Steel in Mexico M&A Movements Analysis

M&A Movements

Based on the provided text, there is no information detailing major M&A movements within the Mexican steel value chain in 2024 and 2025. The text discusses strategic priorities, investments, market players, and challenges, including the financial distress of AHMSA, but it does not report any completed or significant planned mergers or acquisitions that would allow for an analysis of their impact on the value chain.

Therefore, a detailed report on major M&A movements and a table of their impact cannot be generated using the provided source material.

References

Cámara Nacional de la Industria del Hierro y del Acero (CANACERO). “Comunicado: Reconocimiento a la Secretaría de Economía por negociaciones con EE. UU.” https://www.canacero.org.mx/ DEACERO. “Proceso de producción del acero en México: paso a paso.” https://www.deacero.com/es/blog/proceso-de-produccion-del-acero-en-mexico Mexico News Daily. “Mexican steel confirms US $8.7 billion investment.” https://mexiconewsdaily.com/business/mexican-steel-confirms-us-8-7-billion-investment/ RC Racks. “Manufactura del acero.” https://www.rcracks.com/blog/manufactura-del-acero Thermopanel México. “Descubre el proceso de fabricación del acero y sus fases.” https://www.thermopanel.com.mx/blog/proceso-fabricacion-acero Ternium México. “Industria del acero: generador de empleo en México.” https://mx.ternium.com/es/sala-de-prensa/noticias/industria-del-acero-generador-de-empleo-en-mexico Ulbrinox. “Proceso de fabricación del acero inoxidable.” https://www.ulbrinox.com/blog/proceso-de-fabricacion-del-acero-inoxidable Max Acero Monterrey. “Ciclo de vida del acero.” https://www.maxacero.com.mx/blog/ciclo-de-vida-del-acero One Planet Network. “Metalmecánico: diagnóstico de la cadena de valor.” https://www.oneplanetnetwork.org/ ResearchAndMarkets. “Mexico Steel Industry Research Report 2023-2032.” https://www.researchandmarkets.com/reports/steel-industry-mexico Ministerio de Producción, Argentina. “Informes de Cadenas de Valor – Acero.” https://www.argentina.gob.ar/produccion/observatorio/estudios-sectoriales Dialnet. Gómez-Martínez, J. (2016). “El estilo de gobernanza en la cadena de valor de la industria del acero en México.” https://dialnet.unirioja.es/ ResearchGate. García-López, R. (2020). “Los impactos de sostenibilidad en la cadena de valor de la industria del acero en México.” https://www.researchgate.net/ GRUPO SIMEC ANNOUNCES RESULTS OF OPERATIONS FOR THE TWELVE-MONTH PERIOD ENDED DECEMBER 31, 2024 AUDITED. https://www.prnewswire.com/news-releases/grupo-simec-announces-results-of-operations-for-the-twelve-month-period-ended-december-31-2024-audited-302130846.html DEACERO Announces Modern and Sustainable Steel Mill Project in Coahuila - Promexico Industry. https://mexicoindustry.com/en/news/industry/deacero-announces-modern-and-sustainable-steel-mill-project-in-coahuila Steel Tariffs to Boost North American Integration: DeAcero - Mexico Business News. https://mexicobusiness.news/industrial/steel-tariffs-boost-north-american-integration-deacero GRUPO SIMEC ANNOUNCES RESULTS OF OPERATIONS FOR THE FIRST NINE MONTHS OF 2024 - PR Newswire. https://www.prnewswire.com/news-releases/grupo-simec-announces-results-of-operations-for-the-first-nine-months-of-2024-302280116.html GRUPO SIMEC ANNOUNCES RESULTS OF OPERATIONS FOR THE FIRST QUARTER, OF 2024, ENDED MARCH 31, 2024 - MarketScreener. https://www.marketscreener.com/quote/stock/GRUPO-SIMEC-S-A-B-DE-C-V-8750665/news/GRUPO-SIMEC-ANNOUNCES-RESULTS-OF-OPERATIONS-FOR-THE-FIRST-QUARTER-OF-2024-ENDED-MARCH-31-2024-46603359/ DeAcero will invest US$587 million to increase its production capacity - MEXICONOW. https://mexiconow.com/story/deacero-will-invest-us587-million-increase-its-production-capacity ArcelorMittal S.A.: ArcelorMittal reports fourth quarter 2024 and full year 2024 results. https://www.globenewswire.com/news-release/2025/02/06/2995721/0/en/ArcelorMittal-S-A-ArcelorMittal-reports-fourth-quarter-2024-and-full-year-2024-results.html DeAcero Announces Investment of 12 Billion Pesos. https://www.mexico-business.com/news/industry/deacero-announces-investment-12-billion-pesos Mexican DeAcero invests $600 million in structural profiles plant - Steel Orbis. https://www.steelorbis.com/steel-news/mexican-deacero-invests-$600-million-in-structural-profiles-plant-id250671.htm GRUPO SIMEC ANNOUNCES RESULTS OF OPERATIONS FOR THE TWELVE-MONTH PERIOD ENDED DECEMBER 31, 2024 (Form 6-K). https://e報reports.com/Details/SIM/370154 ArcelorMittal will invest to expand pellet production in Mexico - SteelRadar. https://steelradar.com/news/arcelormittal-will-invest-to-expand-pellet-production-in-mexico Grupo Simec Reports Significant Operational Changes for 2024 - Investors Hangout. https://investorshangout.com/post/view?id=1708933 Ternium results decline in Q4 2024 - Steel Orbis. https://www.steelorbis.com/steel-news/ternium-results-decline-in-q4-2024-id252859.htm