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Steel & Metal
- United States -

BlueScope flags gas-cost pressure after weaker US coated-steel results

BlueScope’s chief executive Mark Vassella warned on August 22, 2025 that rising gas costs and public policy failings are a growing concern for the company after weaker results from its US coated-steel operations. In results disclosed this week and reported today, BlueScope said profit from its coated-steel division fell to US$274 million in the latest period from US$431 million a year earlier, and the business recorded a US$439 million writedown tied to the US coated-steel assets. Vassella highlighted that, while US operations incurred challenges due to feedstock and energy pricing, the Ohio North Star electric-arc-furnace mill stood out for operational efficiency. BlueScope’s Australian segment continued to generate the largest share of revenue, but margins were weaker than a year ago. The CEO signalled management attention on energy costs and potential strategic options, noting broader market and policy uncertainty that could affect investment decisions. The coverage also noted potential senior leadership changes in coming months and referenced the company’s exploratory talks about steel ventures with major miners, while the report placed these operational updates in the context of evolving merger and competition rules in Australia.

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Serbia asks EU to exempt it from proposed new steel tariffs and quota cuts

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ArcelorMittal’s M&A chief in South Africa for talks on sale of local unit, sources say

EU plan to halve steel import quotas and double out‑of‑quota tariff to 50% raises Indian export risk

Copper tops $11,000/t on LME as supply disruptions and fund buying lift prices

U.S. container imports fall 8.4% in September; China’s share drops as new tariffs loom

Brazil steel imports expected to decline from October on China tax enforcement, weak demand

Iron ore futures fall on weak Chinese steel demand; restocking and capacity curbs in focus

Nomura lifts targets for JSW Steel and Jindal Stainless; sees 25–27% EBITDA CAGR on India demand