From the category archives:

Data

Steel Dynamics Q4 & annual 2007 results

January 29, 2008

The NoS quarterly financials spreadsheet has been updated to include Steel Dynamics fourth quarter and full year results. EditGrid Spreadsheet by user/nerdsofsteel.

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AK Steel Q4 2007 results

January 22, 2008

AK Steel announced Q4 and full year 2007 results today. Operating income for Q4 was $98 per ton and EBITDA was $128 per ton. AK indicated that Q1 2008 operating income should be around $100 per ton. I’ll be tracking quarterly results in an on-line spreadsheet here.

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US long products imports continue to decline

January 21, 2008

US import licenses for long products declined from 240,000 short tons in November ’07 to 222,000 short tons in December, based on SIMA data.  This is the lowest level of long products import licenses since we began tracking them in April 07 when they were 358,000 short tons.  As you may have seen from earlier posts, SIMA import […]

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Is R for recession or resilience?

January 9, 2008

Goldman Sachs reported today that it believes the US economy will suffer a recession in 2008, and Goldman is not alone.  It seems everyone is worried about the impact of the credit crunch and high energy costs on US consumers.  So, what might a recession mean for shipments by steel producers in the US in 2008?  There is clearly […]

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SIMA US long products import licenses for Sept, Oct, Nov 07

January 2, 2008

Below is Steel Import Monitoring and Analysis System (SIMA) data comparing US long products import licenses to actual imports for September and October 2007.  November licenses are also listed below, though actuals are not yet available because Department of Commerce actual import data is published 6 weeks after the end of each month.  The license  […]

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Global steel demand poised to grow along with GDP

December 18, 2007

Until a few years ago the steel industry was considered mature, and the moniker was accurate. Global steel demand grew more slowly than did the world’s population. In much of the developed world, demand for steel was stagnant after having gone through a long period of decline. Since 1998, however, the steel industry seems to […]

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