Final Thoughts
Final Thoughts
Written by John Packard
November 24, 2013
Steel Market Update will publish our second Premium Supplement Newsletter on Monday. Included will be our SMU Key Market Indicators and forecast, September imports by product, port and country and articles related to our most recent steel market analysis not available elsewhere.
If you are interested in upgrading one of your memberships to the Premium Level please contact our office at: info@SteelMarketUpdate.com or by phone at 800-432-3475 (706-216-5440).
Our next Monthly Newsletter will be published early next week. The Monthly Newsletter packages all of the key events and data from the month of November in an easily digestible format. We do include exclusive articles for just our Monthly members from Peter Wright and me. The newsletter is for those who do not want to read our Executive Newsletter three times per week yet would appreciate our analysis and Keys to Watch for the month of December. This newsletter is intended for the busy executive, smaller companies who cannot yet afford the Executive Newsletter or those just wanting an over-view of the market once per month. It can also be an excellent review for our Executive members who would desire one. The cost is a reasonable $300 per year.
A note for those of you who would like to speak with me this week – I am in California for the next 10 days. I can be reached on my cell phone: 770-596-6268 (California is 3 hours behind east coast time) or by email: John@SteelMarketUpdate.com
On December 5th and 6th I will be in New York City attending the AIIS dinner and other industry related events. On the 8th of December I will be in Phoenix speaking to the HARDI wholesalers steel committee.
We continue to collect comments regarding our new website. The vast majority of them are finding the site expansive and useful. As an existing member we do need for you to log into the website at least once to adjust your account settings and change your password. If you have misplaced the user name and password we sent to you previously – we can reset it and send you a new one. Just contact our office at: info@SteelMarketUpdate.com or you are more than welcome to contact our office by phone for assistance: 800-432-3475. Both John Temples and Brett Linton will be in the office to work through any issues you might be having and to introduce you to the website.
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As always your business is truly appreciate by all of us here at Steel Market Update.
Sincerely,
John Packard
Publisher
John Packard
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It's that time of year again. You know, that time when people wonder if those things are drones in New Jersey or if the aliens are ready to come onto the stage just in time for Inauguration Day. What will that do for steel price volatility? In any case, the SMU team finds itself in Pittsburgh this week.
Final Thoughts
The Community Chat last Wednesday with ITR economist Taylor St. Germain is worth listening to if you couldn’t tune in live. You can find the replay and Taylor’s slide deck here. You can also find SMU reporter Stephanie Ritenbaugh’s writeup of the webinar here. Taylor is Alan Beaulieu’s protégé at ITR. Many of you know Alan from his talks at SMU Steel Summit. I found Taylor’s analysis just as insightful as Alan’s.
Final Thoughts
Cracks have formed in what has been presented as the Biden administration’s united front against Nippon Steel’s play for U.S. Steel. A report from the Financial Times said parts of the administration are at odds on the deal.
Final Thoughts
It’s been another week of torrid speculation when it comes Trump and tariffs. And another week of mostly flat price movement when it comes to steel sheet and plate. As far as Trump and tariffs go, I think I might have lost track. We've potentially got 10% blanket tariffs on imports from China, 25% tariffs on imports from Canada and Mexico, 100% tariffs on the BRICs, and 200% on Caterpillar. Canada might be the 51st state. Mexico could be the 52nd state. But all can be resolved if you stop by Mar-a-Lago and kiss the ring?