Steel Survival Strategies - What I am looking for
I am in New York City for a few days attending Steel Survival Strategies conference. Many of the CEO's of the largest North American mills will be speaking - U.S. Steel,Nucor, AK Steel, ArcelorMittal and others. A number of analysts will be speaking as well.
From my perspective the most important issues for the steel industry right now are: 1) pricing (both base prices, extras and how fairly mill customers are being treated - as well as the direction of prices from the mill's perspective); 2) "new normal" demand and supply; 3) domestic mill capacity and what the mills are doing to regulate the supply and, 4) what is going to happen with foreign steel as domestic prices rise?
Let me know what questions or issues you have to see if they are being addressed at this conference?