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 ...

NEW YORK, March 03, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of GrafTech International Ltd. (“GrafTech” or the “Company”) (NYSE: EAF).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether GrafTech and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On F ...

Commodities like steel (HVH26) are notoriously volatile, as many Barchart readers know. But steel is also viable as a trading asset. These days, I tend to track it via the VanEck Steel ETF (SLX). This industry tracker is approaching its 20th birthday. You can see the top holdings here, including Nippon Steel (NPSCY), which acquired US Steel, among the 39 stocks in SLX. It is concentrated as so many industry ETFs are, at more than 60% across its top 10 holdings. The fund is not huge, at $200 million. But i ...

ArcelorMittal (NYSE:MT) is one of the dirt cheap stocks to buy now. On February 10, ArcelorMittal officially confirmed a €1.3 billion investment to construct a new electric arc furnace/EAF at its steelmaking facility in Dunkirk, France. This move marks a milestone in the company’s decarbonization efforts, as the new EAF is expected to produce steel with 3x less CO2 than traditional blast furnaces. Scheduled to start up in 2029 with a 2-million-tonne capacity, the project will receive 50% of its funding t ...

Climate and Power - China's next five-year plan is expected to emphasize tighter controls on carbon emissions, with a commitment to peak emissions by 2030, although specific levels are not defined [1] - The plan will likely continue the massive rollout of renewable energy, focusing on transmission lines and green energy consumption targets to enhance grid integration and reduce energy waste [1] - Analysts do not anticipate a strong stance against coal-fired generation, as the current plan has seen record construction due to past power shortages [1] Oil and Gas - Domestic oil production reached a record last year, and the next five-year plan may indicate how Beijing plans to address the anticipated peak in oil consumption [1] - The National Energy Administration has suggested that the upcoming plan should aim for a peak in oil consumption [1] - Natural gas is projected to remain a priority, with expected average annual growth of 5% during the next plan period according to Sinopec and CNPC researchers [1] Critical Minerals - China's control over rare earths has been leveraged in trade negotiations, and the next five-year plan may provide insights into how China will respond to the U.S. and allies' efforts to build alternative supply chains [1] - There is a focus on domestic production and stockpiling of critical minerals, with proposals for a commercial stockpiling system for copper announced recently [1] - New policies may emerge regarding the scrap market, as China has established a state-backed group to consolidate this sector [1] Overcapacity - The plan will address overcapacity issues in various industries, including steel and copper, with potential stricter regulations on new or replacement capacity linked to carbon emissions [1] - There has been ongoing discussion about overcapacity in copper smelters and refiners, indicating that policymakers may take further action [1] Food Security - China's agricultural sector is expected to see increased efforts to enhance scale and technological sophistication, aiming to reduce reliance on imported soybeans and grains [1] - The future of genetically modified crops will be a focal point, as adoption has been limited due to high costs and resistance from farmers and consumers [1] - Analysts will monitor initiatives aimed at diversifying import sources and reducing the use of imported grains in animal feed [1]