Metallurgy news

• Diamond imports to India sank to annual minimums According to the results of June, India, the largest diamond guard, reduced the purchase of stones by 23% in carats and by 4.33% in dollars in an annual comparison. The export of already processed stones, diamonds also fell by almost a quarter in kind and by 15% in monetary. Reducing stones... 16.07.2025  12:00

• Construction fittings are not increasing in price By the beginning of July, the cost of rebar products in Russia fell by 20% YoY, to 53.5 thousand rubles/ton, including VAT, returning to the levels of early 2023. This is due to unjustified expectations of demand from the construction industry — the recovery in the MCD sector * has not occurred, d... 16.07.2025  12:00

• Message of the Ministry of Natural Resources on Molibden - the second strong "bell " on the issue since 2022 Then the Deputy Prime Minister Abramchenko made an instruction to reject the NDP for this metal and tungsten, which apparently was not agreed with the Ministry of Finance. As a result, the tungsten received nothing, and according to Molibden, the case ended not contradicting the NK as an... 15.07.2025  20:00

• Rare Earth metals (RMZ): Strategic call for Russia The Eurasian Union of Subsoil Use and the Platform Center Platform published a report on the state of the RMZ market in the country and scenarios of its restart. , Russia is included in the TOP-5 countries for the reserves of rare-earth metals, its share in world prey is less than 1%. In order to... 15.07.2025  18:00

• China in June reduced the production of steel by 9.2% China in June reduced the production of steel by 9.2% compared to the same month of last year - to 83.18 million tons, the country's state statistical administration reports. This is the most significant fall since August 2024, while production was the lowest since the beginning of this year.... 15.07.2025  17:00

• Take a look at your Apple Watch, now turn over your smartphone and look at its cameras. With a high degree of probability, you saw Russian glass (!!!), more precisely, artificial sapph The revenue of one of the main manufacturers of artificial sapphire in the world fell again, another 27%. The company directly associate this with the bombing of the plant in Shebekino (Belgorod region) from the Armed Forces of Ukraine. Thus, only in this part, losses amounted to 3 billion rubles.... 15.07.2025  08:00

• Nigeria: Localization of the production of electric cars in exchange for lithium Chinese companies plan to place electric cars in Nigeria. The fact is that Chinese investors invested significant funds in the production and processing of lithium - the key component of batteries in electric cars. this year 2 processing enterprises are opened, in which Chinese companies owns... 14.07.2025  18:00

• Trump introduces a 50% tariff for copper imports since August US President Donald Trump announced the introduction of a 50 percent tariff for the import of copper since August 1 of this year. “Having received a reliable assessment of national security, I announce a 50 percent copper tariff that will enter into force on August 1, 2025,” Trump wrote in The Tr... 14.07.2025  15:00

• Pure export of finished steel from China grew by 13% against the background of a preserved weak domestic demand, reports Reuters (https://www.reets.com/markets/commodities/china-may-ore-imports-fall-seasonally-slow-demand-2025-06-09/). (https://www.reets.com/markets/commodities/china-may-Iron-IMPORTS-FALL-EXPEASONALLY-SLOW-DEMAND-2025-06-09/) We recall that the Chinese authorities are considering... 14.07.2025  14:00

• An important slide for investors from Severstal : Capex in 2025 and 2026 will amount to about 170 billion rubles This is important because the company's dividend depends on the FCF. In the most optimistic scenario, EBITDA for 2025 will amount to 200 billion rubles (Q1 40 billion rubles), income tax will then be 40 billion rubles (tax rate 25%), working capital will remain unchanged. We consider FCF: 200... 14.07.2025  14:00