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James Moss

After 20-some years consulting I'm still fascinated by the problems of strategy development in this basic industry, especially now that it stands at the center of an industrial revolution like no other. You can read more about me here.

Posts by James Moss

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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Nucor information files

October 18, 2007

If you want to go to look for some of Nucor’s information files yourself you can go to this page. Some of the more useful files are available right here: The Q4 2006 Investor Presentation describing the company at that point: Q4_2006 Investor Presentation.ppt Tons & sales data 1998 through Q3 2007: Sales, Earnings, Tons […]

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Sims & Metal Management Merger Presentation – September, 2007

October 18, 2007

More consolidation in the scrap industry. Here’s a nice overview of the acquisition of Metal Management by Sims. It’s a PDF file which will show up here somehow both to read and for download. Sims-Group-Merger-Presentation-Sep2007.pdf

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Steel Dynamics Q3 Conference call

October 18, 2007

This is the Steel Dynamics Q3 conference call file.

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Notes on SIMA Licenses

October 17, 2007

Here’s a graphical version of the SIMA versus actual import data that Jessica posted. It includes only carbon/alloy finished long products. The data is shown in short tons. The SIMA license data comes from this website of the import administration. It’s published every Tuesday evening. The analysis here is an attempt to exploit the early […]

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Gerdau Ameristeel has filed its F-10 Prospectus

October 12, 2007

Gerdau Ameristeel has filed the short form offer document/prospectus for the sale of 110M of its common shares. You can read it on Edgar here.

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