A resurgent U.S. dollar and red-hot oil prices are weighing on copper and steel namesOil prices and a resurgent U.S. dollar are impacting a whole host of sectors, commodities chief among them. This has copper miner Freeport-McMoRan Inc (NYSE:FCX) and steel stock Cleveland-Cliffs Inc (NYSE:CLF) extending their recent losses today.FCX is down 5.3% to trade at $56.19 this morning, on track for its third-straight loss of roughly 5% or more. The shares have taken a 19.6% haircut off their Feb. 25 all-time high o ...

In this article, we will take a look at the Dividend Kings List: Top 15 Stocks.Dividend Kings are a small group of companies that have raised their dividends for at least 50 consecutive years. Stocks like these have remained popular with investors for a simple reason. Over long market cycles, companies that pay dividends have often delivered stronger long-term returns than businesses that do not. They also tend to carry lower risk. Regular dividend payments usually reflect steady cash flow and disciplined f ...

Core Viewpoint - ArcelorMittal has filed its Annual Report for 2025, highlighting significant progress in safety, capital allocation, and strategic initiatives aimed at enhancing operational efficiency and sustainability. Financial Performance - The company reported a disciplined capital allocation with investments of $1.1 billion in strategic capital expenditures and returned $0.7 billion to shareholders, comprising $0.4 billion in dividends and $0.3 billion in share buybacks [3]. - A proposed FY 2026 dividend of $0.60 per share represents an increase from $0.55 per share in 2025 and is double the 2021 level [3]. Safety and Operational Improvements - In 2025, ArcelorMittal achieved tangible progress across all safety KPIs, including a significant improvement in fatality prevention as part of a three-year transformation program [3]. Capital Allocation and Share Buyback - The company maintained a balanced capital allocation strategy, with a commitment to return a minimum of 50% of post-dividend free cash flow to shareholders through share buybacks [3]. - A significant shareholder, holding approximately 44.6% of issued shares, has entered into a share repurchase agreement to sell shares to ArcelorMittal during the buyback program [3]. Vertical Integration and Resource Management - ArcelorMittal's iron ore self-sufficiency increased to 72% in 2025, up from 58% in 2024, supported by the Liberia expansion project [3]. Energy Transition and Sustainability - The company is actively investing in renewable energy assets, targeting 2.8 GW by 2028, and expanding Electric Arc Furnace (EAF) capacity by 3.4 million tonnes by the end of 2026 [3]. - ArcelorMittal's R&D investment reached $335 million in 2025, focusing on advancing steel, mining, decarbonization technologies, and AI-enhanced digital models [3]. Company Overview - ArcelorMittal is a leading integrated steel and mining company with operations in 60 countries, being the largest steel producer in Europe and among the largest in the Americas [4]. - In 2024, the company generated revenues of $62.4 billion, producing 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore [4].

Flacks Group is 'ready to bid' for Thyssenkrupp's steel unit should current sale efforts fail | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivA ThyssenKrupp steel factory in Duisburg, Germany, November 5, 2025. REUTERS/Leon Kuegeler Purchase Licensing Rights, opens new tab- CompaniesJindal Steel LtdFollowthyssenkrupp AGFollowLONDON, March 5 (Reuters) - U.S. investment fund Flacks Group would be "ready to bid" for the steel division o ...

BEIJING, March 5 (Reuters) - China unveiled its 15th five-year plan on Thursday at its annual parliamentary meeting, outlining Beijing's priorities for the economy and sectors slated for policy support and funding. Here's a ‌summary of what matters for commodity markets: METALS AND CRITICAL MINERALS * China singled out its competitive edge in ‌rare earths forthe first time in a five-year plan, pledging to maintain itslead and upgrade the industry. * Beijing also said it would improve ​its export contr ...

The heat of blast furnaces roaring at 2500°, spitting out molten metal rolled into miles long sheets that are pressed, stretched, and spun into coils. Part of a decad's long time- tested process to make the steel that serves as the backbone of our cars, appliances, and the US economy, too. US Steel's Irvin plant just outside of Pittsburgh turns out about 3 million linear feet of steel a day.part of a massive operation that supports over 3600 jobs in Pennsylvania alone. According to US Steel VP of sales Rob ...

Escalating geopolitical tensions and weak global cues triggered a significant stock market downturn in India, wiping out ₹16.32 lakh crore of investor wealth in just two days.IMAGE: Kindly note that this image has been posted for representational purposes only. Photograph: Danish Siddiqui/ReutersKey PointsIndian stock market crashes, leading to a ₹16.32 lakh crore loss for equity investors in just two days.The BSE Sensex tumbled significantly due to escalating geopolitical tensions involving the US, Israel, ...

The conflict in West Asia intensified with Iran continuing to pound several Gulf countries in retaliation for the joint attack against it by Israel and the US. The US and Israel have also carried out fresh strikes on Iran.Photograph: Shailesh Andrade/ReutersSensex and Nifty50 Performance: Key Market Highlights TodayNSE Nifty tanked 530.85 points or 2.13 per cent to 24,334.85.Brent crude climbed 0.87 per cent to $82.11 per barrel.Asian markets were trading sharply lower.Benchmark equity indices Sensex and Ni ...

Core Viewpoint - GrafTech International Ltd. is under investigation for potential securities fraud and unlawful business practices following disappointing financial results and significant stock price decline [1][3]. Financial Performance - On February 6, 2026, GrafTech reported an adjusted loss per share of $2.45 for the fourth quarter and full year 2025, which was worse than consensus estimates [3]. - The CEO described 2025 as "a challenging environment," highlighting intensified competitive pricing pressures for graphite electrodes, which could negatively impact both the graphite electrode industry and the long-term health of the steel industry [3]. - Following the financial report, GrafTech's stock price dropped by $7.25, or 46.21%, closing at $8.44 per share on the same day [3].

Group 1: Industry Overview - The steel industry is characterized by volatility but remains a viable trading asset [1] - The VanEck Steel ETF (SLX) tracks the global steel industry, holding 39 stocks with a concentration of over 60% in its top 10 holdings [2][4] - The ETF has $200 million in assets under management and has shown strong performance at times [2] Group 2: Demand and Growth Factors - A significant rebound in global steel demand is expected, with growth projected at 1%-3% in 2026, driven by infrastructure projects in the U.S. and India, and stabilization in European manufacturing [5] - The industry is benefiting from a "green premium" as environmental regulations increase demand for low-carbon steel produced in electric arc furnaces [5] Group 3: Challenges and Risks - The bear case for the steel industry includes persistent weakness in the Chinese real estate sector, which affects global iron ore sentiment [6] - China's steel production is expected to decline by approximately 4.5% in 2026 due to stricter environmental controls, raising concerns about excess steel being dumped on global markets [6] - Steelmaking is energy-intensive, and any sudden spike in energy costs or disruptions in coking coal supply could impact profitability [7] Group 4: Market Sentiment and Technical Analysis - The SLX ETF price trend indicates it may be overvalued, as it has doubled in under 12 months, suggesting a potential decline [8]