Final Thoughts
Final Thoughts
Written by John Packard
June 1, 2015
As this issue started and I began working on my final thoughts for tonight’s issue, it began with comments from one of our service center friends about the prospect of dumping suits being filed. As the evening progressed I started to receive a number of credible comments from steel mills, service centers and others. The focus then changed to highlight what I was learning and move much of what I was writing from final thoughts into the lead article.
Here is how the original thought began:
A note from one of our readers, “Trade case, odds are 99.9% coated filed tomorrow.” (Tomorrow meaning Wednesday, June 3rd). If this service center (who also was the first person to register to attend this year’s Steel Summit Conference) is correct, kudos. If not, we will have to start some sort of contest to see who can select the date for a trade case. Maybe we should have a second contest to see what countries are filed against by product…
My thanks to those of you who have been sharing what you have been learning regarding trade cases (and other subjects). If anyone out there hears something that you believe to be credible (or raises a question that needs some research) please send it my way. You can reach me almost 24 hours a day at: John@SteelMarketUpdate.com.
It is always good to have fresh eyes looking at your product and services and providing feedback in an effort to help you improve. Here at Steel Market Update we are constantly reviewing and revising our products, whether it be one of our workshops, upgrading our Steel Summit Conference, adding a new conference (Leadership Conference) or looking at our original product: our newsletter. Ray Culley has been reviewing our products and has been making suggestions and we are listening. After all, he was the head of Marketing for Severstal North America prior to his retirement.
We are going to change our newsletter slightly as we move away from producing the interactive graphics in the body of the newsletter. If you read the newsletter in your email inbox instead of going to our website to read it, you know there are huge gaps where the interactive graphics are and this is distracting to many readers.
So, we are going to provide links to the graphics and the newsletter should be easier for many of you to read and enjoy. I do want comments about the change to see if you prefer it the old way or the new way (no gaps).
Hectic day so I am going to sign off here.
As always your business is truly appreciated by all of us at Steel Market Update.
John Packard, Publisher
John Packard
Read more from John PackardLatest in Final Thoughts
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 […]
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.
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).
Final Thoughts
A look at how SMU survey respondents are reacting to President Trump's recent actions on tariffs.
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.