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USA

US Carbon Steel Forecast 2009 Presentation

September 16, 2008

NOTE: There’s an updated (for Q4 2008), revised (in Q1 2009) & expanded version of this presentation here: Here’s a shortened version of a presentation I made last week to the MSCI Economic Summit: Forecast 2009 meeting in Chicago. It’s a great event if you get the chance to go. The essence of what I […]

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NLMK Briefing on John Maneely Acquisition

August 25, 2008

Here is an excellent profile of pipe and tube maker John Maneely (JMC) in PDF format produced by NLMK at the time of their acqusition of JMC on August 12, 2008. It provides some very interesting detail on the size and shape of some of JMC’s major tube markets in the US. Click on the link below to open […]

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US long products imports stay flat in July

August 19, 2008

US long products imports remained low at about 270,000 short tons in July, as reported by SIMA import licenses. May and June imports were similarly low (242,000 tons and 269,000 tons respectively) compared to peak 2008 levels of 440,000 tons in April. The April peak was due to rebar and wire rod imports that were […]

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May US long products imports decline heavily from April levels

June 23, 2008

US long products import licenses declined from a peak of 462,000 short tons in April to 238,000 short tons in May. About 65% of this decline is due to Turkey, which did not apply for any rebar or wire rod import licenses in May (nor did it in March). In comparison, Turkey’s rebar licenses were […]

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US long products import licenses at highest levels since July 2007

May 15, 2008

Licenses for long products imports into the US increased from 257,000 short tons in March to 462,000 short tons in April, reaching their highest levels since July 2007. Rebar licenses increased from 77,000 tons in March to 189,000 tons in April, mainly due to Turkey, which didn’t apply for any licenses in March but applied […]

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MMK’s New Steel International Final EPA Permits

May 7, 2008

MMK’s planned steel mill in southern Ohio just received final permits from the Ohio EPA. You will be able to see the permits (though they’re not yet online) at the Ohio EPA site. A number of other application documents were linked to from this post back in February.

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