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	<title>Nerds of Steel - The Steel Industry Blog &#187; Presentations</title>
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	<description>Industrial revolutionaries at work</description>
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		<title>Steel demand forecast for the US 2009-2013</title>
		<link>http://www.nerdsofsteel.com/2009/04/07/steel-demand-forcast-for-the-us-2009-2013/</link>
		<comments>http://www.nerdsofsteel.com/2009/04/07/steel-demand-forcast-for-the-us-2009-2013/#comments</comments>
		<pubDate>Tue, 07 Apr 2009 22:09:01 +0000</pubDate>
		<dc:creator>Tony Taccone</dc:creator>
				<category><![CDATA[Presentations]]></category>
		<category><![CDATA[forecasts]]></category>
		<category><![CDATA[steel demand]]></category>
		<category><![CDATA[USA]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=987</guid>
		<description><![CDATA[Last week I spoke at the AMM Steel Tube &#38; Pipe conference in Houston.  My presentation was titled &#8220;Return of the Evil Banana&#8221; and provides a forecast of 2009-2013 steel demand in the US.  The forecast is based on a proprietary First River model which relates steel demand in the US to NA automotive production [...]]]></description>
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		<slash:comments>3</slash:comments>
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		<item>
		<title>&#8220;The sky is falling, should we run for it?&#8221;</title>
		<link>http://www.nerdsofsteel.com/2009/01/23/the-sky-is-falling-should-we-run-for-it/</link>
		<comments>http://www.nerdsofsteel.com/2009/01/23/the-sky-is-falling-should-we-run-for-it/#comments</comments>
		<pubDate>Fri, 23 Jan 2009 19:43:33 +0000</pubDate>
		<dc:creator>Tony Taccone</dc:creator>
				<category><![CDATA[Presentations]]></category>
		<category><![CDATA[forecast]]></category>
		<category><![CDATA[global]]></category>
		<category><![CDATA[outlook]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=615</guid>
		<description><![CDATA[On January 21, I appeared on a steel outlook panel at the inaugural AMM State of Steel conference in NY.  My presentation, &#8220;The sky is falling, should we run for it,&#8221; appears below.  The main point I made was that while 2009 will be a very difficult year, we should not be surprised that steel [...]]]></description>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Updated 2009 US Steel Market Forecast</title>
		<link>http://www.nerdsofsteel.com/2009/01/20/updated-2009-us-steel-market-forecast/</link>
		<comments>http://www.nerdsofsteel.com/2009/01/20/updated-2009-us-steel-market-forecast/#comments</comments>
		<pubDate>Tue, 20 Jan 2009 19:42:10 +0000</pubDate>
		<dc:creator>James Moss</dc:creator>
				<category><![CDATA[Data]]></category>
		<category><![CDATA[Presentations]]></category>
		<category><![CDATA[USA]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=606</guid>
		<description><![CDATA[Those of you who read my presentation to the MSCI last September might be interested, amused or even shocked at the update that I presented recently to a corporate event (see slides below). 2008 finished about 10MT shy of the forecast I made in September and therefore 2009 looks to be down at least that [...]]]></description>
		<wfw:commentRss>http://www.nerdsofsteel.com/2009/01/20/updated-2009-us-steel-market-forecast/feed/</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
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		<title>How low can we go?  GDP and steel demand</title>
		<link>http://www.nerdsofsteel.com/2008/10/17/how-low-can-we-go-gdp-and-steel-demand/</link>
		<comments>http://www.nerdsofsteel.com/2008/10/17/how-low-can-we-go-gdp-and-steel-demand/#comments</comments>
		<pubDate>Fri, 17 Oct 2008 14:27:21 +0000</pubDate>
		<dc:creator>Tony Taccone</dc:creator>
				<category><![CDATA[Data]]></category>
		<category><![CDATA[Presentations]]></category>
		<category><![CDATA[demand]]></category>
		<category><![CDATA[dgp]]></category>
		<category><![CDATA[USA]]></category>
		<category><![CDATA[World]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=386</guid>
		<description><![CDATA[Yesterday, I made a presentation at the American Metal Market conference on wire &#038; wire rod. The title was &#8220;How low can we go?&#8221; and my purpose was to provide a few heuristics for relating GDP projections to steel demand, both globally and in the US. I tried to avoid making a specific forecast because [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>US Carbon Steel Forecast 2009 Presentation</title>
		<link>http://www.nerdsofsteel.com/2008/09/16/us-carbon-steel-forecast-2009-presentation/</link>
		<comments>http://www.nerdsofsteel.com/2008/09/16/us-carbon-steel-forecast-2009-presentation/#comments</comments>
		<pubDate>Tue, 16 Sep 2008 16:50:30 +0000</pubDate>
		<dc:creator>James Moss</dc:creator>
				<category><![CDATA[Data]]></category>
		<category><![CDATA[Presentations]]></category>
		<category><![CDATA[Raw Materials]]></category>
