Consolidation Needed in EU Steel Market, Says Kerkhoff

The video discusses the unexpected market shock due to steel price rallies and the subsequent guidance cut. It analyzes the steel market trends, highlighting price changes in different regions. The conversation touches on the need for market consolidation and addresses speculation about potential deals. The impact of British steel's underperformance is examined, along with the implications of Brexit on trade deals. The video emphasizes the importance of free trade and a level playing field for exporting companies.

What factors contributed to the analysts' concerns about the company's guidance?

How has the performance of the steel production and CAP goods businesses been described?

What is the significance of the recovery mentioned in the context of the financial year?

What are the implications of the British steel business's underperformance for the company?

How does the company view the potential for a trade deal with the United Kingdom post-Brexit?