[HN Gopher] U.S. Steel Shareholders Approve Sale to Japan's Nipp...
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       U.S. Steel Shareholders Approve Sale to Japan's Nippon Steel
        
       Author : safaa1993
       Score  : 28 points
       Date   : 2024-04-14 21:35 UTC (1 hours ago)
        
 (HTM) web link (www.wsj.com)
 (TXT) w3m dump (www.wsj.com)
        
       | advisedwang wrote:
       | Crazy that congress is fighting over ownership of TikTok, but
       | letting a critical piece of US manufacturing be foreign owned
       | with hardly a word.
        
         | sanxiyn wrote:
         | I think the critical difference is that Japan is an ally and
         | China is not.
        
           | Loughla wrote:
           | For now?
           | 
           | I am pretty sure that at one point China was an ally and
           | Japan an enemy. I think.
        
             | tw04 wrote:
             | And I'm pretty sure if Japan became adversarial, there
             | would be a breakup triggered on national security concerns.
        
             | comex wrote:
             | For the last 80 years.
             | 
             | Things will probably change someday, but not anytime soon.
        
             | woooooo wrote:
             | In the 80s and 90s there was a lot of hostility to Japan,
             | because they looked like they might surpass us
             | economically. They were even the villain of some Tom Clancy
             | books.
             | 
             | Now, the fear/hate is aimed at China, same reason.
        
               | jszymborski wrote:
               | There's more reason than that for Western hostility to
               | China, not least of which is that it is an authoritarian
               | regime with aggressive expansionist goals.
               | 
               | Let's also not forget the reciprocity of the hostilities.
        
               | catlikesshrimp wrote:
               | Japan never had nuclear weapons.
               | 
               | China has like ten times the population of japan, is now
               | a dictatorship (like the roman republic, maybe?), the
               | territory is massive, is a russian ally and a couple more
               | reasons.
        
             | bozhark wrote:
             | China has never been a western ally
        
               | dudeinjapan wrote:
               | Perhaps you are forgetting WWII, when China was a main
               | member of a group which literally called themselves "The
               | Allies" https://en.wikipedia.org/wiki/Four_Policemen
        
               | woodruffw wrote:
               | China was very notably an ally while the KMT was in power
               | of mainland China.
        
         | azinman2 wrote:
         | Having an adversary control the psychological inputs to half of
         | your population (including a majority of the youth) is clearly
         | a bad idea. I actually commend congress for taking this action,
         | no matter the rhetoric.
         | 
         | US steel is a separate issue that also probably shouldn't be
         | sold, but at least with Japan there's some reciprocity in
         | access to markets.
        
         | loufe wrote:
         | I'm surprised this is confusing. While one could talk in terms
         | of what is just and right according to law and rules, but this
         | is without a doubt a political deciison.
         | 
         | It's a question of US-opposed vs US-aligned country company
         | ownership.
        
         | mtcprodus wrote:
         | There's obviously a difference between Japan, a US ally,
         | ownership and China, a US enemy, ownership. Chinese 50 cents
         | army hard at work here.
        
         | MattGaiser wrote:
         | "Foreign" comprises both friends and foes. That is more the key
         | issue. If TikTok were from the UK, there would be no hearings
         | in Congress.
        
         | delfinom wrote:
         | They didn't care an actual us adversary bought a major pork
         | producer in the US....
         | 
         | Japan is at least an allied country, and they wouldn't be
         | buying a failing company to just throw it away. The company
         | that mainly opposed it, Cleveland cliffs wants to buy the
         | remains to have a complete monopoly on automotive metal supply.
        
         | bsder wrote:
         | You can "solve" Japan owning US Steel by the army showing up
         | tomorrow. You can't move a steel mill.
         | 
         | You can't "solve" TikTok short of shutting them down.
        
         | bradleyjg wrote:
         | The factories aren't going anywhere. If Japan and the U.S. go
         | to war, we can nationalize them.
        
         | benced wrote:
         | Can you explain what nefarious things Japan - one of the US's
         | closest allies by the way - could do by owning 12% of the USA's
         | steel output in the form of physical factories that are on US
         | soil?
        
       | echelon wrote:
       | Where are the subsidies for US Steel? This seems like a critical
       | input for national defense and industry.
       | 
       | Even though the Japanese are allies, we should always have a
       | domestic iron in the fire.
        
         | sanxiyn wrote:
         | Nucor exists. US Steel is not #1, even in US.
        
         | MattGaiser wrote:
         | US Steel isn't even the biggest steel producer in the USA. That
         | would be Nucor.
        
       | jessriedel wrote:
       | Strongly recommended blog post: '"No inventions; no innovations,"
       | a History of US Steel' by Brian Potter
       | 
       | https://www.construction-physics.com/p/no-inventions-no-inno...
        
         | macintux wrote:
         | > Today, it makes just 12% of American steel...and employs
         | around the same number of people as online pet retailer Chewy.
         | 
         | That's...surprising.
        
         | sosull wrote:
         | +1. I read this a few weeks back and it really stuck with me.
        
         | blackeyeblitzar wrote:
         | Thanks for sharing. This is a disturbing read in some ways:
         | 
         | > To maintain prices in the face of fluctuating demand, Gary
         | would gather the industry's leadership together in regular
         | "Gary Dinners," where price levels would be agreed upon and
         | Gary would "exhort the chairmen, presidents, or other major
         | owners of steel companies to maintain rank." Those who refused
         | to cooperate would be "disciplined" by the others. Many former
         | Carnegie Steel executives, schooled in the intense competition
         | of the Carnegie years, were allergic to this strategy, and
         | departed for other steel companies.
         | 
         | > Under his leadership, the company successfully fought off a
         | Justice Department lawsuit to break up the company as an
         | illegal monopoly. (Perversely, the court ruled that the Gary
         | Dinners proved that US Steel did not have the power to set
         | prices, and thus couldn't be a monopoly).
         | 
         | This makes me wonder if we just need totally different laws
         | that are not going to be mired in lawsuits that drag out for
         | years while monopolies and oligopolies continue making money.
         | Maybe we just need higher taxes for the biggest corporations.
        
       | lifeisstillgood wrote:
       | One of the driving forces in steel making is high capital cost
       | which drives the need to keep operating at full capacity, driving
       | prices to margin.
       | 
       | There are not many industries like that anymore - steel still is,
       | oil, and some industrial chemicals. But even Pharma has slightly
       | different cost structures.
       | 
       | The big remining one is chip making - I wonder if "data centres"
       | counts too?
        
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       (page generated 2024-04-14 23:00 UTC)