The anticipated decrease in Ternium's recurring adjusted EBITDA for Q2 2024 is primarily attributed to a reduction in margins, which is a critical factor for profitability. However, the expected increase in steel shipments could provide some offset to this negative impact. Given the direct correlation between EBITDA performance and stock price, this news is likely to have a negative short-term impact on Ternium's stock price, although the mitigation efforts through increased shipments may provide some buffer.