Posts tagged as:

us steel

ArcelorMittal quarterly earnings spreadsheet, 2007-2010

April 30, 2010

If you’ve never seen it, those nice people at ArcelorMittal provide an extensive Excel spreadsheet called the ArcelorMittal Model to help with analyzing their company. The spreadsheet provides, in considerable detail, data and metrics for each of the ArcelorMittal businesses. You can download the latest one here or you can see all of the data [...]

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No link between the new economy and steel industry publisher

October 30, 2009

They still don’t get it. American Metal Market has a story today called “Building of new economy discussed by steel, union leaders”. I was mildly interested in the story for its own sake, but it’s much more important as an example of the contortions a steel industry publisher will go through to avoid being even [...]

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US Steel and AK Steel announce Q3 earnings

October 27, 2009

US Steel and AK Steel announced Q3 2009 financial results this morning.  US Steel’s press release can be found here and AK’s release can be found here. US Steel’s shipments rose sharply, from 2.9 million tons in Q2 to 4.2 millin tons in Q3.  However, the company’s high fixed costs resulted in a negative gross [...]

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US steel industry capacity utilization over 50%

July 14, 2009

Lots of people are watching the AISI’s weekly utilization data very closely, including us. I referred in a recent post how anemic the improvements in capacity utilization have been and the improvement is indeed slow. But we passed a kind of milestone last week. According to the AISI, the US steel industry got above 50% [...]

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AK, Nucor, Steel Dynamics, US Steel 2008 results

January 27, 2009

Four US-based steel companies announced Q4 and full year 2008 financial results today.  EBITDA and operating income per ton data for the quarter and the year have been added to the Nerds of Steel earnings spreadsheet. If you want to see the earnings announcements click on a company below. AK Steel Nucor Steel Dynamics US [...]

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US Steel’s Q4 2007 & 2007 full year results

January 30, 2008

As the earnings season continues, the more eagle-eyed of you will also notice that US Steel’s Q4 & annual EBITDA and operating income results have been added to the NOS earnings spreadsheet which you can access here or see in the Steel Dynamics post below. You can see the full US Steel Q4 earnings release [...]

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Donora Death Fog, October 26th, 1948

October 26, 2007

Before we get too “hoity-toity” about the effects of Chinese industrial expansion on the Chinese and global environment, it’s worth being reminded of events in the not so distant past that affected industrial cities in the West and how we talked about them.

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The best big organization will win

September 27, 2007

A senior steel industry manager who had just been offered a promotion to head office was reflecting on his choice. Looking for guidance, he asked a colleague for advice. ‘Just add value,’ was the terse reply. His implication of course was that corporate ‘overhead’ usually doesn’t. His deeper implication was that real value is only [...]

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