Cleveland-Cliffs Tshuag yuav tau txais txiaj ntsig los ntawm Russia's Ukraine War. Nov yog Vim Li Cas.

Ntawv loj

Cleveland-Cliff Tshuag yog JPMorgan qhov kev xaiv zoo tshaj plaws hauv kev lag luam steel, lub tuam txhab peev nyiaj tau hais rau hnub Thursday, vim tias Russia txoj kev ua tsov rog rau Ukraine tsoo thoob ntiaj teb cov khoom siv hlau. Cleveland-Cliffs Tshuag tau nce.

Nyob rau hauv tsab ntawv ceeb toom hnub Thursday, JPMorgan tus kws tshuaj ntsuam Michael Glick tau sau tseg tias "Russia txoj kev ntxeem tau ib hlis dhau los yuav luag tam sim ntawd ua rau npauj npaim cuam tshuam thoob plaws cov lag luam hlau," nrog rau qhov cuam tshuam tsuas yog pib xav hauv North America. Thaum lub invasion pib, hlau exports los ntawm Russia thiab Ukraine yuav luag tam sim ntawd nres, thaum thov nyob rau hauv North America yog teem kom loj hlob. Qhov ntawd tuaj yeem thawb tus nqi hlau mus txog $ 1,500 ib tuj rau 2022. "Yog tias peb tsis pom qhov rov pib dua hauv Black Seaexports hauv lub quarters tom ntej, uas yog peb lub hauv paus rooj plaub, nws nyuaj rau pom dab tsi tab tom muab qhov kev thov ntawd," Glick sau .

Raws li qhov tshwm sim, Glick muab Cov Kev Ntsuas Tshaj Tawm ntawm ze li ntawm tag nrho cov steel sector, suav nrog

Kev lag luam hlau (CMC),

Steel Ua Yeeb Yam (STLD), thiab

Stelco (STLC.Canada) (Nucor (NUE) tau txais qhov ntsuas nruab nrab thiab

Asmeskas Hlau (X) tau ntsuas qhov hnyav).

Cleveland-Cliffs, txawm li cas los xij, yog nws nyiam vim nws yog "ntev raw khoom ntawm nws cov khoom muaj nqis hlau, pellets nrog lub peev xwm ntau dhau, [kub-briquetted hlau] cog, kev lag luam seem thiab tseem muaj cov cuab tam steelmaking tseem ceeb rau kev lag luam tsheb," Glick sau. "Cov cuab tam no tau pom meej tau txais txiaj ntsig zoo hauv lawv cov tswv yim (nrog rau nyiaj txiag) tus nqi hauv lub ntiaj teb uas ua tsov rog ua rau muaj kev tsis txaus ntawm cov hlau."

Glick muab $ 44 tus nqi phiaj rau Cleveland-Cliffs, nce 51% los ntawm hnub Wednesday kaw ntawm $ 29.16. Cov Tshuag tau nce 11.9% rau $ 32.62 hnub Thursday tav su.

Sau ntawv mus rau Ben Levisohn ntawm [email tiv thaiv]