August 12, 2010
The Australia National University recently held a conference called China Update 2010. A complete list of papers presented at the conference can be found here. Among the papers was a very interesting analysis of China’s steel intensity. See paper #5 China’s metal intensity in comparative perspective by Huw McKay, Yu Sheng and Ligang Song. The authors attempt […]
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May 22, 2008
Below is a presentation I made to the Steel Manufacturers Association’s annual members meeting in Washington, DC on May 20, 2008. The title was “Black Swans in the Steel Industry: What do They Mean?” (Of course the title is taken from the best selling book by Nassim Nicholas Taleb.) My presentation identifies what I believe […]
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