Final Thoughts

Final Thoughts
Written by John Packard
November 24, 2013
Steel Market Update will publish our second Premium Supplement Newsletter on Monday. Included will be our SMU Key Market Indicators and forecast, September imports by product, port and country and articles related to our most recent steel market analysis not available elsewhere.
If you are interested in upgrading one of your memberships to the Premium Level please contact our office at: info@SteelMarketUpdate.com or by phone at 800-432-3475 (706-216-5440).
Our next Monthly Newsletter will be published early next week. The Monthly Newsletter packages all of the key events and data from the month of November in an easily digestible format. We do include exclusive articles for just our Monthly members from Peter Wright and me. The newsletter is for those who do not want to read our Executive Newsletter three times per week yet would appreciate our analysis and Keys to Watch for the month of December. This newsletter is intended for the busy executive, smaller companies who cannot yet afford the Executive Newsletter or those just wanting an over-view of the market once per month. It can also be an excellent review for our Executive members who would desire one. The cost is a reasonable $300 per year.
A note for those of you who would like to speak with me this week – I am in California for the next 10 days. I can be reached on my cell phone: 770-596-6268 (California is 3 hours behind east coast time) or by email: John@SteelMarketUpdate.com
On December 5th and 6th I will be in New York City attending the AIIS dinner and other industry related events. On the 8th of December I will be in Phoenix speaking to the HARDI wholesalers steel committee.
We continue to collect comments regarding our new website. The vast majority of them are finding the site expansive and useful. As an existing member we do need for you to log into the website at least once to adjust your account settings and change your password. If you have misplaced the user name and password we sent to you previously – we can reset it and send you a new one. Just contact our office at: info@SteelMarketUpdate.com or you are more than welcome to contact our office by phone for assistance: 800-432-3475. Both John Temples and Brett Linton will be in the office to work through any issues you might be having and to introduce you to the website.
Your business is important to us and we do not want to leave anyone behind – please log into the new website.
As always your business is truly appreciate by all of us here at Steel Market Update.
Sincerely,
John Packard
Publisher

John Packard
Read more from John PackardLatest in Final Thoughts

Final Thoughts
What's going to be the next big thing in steel?

Final Thoughts
Based on the amount of ‘out of office’ replies we’ve been receiving and the results of this week’s steel buyers’ survey, those pesky summer doldrums have arrived for the steel industry.

Final Thoughts
Maybe some of this uncertainty will get ironed out ahead of Liberation Day tariffs resetting higher rates on July 9. But if I had to place a wager, it would be on more drama and last-minute brinksmanship - whether it comes to the Liberation Day tariffs or the various Section 232s that are in the works.

Final Thoughts
What should you keep your eye on, considering the latest geopolitical events?

Final Thoughts
Not many people in the North American steel market had direct US involvement in another Middle East conflict on their bingo card. Prices weren't expected to shoot higher unless something unexpected happened. That unexpected something has now happened. And there is talk of oil at $100 per barrel. What does that mean for steel?