(Bloomberg) - North American steel kev lag luam nyob rau qee lub hlis tsis zoo ua ntej, nrog cov khoom siv ntau dhau, cov khoom lag luam nce thiab kev xav tau qis, raws li lub taub hau ntawm Stelco Holdings Inc. Steelmaker shares poob.
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"Nws yog rab riam poob," Stelco Tus Thawj Coj Tus Thawj Coj Alan Kestenbaum tau hais rau hnub Thursday hauv kev xam phaj. "Cov lus nug yog thaum twg nws mus rau lwm txoj kev thiab peb nyob qhov twg hauv lub voj voog kev lag luam? Kuv xav tias nws tig mus rau qee lub sijhawm, tab sis kuv tsis paub tias nws nyob qhov twg. "
Qhov kev pom tsis zoo rau 2022 ua raws li lub xyoo tseem ceeb rau kev lag luam, nrog cov tuam txhab loj tshaj plaws hauv Teb Chaws Asmeskas xav tias yuav tshaj tawm cov nyiaj tau los puv xyoo tom qab cov nqi steel hauv tsev tau nce ntau li 94% mus rau txhua lub sijhawm siab ntawm ze li $ 2,000 ib qho luv luv. Kestenbaum yog thawj tus thawj tswj hwm steel tshaj tawm rau pej xeem lub suab ceeb toom ob lub lis piam dhau los thaum nws ceeb toom cov tub ua lag luam tias nws lub tuam txhab cov khoom xa khoom hlau tau raug cuam tshuam vim tias kev sib kis ceev ceev ntawm omicron ua rau tsis tuaj yeem sab hauv thiab ntau dua ntawm cov neeg siv khoom ua haujlwm.
Shares ntawm Stelco poob nrog rau cov loj US steelmakers tom qab Kestenbaum cov lus. Cov neeg tsim khoom Canadian poob 6.3% hauv Toronto, thaum Nucor Corp., US Steel Corp., Cleveland-Cliffs Inc. thiab Steel Dynamics Inc. tshem tawm cov txiaj ntsig rau hnub. Ib qho Performance index ntawm 14 steel tuam txhab uas muag poob 3.5% thiab yog nyob rau hauv pace rau qhov loj tshaj poob txhua lub lim tiam txij li thaum Lub rau hli ntuj.
Qhov xwm txheej tshwj xeeb yog qhov tsis zoo xa mus rau hauv tsheb thiab kev tsim kho, nrog rau cov kev lag luam tshaj tawm cov khoom lag luam tau nce thiab cov neeg siv khoom xav tau qhuav, Hamilton tus thawj coj, Ontario-based steelmaker tau hais.
“Thaum kuv hais ob lub lis piam dhau los, muaj qhov tsis pom kev. Tam sim no peb muaj ntau ntau thiab nws pom meej meej tias muaj dab tsi tshwm sim: kev xa khoom loj thiab kev poob qis ntawm qhov kev thov tam sim no thiab koj tau pom nws nyob rau hauv cov khoom muag, "nws hais.
Hlau xa khoom hauv Asmeskas thiab Canada tau poob 17% txij li lub Yim Hli thiab cov khoom muag tau nce 15% nyob rau tib lub sijhawm, raws li cov ntaub ntawv los ntawm Lub Tsev Haujlwm Metals Service Center. Benchmark steel nqi tau nqis ntau dua 26% txij li thaum kov qhov siab tshaj plaws nyob rau lub Yim Hli kawg. Thiab cov kws tshuaj ntsuam ntawm Bloomberg Intelligence tau hais tias kev nce nqi nce siab thiab kev thov qeeb tuaj yeem ua rau nws nyuaj rau cov khoom lag luam steel kom ua tau zoo dua hauv 2022.
Kestenbaum tau hais tias "Kuv tsis xav tias yuav muaj kev xaiv tab sis rau tib neeg lees paub hauv ob peb lub lis piam tom ntej no peb nyob hauv ib puag ncig nyuaj," Kestenbaum tau hais.
Lub khw muag khoom zoo hauv North American steel nyob rau hauv qhov sib piv rau lwm cov hlau uas tam sim no tau nce nqi. Cov neeg lag luam txhawj xeeb cov khoom siv ntawm txhuas, npib tsib xee thiab tooj liab tau poob qis thoob plaws ntiaj teb, ua rau cov neeg siv khoom tsis muaj cov khoom tsim nyog los ua kom txaus ntawm txhua yam ntawm npias cov kaus poom mus rau lub tshuab ntxhua khaub ncaws thiab tsheb. Tus nqi ntawm cov hlau, tam sim no txog $ 1,440 ib tuj, tseem zoo dua cov keeb kwm tsis ntev los no txog $ 840 ib tuj.
(Hloov kho nrog kaw tus nqi sib koom hauv kab lus plaub thiab kev ua tau zoo ntawm cov hlau hauv kab lus kawg)
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Tau qhov twg los: https://finance.yahoo.com/news/steelmaker-ceo-warns-north-america-195909976.html