Question · Q3 2025
Bastian from Deutsche Bank asked if current European capacity is sufficient to absorb additional market share from reduced imports, whether idle capacity restarts would be needed, and if ArcelorMittal is more positive on volume or price leverage from new policies. He also inquired about Dofasco's profitability compared to a loss-making Canadian peer and the Hazira expansion's readiness for market ramp-up.
Answer
Genuino Christino (CFO) explained that Europe's low capacity utilization means trade actions aim for sustainable levels, potentially requiring some idle capacity restarts with associated higher costs. He and Daniel Fairclough (Head of Investor Relations) emphasized that the goal is higher capacity utilization to cover the cost of capital, with both volume and price factors contributing. Mr. Christino confirmed Dofasco is very much profitable. He also stated that the Hazira projects are on track, with finishing lines commissioning soon and upstream completion in 2026, and the timing looks good for market absorption.
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