Final Thoughts
Final Thoughts
Written by John Packard
August 21, 2017
I am stuck between a rock and a hard place. We are trying to accommodate everyone who wants to attend our 2017 SMU Steel Summit Conference even though we are technically sold out. We did manage to loosen up a few seats and those were gobbled up the moment we let people know they were available. Now we are trying to accommodate those who waited until the last minute or who began the registration process but never finished and were never confirmed. Please be aware that every single seat has been sold and will be in use during the conference…
I got a note from one of our readers who advised that the Circumvention case has a looming deadline of Aug. 31.
Trade attorney Lewis Leibowitz advised that the Section 337 case is in discovery (The ITC is reviewing the circumvention portion of that case – we have an article about that in tonight’s issue). AD/CVD we should know something by September. Section 232 – its all politics right now and being held up by the president.
I am on the road tomorrow. I will return phone calls as I am able. I should be in Atlanta and back to my daily routine by Thursday (whatever that means in light of our conference being just a few days away).
A special thank you to my staff who are doing a great job holding all the pieces together heading into the conference: Ray Culley, Diana Packard, Brett Linton, Alison Lalonde, Tim Triplett, Sandy Williams, Peter Wright, John Eckstein, Mario Briccetti and Steve Painter.
As always, your business is truly appreciated by all of us here 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.