两国将设定钢铝关税的豁免配额。 美国钢铁公司（X）美股盘后涨0.018%，纽柯钢铁（NUE）和Steel Dynamics Inc盘后持平。 两国将谈判优惠的英国医药关税待遇。 文本显示，美国与英国的协议提及钢铁和铝关税豁免问题。 ...

Shares of U.S. Steel soared Monday after President Donald Trump issued an executive order on Friday approving U.S. Steel’s merger with Japan’s Nippon Steel through a National Security Agreement (NSA).  The stock gained over 5% in the biggest percentage rise since March 2011, as tracked by Dow Jones Market Data Group. Ticker Security Last Change Change % X UNITED STATES STEEL CORP. 54.85 +2.66 +5.10% U.S. Steel .The NSA includes a commitment to more than $11 billion in new steelmaking investments in the U ...

Group 1 - United States Steel Corp (NYSE:X) stock increased by 5.1% to $54.84 following President Trump's approval of a $14.9 billion merger with Nippon Steel, which includes a national security agreement granting the U.S. government a "golden share" [1] - The stock has risen 61.4% in 2025, reaching a 14-year high of $54.91, supported by the 20-day moving average and overcoming previous resistance at $45 after a 21.2% bull gap in late May [2] - Options trading volume is significantly higher than average, with 38,000 calls and 25,000 puts exchanged, indicating strong interest in the June 55 call and the 45 put [2] Group 2 - Short-term options traders are exhibiting a more bearish sentiment, as indicated by a Schaeffer's put/call open interest ratio (SOIR) of 1.16, which is in the 80th percentile of the past year's readings [3]

Group 1 - The acquisition of U.S. Steel by Nippon Steel, valued at $14.1 billion, is set to be completed on June 18, marking a significant milestone in overseas mergers for Japanese companies and a notable cross-border acquisition in the steel industry [1] - The acquisition price of $55 per share represents a 142% premium over U.S. Steel's stock price prior to the announcement of the sale, raising concerns among market participants regarding the valuation [1] - The Trump administration's approval of the deal, which reverses previous barriers set by the Biden administration, is seen as a move to strengthen U.S.-Japan relations and promote manufacturing investment in the U.S. [1] Group 2 - In addition to the acquisition cost, Nippon Steel has committed to invest $14 billion in the U.S. over the coming years for factory upgrades and new production lines, significantly increasing the overall cost of the merger [2] - The "golden share" mechanism allows the U.S. government to hold special rights in the merged company, impacting governance and potentially limiting Nippon Steel's operational autonomy in the U.S. [2] - There is internal dissent within Nippon Steel regarding the acquisition, with external investors expressing concerns about the long-term value and leadership decisions related to the deal [2] Group 3 - The merger will create the second-largest steel producer globally and enhance competitiveness in the U.S. market, particularly in high-end steel production for critical infrastructure upgrades [3] - The support from the Trump administration for this acquisition may revitalize stalled U.S.-Japan trade negotiations, potentially leading to progress on manufacturing and technology access issues [3]

美国钢铁美股盘前上涨超5%，特朗普于上周五正式批准日本制铁公司以149亿美元收购美国钢铁公司的 交易。 ...

美国钢铁盘前上涨5.3%，特朗普有条件批准新日铁收购美国钢铁交易。 ...

国家安全协定与"黄金股"双保险？ 日铁官网上的最新公告称，特朗普对两家企业合作的最终批准，意味着美国钢铁业将受益于这一合作关 系，获得史无前例的投资，并且能保护以及产生超过10万个就业岗位。 根据日铁公告，日铁与美国政府签署国家安全协定，日铁将于2028年前投资约110亿美元，美国政府将 获得可对企业重要事项行使否决权的"黄金股"（a Golden Share）。此外，协定还包括公司的治理架 构，比如确保美钢总部不外迁；产能保障以及贸易承诺等。 作为日本最大的钢铁公司，日铁对美国钢铁的收购意向始于2023年底。但这项交易从一开始就遭到反 对。美国时任总统拜登和特朗普去年都大打"选举牌"声称，美钢应该继续为美国所有。 石破茂表示，将尽一切努力达成一项对双方都有利的协议，"我们要求美国全面收回关税政策的立场没 有变"。 历经一年半的波折后，日本制铁对美国钢铁的收购案终于迎来大结局。 据央视新闻报道，日本制铁公司和美国钢铁公司14日宣布，美国总统特朗普已签署行政令，有条件"放 行"日铁收购美钢的计划。 根据该行政令，在满足一定条件的情况下，日铁收购美钢对美国国家安全的威胁能够充分减轻。因此， 特朗普对美国前总统拜登 ...

