SMU Community Chat

Don't Forget To Register for Wednesday's Community Chat With Timna Tanners!

Written by Michael Cowden

June 27, 2022

Wolfe Research managing director Timna Tanners will be the featured speaker on our next SMU Community Chat webinar on Wednesday, June 29, at 11 a.m. ET.

Don’t miss it! You can register here. The live webinar is free for all. A recording will be available free only to SMU members.

We’ll talk about Tanners’ outlook for steel prices, raw materials costs, as well as her updated supply and demand forecasts.

We’ll also talk about the impact of the new EAF sheet capacity (finally) coming into the market. And, by the way, it’s not just sheet that’s adding capacity – so too are plate and rebar. How many micromills does it take before rebarmageddon is upon us?

Timna Tanners

We’ll try our best to answer these questions. And we’ll take your questions, too.

A respected analyst, Tanners is also one of steel’s highest-profile figures and consistently among the most popular guests on our Community Chats. Her position at Wolfe means she is regularly in touch with C-suite executives across the steel and metals industries. In short, she knows the pulse of the market – a valuable perspective to have as we navigate our way through another big market inflection.

As always, we’ll keep it to about 45 minutes. You can drop in, learn something – and then get on with your day.

Tanners will also be a speaker at the SMU Steel Summit conference in Atlanta on Aug. 22-24. Take a look here for the agenda and here to register.

By Michael Cowden, Michael@SteelMarketUpdate.com

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

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.