{"schema_version":"secwatch.filing_event.v1","accession":"0000764065-25-000121","form_type":"8-K","ticker":"CLF","cik":"0000764065","company_name":"CLEVELAND-CLIFFS INC.","filed_at":"2025-07-21T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.303347+00:00","generated_at":"2026-05-18T05:25:09.465377+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cleveland-Cliffs Q2: record steel shipments 4.3M tons; GAAP net loss $470M","bullets":["Revenues $4.9B; GAAP net loss $470M includes $323M non-recurring charges.","Adjusted net loss $247M ($0.50/diluted share); adjusted EBITDA $97M, $271M QoQ improvement.","Steel shipments 4.3M net tons (record); average selling price $1,015/ton.","Full-year capex guidance lowered to ~$600M; SG&A to ~$575M; DD&A raised to ~$1.2B.","CEO says slab supply contract with competitor ends in <5 months; not to be extended."],"urls":{"canonical":"https://secwatch.observer/filing/0000764065-25-000121","json":"https://secwatch.observer/filing/0000764065-25-000121.json","markdown":"https://secwatch.observer/filing/0000764065-25-000121.md","text":"https://secwatch.observer/filing/0000764065-25-000121.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/764065/000076406525000121/0000764065-25-000121-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/764065/000076406525000121/clf-20250721.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T05:25:09.465377+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}