SMU Community Chat
Wednesday's Community Chat to Welcome Analyst Timna Tanners
Written by Michael Cowden
June 1, 2021
Steel Market Update is pleased to announce that Timna Tanners, metals and mining analyst at Bank of America, will be the featured speaker for our next Community Chat webinar on Wednesday, June 9, at 11 a.m. ET.
Tanners will speak about the steel industry of the future. That future is likely to include an increased role for electric arc furnace (EAF) steelmakers in the automotive industry. And it’s likely to be bright for plate, which could benefit more than coil from infrastructure spending – especially should offshore wind farms become a focus of federal dollars.
She will also discuss her registered and trademarked “Steelmageddon®” hypothesis, which has captured the imagination – and the ire – of the steel industry. Is Steelmageddon® still our fate, or has the COVID-19 pandemic and the ensuing economic rebound changed the calculus? In other words, is this time different? Or is “normal” waiting until 2022 to serve its revenge cold?
Tune in and find out!
The 45-minute webinar will be free and open to all who register, which you can do by clicking here.
Also, SMU has posted a recording of last week’s webinar with Steel Manufacturers Association (SMA) President Philip K. Bell as well as slides presented by both Bell and SMU Senior Editor Michael Cowden.
That recording as well as recordings and presentations from prior Community Chat webinars can be found by clicking here.
Michael Cowden
Read more from Michael CowdenLatest 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 […]