Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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๐Ÿ‡ช๐Ÿ‡บ#steel #regulation #esg
The export of steel to Europe from India, Ukraine and Russia is increasing. The EU may reintroduce protective measures.

โ— Energy crisis in Europe.
โ— European steel cost increase due to surcharges on CO2 emissions.
โ— Automakers refuse to buy steel
โš ๏ธ๐Ÿ‡ท๐Ÿ‡บ#steel #ironore #coal #fertilizer #tax #russia
Tax rates for iron ore, coking coal, potash, and liquid steel have increased in Russia.
๐ŸŒŽ#steel #metals #geopolitics
Global steel prices could rise if exports from Russia or Ukraine are disrupted - head of Japanese steel association
๐Ÿ‡ช๐Ÿ‡บ#inflation #steel #europe #metals
EU - Steel prices
โ—๏ธ๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ท๐Ÿ‡บ#sanctions #russia #europe #metals #steel #ironore
BBG: new EU sanctions package against Russia doesn't include: titanium, aluminum, copper, nickel, palladium, iron ore, steel slabs and billet
โ€”โ€”โ€”โ€”โ€”
European revenue of Russian steelmakers:
#NLMK = 18%
#CHMF = 34%
#EVRZ = 7%
#MMK = 7%
#Metalinvest = 30%
๐Ÿ‡ช๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡ฎ๐Ÿ‡ฉ#steel #regulation
EU will increase tariffs on stainless steel products from India and Indonesia after determining they benefited from unfair subsidies, including some from China under its Belt and Road investment programme - RTRS
โ˜˜๏ธ๐Ÿ‡จ๐Ÿ‡ฆ#esg #steel #hydrogen #coal #gas
ArcelorMittal successfully tests replacement of coking coal and natural gas with green hydrogen.

Traditional blast furnaces use coking coal to melt iron ore and remove oxygen. An alternative route is direct-reduced iron, whereby natural gas is used to remove oxygen from iron ore pellets.
๐Ÿ‡จ๐Ÿ‡ณ#china #steel #commodity
China - Steel production still falling, while stockpiles grow
โ€”โ€”โ€”โ€”โ€”โ€”-
early: steel crisis to persist for 5 years
โš ๏ธ๐ŸŒŽ#steel #metals #price
steel price in China = Min since November 2020
โ€”โ€”โ€”โ€”โ€”โ€”-
early: steel crisis to persist for 5 years
๐Ÿ’ฅ๐Ÿ‡บ๐Ÿ‡ธ#steel #us #demand #realestate
WSJ: U.S. steel companies are ramping up capex, brushing aside signs of weakness in the broader economy as executives cited strengthening demand from customers in the auto and construction sectors

#STLD #NUE #X #CLF #TOL #watchlist
โš ๏ธ๐ŸŒŽ#ironore #opinion #warning #metals #markets #realestate
Goldman: the crisis engulfing Chinaโ€™s property sector could strike at the iron ore market and to create a significant surplus over the 2Q 22.

Forecast now for an excess of 67M tons of the steelmaking mineral for the rest of 2022, after a deficit of 56M tons in the first half, reflecting both weakness in onshore real-estate and a sharp deceleration in steel demand outside China #steel
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#CLF #steel #metals #us
US steel price
โš ๏ธ#steel #europe #metals #forecast
Eurofer: the energy crisis could lead to the closure up to a third of all steelmaking capacity in Europe, including most of the electric steel melting mills.
โš ๏ธ๐Ÿ‡บ๐Ÿ‡ธ#metals #us #steel
American Iron and Steel Institute says about significant slowdown of U.S. steel sector

#CLF
๐Ÿ‡ฎ๐Ÿ‡ณ#steel #india #forecast
PM India Modi: India has set a target to double the steel production capacity from 154M tonnes per annum now to 300M tonnes per annum in the next 9-10 years

#metals #macro
โš ๏ธ๐ŸŒŽ#hydrogen #steel #cement
professor at MIT: hydrogen isn't suitable for steel and cement production
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”
early: hydrogen isnโ€™t as green as it looks

#renewable
๐Ÿ‡ฐ๐Ÿ‡ท#PKX #watchlist
POSCO CEO: strong USD and low steel demand from the global economic slowdown are dragging down profits

#steel #world #economy
โ—๏ธ๐Ÿ‡บ๐Ÿ‡ธ#economy #us #factory
there's a factory-building boom taking place across the US

#steel #chip #railroads
โš ๏ธ#steel #metals
China steel prices = 3-year low on demand woes
โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”-
ัommodity markets continue to decline - details

natural gas prices are falling worldwide - details
๐Ÿ‡ฐ๐Ÿ‡ท#PKX #capex #watchlist
POSCO plans $93 billion of investment by 2030

#steel #battery #hydrogen