Question · Q3 2025
Max Kogge asked about ArcelorMittal's confidence in its Mexico asset returning to normalized productivity after recent issues, the impact of import pressure in Brazil and India on investment decisions, and the commitment to maintaining production in Ukraine despite increasing challenges.
Answer
CFO Genuino Christino expressed confidence in Mexico's recovery through SOP reviews and Group CTO support. He affirmed a bullish long-term view on Brazil, citing anti-dumping measures expected by year-end, and noted strong demand in India despite low prices from new capacity. For Ukraine, he stated the plan is to continue production at available capacity, managing high energy costs while engaging with the government.
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