Steel Standoff: The Blocked Nippon-US Steel Acquisition - podcast episode cover

Steel Standoff: The Blocked Nippon-US Steel Acquisition

Jan 23, 202517 minSeason 16Ep. 355
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Episode description

In a surprising turn of events, the outgoing Biden administration blocked a $14.9 billion deal for Nippon Steel to acquire US Steel, citing national security concerns. This decision has sparked legal battles, raised diplomatic questions, and left the future of one of America’s most iconic companies uncertain. But is this move purely about security, or are there deeper implications for global business?

Skip Montreux and Samantha Vega explore the controversial Nippon Steel-US Steel acquisition. They outline the timeline of events, examine the economic and strategic motivations behind the deal, and analyze why the Biden administration ultimately decided to block it. Their discussion also considers the broader implications for foreign investment in the US and how this decision aligns with the country’s national security and economic policies.

Their conversation is a great learning resource if you want to build your English listening comprehension skills and expand your business vocabulary. Key points of their discussion include:

  1. The history of US Steel and its significance to the American economy.
  2. Nippon Steel’s motivations for the acquisition and its potential impact on the global steel industry.
  3. Real Ice’s business strategy, including revenue streams and the potential market for ‘cooling credits.
  4. Arguments for and against the acquisition.


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Contact Skip, Dez, and Samantha at

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Transcript

Announcer

From Tokyo, Japan and New Plymouth, New Zealand – this is Down to Business English. With your hosts Skip Montreux and Samantha Vega.

Skip

Hello Samantha.

Samantha

Hi Skip. How are you doing?

Skip

I am doing well, thank you. Yourself?

Samantha

I’m fine. But I have a very interesting question for you.

Skip

Oh? What is that?

Samantha

Are we Americans yet?

Skip

Americans? What are you talking about? You and I are Canadian through and through — True North Strong and Free!

Samantha

Well, if the newly re-elected President Donald Trump has his way, Canada might just become the 51st US state I’m hearing.

Skip

Ah, that! Yes, he has made plenty of headlines with bold statements recently — buying Greenland, retaking the Panama Canal, and yes, even suggesting Canada join the United States.

Samantha

So, you don’t take these ideas too seriously?

Skip

Well at first glance, these proposals do seem unlikely to happen. But I have to admit, his comments about Canada becoming a US state do raise important questions about economic integration and the potential for closer cooperation between Canada and the US.

Samantha

And what about Greenland or the Panama Canal? What do you think about those?

Skip

Those ideas are equally as bold, but somewhat unnecessary I think.

Samantha

What do you mean?

Skip

I just think there are less contentious ways to achieve similar strategic goals.

Samantha

I suppose that’s just his negotiating style — starting with big demands to set the tone.

Skip

Exactly. It’s a negotiating tactic. But whether it works or not, one thing is for sure — the next four years are going to be very interesting now that Donald Trump is back in the White House.

Samantha

And with the US being the biggest economy in the world, it is pretty hard to avoid talking about its influence on global business.

Skip

Which brings us to the subject of today’s business report.

Samantha

What are we reporting on today?

Skip

Today on Down to Business English I want to discuss a business news story that has been making headlines both here in Japan and in the United States . Samantha: And what would that be? On January 3rd of this year, with only days left in his term, outgoing US President Joe Biden blocked the sale of US Steel to Nippon Steel.

Samantha

I actually did hear about that. He said the sale of such an iconic US company to foreign owners was a threat to national security.

Skip

National security was a part of it. US Steel is a very old American company, going all the way back to 1901. In fact, they played an important role in building many iconic American structures like the Empire State Building. And today, even though they are still the largest steel company in the US, they only rank 24th largest in the world.

Samantha

And Nippon Steel is larger, isn’t it?

Skip

Much larger. Nippon Steel is currently the 4th largest steel company worldwide.

Samantha

Wow, significantly bigger. With the US and Japan being such close allies, I’m guessing Nippon Steel isn’t very happy about this decision to block the sale.

Skip

Not in the least.

Samantha

Well, I’d certainly like to learn more about this.

Skip

Great! Then let’s do it. Let’s get D2B … Down to Business with Steel Standoff — The Blocked Nippon-US Steel Acquisition. Let's start with a timeline of the key events in this story. Samantha, do you know when this deal was first announced?

