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Thai Sahaviriya Steel Industries goes bankrupt

Nikkei reported that leading Thai steelmaker Sahaviriya Steel Industries has gone into bankruptcy, hit by falling steel prices. Its application for business rehabilitation has been accepted by the Central Bankruptcy Court of Thailand

Sahaviriya Steel slid into insolvency after a British subsidiary, Sahaviriya Steel Industries UK, stopped making slab, an intermediate material for steel sheet, due to the market slump.

The Thai steelmaker acquired a mothballed plant in Redcar, England, from India's Tata Steel for $470 million in 2011, resuming production there in 2012 and foraying into slab production. But with cheap Chinese steel flooding the market, prices plunged. Production costs began to exceed selling prices, according to Sahaviriya Steel President Win Viriyaprapaikit.

Sahaviriya Steel has been posting net losses since 2011. Its liabilities surpassed assets by 990 million baht ($27.5 million) at the end of June.

Sahaviriya Steel owes lenders Krung Thai Bank, Siam Commercial Bank and Tisco Bank an estimated 50 billion baht. The company plans to restructure its debt with the three creditors while reviving its business through a focus on its mainstay hot- and cold-rolled steel.

Source : Nikkei
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Indian seamless pipe makers seek safeguard protection from Chinese imports

PTI reported that according to an industry insider, India's INR 15,000 crore seamless pipe industry is staring at a spectre of large scale job cuts and plant shutdowns due to dumping by China at rock bottom prices in the Indian as China is facing anti dumping and safeguard duties from countries like the US, the European Union, Canada, Indonesia, Brazil and Mexico and is also saddled with a large inventory due to subdued demand back home resulting in China's steel seamless pipe producers to export products to India at low prices

As per report “Seamless steel pipes are sold by domestic companies at about INR 47,000-50,000 per tonne, while Chinese products are being sold at about INR 25,000-30,000 a tonne.”

As per report, Indian seamless pipe makers such as Maharashtra Seamless, Jindal Saw and Indian Seamless Metal Tubes are witnessing almost no demand for their products in the domestic market due to large scale availability of cheap products from China leading to plant shutdowns and job losses. So far Maharashtra Seamless has shut down one facility and retrenched up to 800 people followed by ISMT with up to 500 jobs and Jindal Seamless with up to 300. Besides, both Jindal Saw and ISMT are running at only 15 per cent of their total capacity. BHEL also produces these products to meet part of its requirement

Association of Seamless Pipes and Tubes Vice President Mr S Sarkar told PTI that “If this situation continues for another 2-3 months, we will see as much as 8,000 direct jobs being lost and much more indirect job cuts, besides plant shutdowns. We will have no other option but to take such a step to. That apart, such a scenario also jeopardises up to Rs 8,000 worth of loans that these companies took for capacity expansion and other works. How can we compete with the Chinese, who are selling at rock bottom prices of Rs 30,000 a tonne when our raw material costs comes at around Rs 31,000 per tonne. It is not possible. Now only if government steps in with Anti-dumping or Safeguard Duty the industry would have some chance to compete.”

The Indian seamless pipes industry with a capacity of 1.5 million tonnes provides employment to a total of 25,000 people of which 12,000-15,000 are directly employed.

China has a capacity of about 25 million tonnes, of this only about 15 million tonnes is absorbed in the domestic market

Incidentally, the Indian government has imposed safeguard duty on the import of seamless pipes and tubes in August 2014. According to a notification issued by the Central Board of Excise and Custom (CBEC), safeguard duty was imposed at the rate of 20 per cent in the first year (August 13, 2014-August 12, 2015), 10 per cent in the second year (August 13, 2015-August 12, 2016) and at the rate of 5 per cent in the third year (August 13, 2016-February 12, 2017). This was not applicable on imports from developing countries such as Indonesia, Malaysia, Thailand and South Africa, besides others.

Source : PTI
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Update on PSM disinvestment plans

Gulf Today reported that estimating manpower rationalisation and its related costs at PKR 51 billion, the Pakistan government may set a minimum investment requirement of PKR 90 billion on top of bid price for sale of at least 51 per cent shares, along with management transfer of Pakistan Steel Mills.

A senior official of the Privatisation Commission says that the privatisation board has discussed financial modelling of the proposed sale of the country’s largest industrial complex that has been a subject of corruption, mismanagement and inefficiency over the past decade. Its cumulative economic losses and liabilities are estimated to be more than Rs300 billion.

