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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

IISI forecasts steel demand growth of 6.8% for 2008

October 9, 2007

The IISI published its short range outlook October 8. Here’s the link. It’s not available in any better form than a PDF, but that’s attached, IISI Short Range Outlook 10/8. The summary table is shown below: Table 1: Short range outlook for apparent steel use (2006-2008) in ‘000 of tonnes Regions 2006 2007 2008 % […]

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Steel Dynamics Omnisource acquisition

October 8, 2007

Here are the Steel Dynamics files relating to the Omnisource scrap processor acquisition. There’s a PDF file: SDI-Omnisource and there’s an audio file from the conference call on October 2, 2007. It’s a full hour: SDI’s OMNISOURCE Acquisition Podcast

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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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Largest steel producers 2006

September 7, 2007

Here’s some of the largest steel company data from Metal Bulletin. Just click on the link below to be taken to a full version of the spreadsheet snapshot shown here. EditGrid Spreadsheet by user/jasmo58.

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ArcelorMittal’s shareholder revolt

August 25, 2007

Arcelor Mittal is facing a shareholder revolt in Europe led by a group of hedge funds who want more for their shares than the Mittal formula currently offers. They go to court on Tuesday. This is similar – but less financially signifcant – to the revolt Mittal faced in Brazil earlier this year. Let’s just […]

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Safety in 1936

August 25, 2007

Here’s how safety was being talked about in 1936:

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