ArcelorMittal forecasts higher steel demand for 2025 as Q4 earnings surpass expectations

Reuters Updated - February 06, 2025 at 12:34 PM.

ArcelorMittal plans to maintain its capital expenditures at around $4.5 billion to $5 billion in line with 2024 strategies, focusing investments primarily in Brazil, India, and the United States

Aditya Mittal | Photo Credit:

ArcelorMittal, the world’s second-largest steelmaker, on Thursday, forecasted improving steel demand for 2025 and said its capital expenditures would be similar to last year’s after its fourth-quarter earnings exceeded market expectations.

“The long-term outlook for the steel industry is positive and our global presence means we have a unique opportunity to prioritise investment in markets where there is a strong outlook for growth and returns,” CEO Aditya Mittal said in a statement.

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The Luxembourg-based company expects to invest between $4.5 billion and $5.0 billion this year, in line with its 2024 plans. Mittal said the primary focus for investments would be in Brazil, India and the United States.

In a separate statement, it said it would build a new steel plant in Calvert, Alabama.

ArcelorMittal expects global steel demand growth to be between 2.5% and 3.5% in 2025, excluding China, the world’s top consumer and producer of the metal.

The company reported a 13% rise in its quarterly earnings before interest, taxes, depreciation and amortisation (EBITDA) to $1.65 billion, a nearly 8% beat to analysts’ consensus of $1.53 billion provided by the company.

Last week, Its Swedish peer SSAB also topped fourth-quarter profit expectations, buoyed by resilient demand for high-strength steel.

ArcelorMittal shipped some 13.5 million metric tons of steel in the quarter, slightly up from the same period in 2023 and from the third quarter.

Published on February 6, 2025 07:03

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