Welcome to our dedicated page for Cleveland-Cliffs news (Ticker: CLF), a resource for investors and traders seeking the latest updates and insights on Cleveland-Cliffs stock.
Cleveland-Cliffs Inc. reports developments in its North American flat-rolled steel and iron ore pellet business, including earnings releases, steel shipment trends and product mix across hot-rolled, coated, cold-rolled, plate, stainless and electrical steel. Company updates also address automotive customer demand, trade-enforcement conditions, cost controls, debt maturity actions and capital spending within its vertically integrated steelmaking footprint.
Recurring news also covers technology and governance developments, including enterprise AI deployment for production planning, order entry and operational workflows, board appointments and committee leadership changes. Strategic and commercial updates are framed around Cliffs’ role as a steel supplier to the North American automotive industry and its integrated chain from mined raw materials, direct reduced iron and scrap through finishing, stamping, tooling and tubing.
Cleveland-Cliffs (NYSE: CLF) was named 2025 GM Supplier of the Year at General Motors’ 34th annual Supplier of the Year event. It was the only North American steel producer honored and has now received this recognition nine times, reflecting strong performance in GM’s key supplier categories.
Cleveland-Cliffs (NYSE: CLF) announced a three-year strategic partnership with Palantir to deploy Palantir’s enterprise AI platform across Cliffs’ manufacturing footprint.
The agreement embeds AI into production planning, order entry, and operational workflows to integrate data, anticipate constraints, and coordinate facilities in real time.
Cleveland-Cliffs (NYSE: CLF) reported Q1 2026 results: steel shipments of 4.1 million net tons (up 338,000 QoQ), revenues of $4.9 billion (up $600 million QoQ) and a GAAP net loss of $229 million ($0.42/sh).
Adjusted EBITDA was $95 million, which included an $80 million one-time energy cost driven by extreme cold weather. Liquidity was $3.1 billion. Full-year 2026 guidance was maintained, including ~16.5–17.0 million net tons of shipments and ~$700 million capex.
Cleveland-Cliffs (NYSE: CLF) will report first-quarter 2026 earnings before the U.S. market open on Monday, April 20, 2026. The company will host a live conference call with analysts and institutional investors on April 20, 2026 at 8:30 am ET.
The call will be accessible and archived for replay at www.clevelandcliffs.com.
Cleveland-Cliffs (NYSE: CLF) named Ralph “Mike” Michael III as Lead Independent Director, effective immediately, succeeding Douglas Taylor who resigned due to a change in professional circumstances. The board also appointed Edilson Camara as Chairman of the Compensation and Organization Committee.
Management highlighted Michael’s prior role as Chairman of AK Steel and Camara’s global executive‑search experience as relevant governance strengths for the board.
Cleveland-Cliffs (NYSE: CLF) reported Q4 2025 and full-year results for the period ended December 31, 2025. Q4 steel shipments were 3.8 million net tons and consolidated revenue was $4.3 billion. Q4 GAAP net loss was $235 million (−$0.44/sh), and full-year GAAP net loss was $1.4 billion (−$2.91/sh). Adjusted EBITDA for 2025 was $37 million. Liquidity was $3.3 billion. Management cited weak automotive production and an adverse slab contract in 2025, ongoing strategic partnership diligence with POSCO, and provided 2026 guidance including ~16.5–17.0 million steel shipments and ~$700 million capex.
Cleveland-Cliffs (NYSE: CLF) will report full-year and fourth-quarter 2025 earnings before the U.S. market open on Monday, February 9, 2026. A live conference call with securities analysts and institutional investors will be held the same morning at 8:30 am ET. Investors and the public can access the webcast and archived replay at www.clevelandcliffs.com.
Cleveland-Cliffs (NYSE: CLF) appointed Edilson Camara to its Board of Directors effective November 12, 2025. He will serve on the Board’s Compensation and Organization Committee, adding experience in talent, governance and global industrial strategy.
Mr. Camara is CEO Emeritus and senior partner in the industrial practice at Egon Zehnder, where he led operations across 48 countries, 69 offices and 3,000 employees while serving as CEO from 2018–2024. He has appraised more than 1,100 senior executives and has experience in mining, metals, building materials and energy. The appointment is presented as strengthening executive assessment, succession planning and organizational design at Cleveland-Cliffs.
Cleveland-Cliffs (NYSE: CLF) announced a strategic Memorandum of Understanding with POSCO, executed on September 17, 2025, to deepen industrial cooperation following the new U.S.–Korea trade agreement. The partnership aims to support POSCO’s U.S. customer base and ensure products meet U.S. trade and origin requirements. A definitive agreement is expected in Q4 2025 or Q1 2026, with closing anticipated in 2026. Cleveland-Cliffs said the MoU is expected to be highly accretive to shareholders. UBS is financial advisor to Cliffs and Davis Polk & Wardwell is legal counsel.
Cleveland-Cliffs (NYSE: CLF) priced an underwritten public offering of 75,000,000 common shares for expected gross proceeds of $964 million, before discounts and expenses. The company granted the underwriter a 30-day option to purchase up to an additional 11,250,000 shares. The Offering is expected to close on October 31, 2025, subject to customary closing conditions.
Cliffs intends to use net proceeds to repay borrowings under its asset-based credit facility, with any remaining amounts for general corporate purposes. UBS Securities LLC is lead underwriter and the shares are offered from an automatically effective shelf registration; a prospectus supplement has been filed with the SEC.