The board would require further clarifications from the financial advisers and consultations with Finance Minister Ishaq Dar to finalise the ultimate model and transaction structure for the sale of PSM that has been on “zero production heat mode” since June 10 this year. Officials said that the cost of Voluntary Separation Scheme for mandatory 33 per cent (about 6,000) employees layoff has been estimated at PKR 16 billion and would be borne by the federal government.

On top of that, other liabilities have been put at about PKR 35 billion on account of provident fund, gratuity, compensated absence, arrears and accrued interests etc. for regular core manpower.

The company has a permanent staff of about 15,500 besides 1,500 temporary workforce.

Source : Gulf Today
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Salboni land losers want steel plant and not land

Business Standard reported that tt's been nine months since West Bengal Industry and Finance Minister Amit Mitra called on JSW Steel Chairman and Managing Director Sajjan Jindal in Mumbai to convey the growing discontent among land losers at Salboni in West Medinipur district of West Bengal, the site for a proposed 10-million-tonne steel plant, following inordinate delay in its implementation. At once, Jindal decided to return the private land parcels he had purchased for the project. This had the semblance of a win-win solution - JSW would buy peace with the land losers and the state government, and Chief Minister Mamata Banerjee, who came to power by spearheading land agitation movements, would be suitably mollified.

But the land losers of Salboni sprang a surprise; they refused to take back the plots offered. Now, they would settle for nothing less than the project.

"We didn't give the land to take it back. We want the project," says Sisir Mahato, 25, the son of a land loser. He has been jobless since 2007, when JSW Steel signed a development agreement with the then Left Front-led West Bengal government for a 10-mt steel plant and a 1,600-Mw power plant. It was to be the single-largest investment in the state.

The Mahatos didn't make much from their single-crop land. In a good year, their earnings would be about Rs 2,000 a month. But by virtue of having the land, Mahato received training at the JSW site, as part of a rehabilitation package that included compensation, free shares and a job per family. Had the project taken off, a job at the plant would have secured his future.

Mahato's training stopped sometime around mid-2014. In December last year, the steel project was officially put on hold. Without coal and iron ore, it was difficult to go ahead with the project, he said.

Recently, Jindal announced a 2.4-mt cement plant would be set up on 134 acres, at a cost of Rs 700 crore. During the construction phase, 1,000 people would be required for the project and once operational, it would employ 150 people. A 300-Mw captive power plant would also come up at some point.

Timeline

2008
November: Then West Bengal CM Buddhadeb Bhattacharjee lays steel plant's foundation stone

2009
June: Sajjan Jindal says the project has been delayed due to the global financial crisis

2011
July: CM Mamata Banerjee publicly expresses disapproval over delay in the project
August: Rumblings about JSW land acquisition start
September: Jindal meets CM; Banerjee says all issues will be resolved

2014
December: Sajjan Jindal says will return private land

2015
September: Jindal announces cement plant and captive power plant at Salboni

Source : Business Standard
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MMX to pay MRS BRL 225 million in iron ore transport dispute

Brazil iron ore producer MMX agreed to pay MRS BRL 225 million (USD 876,059), following a BRL 1 billion dispute over a take-or-pay contract for the transport of iron ore.

According to MRS, a local arbitration court oversaw the deal last Friday. MRS said it couldn’t determine how much money it could receive from MMX, which is currently under a bankruptcy protection plan.

In 2011, MMX signed a logistics contract with MRS, in which the Brazilian iron ore producer would transport 36 million tonnes per year of the commodity through MRS’ railroads. The contract should be valid until 2026. MRS estimates Vale’s debts for the breach of contract at BRL 1 billion.

Source : SteelOrbis
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Iron ore production in Peru surges in August

According to data released by Peru’s ministry of mines and energy, Peruvian iron ore output in August surged by 87.4% YoY

According to the government, production at the country’s only iron ore producer, Shougang Hierro Perú, reached 668,730 tonnes in August, up from 356,731 tonnes a year ago. The ministry said the surge in iron ore output is due to the higher production of lumps and other related-products.

Official data said the commodity’s production in the January-August period rose 6.42% YoY to 5.5 million tonnes.

Source : SteelOrbis
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Bidders for iron ore mines in India need a comprehensive strategy - EY

The Hindu Business Line reported that according to EY, with States set to auction iron ore mines, bidders need to do a 360 degree assessment and work out a comprehensive strategy.