Top Steel companies in Mexico by Revenue - StockViz.com. https://stockviz.com/steel-companies-in-mexico-by-revenue/ ArcelorMittal fails to restart its blast furnace in Mexico - Steel Orbis. https://www.steelorbis.com/steel-news/arcelormittal-fails-to-restart-its-blast-furnace-in-mexico-id250989.htm Forecast: Raw Steel Production in Mexico - Report Linker. https://www.reportlinker.com/insight/forecast-raw-steel-production-in-mexico Alacero: Steel consumption in Mexico will fall 5.0 percent in 2024 and grow 6.7 percent in 2025. https://www.steelorbis.com/steel-news/alacero-steel-consumption-in-mexico-will-fall-50-percent-in-2024-and-grow-67-percent-in-2025-id251823.htm Mexico Steel Industry Research Report 2023-2032. https://www.researchandmarkets.com/reports/5959602/mexico-steel-industry-research-report Sustainability Report 2023 | Ternium. https://www.ternium.com/en/about-us/sustainability/sustainability-report-2023 ArcelorMittal S.A.: ArcelorMittal reports first quarter 2025. https://www.globenewswire.com/news-release/2025/04/30/3993122/0/en/ArcelorMittal-S-A-ArcelorMittal-reports-first-quarter-2025.html grupo simec announces results of operations for the twelve-month period ended december 31, 2024 audited. https://stocktitan.com/news/SIM/grupo-simec-announces-v83w72d18m96/ Mexico Steel Industry Outlook 2023-2032: Insights into Sustainability and Growth Opportunities - GlobeNewswire. https://www.globenewswire.com/news-release/2024/01/29/2819564/0/en/Mexico-Steel-Industry-Outlook-2023-2032-Insights-into-Sustainability-and-Growth-Opportunities.html Mexico Steel Market Size & Outlook, 2024-2030. https://www.horizondatabook.com/en/databook/mexico-steel-market-size-and-outlook Fact Book 2024 | ArcelorMittal. https://mexico.arcelormittal.com/siteassets/investors/factbook_2024_en.pdf Ternium Announces Fourth Quarter and Full Year 2024 Results - Nasdaq. https://www.nasdaq.com/press-release/ternium-announces-fourth-quarter-and-full-year-2024-results-2025-02-18 Mexico Steel Industry Research Report 2023-2032 - PR Newswire. https://www.prnewswire.com/news-releases/mexico-steel-industry-research-report-2023-2032--302039137.html Ternium Announces Fourth Quarter and Full Year 2024 Results. https://www.ternium.com/en/investors/events-and-presentations/events/event-detail/2025/Ternium-Announces-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx 2023 MCN Top 50 Service Centers - Metal Center News - Solutions for Profitable Distribution. https://www.metalcenternews.com/latest-issues/2023-mcn-top-50-service-centers/20230908-2023-mcn-top-50-service-centers Tenaris Announces 2024 Fourth Quarter and Annual Results. https://ir.tenaris.com/news-releases/news-release-details/tenaris-announces-2024-fourth-quarter-and-annual-results Ternium Announces Third Quarter and First Nine Months of 2024 Results. https://ir.ternium.com/news-releases/news-release-details/ternium-announces-third-quarter-and-first-nine-months-2024 Annual Report 2023 | Alfa. https://www.alfa.com.mx/wp-content/uploads/2024/03/AR_ALFA_ESP_ENG_2023.pdf Ternium Announces Fourth Quarter and Full Year 2023 Results. https://ir.ternium.com/news-releases/news-release-details/ternium-announces-fourth-quarter-and-full-year-2023-results Top 10: Largest Steel Companies | Construction Digital. https://constructiondigital.com/supply-chain/top-10-largest-steel-companies Fresnillo plc Financial results for the year ended 31 December 2023. https://www.fresnilloplc.com/investors/results-reports-presentations/2023/ Tenaris Announces 2024 Fourth Quarter and Annual Results. https://ir.tenaris.com/news-releases/news-release-details/tenaris-announces-2024-fourth-quarter-and-annual-results Tenaris Announces 2024 First Quarter Results. https://ir.tenaris.com/news-releases/news-release-details/tenaris-announces-2024-first-quarter-results Mexico Steel Sections Market Size & Outlook, 2023-2030. https://www.horizondatabook.com/en/databook/mexico-steel-sections-market-size-and-outlook Mexico Steel Market Update: March 14, 2024. https://www.spglobal.com/commodityinsights/platts/en/market-updates/metals/031424-mexico-steel-market-update Mexico Steel Market Size, Share, Trends and Forecast by Type, Product, Application, and Region, 2025-2033. https://www.imarcgroup.com/mexico-steel-market INTERVIEW: Mexican steel industry must seek regional strengthening in 2025: Canacero. https://www.spglobal.com/commodityinsights/platts/en/market-updates/metals/121224-interview-mexican-steel-industry-must-seek-regional-strengthening-in-2025-canacero Mexico Oil & Gas Summit 2024 - Impact Report - Issuu. https://issuu.com/mexicobusinesspublishing/docs/mexico_oil_gas_summit_2024_impact_report Commission Implementing Regulation (EU) 2024/1345 of 21 May 2024 imposing a definitive anti-dumping duty on imports of certain. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32024R1345 Eurofer. 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