Core Viewpoint - The acquisition of US Steel by Nippon Steel is politically charged and has been approved by the US government, with a total investment of $14.1 billion to acquire 100% of US Steel's shares [1][2]. Group 1: Acquisition Details - Nippon Steel is set to complete the acquisition of US Steel on June 18, following the signing of a national security agreement with the US government on June 14 [1]. - The acquisition was initially stalled by a halt order from former President Biden, which was later modified by President Trump to facilitate the transaction [1][3]. - The acquisition agreement stipulates that the completion date will be three business days after receiving the necessary approvals [1]. Group 2: National Security Agreement and Golden Share - Nippon Steel will issue a "golden share" to the US government, which grants veto power over significant operational matters, although the golden share will not have voting rights [2]. - The golden share is issued free of charge, allowing the US government to maintain some influence over US Steel while Nippon Steel retains full ownership [2]. - The national security agreement aims to address security concerns and includes provisions for potential further orders from the US government if necessary [2]. Group 3: Investment Plans - Nippon Steel plans to invest approximately $11 billion in US Steel by the end of 2028, focusing on upgrading outdated production facilities and constructing new steel plants [2]. - The Japanese Minister of Economy, Trade and Industry expressed support for the US government's decision, highlighting the potential for innovation and strengthening US-Japan relations in the steel industry [2].

Group 1 - Japan's Nippon Steel is set to complete the acquisition of US Steel for $14.1 billion, with the final procedures expected to be completed by June 18, 2023 [1][2] - The acquisition was facilitated by a national security agreement signed between Nippon Steel and the US government, which was necessary to address security concerns [1][3] - The US government will receive a "golden share" from Nippon Steel, which grants it veto power over significant operational decisions, although this share will not have voting rights [2][3] Group 2 - To gain support from the US government, Nippon Steel proposed a substantial investment plan of approximately $11 billion by the end of 2028, aimed at upgrading old production facilities and constructing new steel plants [3][4] - The acquisition process faced political challenges, including a halt initiated by former President Biden, which led to legal actions from Nippon Steel [3][4] - The acquisition saga lasted for a year and a half, culminating in a resolution after negotiations resumed under the Trump administration [4]

Group 1 - Japan Steel Corporation's acquisition plan for U.S. Steel has been approved by the U.S. government, allowing Japan Steel to acquire 100% of U.S. Steel's common stock [1] - As a condition of the approval, Japan Steel will issue a "golden share" to the U.S. government, granting it significant influence over key operational matters of U.S. Steel [1][2] - The investment from Japan Steel into U.S. Steel is expected to reach approximately $14 billion, with $11 billion to be invested by 2028 [2] Group 2 - The acquisition is seen as a strategic move to enhance the innovation capabilities of the steel industry in both Japan and the U.S., fostering closer ties between the two nations [2] - Japan Steel's global expansion strategy focuses on three key markets: Japan, rapidly developing India, and the promising U.S. market [2][3] - Following the acquisition, the combined production capacity of Japan Steel and U.S. Steel will position them close to China's Ansteel Group, which ranks third globally in crude steel production [3] Group 3 - Japan Steel has already established a strong presence in the Indian market, having partnered with ArcelorMittal to acquire Essar Steel in 2019 [3] - The U.S. is viewed as the largest high-end steel market globally, with strong demand for high-performance automotive products, which Japan Steel aims to capitalize on [3] - Recent increases in import tariffs on steel and aluminum by the U.S. government are expected to benefit domestic steel producers, including Japan Steel, by allowing them to capture a larger share of the high-end steel market [3]