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    Matt Greene

    Vice President and equity research analyst at Goldman Sachs

    Matt Greene is a Vice President and equity research analyst at Goldman Sachs, specializing in coverage of companies within the general industrials and materials sectors. He covers firms such as ArcelorMittal and other major names, with a performance track record that includes a 49% success rate and average returns of 2.2% per recommendation across 23 stocks, according to TipRanks. Greene began his equity analyst career at Goldman Sachs and has issued at least 19 ratings since 2023. His professional credentials may include FINRA registration and securities licenses common to research analysts at major banks, though specific license numbers are not publicly listed.

    Matt Greene's questions to ArcelorMittal (MT) leadership

    Matt Greene's questions to ArcelorMittal (MT) leadership • Q2 2025

    Question

    Matt Greene asked about the exit margin for the India business in Q2 and its future trajectory, as well as the ramp-up schedule and margin uplift for the new EAF at Calvert.

    Answer

    EVP & CFO Genuino Christino projected that India's Q3 profitability would be stable with Q2, with future growth driven by new value-added downstream products. Head of IR Daniel Fairclough added that doubling capacity in India should increase normalized profitability by 150% due to this richer product mix. For Calvert, Mr. Christino outlined a one-year ramp-up for the EAF, targeting full capacity by mid-2026.

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    Matt Greene's questions to ArcelorMittal (MT) leadership • Q2 2025

    Question

    Matt Greene of Goldman Sachs asked about the margin trajectory for the India business following recent tariffs and new capacity commissioning. He also inquired about the ramp-up timeline and margin impact of the new EAF at Calvert.

    Answer

    EVP & CFO Genuino Christino projected stable profitability for the India business in Q3 and detailed the Calvert EAF ramp-up, targeting full capacity by mid-2026. Head of IR Daniel Fairclough added that the full India expansion is expected to increase normalized profitability by 150% due to a richer product mix, and that the new Calvert EAF's cost profile should be comparable to imported Brazilian slab.

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    Matt Greene's questions to RIO TINTO (RIO) leadership

    Matt Greene's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Matt Greene of Goldman Sachs asked about Rio Tinto's strategy to capitalize on US copper tariffs, the development timeline for the Resolution Copper project, the expected incentive pricing for new Chilean lithium assets, and whether the company is actively looking to streamline its portfolio through asset sales.

    Answer

    CEO Jakob Stausholm stated that US copper tariffs present a clear opportunity, making the Kennecott smelter more profitable and noting the US administration's prioritization of the Resolution Copper project. He explained that new Chilean lithium projects like Maricunga will leverage similar DLE technology to Rincon, aiming for competitive costs. Regarding portfolio simplification, Stausholm acknowledged the need to review asset ownership but did not comment on specific rumors.

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    Matt Greene's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Matt Greene from Goldman Sachs asked about the impact of US copper tariffs on Rio's Kennecott smelter, the updated timeline for the Resolution Copper project, the expected incentive pricing for new Chilean lithium projects, and the potential for portfolio streamlining.

    Answer

    CEO Jakob Stausholm explained that US copper tariffs are a positive opportunity that should make the Kennecott smelter significantly more profitable. He noted the Resolution Copper project is now a priority for the US administration, with a land exchange imminent. For lithium, he stated that new Chilean projects will leverage similar DLE technology to achieve competitive costs. Regarding the portfolio, he acknowledged ongoing simplification but did not comment on specific rumors.

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    Matt Greene's questions to RIO TINTO (RIO) leadership • H1 2025

    Question

    Matt Greene from Goldman Sachs asked about the strategic implications of upcoming U.S. copper tariffs, the potential for the Resolution Copper project, and the expected incentive pricing for new Chilean lithium projects compared to Rincon.

    Answer

    CEO Jakob Stausholm described the U.S. copper tariffs as a positive opportunity that will enhance the profitability of the Kennecott smelter. He noted that the U.S. administration has prioritized the Resolution Copper project, with a land exchange imminent. Regarding lithium, he explained that while Chilean projects have different royalty schemes, the DLE technology will be similar to Rincon, with a focus on continuous improvement to lower costs.

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