SMU Community Chat
Wednesday's SMU Community Chat to Host Analyst Timna Tanners
Written by Tim Triplett
May 4, 2020
Timna Tanners, metals and mining analyst for Bank of America, will be the guest speaker for the next SMU Community Chat, beginning at 11 a.m. ET on Wednesday, May 6.
Tanners raised eyebrows last year with her prediction that the mills’ many planned capacity additions would oversupply the market in the next few years and cause “Steelmageddon,” a dramatic drop in steel prices. As it turns out, it’s the coronavirus pandemic that has wrought a sort of armageddon on the global economy and steel prices. Rather than adding capacity, the mills are now taking dramatic steps to curtail production and align it with the weak demand.
With the domestic steel mills having released earnings and conducted conference calls with analysts this past week, the timing is perfect to discuss supply, demand, future projects, steel prices and a whole lot more with the top metals and mining analyst in the industry.
Be sure to join us for Wednesday’s webinar to learn how Tanners has modified her outlook for the steel market in 2020 and beyond.
To register, click here.
Tim Triplett
Read more from Tim TriplettLatest in SMU Community Chat
SMU Community Chat: CRU analysts discuss shifting metallics mart tangled by tariffs
With steel prices drifting and trade flows shifting, CRU analysts provided a grounded look at what's really happening — and what's not — across the metallics supply chain during Wednesday's SMU Community Chat.
Register for the next SMU Community Chat with ISM CEO Tom Derry!
Institute for Supply Management CEO Tom Derry will join SMU for our next Community Chat on Wednesday, July 23, at 11 a.m. ET (10 a.m. CT)
SMU Community Chat replay now available
The latest SMU Community Chat webinar reply featuring Thais Terzian and Frank Nikolic of CRU Group, is now available on our website to all members. After logging in at steelmarketupdate.com, visit the community tab and look under the “previous webinars” section of the dropdown menu. All past Community Chat webinars are also available under that selection. If you need […]
SMU Community Chat: CRU analysts Thais Terzian and Frank Nikolic on Wednesday
CRU analysts Thais Terzian and Frank Nikolic will be the featured guests on the next SMU Community Chat on Wednesday, July 9, at 11 am ET.
SMU Community Chat: CRU analysts Thais Terzian and Frank Nikolic on Wednesday
CRU analysts Thais Terzian and Frank Nikolic will be the featured guests on the next SMU Community Chat on Wednesday, July 9, at 11 am ET. The live webinar is free for anyone to attend. A recording will be available to SMU subscribers.