彭博直播复述莱茵金属因德国F126护卫舰项目取消而下调全年销售指引

【实时直播转录 · Bloomberg TV+】
来源:Bloomberg TV+(bloomberg 直播间 btv_us) · 标题:Bloomberg TV+
时段:2026-08-07 16:30–17:00(Asia/Shanghai),共 165 段
说明:以下为该时段该直播间的连续语音转录(直播 ASR,可能有同音/识别误差)。请从中识别与 AI算力/芯片/服务器/光模块/液冷/数据中心/大模型/机器人·具身智能/自动驾驶 等相关的、**可交易**的公司/产品/订单/产能/需求/合作/高管或官员表态,判断是否构成可交易事件;若通篇无可交易内容,判为不做。识别误差请结合上下文与常识修正,勿据孤立音近词臆断。

--- 转录正文 ---
[16:30] Bloomberg is covering the transactions.
[16:30] I'm Jenniferen aasja in the latu Highland and this is Bloberg.
[16:30] From F chair kevin wsh during the week after reports of strikes by ir in the Str of hos, let's get more from will keny REA news.
[16:30] mean another.
[16:31] And I think that probably reflects an underlying feeling that there will be some kind of deal that allows more oil to escape from.
[16:31] in the coming.
[16:31] Remains fairly well supplied, where there is more tension is in the global product market, what people are paying for diesel, gasoline and jet.
[16:31] And those prices do remain.
[16:32] S what we don't really understand are the deliberations inside Iran, the different factions inside Iran, how much hard.
[16:32] Line voices inside Iran are really pushing for a deal that the U cannot accept.
[16:32] I think that reflects a concern of that phosphate has dissipated a lot, stockpiles in Europe are in the sort of 50 something percent.
[16:32] You'd normally expect this time of the year to be high, perhaps 70 something.
[16:33] How has it been moving actually from the gulf during the hormones?
[16:33] Both through the UAE and through Saudi Arabia duties, that oil still seems to be flowing.
[16:33] And then we are seeing some oil come through the Strai to before moons itself, it's hard to detect because the ships are going through dark with their transnders.
[16:34] Tur off, but there does seem.
[16:34] Isn't enormously stressed away NAsA a little bit more so well thank you so much, increasingly frequent droughts.
[16:34] Many companies are falling back on workarounds to prevent larger disruptions, but they also may struggle to.
[16:34] certain ships can actually still pass through the rhine if it stays as dry, do you think there will be a point where transport is just?
[16:35] Or possible.
[16:35] Those capacity will reduce further if we go down further in water levels, so that's what will happen over the next couple of weeks.
[16:35] If nothing changes Ri.
[16:36] Or on the road on tracking about companies like Baf.
[16:36] As a law Me all teaching group, so it's quite an impact and we have seen several.
[16:36] Companies already announcing product curbs, production curbs on as a result of this.
[16:36] so we will see impact for production and also for economic development.
[16:36] As a consequence of this Ri, are there any measures that politicians or companies can actually take?
[16:36] Now to make it a little bit easier, that's not that difficult because we're dealing with.
[16:36] R materialsSo that's massive volumes, right, so it's very difficult to shift these to other modes.
[16:37] Often it's also a matter of location on the water site.
[16:37] Not reachable by other means So yeah, when we look at this,' it's a matter of just Bill.
[16:37] up more buffer stocks in the future, but that's something for the future, right so that's not a de twoour for now.
[16:37] Now it's a matter of trying to get more bar on to just transport more on these.
[16:37] AtistsAnd then for the future, we all have to look into infrastructure adjustments and also adjustment of the.
[16:37] fra does recurring low water change this?
[16:37] Tm role of inland shipping do you think trades and actually routes will have to change in the coming years?
[16:37] The other problem is really these volumes because these volumes are massive, right, so it's not easy to put.
[16:38] s on trains so we can't easily do this. there's no enough, not enough capacity available and not near.
[16:38] So that's not really a solution, yeah, we will need to look into other options.
[16:38] And alternatives to deal with this and to turn more resilient because this is going to happen more often than in the past we've seen.
[16:38] It's twice now over the last 10 years and now again, and this is already more than in the last 50 years.
[16:38] You can imagine that climate change is coming too to have an impact even more in the future on the Rine.
[16:38] We will need to prepare for this, and that's also a message to policymakers.
[16:38] I mean, again, are there actually what are when you look at the next couple of months and quarters, what are the industries?
[16:39] You worry about the market, I know we talked to the ones that are more vulnerable, the ones that have inventories, it just feels like it just adds on another point of pressure.
[16:39] Given what we're already seeing with you know the Strai of hers it.
[16:39] Of other disruptions that we have across the world, and particularly the Middle East and War disruption.
[16:39] Which impacts energy markets, of course, but more structurally the competitive position of Europe.
[16:39] Is in play as well if we look at companies like chemical industries along the Rine or steel.
[16:39] Prodion, this is also one of the one of the things that's important for choosing a location to.