		<category><![CDATA[2009]]></category>
		<category><![CDATA[carbon steel]]></category>
		<category><![CDATA[forecast]]></category>
		<category><![CDATA[USA]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=378</guid>
		<description><![CDATA[NOTE: There&#8217;s an updated (for Q4 2008), revised (in Q1 2009) &#038; expanded version of this presentation here: Here&#8217;s a shortened version of a presentation I made last week to the MSCI Economic Summit: Forecast 2009 meeting in Chicago. It&#8217;s a great event if you get the chance to go. The essence of what I [...]]]></description>
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		<slash:comments>1</slash:comments>
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		<item>
		<title>SMA May 2008 presentation</title>
		<link>http://www.nerdsofsteel.com/2008/05/22/sma-may-2008-presentation/</link>
		<comments>http://www.nerdsofsteel.com/2008/05/22/sma-may-2008-presentation/#comments</comments>
		<pubDate>Thu, 22 May 2008 15:47:50 +0000</pubDate>
		<dc:creator>Tony Taccone</dc:creator>
				<category><![CDATA[Presentations]]></category>
		<category><![CDATA[cycles]]></category>
		<category><![CDATA[equity returns]]></category>
		<category><![CDATA[EV/EBITDA]]></category>
		<category><![CDATA[gdp]]></category>
		<category><![CDATA[prices]]></category>
		<category><![CDATA[steel intensity]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/?p=357</guid>
		<description><![CDATA[Below is a presentation I made to the Steel Manufacturers Association&#8217;s annual members meeting in Washington, DC on May 20, 2008. The title was &#8220;Black Swans in the Steel Industry: What do They Mean?&#8221; (Of course the title is taken from the best selling book by Nassim Nicholas Taleb.) My presentation identifies what I believe [...]]]></description>
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		<slash:comments>0</slash:comments>
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		<title>Presentation to Steel Business Briefing Conference Chicago</title>
		<link>http://www.nerdsofsteel.com/2008/03/12/presentation-to-steel-business-briefing-conference-chicago/</link>
		<comments>http://www.nerdsofsteel.com/2008/03/12/presentation-to-steel-business-briefing-conference-chicago/#comments</comments>
		<pubDate>Wed, 12 Mar 2008 15:23:12 +0000</pubDate>
		<dc:creator>Tony Taccone</dc:creator>
				<category><![CDATA[Geography]]></category>
		<category><![CDATA[Presentations]]></category>
		<category><![CDATA[acquisitions]]></category>
		<category><![CDATA[Canada]]></category>
		<category><![CDATA[Consolidation]]></category>
		<category><![CDATA[industry structure]]></category>
		<category><![CDATA[ownership]]></category>
		<category><![CDATA[restructuring]]></category>
		<category><![CDATA[USA]]></category>
		<category><![CDATA[World]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/2008/03/12/presentation-to-steel-business-briefing-conference-chicago/</guid>
		<description><![CDATA[Below is a presentation I made at Steel Business Briefing&#8217;s North American steel conference held in Chicago March 2008. The topic of my panel was &#8220;American Steel: Land of Opportunity&#8221;. My presentation deals with the recent acquisition of steel assets in North America by companies headquartered outside the region and argues that the North American [...]]]></description>
		<wfw:commentRss>http://www.nerdsofsteel.com/2008/03/12/presentation-to-steel-business-briefing-conference-chicago/feed/</wfw:commentRss>
		<slash:comments>2</slash:comments>
		</item>
		<item>
		<title>Steel Manufacturers&#8217; Association Presentation</title>
		<link>http://www.nerdsofsteel.com/2008/02/27/steel-manufacturers-association-presentation/</link>
		<comments>http://www.nerdsofsteel.com/2008/02/27/steel-manufacturers-association-presentation/#comments</comments>
		<pubDate>Wed, 27 Feb 2008 23:04:05 +0000</pubDate>
		<dc:creator>James Moss</dc:creator>
				<category><![CDATA[Geography]]></category>
		<category><![CDATA[Presentations]]></category>
		<category><![CDATA[Producers]]></category>
		<category><![CDATA[ArcelorMittal]]></category>
		<category><![CDATA[consnolidation]]></category>
		<category><![CDATA[Consolidation]]></category>
		<category><![CDATA[Organization]]></category>
		<category><![CDATA[strategy]]></category>
		<category><![CDATA[USA]]></category>
		<category><![CDATA[World]]></category>

		<guid isPermaLink="false">http://www.nerdsofsteel.com/2008/02/27/steel-manufacturers-association-presentation/</guid>
		<description><![CDATA[Below is a presentation I made recently at the SMA Board of Directors meeting in Florida. It deals with the issue of organizational size in today&#8217;s steel industry and asks some questions (more than providing any answers) about how the structure of steel organizations will change as they deal with much different dimensions of scale [...]]]></description>
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		<slash:comments>1</slash:comments>
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