Steel Products
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/media/k2/items/src/c26482c9f5911f3a2754e82921ab0691.jpg)
Wednesday Community Chat to Feature Timna Tanners of Wolfe Research
Written by Michael Cowden
November 27, 2022
Wolfe Research managing director Timna Tanners will be the featured speaker on our SMU Community Chat webinar on Wednesday, Nov. 30, at 11 a.m. ET.
The live webinar is free. A recording will be available free to SMU members. It’s not too late to register here.
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 what 2023 might bring. Will lead times begin to extend as we get closer to the New Year? Or does lackluster demand mean we won’t see the usual seasonal patterns?
As far as supply goes, fewer imports might be welcome news for US mills. But is it enough offset the pace at which new capacity is being ramped up?
Speaking of new capacity, we’ll also take a deep dive into the galvanized market and explore whether and how that increased coating capacity might be absorbed.
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.
As always, we’ll keep it to about 45 minutes. You can drop in, learn something – and then get on with your day.
Finally, check out our Community Chat page, if you’d like to see recordings of past webinars, including our last one with Rock Trading Advisors found David Feldstein.
{loadposition reserved_message}
By Michael Cowden, Michael@SteelMarketUpdate.com
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/2024/02/SMU_MC_headshot-150x150.png)
Michael Cowden
Read more from Michael CowdenLatest in Steel Products
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/images/Featured_News_Icons/coils2.png)
US steel imports slipped in August after rising in July
July represents the second-lowest monthly rate for steel imports so far this year.
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/images/Featured_News_Icons/oil_drill.png)
Rig count update: US count eases, Canada’s flat
Oil and gas drilling activity in the US edged lower last week, while the Canadian rig count held steady at a six-month high.
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/2023/09/HRC-Futures.png)
HR futures: Trade case action official – It was already priced in?!
This month’s column on the markets could be a response to the question of last month, “Are the forward curve prices on Aug. 7 high enough to price in trade case risks?" The market’s answer has been a pretty resounding YES so far, I think.
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/2024/01/cropped-SMU_Mobile_final.png)
SMU survey: Lead times edge higher for sheet
Current steel mill lead time averages are a few days longer than levels seen one month prior, but remain near historical lows for both sheet and plate products.
![](https://www.steelmarketupdate.com/wp-content/uploads/sites/2/2023/08/Hybar-logo.jpg)
Steel Summit 2024: Hybar CEO accelerating growth plans for US steel market
Hybar CEO David Stickler and SMU Managing Editor Michael Cowden shared a candid conversation about Hybar's ambitious plans on Tuesday morning at the SMU Steel Summit, held in Atlanta this week.