日本最大的钢铁制造商日本制铁公司周五表示，预计到2030年，其全球粗钢产能将增至每年1亿吨或更 多。 日本制铁周五补充称，计划在未来五年进行6万亿日元（合385.4亿美元）的资本和业务投资，其中包括 对美国钢铁投资的110亿美元，并根据其2030年管理计划，将基础业务利润目标设定在1万亿日元或以 上。 日本制铁周五补充称，计划在未来五年进行6万亿日元（合385.4亿美元）的资本和业务投资，其中包括 对美国钢铁投资的110亿美元，并根据其2030年管理计划，将基础业务利润目标设定在1万亿日元或以 上。 该公司预计，在截至明年3月份的本财年，基本业务利润（即一次性调整后的利润）为6800亿日元，低 于去年的7937亿日元。 该公司预计，在截至明年3月份的本财年，基本业务利润（即一次性调整后的利润）为6800亿日元，低 于去年的7937亿日元。 今年6月，日本制铁完成了以150亿美元收购美国钢铁公司（U.S． Steel）的交易，并承诺向该资产投资 110亿美元，随后还将追加投资。在日本钢铁需求疲软之际，日本制铁寻求加强在美国市场的影响力。 责任编辑：于健 SF069 该交易帮助日本制铁将其全球粗钢产能提升至每年8 ...

Company Strategy - U S Steel plans to resume steelmaking at an Illinois plant [1] Government Intervention - The Trump administration intervened last summer to keep production going at the Illinois plant [1]

Rising steel demand and expected outages at other mills owned by the company will enable expanded use of the Granite City Works in southern Illinois. ...

Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, Alpha-X & Alpha DRK and Montréal ExchangeToronto, Ontario--(Newsfile Corp. - December 4, 2025) - TMX Group Limited today announced November 2025 trading statistics for its marketplaces – Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange (Alpha), including Alpha-X & Alpha DRK, and Montréal Exchange (MX).All TMX Equities Marketplaces *November 2025October 2025November 2024Volume 14,208,169,64818,846,129,48212,025,217,832Value $3 ...

Technical Issue - Twitter/X DM's are broken after the latest update [1]

Takahiro Mori Photographer: Toru Hanai/Bloomberg Japan’s largest steel producer will shortlist two or three states for construction of a major new plant in the US and make a final decision on its location in early 2027. Nippon Steel Corp. is seeking a site capable of supporting a steel plant with 3 million tons of annual capacity, Vice Chairman Takahiro Mori said in an interview. The plant, to be run by the company’s United States Steel Corp. subsidiary, will also need stable power supply at a competitiv ...

Core Viewpoint - The domestic steel market in China is experiencing a downward trend, with prices showing signs of weakness due to seasonal demand decline and overall market conditions [1][12]. Group 1: Steel Price Index Trends - In October 2025, the average CSPI (China Steel Price Index) was 91.92 points, a decrease of 1.26 points or 1.35% month-on-month, and a year-on-year decline of 9.10 points or 9.01% [2][8]. - The long product index averaged 92.23 points, down 1.49 points or 1.58% month-on-month, and down 13.04 points or 12.39% year-on-year [4][8]. - The plate index averaged 91.17 points, down 1.15 points or 1.25% month-on-month, and down 6.80 points or 6.94% year-on-year [4][8]. Group 2: Price Changes by Product Type - In October, most monitored steel products saw price declines, with hot-rolled coil prices dropping by 63 CNY/ton, while seamless pipe prices fell by 25 CNY/ton [9][10]. - The average price of rebar was 3098 CNY/ton, down 51 CNY/ton from the previous month, reflecting a decrease of 1.46% [9][10]. - The average price of galvanized sheet was 4166 CNY/ton, down 44 CNY/ton, indicating a decline of 1.03% [9][10]. Group 3: Regional Price Index Variations - In October 2025, all six major regions in China saw a month-on-month decline in the CSPI, with the Central South region experiencing the largest drop of 1.72% [14][16]. - The average rebar price index in the Western region was 3110 CNY/ton, down 82 CNY/ton or 2.58% from the previous month [14][16]. Group 4: Investment and Economic Indicators - From January to October 2025, fixed asset investment in China was 408914 billion CNY, down 1.7% year-on-year, with infrastructure investment showing a negative growth for the first time this year [17][20]. - Manufacturing investment grew by 2.7%, but the growth rate slowed compared to previous months, indicating weakening demand in the steel sector [17][20]. - The real estate sector continued to show signs of weakness, with cumulative investment down 14.7% year-on-year, exacerbating the oversupply pressure in the steel market [19][20]. Group 5: Supply and Demand Dynamics - In the first ten months of 2025, crude steel production was 81787 million tons, down 3.9% year-on-year, while apparent consumption fell by 6.5% [21][22]. - The average price of major raw materials increased, with coking coal rising by 3.82%, providing some support to steel prices [22][23]. - The steel export volume in October was 978.2 million tons, a decrease of 6.5% from the previous month, indicating pressure from global market conditions [43][44]. Group 6: Future Outlook - The steel industry is expected to face increased supply-demand imbalance as the traditional off-season approaches, necessitating self-discipline in production to stabilize prices [44]. - The government is likely to implement policies to control crude steel production, aiming to alleviate the oversupply issue and improve market conditions [39][40].