Mr Anjani Agrawal, Partner and Leader Metals and Mining, EY, told Business Line “A mining concession is an opportunity and commitment over a long period. Bidders, more so in the current Indian environment and legal framework, need to strategies. With very few benchmarks and leading best practices yet available, it is critical that bidders do an in depth analysis of their bid strategy.”

According to Mr Agrawal, who is also the author of EY’s ‘Mineral concessions framework: Imperatives for success’, all risks and their potential impact need to be assessed with a robust mitigation plan. He said “Bidders need to identify deal breakers early. A deep understanding of the competitive intensity of the target mine is a critical enabler of success. Game theory can help. A comprehensive due diligence that includes the technical, legal and financial matters is called for.”

He said “Since infrastructure plays a critical role in value creation of a mineral, a bidder must evaluate its current state, development plans, timelines, as well as the trajectory of future demand on the same infrastructure over a longer term. Assurance on future taxes and levies can be garnered as far as possible.”

He added “The volatility of prices of commodity minerals and their end-use products have increased over the recent years, making forecasting a complex exercise. The realisable value of any mining project is the most critical driver for a business case, but it is also the most difficult to estimate. Therefore, bidders should try to use modern financial risk evaluation and modelling techniques. The effort on financial analysis should be bolstered to match the sophistication on the technical side.”

He also said “There are a few areas that need re-evaluation from a risk-sharing perspective to make them workable for success. The report deals with some of the key ones. We recommend the policy makers and mining companies continue to proactively engage and co-develop approaches that work for balanced benefit of all stakeholders keeping sustainable growth as the key goal. It is then, that the mining sector will become an important lever and contributor to overall national wealth and well-being.”

The new regulatory framework opens up new opportunities for the sector to grow in India. The auction-based mining lease seems to be a significant step to bring in the much-needed transparency.

Source : The Hindu Business Line
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Ferrexpo reports higher pellet production for 9 months

Ukrainian Iron ore pellets producer Ferrexpo PLC on Monday said its total pellet production in the first nine months was up 5.1% and said its premium pellet production has increased.

Ferrexpo said its total pellet production in the nine months to the end of September was 8.7 million tonnes, up 5.1% from the 8.3 million tonnes it produced a year earlier.

Of that production, 87% of its total production was of premium 65% iron pellets, up from 49% a year earlier. The increase in premium pellet production offset a big fall in 62% iron pellets in the year, which fell 73%, the company said.

Source : Alliance News Limited
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Chinese ambassador pitches for restarting iron ore import from Goa

Navhind Times reported that Ambassador of People’s Republic of China to India Le Yucheng on Monday said that iron ore is the major product from India, which can help the country to address imbalance in its trade, and China would provide all access to the iron ore exports from India.

Mr Yucheng, who was leading a delegation to Goa, was speaking before the office-bearers and members of Goa Chamber of Commerce and Industry and said “Iron ore was the most important Indian product exported to China before it was stopped, however, I hope that there will be some way to recover and increase iron ore trade from India to China. India has a deficit trade, and iron ore export would balance the same.”

Former executive director of Vedanta Group Mr PK Mukherjee speaking on ‘Mining Sector in Goa and its Relationship to China’ said that the size of iron ore in Goa would not be impacted by slowdown in the Chinese market. He said “Our iron ore, even if it is a low grade iron ore, has value in use.”

Source : Navhind Times
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Ik zou zeggen, ga lekker contrair! :-)

ING, Arcelor, Aegon en Ahold favoriet voor oktober

Door Belegger.nl op 6 okt 2015 om 08:47 | Views: 3.263

ING, Arcelor, Aegon en Ahold favoriet voor oktober

Ten onrechte waren beursexperts vorige maand positief gestemd over de AEX-index. Want waar experts na de daling van 10% in augustus, voor september uitgingen van een stijging, daalde de index juist met ruim 5%. Voor deze maand zijn experts opnieuw positief, maar wel iets minder dan voor vorige maand.

Dat blijkt uit de enquête die Corné van Zeijl van ACTIAM maandelijkse houdt onder Nederlandse beursexperts.

‘De optimistische blik wordt gevoerd door het feit dat alternatieve beleggingen zoals obligaties, nog steeds vrijwel niets opleveren. De pessimisten verwachten dat de downturn in opkomende markten nog een flinke invloed op de Europese winsten zal hebben. Dit klinkt logisch, want 23% van de omzet van Europese bedrijven komt uit emerging markets’, aldus Van Zeijl in een commentaar op het sentiment onder de experts. ‘Dat wordt nog een spannend cijferseizoen’, voegt hij toe.

