Final Thoughts

Final Thoughts
Written by John Packard
April 29, 2019
Another exciting week in the steel industry…
A couple of reminders:
With four months yet to go we are marching toward 400 registered executives for the 2019 SMU Steel Summit Conference, which will be held in Atlanta on Aug. 26-28. This is THE premier networking event for the steel industry during the calendar year. Here are just a few of the registrations we have received this week (the * means more than one person from that company is registered): NLMK USA*, Nucor*, Precoat Metals, Scrap Metal Services*, Valmont, Priefert Manufacturing*, State Steel Supply* and Kloeckner Metals. You can register for your spot by clicking on this link or going to: www.SteelMarketUpdate.com/Events/Steel-Summit
With two weeks to go we still have a few seats available for the SMU Steel 101: Introduction to Steel Making & Market Fundamentals workshop, which will be held in Davenport, Iowa, on the 14th and 15th of May. The workshop will include a tour of the SSAB steel mill. For details go to: www.SteelMarketUpdate.com/Events/Steel101
Next week is the Metals Industry Boy Scout Dinner at the Hyatt in Chicago. I highly recommend attending this dinner as it is probably the second-best networking event behind our conference (in my humble opinion). You can find more information on their website, which I have linked to here.
On June 17, the CRU Group will host a Steel Briefing in New York City. Lewis Leibowitz and I will be opening the conference. We will be discussing how trade is impacting the steel industry. This is a free event and you can register by clicking on this link.
I am here in my office for the balance of this week and will begin traveling again next Wednesday as I head off for Chicago.
As always, your business is truly appreciated by all of us here at Steel Market Update.
John Packard, President & CEO

John Packard
Read more from John PackardLatest in Final Thoughts

Final Thoughts
SMU uses ferrous scrap survey data to take AI out on a test drive.

Final Thoughts
Will a US-UK meeting next week prove a harbinger of tariff deals to come, or will it be just another case of having the rug pulled from under us?

Final Thoughts
When will we see prime scrap become scarce as the worldwide transition to EAF melting increases, especially for HRC production? It's a question I've been asked a lot.

Final Thoughts: The hidden cost of analysis paralysis in the age of uncertainty
With US economic indicators all over the map, it’s no wonder the steel market has experienced a whole lot of analysis paralysis this year.

Final Thoughts
A recurring theme in conversations with some of you and in the comments submitted in our surveys is concerns about demand and uncertainty around tariffs. Where does SMU’s latest opinion polling on President Trump’s tariffs stand? Let’s take a look at the numbers.