Market Analysis - The report mentions Fibonacci levels, suggesting technical analysis is being used to assess potential price movements [1] - The report discusses the importance of reclaiming certain levels, indicating key resistance points [1] - The report highlights potential support levels, suggesting areas where buying pressure may emerge [1] Risk Assessment - The report warns about closing below certain levels, implying a potential bearish scenario [1] - The report points out "retarded liquidity," indicating potential market instability or difficulty in executing trades [1] - The report also mentions closing above certain levels, implying a potential bullish scenario [1]

Core Insights - TMX Group reported significant increases in financing activities on the Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) for October 2025, with total financings raised on TSX increasing by 249% month-over-month and 264% year-over-year [2][6] - The TSX welcomed 51 new issuers in October 2025, a notable rise from 29 in September 2025 and 11 in October 2024 [2][6] - On the TSXV, there were 6 new issuers in October 2025, up from 3 in the previous month and 4 in October 2024, with total financings raised increasing by 97% compared to September 2025 and 152% compared to October 2024 [4][8] TSX Highlights - In October 2025, the TSX had 2,019 issuers listed, an increase from 1,976 in September 2025 and 1,827 in October 2024 [6] - The total number of financings on TSX was 84 in October 2025, compared to 55 in September 2025 and 37 in October 2024 [6] - Total financings raised on TSX reached approximately $4.67 billion in October 2025, significantly higher than $1.34 billion in September 2025 and $1.28 billion in October 2024 [6] TSXV Highlights - The TSXV had 1,795 issuers listed in October 2025, unchanged from September 2025 but down from 1,882 in October 2024 [8] - The total number of financings on TSXV was 133 in October 2025, compared to 119 in September 2025 and 110 in October 2024 [8] - Total financings raised on TSXV amounted to approximately $1.24 billion in October 2025, up from $630 million in September 2025 and $492 million in October 2024 [8] Year-to-Date Statistics - Year-to-date in 2025, the TSX has seen 276 new issuers listed, a 117.3% increase from 127 in 2024 [7] - Total financings raised on TSX year-to-date reached approximately $16.01 billion, a 13.1% increase from $14.15 billion in 2024 [7] - On the TSXV, year-to-date statistics show 33 new issuers listed, down 23.3% from 43 in 2024, but total financings raised increased by 78.4% to approximately $6.70 billion [9]

Core Viewpoint - The American Steel Company, a subsidiary of Nippon Steel, plans to build new production facilities in Arkansas to manufacture oriented electrical steel for data centers, starting production in 2028, aiming to capture a larger market share in the U.S. steel industry [2][6]. Group 1: Investment Plans - The investment for the new production facilities is expected to reach several billion dollars, targeting the increasing demand from major U.S. tech companies investing in artificial intelligence (AI) [2][8]. - Nippon Steel has committed to investing $11 billion through the American Steel Company by 2028, in addition to the $14.1 billion spent on acquiring the company [8]. Group 2: Market Context - The U.S. is the largest market for advanced steel, with prices for lower-quality products sometimes reaching twice that of Japanese products, indicating a significant opportunity for American Steel to penetrate the market currently dominated by Cleveland-Cliffs [8]. - The demand for transformers used in data centers is expected to rise, driven by record-high equipment investments from major tech companies like Amazon and Meta [8]. Group 3: Technological Advantage - Nippon Steel possesses world-class technology in manufacturing electrical steel, which is expected to provide a competitive edge over Cleveland-Cliffs in terms of quality [6][8]. - The new production facilities will focus on producing oriented electrical steel, a critical component for transformer performance [6]. Group 4: Financial Projections - The American Steel Company aims to achieve an EBITDA of $1.6 billion by 2030 and plans to establish a system to generate approximately $3 billion annually based on EBITDA [9].