SMU Community Chat

Next SMU Community Chat to Feature ISM CEO Tom Derry

Written by Michael Cowden


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.

Tom Derry ISM CEO Headshot (003)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

Read more from Michael Cowden

Latest in SMU Community Chat

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: 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.