Cleveland-Cliffs Tshuag Tau Txais Crushed. Vim Li Cas Nws Yuav Tsim Nyog Saib.

Ntawv loj

Kev poob siab poob siab ua slam

Cleveland-Cliff

Tshuag. Tab sis lub sij hawm ntev thov rau steel, tshwj xeeb tshaj yog los ntawm kev lag luam tsheb, ua ke nrog lub tuam txhab kev ywj pheej los ntawm cov hlau txawv teb chaws, tuaj yeem pab nws cov khoom lag luam nce siab ntawm no.

Cleveland-Cliffs (ticker: CLF) Tshuag tau poob ntau tshaj li ib feem peb ntawm nws cov nqi xyoo no raws li kev ntshai ntawm kev lag luam tau ua rau steel nqi poob qis dua $900 ib tuj, los ntawm $1,500 ua ntej lub xyoo no. Thiab nrog cov tub ua lag luam loj hlob ntxiv kev txhawj xeeb txog qhov muaj peev xwm ntawm kev lag luam kev lag luam thiab qhov cuam tshuam nws yuav muaj rau qhov kev thov nyob ze, cov nqi hlau yuav poob ntxiv.

Tseem, muaj cov laj thawj xav tias Cliff's stock tuaj yeem ua cua daj cua dub. Thawj yog kev thov rau steel los ntawm kev lag luam tsheb. Cov khoom muag tsheb muag tau nqis los ntawm qhov nruab nrab ntawm 61 hnub hauv 2017 thiab 2018 mus rau 22 hnub tam sim no, sau peev Larry McDonald hauv Daim Ntawv Qhia Txog Dais Traps, hais txog IHS Markit cov ntaub ntawv. Qhov no txhais tau li cas yog qhov kev thov muaj zog ntxiv rau cov hlau los tsim cov tsheb tshiab raws li cov khoom muag tau rov tsim kho dua, nws piav qhia.

Ib qho kev pheej hmoo rau qhov kev tshawb fawb no yog tias cov nqi roj ntau tuaj yeem ua rau cov neeg Asmeskas hloov mus rau sedans los ntawm SUVs, uas siv 20% ntau steel, sau B. Riley tus kws tshuaj ntsuam Lucas Pipes. Tab sis "Peb ntseeg tias kev hloov pauv ntawm cov neeg siv khoom nrog lub tsheb hluav taws xob zoo sib xws, tsis zoo li hloov mus rau lub tsheb me me, tuaj yeem txo qhov kev pheej hmoo no," nws piav qhia.

Thawj Tswj Hwm Biden xav kom ib nrab ntawm txhua lub tsheb yog lub tsheb hluav taws xob lub hom phiaj los ntawm 2030, thiab qhov ntawd tseem tuaj yeem muab kev txhawb nqa rau Cliffs, uas muab cov hlau rau cov chaw them nqi thoob plaws North America. Thiab ib qho kev hloov kho ntawm daim phiaj hluav taws xob yuav xav tau ntau cov hlau ib yam, McDonald sau. Nws xav tau 30 tons ntawm hlau ib megawatt cua zog thiab 40 tons ib megawatt rau hnub ci zog, McDonald piav qhia. Thaum kawg, McDonald xav tias qhov kev thov rau cov hlau yuav ncav cuag cov ntaub ntawv nyob rau hauv 10 xyoo tom ntej, txawm tias qhov ze ze ntawm cov nqi hlau tau txo qis cov nyiaj tau los kwv yees rau lub tuam txhab. Tab sis "peb tab tom saib hla lub hav mus rau lub voj voog tom ntej," McDonald hais.

Yog tias qhov kev thov yuav tsis zoo li kev lag luam xav, Cliff's kuj tau tswj kom tsis txhob muaj teeb meem ntawm kev xa khoom los ntawm lwm cov tuam txhab hlau vim nws muaj nws cov mines hlau. Qhov kev sib xyaw ntsug no tso cai rau US-raws li Cleveland- Cliffs siv cov khoom siv hluav taws xob sab hauv, uas txo cov seem thiab npua hlau siv ib tuj ntawm cov hlau tsim. "Qhov no [txawm] tso cov khoom seem rau kev muag khoom thib peb ...," Pipes hais.

Cliffs 'kev koom ua ke ntsug kuj txhais tau tias nws tsis tas yuav txhawj xeeb txog kev rau txim rau Lavxias npua hlau, uas suav txog 30% ntawm cov nyiaj tau txais hauv Asmeskas "Rau Cleveland-Cliffs tus lej ntawd yog xoom," McDonald sau.

Cleveland-Cliffs Tshuag tau poob 1.8% rau $ 14.90 ua ntej ib nrab hnub Wednesday. Nws tau poob 30% xyoo dhau los.

Sau rau Karishma Vanjani ntawm [email tiv thaiv]