Successfully introduces coke-oven gas cleaning and valorization solutions to steel industryMONTREAL, July 15, 2025 (GLOBE NEWSWIRE) -- PyroGenesis Inc. (“PyroGenesis”) (http://pyrogenesis.com) (TSX: PYR) (OTCQX: PYRGF) (FRA: 8PY1), a high-tech company that designs, develops, manufactures and commercializes advanced all-electric plasma processes and sustainable solutions to support heavy industry in their energy transition, emission reduction, commodity security, and waste remediation efforts, announces that ...

Core Viewpoint - The article discusses the renewed focus on "Made in America" as a significant investment theme, driven by geopolitical tensions and a push for domestic manufacturing and energy independence [2]. Group 1: Companies Highlighted - Cleveland-Cliffs Inc. is North America's largest flat-rolled steel producer, operating fully integrated steelmaking facilities in the U.S. and supplying steel to various domestic sectors [5][6]. - Newell Brands Inc. produces iconic American household products and maintains substantial U.S. manufacturing despite some global sourcing. The company is focusing on streamlining operations and has a forecasted 19% earnings growth in the next 12 months [10][11]. - Energy Transfer LP operates over 125,000 miles of pipelines for transporting crude oil and natural gas, positioning itself as a key player in U.S. energy security. The stock has a consensus price target of $22.64, indicating a 26% upside potential [13][15]. Group 2: Stock Performance and Market Indicators - Cleveland-Cliffs stock is trading around $8.71, showing a strong rebound and surpassing key moving averages, with a potential upside target of $10 [7][8]. - Newell Brands stock has seen a decline of over 40% in 2025 but has recently increased by about 17% in the last 30 days, nearing its 100-day moving average [12]. - Energy Transfer stock is currently at $17.91, just below its 100-day moving average, with analysts predicting a bullish trend and a dividend yield of 7.31% [16].

Core Insights - LiqTech International, Inc. has received an order for an advanced membrane-based filtration system from North Star BlueScope Steel to treat oily wastewater [1][2] - The system is set to be commissioned in the second half of 2025 and aims to address filtration process challenges due to high oil content and variability in wastewater quality [2][3] - LiqTech's Silicon Carbide (SiC) membrane technology is designed for harsh industrial conditions, enhancing process stability and water recovery efficiency [3][4] Company Overview - LiqTech International, Inc. specializes in clean technology, manufacturing and marketing advanced filtration products for liquid and gas applications [6] - The company was founded in 2000 and its patented SiC membranes are utilized in various sectors including industrial and municipal water treatment, marine scrubbers, and oil & gas applications [6] Industry Trends - The project with North Star BlueScope Steel reflects a growing trend in the steel industry towards sustainable water management practices [5] - The addition of advanced wastewater pre-treatment filtration supports broader water reclamation initiatives within the industry [5]

Core Points - ArcelorMittal inaugurated a new 20 million tonne capacity concentrator in Liberia, marking a significant milestone in its mining operations in the country [1][2] - The concentrator is part of a US$1.8 billion expansion project, increasing ArcelorMittal's total investment in Liberia to approximately US$3 billion, and aims to boost iron ore production from 5 million tonnes to 20 million tonnes annually [2][6] - The expansion includes infrastructure upgrades such as railway enhancements and a new pier at the port of Buchanan, creating over 5,000 construction jobs and expected to generate 1,000 permanent jobs [3][4] Company Overview - ArcelorMittal is one of the world's leading integrated steel and mining companies, with operations in 60 countries and primary steelmaking in 15 countries [10] - In 2024, ArcelorMittal generated revenues of $62.4 billion, producing 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore [10] - The company has plans for further expansion in Liberia, with ambitions to increase production capacity to 30 million tonnes annually and explore options for producing DRI quality concentrate [8]

We attended Singapore International Ferrous Week from 26-30 of May, meeting with industry players, including iron ore miners, steel producers and investors throughout the week. We highlight our key takeaways for the iron ore price outlook, supply and demand. 4 June 2025 | 2:45PM BST Metals Comment: Singapore International Ferrous Week Feedback: Hard To Escape The Bearish Thesis Singapore International Ferrous Week Feedback: Hard To Escape The Bearish Thesis We attended Singapore International Ferrous Week f ...

Acquisition Overview - SunCoke Energy will acquire 100% of Phoenix Global for $325 million on a cash-free, debt-free basis[8] - The implied purchase price is approximately 54 times Phoenix's Last Twelve Months (LTM) Adjusted EBITDA as of March 31, 2025, which was $61 million[8] - The acquisition is expected to generate annual synergies of approximately $5 million to $10 million[8] Financial Impact and Debt Profile - The transaction is expected to be immediately accretive to SunCoke Energy[8] - Pro forma Adjusted EBITDA for the combined company is projected to be $279 million[18] - SunCoke's 2025E Consolidated Adjusted EBITDA guidance is $210 - $225 million[19] - Pro Forma Gross Debt / Adj EBITDA is expected to be 230x and Net Debt / Adj EBITDA is expected to be 141x[28] Strategic Benefits - The acquisition diversifies SunCoke's customer base to include Electric Arc Furnace (EAF) operators and expands its global footprint[11] - Phoenix has invested approximately $72 million in equipment since 2023 through a major capital investment plan[9] - Phoenix has a weighted average contract life of approximately 6 years, providing stable cash flows[15]

Core Viewpoint - The analysis compares Posco (PKX) and United States Steel (X) to determine which stock represents a better undervalued investment opportunity for investors in the Steel - Producers sector [1]. Valuation Metrics - Posco (PKX) has a forward P/E ratio of 11.10, significantly lower than United States Steel (X) which has a forward P/E of 26.45 [5]. - PKX's PEG ratio is 0.30, indicating a more favorable valuation compared to X's PEG ratio of 1.31 [5]. - PKX's P/B ratio stands at 0.30, while X has a P/B ratio of 0.86, suggesting that PKX is undervalued relative to its book value [6]. - Based on these metrics, PKX holds a Value grade of A, whereas X has a Value grade of C [6]. Earnings Outlook - PKX is currently experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]. - The positive earnings estimate revisions for PKX indicate a stronger potential for earnings growth compared to X, which is rated as Hold [3][7].