SMU Community Chat
Next SMU Community Chat to Feature Analyst from Applied Value
Written by John Packard
June 12, 2020
On Wednesday, June 17, we will host our next SMU Community Chat webinar with our guest speaker Donald Bly, managing director of Applied Value.
As with every SMU Community Chat webinar, this is free to the public. Feel free to invite others from your company as well as your suppliers and customers. Click here to register.
Applied Value works on the buy side of the industry. We anticipate discussing the overall industry perspectives on production, consumption and pricing. We will cover the current negotiation situation with steel mills and service centers with end users. We will also cover what manufacturing companies (OEMs) are doing to cover supply issues and managing any shortages. Applied Value will discuss with SMU how OEMs are revaluing their supply chains and managing risks by reshoring parts back to North America.
Come join us at 11 AM ET (10 CT, 9 MT, 8 PT) this Wednesday. To register please click here or go to: www.SteelMarketUpdate.com/blog/smu-community-chat-webinars
John Packard
Read more from John PackardLatest in SMU Community Chat
SMU Community Chat: St. Germain on a rosier 2025 outlook – if conditions are right
“There’s no sugar coating it – 2024 has been a challenging year,” the economist for ITR said.
SMU Community Chat: Dec. 11 with ITR economist Taylor St. Germain
ITR economist Tyler St. Germain will join SMU for a Community Chat on Dec. 11 at 11 am ET. You can register here. The live webinar is free for all to attend. A recording will be available only to SMU members. We'll discuss the 2025-26 outlook for both the overall economy and also for manufacturing. We’ll in addition discuss how Trump administration policies when it comes to tariffs and immigration might impact the steel sector and key end use markets.
SMU Community Chat: Timna Tanners on ‘Trumplications’ for steel in 2025
Wolfe Research's Managing Director Timna Tanners discusses the 'Trumplications' for steel in the coming year in this week's SMU Community Chat.
SMU Community Chat replay now available
The latest SMU Community Chat webinar reply 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 help accessing the webinar replay, or if your company […]
SMU Community Chat: Tomorrow at 11 am ET with Timna Tanners of Wolfe Research
Timna Tanners, managing director of equity research for Wolfe Research, will be the featured speaker on tomorrow’s SMU Community Chat. The webinar will be on Wednesday, Nov. 13, at 11 am ET. It’s free to attend. You can register here. Timna – who has coined Sheet Storm, Scrap Squeeze, and Galv Galore – is one of […]