Baosteel profile

by James Moss on December 14, 2007

in Data,Producers

On the subject of China, here’s a nice profile of Baosteel both in China and America.

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China demand expected to grow by 60 MT in 2008

by Tony Taccone on December 14, 2007

in Geography

The latest issue of the China Metallurgical Newsletter has Chinese steel industry data through October 2007. Based on the first ten months it looks like finished steel demand is likely to come in around 510 million tonnes for the 2007, while net exports are likley to finish 2007 at around 45 million tonnes (exports 62 MT and imports 17 MT).

Also in this issue, the EVP of the China Iron & Steel Associaiton (CISA), Mr. Luo Bingsheng, provides a few forecasts for 2008.

GDP Growth 11%
Steel demand growth (ADC) 12% — this implies about 60 MT of demand growth in 2008
Crude steel production growth 10% — from 490 MT in 2007 to 540 MT in 2008

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Scrap consumption calculations

by James Moss on December 13, 2007

in Raw Materials

This file – Scrap use Calculations – is a little old, but it’s from the Steel Recycling Institute and offers one way of calculating both scrap use and recycled content in steelmaking by both EAF and BOF routes. There are good explanations of scrap terms particularly home, prompt etc.  

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SIMA licenses vs. actuals April-Sept, SIMA forecasts Oct

by Jessica Wagner on November 22, 2007

in Data,Products & Markets

License data for the month listed is collected as of the date listed after each month (about 2 weeks after month-end)

 

 

Licenses vs. Actuals
April (5/15) May (6/12)
Licenses Actuals Licenses Actuals
Rebar          109,419          118,021          236,809          240,524
Wire Rod          130,411            86,792          177,187          212,986
MBQ            18,959            18,663            20,172            21,936
Lt Shps            18,541            16,213            22,711            22,954
PFS            25,629            22,901            44,737            39,027
SA&C            33,848            24,578            27,464            35,058
AOSS            20,950            22,057            18,297            18,246
Total          357,756          309,225          547,377          590,731
June (7/17) July (8/14)
Licenses Actuals Licenses Actuals
Rebar          284,334          220,406          230,262          291,272
Wire Rod          174,608          166,125          154,147          152,504
MBQ            20,135            20,029            23,043            23,799
Lt Shps            21,077            18,444            23,342            25,401
PFS            28,679            27,716            27,646            28,553
SA&C            25,150            23,334            27,901            27,757
AOSS            19,370            19,654            11,917            13,512
Total          573,354          495,708          498,258          562,798
Aug (9/18) Sept (10/16)
Licenses Actuals Licenses Actuals
Rebar          119,305          115,875            90,600          126,417
Wire Rod          113,418          118,249          109,710            99,042
MBQ            20,445            22,248            29,956            17,567
Lt Shps            17,242            15,898            16,572            16,798
PFS            47,244            42,091            25,971            21,810
SA&C            21,517            19,992            14,501            13,720
AOSS            13,030            12,929            18,668            15,832
Total          352,202          347,282          305,977          311,186
Forecasts Only
Oct (11/13)
Licenses
Rebar            62,608
Wire Rod            66,576
MBQ            23,662
Lt Shps            15,002
PFS            36,851
SA&C            14,014
AOSS            10,465
Total          229,178

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Quarterly financial results

by Tony Taccone on November 14, 2007

in Data,Finance

Here is a spreadsheet with operating income and EBITDA per ton by company.  My intention is to continue adding companies and to keep this up to date as future results are released. 

EditGrid Spreadsheet by user/nerdsofsteel.

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Bureau of Census Industry Series Reports

by James Moss on November 2, 2007

in Data

Yeah, let’s get nerdy. If you really want to get into the detail of a specific manufacturing sector follow this link to the Bureau of Census Industry Series Reports. There are about 20 subsectors under primary metals manufacturing. The latest series are only from 2002 unfortunately, but it’s a start. Enjoy!

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