Stijging AEX

Voor de maand september gaat 55% van de beursprofessionals uit van een stijging voor de AEX. 9% is neutraal en ruim een derde ziet het somber in. Voor de langere termijn (6 maanden) zijn experts positiever gestemd en voorziet 56% een stijging. Het aantal pessimisten komt voor de lange termijn neer op een kwart en één op de vijf experts is neutraal voor de langere termijn.

Van Zeijl vraagt Nederlandse guru’s niet alleen maandelijks naar hun verwachtingen voor de AEX-index maar ook naar welke aandelen het de komende maanden bijzonder goed en juist bijzonder slecht zullen doen.

Favorieten voor oktober

De meest favoriete aandelen zijn – op een gedeelde tweede plaats – Ahold, ING en ArcelorMittal. Bovenaan de topaandelen voor oktober staat Aegon. Op de lijst met aandelen die de komende maand naar verwachting zullen dalen, staan op de derde plaats Heineken en Unilever, gevolgd door TNT Express. Bovenaan staat als minst favoriete aandeel Altice.

Corné van Zeijl: ‘Opvallend is dat TNT veel wordt genoemd. Blijkbaar verwacht men toch dat de overname niet doorgaat. Verder denken de beursexperts dat de veilige aandelen zoals Heineken en Unilever die het in de dalende beurs zo goed hebben gedaan, nu zullen achterblijven.’

- See more at: www.belegger.nl/Column/165147/ING-Arc...
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Mooi bericht, kon het niet laten, Voda ;)

ArcelorMittal’s Usibor® contributes to top safety award for OEM
ArcelorMittal’s high strength steels are playing a key role in helping top auto manufacturers achieve the highest safety ratings for their vehicles. The news that the redesigned Volvo XC90 has qualified for the Insurance Institute for Highway Safety's (IIHS) highest safety award, TOP SAFETY PICK+, was in part achieved due to the increased use of new advanced high strength, press hardenable steels.
Volvo recently announced that their new SUV, the Volvo XC90, earned good ratings in all five of the IIHS’s crashworthiness tests. Several components of the vehicle were manufactured with a more extensive use of hot stamped press hardened steel grades, such as Usibor®-AS, which is the strongest type of steel presently used in the industry. In fact, 40% of the Volvo XC90 uses press hardened steel – the highest level in any vehicle on the road today. ArcelorMittal was the first steelmaker to deliver a coated press hardened steel, Usibor® 1500-AS with an aluminium-silicon coating.
Commenting Philippe Aubron, chief marketing officer, ArcelorMittal Automotive Europe, said “we are extremely proud of our ongoing collaborative relationships with our customers and focus our attention on working with them to achieve their targets. The importance of continual research and development in the area of press hardened steels cannot be underestimated and we intend to deliver the requirements our auto customers are demanding.”
Usibor® is an important product in ArcelorMittal’s portfolio of automotive steel solutions. Usibor®, often used in anti-intrusion and safety cage components, contributes to significant weight savings for the final component, compared to standard high yield strength steel. The very high mechanical strength of the component makes it possible to achieve weight savings of 30% compared to conventional cold forming grades without any compromise on safety performance.
ArcelorMittal works with car manufacturers, such as Volvo, to optimise the material used in the production process. Steel is the material of choice for car makers as it offers the best balance in terms of cost, weight saving, environmental footprint and most importantly safety.
The company recently announced a €9 million investment at its Sagunto plant, in Spain, which will enable the plant to produce Usibor®, becoming ArcelorMittal’s fourth European plant to produce the product and the second to produce large-width Usibor®.
corporate.arcelormittal.com/news-and-...
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En nog een:

"Innovation: heart of the steel industry
ArcelorMittal is all at once in the heart of industrial tradition and innovation. The start of the modern steel industry is first the result of a technologic breakthrough in the mid-19th century: the connection between blast furnace and converter. This breakthrough is today standard practice, as the cornerstone of steel manufacturing has remained unchanged since that time.
In continuing to use a manufacturing process born in the 19th century, ArcelorMittal is therefore the holder of an industrial inheritance. It ensures transmission in preserving the essential know-how of steel manufacturing. Basically unchanged, the steel manufacturing process is nevertheless pursuing its modernisation in order to improve efficiency. ArcelorMittal is a major player in this development as it works on the enhancement of the manufacturing process in all its factories.
Besides, the steel derived from this process is itself in constant evolution. More and more technologically advanced, steel is a real innovative gem and definitely a promising material.