Samantha

When Nippon Steel announced they were trying to purchase US Steel? I have no idea.

Skip

It was first made public on December 18, 2023 when Nippon Steel announced a $14.9 billion all-cash deal to acquire US Steel.

Samantha

And how did US Steel shareholders react to that offer?

Skip

Overall, they were very positive about it. In April 2024, over 98% of shareholders voted in favor of the deal.

Samantha

Oh, that's an overwhelming majority.

Skip

And by May 30, both companies had received all the necessary regulatory approvals outside of the U.S. However, things started to get complicated in September.

Samantha

Complicated? What was the complication?

Skip

Reports began to emerge that the Biden administration was preparing to block the acquisition. This led to Nippon Steel delaying their deadline to buy US Steel to March 2025.

Samantha

But they didn't make it to March, did they?

Skip

No, they didn't. On January 3, 2025, just days before leaving office, President Biden blocked the deal via an executive order.

Samantha

An executive order. That’s when a US President issues a directive that must be followed by federal agencies.

Skip

Yes. And it doesn’t require the US Congress to authorize it. Although Congress could at a later date, overturn it.

Samantha

And that's when the lawsuits started flying? After Biden issued his Executive order.

Skip

They sure did. On January 6, only three days later, both companies — Nippon Steel and US Steel — filed lawsuits against the US government over the Executive order.

Samantha

They are not giving up.

Skip

No, they’re not.

Samantha

So, why is Nippon Steel so keen on this acquisition in the first place?

Skip

They have several motivations for the acquisition. Primarily, the deal would create the world's second-largest steel producer, giving Nippon Steel a significant competitive edge in the global market.

Samantha

But they are already the 4th largest steel maker you said. Any other reasons?

Skip

It would also give Nippon Steel direct access to the US market which would help them avoid any tariffs that President Trump might put in place on steel imports.

Samantha

Hmm. A good strategy. What were the arguments in favor of the acquisition on the US side?

Skip

Proponents of the deal argued that it would revitalize US Steel with significant investments and technological upgrades. They also claimed it would preserve and potentially create jobs for American workers.

Samantha

Two positive outcomes.

Skip

Advocates also argued the acquisition would enhance U.S. competitiveness in the global steel market, particularly against Chinese steel makers. Six of the top 10 steel makers in the world are Chinese and they account for half of global steel production.

Samantha

Why did the Biden administration decide to block the deal, then?

Skip

The primary reason cited was national security concerns. The administration argued that placing such a key industry under foreign control could pose risks to US national security.

Samantha

Were there any other concerns besides that?

Skip

Yes, there were. The USW, or United Steelworkers Union — they were worried about potential job losses and plant closures. And others feared it could impact the domestic steel supply chain and reduce U.S. control over a very strategic and very important industry.

Samantha

It seems like there are valid arguments on both sides.

Skip

Mm. No doubt about that.

Samantha

So, where does this leave things now?

Skip

Now that there are active lawsuits underway, the government has extended the deadline for Nippon Steel to abandon their acquisition proposal until the end of June.

Samantha

To let the court challenges play out.

Skip

And there has been some movement by two other smaller American steel companies, Cleveland-Cliffs and Nucor, who are making a joint offer to buy US Steel.

Samantha

That must be good news for the unions.

Skip

But US Steel can’t really negotiate with them in good faith until the situation with Nippon Steel is resolved. And Nippon Steel CEO Eiji Hashimoto has stated they are not giving up on the deal and will continue to fight for it.

Samantha

What are the broader implications of this situation?

Skip

This case raises significant questions about foreign investment in the United States, particularly in industries deemed strategically important.

Samantha

Which is ironic because Donald Trump is always touting his ability to attract foreign investment in the US. Where does he stand on this?

Skip

Believe it or not, he and Biden are on the same page about this. Trump posted back in December on social media that he was “... totally against the once great and powerful U.S. Steel being bought by a foreign company …” Samantha: Something tells me that this story is far from over. Indeed, it's likely to be subject to ongoing legal battles and potential diplomatic discussions. It's certainly a situation we'll be keeping a close eye on in the coming months.

Samantha

And while we wait for this to unfold, I think it's time for us to get D2V... Down to Vocabulary. The first item on our D2V list today is the noun standoff. A standoff is a situation where two sides are in opposition to each other, and are unable to come to an agreement.

