SMU Community Chat
SMU Community Chat: Join CRU iron ore expert Erik Hedborg on Weds at 11 am ET
Written by Michael Cowden
January 23, 2024
CRU principal analyst Erik Hedborg, who has deep experience in iron ore and in pellets, will be the featured speaker on our next SMU Community Chat.
The chat will be on Wednesday, Jan. 24, at 11 am ET. You can learn more and register here.
What we’ll talk about
Hedborg will first talk about the structure of both the North American and the global iron ore markets. It should be a helpful explainer for those in the EAF-dominated US who might be more well-versed in scrap.
He’ll also discuss recent market trends in both ore and in pellets – and what those trends mean for steel markets here. Hedborg will in addition provide an outlook for 2024.
He’ll take your questions too. So please think of some good ones, and throw them in the Q&A on Wednesday!
Why should you listen?
Hedborg previously worked as an analyst in the iron ore industry with a special focus on the pellet market and China. He speaks fluent Chinese and holds a MSc from the Lulea University of Technology in Sweden and an MA from the Berlin School of Economics and Law.
Michael Cowden
Read more from Michael CowdenLatest in SMU Community Chat
Join us for Wednesday’s Community Chat with SMA President Philip K. Bell
We’ll talk about what to expect from the incoming Trump administration, the changing trade and tariff landscape, and what it all means for the domestic steel industry.
SMU Community Chat: Jan. 15 with SMA President Philip K. Bell
Steel Manufacturers Association (SMA) President Philip K. Bell will join SMU for our first Community Chat of 2025. We’ll talk about what to expect from the incoming Trump administration, the changing trade and tariff landscape – and what it all means for domestic steelmakers, service centers, and manufacturers. Don’t miss out! Mark your calendar for Jan. 15 at 11 am ET.
SMU Community Chat: St. Germain on a rosier 2025 outlook – if conditions are right
“There’s no sugar coating it – 2024 has been a challenging year,” the economist for ITR said.
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: Timna Tanners on ‘Trumplications’ for steel in 2025
Wolfe Research's Managing Director Timna Tanners discusses the 'Trumplications' for steel in the coming year in this week's SMU Community Chat.