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.

Timna TannersTanners 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

Michael Cowden is managing editor for Steel Market Update. Cowden has covered the steel industry since 2007. He specializes in flat-rolled steel but has also reported on steel long products, steel pipe and tube, and aluminum. Before joining SMU, Cowden held reporting jobs at Fastmarkets AMM in Chicago, the Associated Press in Pittsburgh, and the Cambodia Daily in Phnom Penh. He has also worked as a copy editor and in marketing at the University of Chicago Press. Cowden has a BA in English from the University of Chicago and an MSJ journalism from Northwestern University’s Medill School of Journalism. Contact him at michael@steelmarketupdate.com or 724-759-7872.

Read more from Michael Cowden

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SMU Community Chat: Nov. 13 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 the next 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 the most popular guests on our Community Chats. Her insights and forecasts are always thought-provoking.