ArcelorMittal: innovation as a driver

ArcelorMittal made innovation one of the key factors of its leadership and competitiveness. Within the group, Research & Development is a powerful strike force in terms of innovation. France stands in the middle of this division: all around the world, more than 1,300 researchers – of whom 1,000 in Europe and 800 in France – dedicate their full time job to innovation. Each year, the group invests $270m in Research & Development. The group operates 12 innovation centres around the globe, of which 9 are in Europe and the largest in France, in Maizières-les-Metz, in Lorraine.
The ArcelorMittal Research & Development is focusing on the development of new products and new manufacturing processes. Each year, ArcelorMittal designs new steels, even lighter and more resistant to external attacks such as shock or corrosion. ArcelorMittal is also pursuing efforts in order to produce more efficient and with lower environmental impacts"
corporate.arcelormittal.com/news-and-...
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Mooi Klaver, 2 ab's onderweg. Dat zouden meer mensen moeten doen! (mijn richting dan) LOL.
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Tata Steel UK’s deficit in pension scheme stands at $138 m

Tata Steel announced that its UK arm has concluded the actuarial valuation of British Steel Pension Scheme and the deficit in the scheme stands at about GBP 90 million as of March 2014. The residual deficit of Tata Steel UK Ltd, an indirect subsidiary of Tata Steel, stood at around GBP550 million for the period ended March 31, 2011.
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Source : Strategic Research Institute
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Reciever to decide fate of Redcar coke ovens on Oct 8

The Northern Echo reported that Redcar’s Coke Ovens will burn until at least the weekend, after more coal was bought to keep Teesside’s industrial flames alight. However, the site’s official receiver is expected to make a decision on October 8 on whether to buy more fuel to keep the ovens ablaze after the weekend. If it doesn’t, and elects to let the 162 ovens burn out, it could spell the end for the entire works, with their ongoing survival maintaining hopes hundreds of jobs can be saved.

Upon making the coal announcement, the Government’s Insolvency Service said the site’s official receiver is still talking to interested parties about the plant’s future.

A spokesman added workers, believed to be about 650 people, are also still being employed to maintain the coke ovens. The spokesman said: “A decision has been made to buy sufficient coal to keep the coke ovens going until the weekend, enabling the official receiver to continue discussions with interested parties about purchasing assets in working order. A decision about buying further coal to keep the ovens operational beyond the weekend will be taken at the end of this week.”

Bosses at County Durham coal firm Hargreaves Services have held talks several times with the receiver, who was appointed after SSI UK was liquidated, but The Northern Echo understands the company has no desire to take ownership of the ovens, the steelworks or manage the site.

The Redcar ovens, which workers say have at least 25 years of life left in them, are capable of producing a million tonnes of coke a year. If the receiver decides to keep the ovens going, even in their loss-making state, it would suggest they have a long-term plan to market the site as a combined blast furnace and coke battery operation. They could also choose to let the coke ovens collapse, putting them permanently out of action, and try to sell the blast furnace on its own, but that would limit its appeal to potential owners.

Source : The Northern Echo
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Arcelormittal to invest in steel mill at Ostrava in Czech Republic

Reuters reported that ArcelorMittal will invest in a new steel mill at its plant in the north-eastern region of the Czech Republic costing a "high single digit" billion Czech crowns

ArcelorMittal Chief Financial Officer Mr Aditya Mittal was quoted by daily paper Hospodarske Noviny as saying that “We want to build a new steel mill in Ostrava that will use modern technologies. We expect to announce the investment next year.”

Source : Reuters
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Egypt imports 100,000 tonnes of steel September 2015

Egypt has imported around 100,000 tonnes of steel from Turkey, Ukraine and China worth 480 million Egyptian pounds (US$61.3million) in September 2015.

Ahmed El-Zeiny -head of the Building Materials Division at the Cairo Chamber of Commerce- told Amwal Al Ghad Tuesday that the imported amount this year is 70% less than what had been imported in September 2014.

The head further added that the prices of imported steel in local market recorded around 4,800 pounds per tonne while the local steel prices are ranging between 4,950 and 5,000 pounds per tonne.

Source : amwalalghad.com
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