Skip

Standoffs happen when neither side is willing to back down, or change their position. Just imagine two people standing face to face, neither one willing to move out of the other's way.

Samantha

Mm. That is a good image. The title of today’s D2B report is “Steel Standoff: The Blocked Nippon-US Steel Acquisition.” Our report focuses on the US government’s decision to block the acquisition.

Skip

In other words we have Nippon Steel and US Steel on one side and the US government on the other and neither side is willing to back down or change their position.

Samantha

Can you give us a business-related example using standoff, Skip?

Skip

An example would be a labor strike. For instance, “The standoff between the auto workers’ union and the car manufacturer dragged on for weeks, with neither side willing to change their position on wages.”

Samantha

Good example. Labor standoffs are something that we often see in the news. What’s next on our D2V list?

Skip

The next item on our D2V list is the adjective contentious. When you describe something as contentious, you are saying it causes disagreement or conflict because people have different opinions about it.

Samantha

Something that is too contentious could lead to a standoff.

Skip

That is very true. In the introduction to today’s episode When I was talking about Donald Trump’s recent remarks about Canada becoming a US State, the US taking over the Panama Canal, and purchasing Greenland — I said there were less contentious ways to achieve his goals.

Samantha

Skip was saying Donald Trump’s bold proposals were causing heated debate and disagreement among different groups of people.

Skip

Exactly.

Samantha

Contentious situations often arise in business negotiations or decisions.

Skip

Can you give us an example of that?

Samantha

Mm. For example, “The board meeting became contentious when several of the members couldn’t agree on the company’s plans for expansion. The CEO wants to open a new factory but the CFO says there’s no way the company can pay for it.”

Skip

Hm. I can clearly imagine that situation. Contentious issues often bring out strong emotions or differing opinions between people, making them difficult to resolve.

Samantha

So true. Our next, and final word today is the phrase an overwhelming majority. An overwhelming majority refers to a very large percentage of people agreeing on something.

Skip

Can’t you just say ‘a majority’? What’s different about ‘an overwhelming majority’?

Samantha

A majority doesn’t communicate size. It can mean as little as 51 to 49 or as much as 80 to 20.

Skip

Hm. So, an overwhelming majority clearly communicates there is a large number of people agreeing with each other.

Samantha

Precisely. In today’s story, Skip reported that 98% of US Steel shareholders voted in favor of letting Nippon Steel acquire the company. I replied by commenting that it was an overwhelming majority.

Skip

98 to 2. That is a lot of shareholders in agreement with each other.

Samantha

Almost everyone is in agreement, leaving very little opposition. Can you give us another example using ‘overwhelming majority’, Skip?

Skip

I can. My company recently conducted an employee survey about our work from home policy. An overwhelming majority of staff supported continuing to work remotely three days a week.

Samantha

That doesn’t surprise me. Will your company continue to let the staff do that?

Skip

I don’t know, it’s a bit of a contentious issue. Our president is very much against it. There will be an official announcement in the next few weeks.

Samantha

Whatever the decision, I hope it doesn’t lead to a standoff between management and staff.

Announcer

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Samantha

Thanks Skip, for that report on Nippon Steel's attempts to purchase US Steel. I’m sure we haven’t heard the last on this story.

Skip

I’m sure we haven’t. Steel is such an important part of the global economy, that whatever the final outcome is, it will certainly have an impact in the sector.

Samantha

No doubt. D2B Members and Apple Podcast Subscribers, your bonus Down to Vocabulary for today’s episode will be coming your way shortly, so keep an eye out for that.

Skip

The words and phrases we will focus on in that bonus episode will be: complicated, to start flying, a proponent, to revitalize, and a broad implication. All very high frequency business vocabulary.

Samantha

D2B Members, be sure you have copied and pasted your Member-only URL from your Members Account page on the D2B website into your podcast app of your choice. That way you won’t miss that bonus episode. And Apple Podcast Subscribers, you don’t need to do anything. The D2V episode will automatically show up in your Apple Podcast app when it is released.

Skip

And if you are not a D2B Member and you find Down to Business English useful in your English studies, do consider becoming one to support what we do. Just visit d2benglish.com/membership for more information.

Samantha

That’s d2benglish.com/membership.

Skip

Thanks for listening everyone. See you next time.

Samantha

Take care.

Announcer

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