P P O O H H S S K K R R O O W W 2012 2012 24 25 - - PowerPoint PPT Presentation
P P O O H H S S K K R R O O W W 2012 2012 24 25 - - PowerPoint PPT Presentation
Special program P P O O H H S S K K R R O O W W 2012 2012 24 25 October www.people.marcegaglia.com THU n o s i v i 25 i d l i o c a i g l a g e c r a M n i , i d a l a P o c i r n E
Marcegaglia processing centre in Ravenna: the Mediterranean coils hub
E n r i c
- P
a l a d i n i
, M a r c e g a g l i a c
- i
l d i v i s i
- n
h 1 2 .
THU
25
Ravenna plant development more than 10 years investments
logistics hub
Marcegaglia Ravenna group main logistic hub 700 m harbour docks 5 cranes
3.5 million t moved each year
Until 1999 1 piclinkg line 1 glavanizing line
Ravenna 2000 project: 2001
- 1st
c
- l
d r
- l
l i n g l i n e : 1 , 5 , t
- n
c a p a c i t y
- a
n n e a l i n g f u r n a c e s : 7 5 , t
- n
c a p a c i t y
- 1st
p r e
- p
a i n t i n g l i n e : 2 7 5 , t
- n
c a p a c i t y
Ravenna 2000 project: 2005
- 2nd
p i c k l i n g l i n e : 1 , 5 , t
- n
c a p a c i t y
- 2nd
h
- t
- d
i p g a l v a n i z i n g : 3 3 , t
- n
c a p a c i t y
Ravenna 2000 project: 2010-2012
- 2nd
a n d 3nd c
- l
d : 7 3 , t
- n
c a p a c i t y
- c
- m
b i n e d g a l v a
- p
a i n t i n g l i n e t
- t
a l p r e
- p
a i n t i n g c a p a c i t y : 5 7 , t
- n
- t
- t
a l g a l v a n i z i n g c a p a c i t y : a l m
- s
t 2 m i l l i
- n
t
- n
Flat products exports
I t a l i a E x p
- r
t
500.000 1.000.000 1.500.000 2.000.000 2.500.000 3.000.000
2 1 2 e 2 1 1 2 1 2 9
f l a t s = 5 %
- f
M a r c e g a g l i a g l
- b
a l s a l e s
Outlook: short term view
European crude steel production (m ton)
S t r u c t u r a l
- v
e r c a p a c i t y i n E u r
- p
e
50 100 150 200 250
2 9 2 8 2 7 2 6 2 1 2 1 1 2 1 2
World crude steel production (m ton)
C a p a c i t y u t i l i z a t i
- n
: b a c k t
- I
V q u a r t e r 2 1 1
W
- r
l d
( %)
R O W
( %)
C h i n a
( %)
A u g J u l J u n M a y S e p t
Signals
- f consolidation
worldwide
Signals
- f consolidation
worldwide China > eliminating
- utdated capacity
in the steel sector before 2015
Signals
- f consolidation
worldwide Top 5 Chinese mills = 28,5% of China’s production only
Signals
- f consolidation
worldwide Nippon Steel + Sumitomo = 46,1 million tons steel production
Protectionism in the steel trade
Protectionism in the steel trade EU + Russia > antidumping against Chinese PPGI
Protectionism in the steel trade Brazil > higher duties
- n steel imports
Protectionism in the steel trade Thailand > antidumping against Chinese carbon steel
Marcegaglia role in the short term period
2 1 2 : + 2 , % 2 1 3 : + 2 , 3 % 2 1 2 : , % 2 1 3 : + 1 , 2 % 2 1 2 : + 4 , 1 % 2 1 3 : + 4 , 1 % 2 1 2 : + 5 , 5 % 2 1 3 : + 3 , 7 % 2 1 2 : + 8 , % 2 1 3 : + 8 , 5 % 2 1 2 : + 5 , 4 % 2 1 3 : + 6 , 1 % 2 1 2 : + 5 , 4 % 2 1 3 : + 5 , 3 % 2 1 2 : + 3 , 4 % 2 1 3 : + 4 , 2 % E m e r g i n g c
- u
n t r i e s w i l l l e a d r e c
- v
e r y i n t h e s t e e l w
- r
l d c
- n
s u m p t i
- n
n
2 1 2 : + 4 , 1 % 2 1 3 : + 4 , 1 % 2 1 2 : + 5 , 5 % 2 1 3 : + 3 , 7 % 2 1 2 : + 5 , 4 % 2 1 3 : + 5 , 3 %