Final Thoughts

Final Thoughts
Written by John Packard
February 24, 2014
We have to do a better job of learning military time. By mistake tonight’s newsletter was sent out at 20:00 hours not 22:00 hours as originally planned. Since I have a habit of working into the evening on publishing nights all of a sudden we published before the newsletter was complete. So, throw away your 20:00 hour copies and use the 22:00 hour ones (or read the newsletter online) and you will get the complete edition as opposed to the abbreviated one.
I am off to Austin, Texas in the morning to attend the FMA Toll Processing Conference. I am looking forward to visiting Austin for the first time in my life. I am also looking forward to the program which specializes in Advanced High Strength Steels.
Speaking of conferences – please take a moment to complete the survey we have linked you to in tonight’s newsletter. We are working on our Fall 2014 Steel Summit Conference and your responses will be very helpful to our planning.
As always your business is truly appreciated by all of us here at Steel Market Update.
John Packard, Publisher
On a free trial – information about becoming an annual SMU member.

John Packard
Read more from John PackardLatest in Final Thoughts

Final Thoughts
Will a US-UK meeting next week prove a harbinger of tariff deals to come, or will it be just another case of having the rug pulled from under us?

Final Thoughts
When will we see prime scrap become scarce as the worldwide transition to EAF melting increases, especially for HRC production? It's a question I've been asked a lot.

Final Thoughts: The hidden cost of analysis paralysis in the age of uncertainty
With US economic indicators all over the map, it’s no wonder the steel market has experienced a whole lot of analysis paralysis this year.

Final Thoughts
A recurring theme in conversations with some of you and in the comments submitted in our surveys is concerns about demand and uncertainty around tariffs. Where does SMU’s latest opinion polling on President Trump’s tariffs stand? Let’s take a look at the numbers.

Final Thoughts
I’ve been getting some calls lately from some of you who want to kick around ideas on where prices might bottom and when.