Australia makes flat steel and primary aluminium and imports the article and the machine. Port Kembla Steelworks has an annual production capacity of over three million tonnes of crude steel and is described as the largest manufacturer and supplier of flat steel in Australia by volume. The Australian business employs around 6,900 people across approximately 100 sites.
bluescope.com
Iron and steel imports were $2,100,009.39 thousand. The largest line is Unspecified at $921,216.72 thousand. China was $391,301.91 thousand. China accounted for a calculated 18.6 percent of that iron-and-steel import value. Korea was $120,483.41 thousand, Vietnam $79,439.53 thousand, and Japan $34,304.44 thousand. Those named partners keep shipping. The unspecified line is larger than China, so a China stop is not a measured shutdown of steel imports.
wits.worldbank.org
Aluminium articles are the China-heavy metal flow. Imports of aluminium and articles thereof were $2,577,289.69 thousand. China supplied $1,664,406.71 thousand. China accounted for a calculated 64.6 percent of that aluminium-article value. Korea supplied $141,821.74 thousand and Thailand $124,586.84 thousand. Those two keep shipping. Domestic primary metal is a different flow. USGS estimated Australia smelter production at 1,500 thousand metric tons, with yearend capacity of 1,730 thousand metric tons.
wits.worldbank.orgpubs.usgs.gov
High-value machines keep coming from the United States and Japan. Australia imports of self-propelled bulldozers, graders, scrapers, excavators, shovel loaders, tamping machines, and road rollers were $2,580,842.32 thousand and 27,775 items. The United States supplied $676,428.20 thousand and 2,941 items. The United States accounted for a calculated 26.2 percent of that machine value. Japan supplied $515,459.53 thousand and 9,134 items. Japan accounted for a calculated 20.0 percent of that machine value. China supplied $329,152.08 thousand and 9,473 items. China accounted for a calculated 12.8 percent of that machine value. China accounted for a calculated 34.1 percent of those machine items. The heading covers construction machines and mining machines. The page does not split them.
wits.worldbank.org
Parts are a near-tie between China and the United States. Imports of parts of cranes, work-trucks, shovels, and other were $1,244,437.67 thousand. China supplied $294,045.07 thousand. China accounted for a calculated 23.6 percent of that parts value. The United States supplied $287,208.70 thousand. The United States accounted for a calculated 23.1 percent of that parts value. Japan supplied $170,041.06 thousand. The United States and Japan keep shipping when China stops. The code is not a mining-wear-parts series.
wits.worldbank.org
The company cash baseline is on the BlueScope results page. Underlying EBIT was $1.34 billion. Reported net profit after tax was $805.7 million. The year finished with $364 million net cash. Australia delivered underlying EBIT of $376.9 million. That Australia result was 30 percent lower than the prior year. Sales of COLORBOND steel reached 603kt.
bluescope.com
The short-horizon steel-price analog is an annual rate already printing by the June quarter, not a one-month mill price. Steel products in that input index printed 11.1 percent. The same steel-products series later printed 42.1 percent. The series is an input to house construction. Timber, board and joinery, other metal products, and steel products together account for half the contribution to that inputs index. Half is not a steel-only weight.
abs.gov.au
The reported first-half ceiling was an overall financial impact of up to $75 million. That Hydro figure is an observed aluminium-company cyber loss. It is not a forecast of Port Kembla losses and it is not attributed to the PRC on that page.
reinsurancene.ws
Domestic flat steel keeps moving from Port Kembla, subject to the single-site reline of No.6 Blast Furnace. Domestic primary aluminium keeps moving at the USGS estimate of 1,500 thousand metric tons. Neither flow is an ore-export invoice.
bluescope.compubs.usgs.gov
Named steel imports that keep moving include Korea at $120,483.41 thousand, Other Asia, nes at $88,858.95 thousand, Vietnam at $79,439.53 thousand, India at $47,998.81 thousand, Oman at $46,504.29 thousand, Sweden at $45,286.09 thousand, Thailand at $36,167.11 thousand, and Japan at $34,304.44 thousand. The WITS page does not call Other Asia, nes Taiwan. Unspecified at $921,216.72 thousand is the line a planner cannot yet assign.
wits.worldbank.org
Aluminium articles from China stop. That line is $1,664,406.71 thousand. Korea and Thailand are the largest named continuations on the fetched table. The United States supplied $70,298.03 thousand, Indonesia $66,559.51 thousand, and Malaysia $64,812.34 thousand.
wits.worldbank.org
Machines from the United States and Japan keep moving. The China machine line that stops is third by value and first by item count. France supplied $260,858.84 thousand across 104 items, a high unit value the page does not tie to a brand. Brazil supplied $164,351.57 thousand.
wits.worldbank.org
Parts from the United States and Japan keep moving. China is only narrowly ahead of the United States. Italy supplied $98,239.96 thousand and Germany $54,915.49 thousand. A China stop on this code removes the largest single parts partner and leaves a larger combined United States and Japan book.
wits.worldbank.org
The pre-scenario earnings baseline is already a low-spread year. The results page says Australian performance is affected by low Asian steel spreads and higher electricity costs. Group underlying EBIT guidance for the next half was a range of $350 million to $420 million. That range is company guidance, not a war forecast.
bluescope.com
Cyber disruption is layered on as a planning model. The Hydro analog is an aluminium company that isolated plants, ran manually, and put a first-half ceiling of $75 million on the loss, mostly in extruded solutions.
reinsurancene.ws