Steel Producers


  • What to Do with Oracle Now and Check Out US Steel Friday, 21 Sep 2012 | 11:45 AM ET

    Prior to Oracle's earnings report yesterday, one trader bought 20,307 Oct. 32-strike puts for $0.79 and sold the same number of the Jan. 34-strike calls for $0.98.

  • Gold & Silver Offer Most Opportunities: Pro     Tuesday, 4 Sep 2012 | 10:50 PM ET

    Nick Trevethan, Senior Commodities Strategist, ANZ Research is bullish on gold & silver in the face of event risks. He expects prices to strengthen ahead as central banks offer easing support.

  • Slumping iron prices are set for a sharp rise in the medium-to-long term, Severstal Head of Strategy Thomas Veraszto told CNBC’s “Worldwide Exchange” on Monday.

  • Investors Need More From BlueScope Steel     Sunday, 19 Aug 2012 | 11:45 PM ET

    Stephen Hogan, Senior Advisor at Novus Capital says BlueScope Steel's joint venture with Nippon Steel isn't a big enough driver for him to recommend investors buy into the company.

  • BlueScope In a Significant Turnaround: CEO     Sunday, 19 Aug 2012 | 11:10 PM ET

    Paul O'Malley, CEO of BlueScope Steel discusses the outlook for the steel maker, and how it is turning around the business in continued tough operating conditions.

  • There Is Over Supply in the Steel Industry: Pro     Wednesday, 25 Jul 2012 | 3:15 AM ET

    "I think there definitely remains a challenge in the steel industry, structurally there is over supply and there are certainly questions about the demand side of things, whether demand has actually worsened, well I think we have seen it weaken in the second quarter," Jeff Largey, head of metals and mining research at Macquarie Group, told CNBC.

  • Ivan Szpakowski, Metals Analyst at Credit Suisse says the big drop in Chinese steel prices recently is due slowing growth. The capacity is now more over pronounced because of lesser demand for steel.

  • FMHR's Top Three Trades     Monday, 9 Jul 2012 | 12:30 PM ET

    The FMHR traders reveal their top three trades and Brian Yu, analyst at Citi, discusses whether coal and steel stocks can make a comeback.

  • Warren Gilman, Chairman & CEO, CEF Holdings says that even though China isn't seeing a hard landing, it is slowing faster than authorities in Beijing had anticipated.

  • Bay Bridge Project: Lost Opportunity for US Jobs? Friday, 1 Jun 2012 | 10:34 AM ET
    Construction crews work on a freeway overpass along Highway 101 in Novato, California.

    Officials in California fell victim to a mindset that says China is automatically cheaper, says one analyst. “We shot ourselves in the foot,” she says. “We never even took seriously the domestic bid.”

  • Look for Low Cost Resource Plays in China     Monday, 21 May 2012 | 11:14 PM ET

    Andrew Dale, Head of Resources Research, Asia, Macquarie Securities, shares his strategy for investing in China's cement and steel sector following a state media report that the world's second biggest economy would fast-track infrastructure spending to boost growth.

  • Mike Harrowell, Senior Resources Analyst, BBY says while the U.S. economy is recovering quite nicely, the absence of further stimulus could be problematic for the commodities market.

  • Buy the Steel Dip?     Tuesday, 3 Apr 2012 | 12:26 PM ET

    Construction is starting to show signs of life and Sam Dubinsky, Wells Fargo senior analyst, suggests looking for a steel recovery in 2013.

  • China Steel Mills Diversify to Lift Profits Monday, 19 Mar 2012 | 9:52 PM ET
    Rolls of steel

    As China’s construction boom slows, steel mills across the country are scrambling to find ways to bolster profits, and one has hit on an unusual strategy: raising pigs.  The FT reports.

  • China Slowdown, U.S. Spillover?     Monday, 19 Mar 2012 | 10:45 AM ET

    China has deliberately tried to slow things down over the last 12 months in order to get inflation under control, says Brian Jackson, RBC Hong Kong senior emerging markets strategist.

  • Buy Steel on Weakness?     Friday, 16 Mar 2012 | 12:12 PM ET

    Why Richard Garchitorena, Credit Suisse, lowered his estimates on AK Steel and can that near-term weakness really be a buying opportunity.

  • Indonesia Trade Minister Rejects Protectionist Label Tuesday, 13 Mar 2012 | 4:29 AM ET

    Indonesian Trade Minister Gita Wirjawan told CNBC on Tuesday that Southeast Asia's largest economy was not adopting protectionist policies and was only following in the footsteps of other developed countries.

  • China's Need for Coking Coal     Wednesday, 29 Feb 2012 | 10:30 PM ET

    China's coking coal imports can rise even as steel demand slows, says Andrew Driscoll, Head of Resources Research at CLSA.

  • BlueScope Steel Posts First-Half Loss, Cuts Debt Sunday, 19 Feb 2012 | 6:04 PM ET
    Rolls of steel

    BlueScope Steel, Australia's largest steelmaker, posted a net loss before restructuring charges in line with market forecasts as it overhauled its Australian business, and slashed hefty debt levels and said its second-half loss should be smaller.

  • India's Tata Steel, the world's No.7 steelmaker, posted an unexpected quarterly loss, its first in more than two years, as higher raw material costs and weak demand in Europe hurt margins.