Steel Products
SMU Steel Summit Conference: Eight Weeks to Go!
Written by John Packard
June 26, 2022
We are now eight weeks away from the start of the 2022 SMU Steel Summit Conference. Behind the scenes, there are dozens of SMU and CRU team members working diligently to ensure this year’s conference is exceptional for all our attendees. By exceptional, we mean entertaining content that is valuable and timely. And we also provide the best networking environment possible.
We are pushing through 800 executives already registered for this year’s conference. Over the past few days the following companies have come on board (those with an * means more than one company attending): AGI – Sentinel, AMICO Global, Astec Industries*, BNSF Railway*, Butech Bliss*, General Motors, Janus International Group LLC, Majestic Steel*, Metal Master*, Metrading International AG, NSPS Metals, PACO Steel & Engineering Corp.*, Steel Spectrum, StoneX Financial Inc., Trane Technologies*, Wastequip LLC. You can join them and the almost 300 other companies already registered by clicking here.
Every conference is a labor of love as we try to balance presenters who have spoken at our conference in the past with new faces and topics. There are issues of primary importance to our attendees: steel price forecasts, supply and demand outlooks, and major economic and political issues that industry participants need to understand. It’s comforting to have some familiar faces we have developed relationships with and that our attendees have learned to trust and respect over the years:
• Dr. Alan Beaulieu, president and principal of ITR Economics
• Lourenco Goncalves, chairman, president and CEO of Cleveland-Cliffs
• Mark Millett, co-founder, president and CEO of Steel Dynamics
• Josh Spoores, principal analyst at CRU
• Timna Tanners, managing director of equity research at Wolfe Research LLC
• John Anton, director of pricing and purchasing at S&P Global Market Intelligence
• Paul Lowrey, founder and managing director of Steel Research Associates
Those are just a few of the regular names. We have also added many new faces to the program this year.
• Alan Kestenbaum, executive chairman and CEO of Stelco
• Gene Marks, the author of many books on business, a columnist, a keynote speaker, and the head of The Marks Group
• Johnny Sjöström, EVP and head of Special Steels at SSAB
• Pam Heglund, president of Mill Steel Co.
• Michael Setterdahl, who is representing the GFG Alliance
• David Branscome, global partner solutions security architect at Microsoft
• Jerry Richardson, executive director at CSN LLC
• Pablo Koziner, president of energy and commercial Nikola Motor Co.
• Murat Askin, founder and CEO of StaalX
• Frank Frederickson, vice president of customer experience at Minnesota Power
• Stephen Weng, head of automotive benchmarking at A2Mac1
• Panos Kotseras, principal analyst at CRU
• Matthew Poole, associate managing consultant at CRU
• Bradley Clark, director of the Metal Bank at Flack Global Metals
• Meredith Meade, Nafta Steel Purchasing Manager at Tempel Steel Co.
• J. Benjamin Snyder, founder of J. Benjamin Recruitment LLC
• Eric Daniel, director – supply chain – carbon flat products at NIM Group
• Ping Liang, lead strategy analyst and economist at ArcelorMittal
• Ciara Brunch of Reibus International
• Colin Sterling of Quality Metal Stamping
• Tommy Hosea, executive director of GPSC Central Operations at General Motors
Some of the key topics we will discuss at the 2022 SMU Steel Summit Conference are the war in Ukraine, supply chain disruptions, decarbonization, and new supply coming online.
Other items include changes in the trucking industry with the introduction of fuel-cell, electric semi-trucks and self-driving technology. Those technologies will impact the trucking industry in both the short- and long-term. We’ll also discuss the expansion of the electric automotive fleet and its impact on the steel industry (as well as other metals).
Decarbonization and climate change are subjects that impact virtually every corner of the industry in different ways. We are bookending this year’s conference with a decarbonization workshop on Monday morning and another decarb program early on Wednesday afternoon.
As always, there will be something for everyone. If you would like to learn more about our agenda, speakers, the NexGen Leadership Award and the nomination process, companies attending, costs to attend, and how to register you can find that information here: https://events.crugroup.com/smusteelsummit/home
By John Packard, John@SteelMarketUpdate.com
John Packard
Read more from John PackardLatest in Steel Products
Rig count update: US activity stable, Canada slips
The number of oil and gas rigs operating in the US remained unchanged this week for the second consecutive week, while Canadian activity declined, according to the latest data released from Baker Hughes.
SMU market survey results now available
SMU’s latest steel buyers market survey results are now available on our website to all premium members. After logging in at steelmarketupdate.com, visit the pricing and analysis tab and look under the “survey results” section for “latest survey results.” Past survey results are also available under that selection. If you need help accessing the survey results, or if […]
Domestic, offshore CRC prices steady
The price spread between US-produced cold-rolled (CR) coil and offshore products on a landed basis was unchanged in the week ended Dec. 20.
SMU Survey: Mill lead times contract slightly, remain short
Steel mill production times have seen very little change since September, according to buyers participating in our latest market survey.
Worthington Enterprises’ earnings dip in fiscal Q2’25
Worthington Enterprises' profits edged down in its fiscal second quarter of 205 vs. a year earlier. The company said a slump in sales in the quarter was due largely to the "deconsolidation" of the Sustainable Energy Solutions segment in the fourth quarter of fiscal 2024.