[16:39] ho are investing so it really matters Rico, thank you so much for joining us Ri Luman there.
[16:39] Sector econom for transport ands I Ryan Mattel has cut its sales forecast for the year after losing German.
[16:40] G's biggest company has positioned itself as a key provider of weapons to Europe now seeking secure.
[16:40] Additional contracts for its naval division now we spoke exclusively with the chief executive Arman Papaa about the loss of that naval deal and.
[16:40] What's next for the company I am very unhappy that we lost the one one the F1.
[16:40] 26, but at the end of the day, there is an impact, but it's not a huge impact. The naval business is at the moment.
[16:40] The smallest business of rhatar, and we will have an impact this year of about 300 million euro.
[16:40] In sales, this is exactly what we took out also from our guidance. but this business is.
[16:40] On a level of 10%. so between 20 and 30 million with an EBITDA of 3 billion. So you see the impact is very.
[16:41] Small on the profitability Could this actually lead though to a slowdown of the production ramp up?
[16:41] No, not really, because we have such a wide product product portfolio that I'm sure that we can.
[16:41] Over the next years, compensate or overcompensate. Also these areas, we are fighting hot.
[16:41] I have a great team and the people compensate a lot, so we stay on the expectation.
[16:41] And for next year and also the years after next year, my expectation is that the growth rate is still more than.
[16:41] So what exactly will compensate for the slo of contract is that autonomous vessels is that smallers.
[16:41] This is one point on the other point, we are looking for international and other national contracts.
[16:41] And I'm sure that also Germany will give us some contracts because we have the biggest shipyards.
[16:42] Over water here in Germany and Germany needs these capacities, and I'm sure that we will find a good way.
[16:42] Have there been any developments on your bid for the German naval yards?
[16:42] Anding bit on the naval yard. And at the moment, I can make no decision because Ive to wait that we.
[16:42] Get more contracts with the F126. It was a need. Therefore, that was the reason that we gave this bid.
[16:42] Now we have to wait and we will see over the next two, three months if there are new contracts coming in.
[16:42] If yes, then we will continue do you worry, sir that actually there are other things.
[16:42] The forget F127 that will be called into question by German lawmakers.
[16:43] I have no idea at the moment what really is coming with the F127 because the German government at the moment is slow.
[16:43] Looking forward to say, okayk, we have to reduce the cost structure, and we are in negotiations that.
[16:43] The moment, you know that we are in a consortium with the KMS on the F127, and we want to do what is good for the.
[16:43] Customer at the end of the day, but we are also flexible I mean, Germany appears to have also decided to open the.
[16:43] up to others for the procurement of the collaborative combat aircraft instead of going with the rhan matel Boeing product from the start.
[16:43] Competition is always good. Germany is looking at the moment for different solutions.
[16:43] And at the end of the day, the best solution should win, we go with Boeing.
[16:43] Whi goinging Australia in that area, because we believe that this system at the moment is a.
[16:44] systemystem and is the most qualified system at the moment. But it seems to be.
[16:44] That Germany wants to go like on the drone business with two or three different competitors. And that's that's really good.
[16:44] And that's fine for us but what does it mean for you do you think are you still confident that you will be given the order?
[16:44] Think that the order will be first split to have a preface order. And then at.
[16:44] The end of the day, the winner the winner takes it all. And I'm always convinced if I'm not convinced that we are able to win, I shouldn't.
[16:44] Of going to a competition, I mean, that's good life advice in general now by collaborating with Boeing, it also means.😊
[16:44] You're no longer developing this collaborative combat aircraft with andil, or are you working with other things still with andl?
[16:45] Yes, we spoke with Andel about different things the we didn't find on the.
[16:45] On the fury, a final decision in this area, That's a reason that we stepped in with Boeing, but I'm.
[16:45] Its very open with corporations, also with Unreil at the moment, we have no product that we can.
[16:45] Sell immediately, for example, to European customers what does that partnership look like, Do you have any concrete.
[16:45] in of what you could be developing with And we use.
[16:45] Own stuff, but usually and we use technologies, which are ready, because Europe at the moment is looking to have ready.
[16:45] Products and not is looking to have huge development products. And if you see the ministers of NATO in Europe as.
[16:45] Okay, let's go. Let's go forward. and let's.
[16:47] And should make a decision begin.
[16:47] For rhatal.
[16:47] Will be on the level of fixed contract on 12.4 billion. There is also a service contract for R.
[16:48] Of 2 billion. This is add on so.
[16:48] A huge contract. And then there are options. There is an option one and an option 2. This is up to 35 and.
[16:48] Also up to 40. So it's a very, very long term contract. if the government signs all.
[16:48] Well, that was behind Mio.
[16:48] speaking to us exclusively now coming up we look ahead to Julyly's US jobs report you later today with ram from our En team.
[16:48] Right.
[16:49] In case you missed it on Bberg surveillance.
[16:49] 🎼Which analysts we've got to ask, can this really continue at this rate what we see in our data as a consumer sospending, the consumer spend in America?
