关于"唐山7月4-15日烧结机限产30%"的传闻，据调研了解，目前约半数钢厂表示有收到通知，剩余多 数钢厂也表示大概率确实有。（Mysteel） ...

Investment Rating - The report maintains a positive outlook on aluminum and lithium sectors while being less bullish on steel names, indicating a preference for aluminum and lithium investments [1][2]. Core Insights - The report emphasizes the need for steel supply reform, anticipates a near-term bottom for lithium prices, and expects potential corporate actions from aluminum companies in China [1]. - It highlights that aluminum and lithium stocks have performed well, while steel stocks have lagged behind, prompting a reassessment of investment strategies [1]. - The report ranks the sectors in the following order: aluminum > lithium > copper > steel > gold > battery > thermal coal > cement [1]. Summary by Sections Aluminum - The aluminum sector is viewed as undervalued relative to mid-term fundamentals, with expectations for a re-rating driven by a cap on smelting capacity and improved margins [2]. - Shareholder return policies from companies like Hongqiao and Chalco are generating investor interest, with Chalco initiating share buybacks [2]. Steel - The anticipated steel supply reform has been delayed, with internal communications between local governments and steel mills ongoing [6]. - Recent data from the National Bureau of Statistics (NBS) shows a decline in pig iron output of approximately 3% year-over-year in May 2025, contrasting with a 4% increase reported by MySteel [6]. Lithium - The report suggests that lithium prices are nearing a short-term trough at Rmb60,000 per ton, with expectations of production cuts to stabilize the market [8]. - Investors are concerned about the potential restart of suspended supply if prices rebound to Rmb70,000 per ton, alongside ongoing capacity additions in the pipeline [8].

30 June 2025, 16:00 CET ArcelorMittal (’the Company’) has today filed its 2024 Payments to governments in respect of extractive activities report, which provides a consolidated overview of payments made by the Company and its subsidiaries in 2024 to governments regarding its mining operations. The report, which complies with reporting requirements under Luxembourg law, is available for download from https://corporate.arcelormittal.com/corporate-library. ENDS About ArcelorMittal ArcelorMittal is one of the w ...

The UK will limit the growth of tariff-free steel imports to guard against a rush of products being redirected from the US https://t.co/dz4NJkX3Tb ...

Group 1 - Friedman Industries has been added to the Russell 3000 Index, effective June 30, 2025, enhancing its market visibility and attracting investor capital [1][7] - The company aims to increase institutional ownership and improve capital inflows following its recent listing on Nasdaq in April 2025 [1][7] - Membership in the Russell 3000 Index also includes automatic inclusion in the small-cap Russell 2000 Index and relevant growth and value style indexes, which are widely utilized by investment managers [1][7] Group 2 - Friedman Industries is headquartered in Longview, Texas, and operates manufacturing plants in multiple states, including Arkansas, Alabama, Indiana, Illinois, and Texas [2] - The company has two reportable segments: flat-roll products and tubular products, with specific operations detailed for each segment [2]

Trade Policy - China will continue to impose anti-dumping duties on imported stainless-steel products [1] - The anti-dumping duties apply to stainless-steel products imported from Indonesia, among other countries [1]

South Korea sees the need for trade negotiations with the US to continue past next week’s deadline as Seoul continues to seek exemptions from US tariffs including duties affecting the auto and steel industries. https://t.co/swugQVe8a2 ...

Group 1 - The company, Nanjing Steel Group, has completed the launch of 20 intelligent application scenarios based on Huawei Cloud Stack's hybrid cloud model [1] - This transformation marks a shift from "experience-based steelmaking" to "technology-driven steelmaking" [1] - The initiative aims to create a high-end, intelligent, green, integrated, and global AI super factory [1]

JSW agrees to buy up to 75% of Akzo Nobel’s Indian business in a $1.6 billion deal https://t.co/lqgv83uVoq ...

Group 1 - Worthington Steel, Inc. (NYSE: WS) experienced a significant share price increase of approximately 20.5% on June 26th following the release of its financial results for the final quarter [1] - The company is part of a sector that focuses on cash flow generation, particularly in oil and natural gas, indicating strong value and growth prospects [1] Group 2 - Crude Value Insights provides an investing service and community that emphasizes cash flow analysis and investment opportunities in the oil and gas sector [2] - Subscribers to Crude Value Insights benefit from access to a 50+ stock model account and in-depth cash flow analyses of exploration and production (E&P) firms [2]