Cleveland-Cliffs stock plunged 32.5% after reporting a $1.4 billion net loss for 2025, driven by weak automotive demand and an unprofitable steel slab contract with ArcelorMittal USA. However, management projects a strong 2026 recovery as automotive volumes recover, steel prices surge to two-year highs, and Canadian import restrictions benefit its Stelco subsidiary. The stock may represent a turnaround opportunity despite near-term challenges.

ArcelorMittal announced a €1.3 billion investment in an electric arc furnace at its Dunkirk, France facility to produce low-carbon steel with 66% fewer CO2 emissions, targeting production by 2029. The company also plans a €500 million electrical steel production unit. The stock rose 1.62% to $63.08, trading at a 52-week high with strong technical momentum, supported by analyst Buy ratings and an average price target of $38.56.

ArcelorMittal and the Government of Liberia have signed an amended Mineral Development Agreement extending operations to 2050 with renewal options. The agreement supports ArcelorMittal's $1.8 billion expansion project, increasing iron ore production from 5 million to 20 million tonnes annually by 2026, with potential further expansion to 30 million tonnes. The company will pay $200 million for mining rights extension and reserved railway capacity. The deal represents the largest foreign direct investment in Liberia's post-war economy.

The global sandwich panel market is projected to grow from USD 3.49 billion in 2025 to USD 6.44 billion by 2031 at a 10.75% CAGR, driven by energy efficiency mandates, cold chain logistics expansion, and modular construction adoption. However, volatile raw material costs for steel and chemical foaming agents pose significant challenges to market growth and profitability.

ArcelorMittal announced three new renewable energy projects in India totaling 1GW capacity (36MW solar in Maharashtra, 400MW solar + 500MWh battery in Rajasthan, and 250MW wind + 300MW solar + 300MWh battery in Gujarat) with $0.9 billion capital expenditure. Upon completion, these projects will double the company's renewable capacity in India to 2GW and increase global renewable capacity to 3.3GW, delivering 4 million tonnes of annual CO2 savings and providing 35% of electricity for AMNS India's steelmaking operations.

CHAR Technologies has been invited to join CISERA for 2025-2026, becoming the first biocarbon producer in the organization. The company will contribute expertise in high-temperature pyrolysis and renewable biocarbon production to support decarbonization efforts in the steel industry.

Stella-Jones Inc. announced the appointments of Renée Laflamme and Sean Donnelly to its Board of Directors, bringing the total board members to ten. Both new directors bring extensive experience in financial services, technology, and manufacturing.

Stella-Jones Inc. has appointed Renée Laflamme and Sean Donnelly to its board of directors, bringing diverse experience in financial services, insurance, innovation, technology, and manufacturing.

ArcelorMittal announced the issuance of €650 million 3.250% notes due in September 2030, to be used for general corporate purposes and refinancing existing debt.

ArcelorMittal published its half-year financial report for the six-month period ending June 30, 2025, highlighting its global steel and mining operations across 60 countries with revenues of $62.4 billion in 2024.

ArcelorMittal filed its 2024 Payments to governments report, detailing financial transactions related to mining operations, complying with Luxembourg law and providing transparency about governmental payments.

The clean industrial transition is progressing, with 134 operational or committed clean industrial facilities worldwide. However, $1.6 trillion in capital investment is still needed to advance the transition, as projects face headwinds like geopolitical risks and commodity volatility.