main Chinese port was 97.88 million tonnes.

Given high ore stockpiles at major ports in China, weak fundamentals will continue to weigh on iron ore prices.

Source - Strategic Research Institute
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Indian steel consumption dips in February reflecting slowdown

India has turned into net importer of steel as the consumption slowed down MoM & YoY in February 2015 while exports surged in last 11 months highlighting severe weakness in growth of steel demand in the country as nothing has changed on the ground despite big announcements from the new government

According to the latest release from Joint Plant Committee, slow YoY growth in steel consumption in February 2015 and its decline over January 2015 appear to reflect the lingering effect of economic slowdown and is further depressed by declining growth rate in production for sale in February over the same period of last year and January 2015

February 2015
Consumption - 6.4 million tonnes up by 1.2% YoY and down by 4.5% MoM

April-Feb 2015 (11 Months)
Production - 83 million tonnes up by 4.6% YoY
Imports - 8.387 million tonnes up by 7% YoY
Exports - 4.8 million tonnes down by 11.2% YoY
Consumption - 69.218 million tonnes up by 3% YoY

Source - Strategic Research Institute
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Essar Steel pipe mill order book up by 25% in last 6 month

Business Line reported that Essar Steel has witnessed a sharp rise in demand for large diameter pipes from infrastructure projects in India and exploration of natural gas abroad.

The order book of the company's pipe mill at Hazira in Gujarat has increased 25% in the last 6 month to INR 1,000 crore.

Fresh orders will be enough to operate the pipe mill of 6 lakh tonnes a year at its optimal capacity for 6 months.

The company has a plate mill capacity of 1.5 million tonnes a year and steel production capacity of 10 million tonne at Hazira.

Mr HS Bedi CEO (pipe mill) of Essar Steel said that the demand for large diameter pipes has gone up substantially in the last few months as most state governments are expanding and relaying their drinking water supply infrastructure.

Mr Bedi said that the pipes coated at the factory will not only enhance the quality but also help shorten duration of project execution.

However, the company has earmarked an investment of INR 25 crore for setting up a second coating plant at Hazira.

It is also looking for a third party investment to build a concrete coating facility closer to its unit.

The concrete coated pipes are for projects executed in ultra-deep waters.

In the wake of rising demand for large diameter pipes, Essar Steel recently increased its capacity to manufacture HSAW (Helical submerged arc-welding) pipes of 134-inch from 100 inches.

Source - Business Line
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