SMU Community Chat
Next SMU Community Chat to Feature ISM CEO Tom Derry
Written by Michael Cowden
December 2, 2021
Institute for Supply Management® CEO Tom Derry will join SMU for our next Community Chat on Wednesday, Dec. 15 at 11 a.m. ET (10 a.m. CT). ISM is the first and largest supply management association in the world. And so Tom Derry is in a great position to put vexing problems like port congestion in context of global supply chain trends and economic impacts.
Long Beach might be the poster child for that issue. But Houston faces similar struggles as do ports on the East Coast. When might such problems – and related truck and driver shortages – ease? And what is the interplay between such supply chain snarls and inflation?
We’ll also talk about post-pandemic commodity flows and price dynamics. Will steel follow the path of lumber? What is the relation between industrial commodities and consumer goods? Hint: They are interlinked. The question then is, are we all following the same demand/pricing curve – even if not all industries are on the same point in that curve? And just where is steel on that curve
We’ll of course take your questions.
As always, we’ll keep it to about 45 minutes. You can (virtually) drop in, learn something – and then get on with your day.
You can register here.
By Michael Cowden, Michael@SteelMarketUpdate.com
Michael Cowden
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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 […]
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.