[16:49] That means economy is okay, and that probably means the rest of the markets the economy.
[16:49] sty me some of the pipeline people are borrowring because they see opportunity, what's equipment buying, what it's hiring, what's building a plant, whether it's inventory build up.
[16:50] Don't miss bloomberg surveillance live every weekday day is about to start.
[16:50] 🎼In two because clients have been under don't missberg.
[16:50] 🎼Today, Jonathan Lisa by jobs report todaycu economy new.
[16:50] 🎼ClearArsenal that commands global attention.
[16:51] 🎼Despite a mountain of international.
[16:52] 🎼And the regime overs rapid GDP growth North Korea's trade and.
[16:52] Re revenue sources have shifted significantly a rich North Korea has the potential to.
[16:52] Tells a very different story.
[16:53] This is an amazing comeback story for leader Kim Jonng you're seeing him more powerful economically.
[16:53] 🎼litSo how did one of the most isolated, heavily sanctioned regimes on earth?
[16:53] 🎼Pull off a multibillion dollar economic turnaround.
[16:53] And at bloomberg.com now we're looking ahead to July's U.S. jobs.
[16:53] LaterEconomists polled by bloomberg expect hiring to accelerate to over 80,000 and the unemployment rate to.
[16:53] 4.2%, but a number of officials.
[16:53] SaAction may be needed to tackle inflation, let's bring in ven ram from our ML team so great to speak to you happy Friday, plenty of cautious feds.
[16:54] Kevin war still avoiding forward guidance how does that change the setup for the jobs report?
[16:54] erson interested in is the actual number for June, because I think that the markets were disappointed last month because.
[16:54] Iicant one of that.
[16:54] Markets will firm a conviction towards a rate hike and at the moment the markets are thinking it's going to be a rate hike either in September or October.😊
[16:54] But if the bo bring it forward, then obviously that have implications for treasuries, as you mentioned, you know, there's no.
[16:54] Oneun spend that look at running inflation.
[16:54] What is a choice, then it's logical to expect that the Fed will be hiking rates soon.😊
[16:54] The yen has also given up nearly half of its intervention driven gains.
[16:55] Well, I think if the reaction to what we have seen so far is.
[16:55] Is anything to go by, I think that the authorities may think, you know, is the risk reward worth it because you know they.
[16:55] Towards those weaker levels.
[16:55] So which is not what they want to see in fact, if you look at all the previous five interventions and the dollar yen, I think in the one.
[16:55] After that intervention, the dollar has had little to show in terms of gains in the yen.
[16:55] They need to do is to raise rates sensibly under the faster.
[16:55] P and until that happens, I don't see how the end is going to turn around its fortunes We, thank you so much.
[16:56] As always for joining us, it's going to be a big day.
[16:56] Team of course, with all of the things that we need to watch out today, but also into next week, this is a picture for you.
[16:56] equities across the board, look, they're a little bit muted, European indices also muted before the U.S. jobs data, but also gaining oilless gas.
[16:56] As prospects for a lasting agreement it's at $83 a barrel.
[16:56] So the CAC 40 gaming attached, it's nothing huge, they're kind of a guessing the wait and see situation also because of that key monthly U pay.
[16:56] Worlds Report up next, Bloomberg brief, and this is Bloomberg.
[16:56] 🎼When news.
[16:56] 🎼Bs in comes the car into downing street Bloomberg has you covered and burdenham arriving for all the context and clarity you need.
[16:57] 🎼A broad vision here from the new prime minister here at first on Bloomberg everybody has a moment.😊
[16:57] Where they put into action, all they've practiced, where they step up to a challenge and either succeed or fail.
[16:57] But what are those moments for some of the world's most influential leaders It was a rough and humblemble world and I thought okay, I can rise up.
[16:57] P this game and I did play the game It was great and it was depressing and it was disappointing my chair at the time sat down with me and said.
[16:57] Succession starts now I'm Fran Laqua, an award winning journalist for the last 25 years I've interview leaders.
[16:57] 🎼nk bossesEven fashion iconsI'm often asking about the news of the moment, but I've always been curious who are these people.
[16:57] As leaders, join me for the podcast version of leaders with Fran Laqua, I'll start your week with conversations that explore what.
[16:58] The world's most influential people how today's leaders got to where they are, where they're going next and how they've transformed their organization.
[16:58] make decisions A poor decision is always better than no decision You have to have truth tellers around.
[16:58] And you be willing to listen you don't want to be setting strategy in the middle of a transaction that's for sure do it for the right reasons.
[16:58] will'll also learn lessons which we can apply to our work and daily lives tune into the podcast version.
[16:58] Of leaders with Franine Laqua, listen and watch on Bloomberg television or wherever you get your podcasts.
[16:58] 🎼Yeah.
[16:58] 🎼
[16:59] Asia is at the.
[16:59] 🎼of some of the world's biggest stories and we're here where the action starts in Sydney and in Tokyo yet ahead as the global trading.
[16:59] 🎼Begins the Asia trade weekdays only on Bloomberg.