From the category archives:

Data

Baosteel profile

December 14, 2007

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

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

November 22, 2007

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            […]

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Quarterly financial results

November 14, 2007

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

November 2, 2007

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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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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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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