Final Thoughts
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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.
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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.
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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.
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John Packard
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John Packard
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Final Thoughts
Some of you have told me that the current market feels about as crazy as early 2021 when demand snapped back after the initial outbreak of the Covid-19 pandemic. Others have said it might be more like late February/early March 2022, when Russia launched a full-scale invasion of Ukraine – and, in the process, caused […]
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Final Thoughts
To say we’ve entered a “Brave New World” since Jan. 20 might be an exaggeration, but we’ve definitely entered a different one.
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Final Thoughts
I think it’s fair to say that the last few weeks – and last week especially – have been among the most intense for any of us covering steel (or aluminum).
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A look at how SMU survey respondents are reacting to President Trump's recent actions on tariffs.
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Final Thoughts
A lot of the changes basically entail rolling back what I’ll call, for fun, Section 232 Lite. S232 Lite resulted from watering down what I’ll call OG S232 – the one first imposed in March 2018 - with exemptions and exclusions over the years. Now, OG Section 232, is back with its across-the-board 25% tariffs against everyone.