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![FintwitAi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1340018369496530946.png) Fintwit.ai [@FintwitAi](/creator/twitter/FintwitAi) on x 6575 followers
Created: 2025-07-22 07:00:09 UTC

Earnings summary $CLF (2025-05-08):
Cliffs Q1 results were unacceptable due to low steel prices & non-core assets.

*   Trump's Section XXX tariffs are seen as critical.
*   X key issues: Auto underperformance, loss-making assets, slab contract.
*   Reshoring auto production is a focus.
*   Expects $250-500M EBITDA boost from auto in '26.
*   Idling Minorca, Hibbing, Dearborn (hot end), Steelton, Conshohocken, Riverdale for $300M savings.
*   Slab contract w/ ArcelorMittal ends 12/9/25, yielding $500M EBITDA boost in '26.
*   Stelco repositioned to serve Canada, benefiting US mills.
*   DOE projects altered, Middletown scope lowered, Butler remains favorable. Weirton transformer plant canceled.
*   Q1 EBITDA loss of $174M. Q2 cost slightly up, ASP higher.
*   Divestitures considered, could yield billions for debt reduction.
*   '25 CapEx reduced to $625M; SG&A to $600M.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947552227519869010/c:line.svg)

**Related Topics**
[$250500m](/topic/$250500m)
[tariffs](/topic/tariffs)
[trumps](/topic/trumps)
[$clf](/topic/$clf)
[stocks basic materials](/topic/stocks-basic-materials)

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