Outokumpu - Jatkuvaa vuoristorataa vai vakavasti otettava sijoituskohde?

Muutama poiminta EU Steel Action plan.
Rosteripuolen sentimentti että ihan hyvä mutta pitäisi myös saada aikaan, ja vähän nopeammin

FINNISH STAINLESS STEELMAKER OUTOKUMPU:

“Outokumpu is pleased that the European Commission recognizes steel as one of Europe’s key industries and is taking decisive actions to strengthen its competitiveness.”

“The Steel & Metals Action Plan clearly identifies the challenges that European steel industry faces, but still lacks solutions to some of the challenges.”

“The industry remains threatened by global excess capacities and by global distortions from China and other countries. () These challenges need to be mitigated with more assertive solutions including replacing current safeguards with more effective measures from July 2026”, Outokumpu said.

LUXEMBOURG-BASED STEEL GROUP APERAM:

" Aperam strongly supports any initiative to introduce long-term measures that ensure robust protection for the EU’s steel sector against the negative impacts of excess steel production from Asia once the current safeguard measures expire in June 2026."

“The key point is how the European Commission will translate this high-level action plan into concrete legal measures: urgent action is needed and therefore proposed measures must be implemented swiftly and effectively.”

“In particular, as regards trade defense, we believe that concrete actions can and should be implemented already now, without awaiting the future post-safeguards instrument that would enter into force from July 2026.”

https://www.investing.com/news/stock-market-news/european-steelmakers-weigh-in-on-eu-steel-action-plan-3937191

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