SMU Community Chat
Don't Miss Wednesday's Community Chat with Analyst Timna Tanners
Written by Michael Cowden
June 1, 2021
Steel Market Update is pleased to announce that Timna Tanners, metals and mining analyst at Bank of America, will be the featured speaker for our next Community Chat webinar on Wednesday, June 9, at 11 a.m. ET.
Tanners will speak about the steel industry of the future. That future is likely to include an increased role for electric arc furnace (EAF) steelmakers in the automotive industry. And it’s likely to be bright for plate, which could benefit more than coil from infrastructure spending – especially should offshore wind farms become a focus of federal dollars.
She will also discuss her registered and trademarked “Steelmageddon®” hypothesis, which has captured the imagination – and the ire – of the steel industry. Is Steelmageddon® still our fate, or has the COVID-19 pandemic and the ensuing economic rebound changed the calculus? In other words, is this time different? Or is “normal” waiting until 2022 to serve its revenge cold?
Tune in and find out!
The 45-minute webinar will be free and open to all who register, which you can do by clicking here.
Michael Cowden
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SMU Community Chat: Tomorrow at 11 am ET with Timna Tanners of Wolfe Research
Timna Tanners, managing director of equity research for Wolfe Research, will be the featured speaker on tomorrow’s SMU Community Chat. The webinar will be on Wednesday, Nov. 13, at 11 am ET. It’s free to attend. You can register here. Timna – who has coined Sheet Storm, Scrap Squeeze, and Galv Galore – is one of […]
SMU Community Chat: Nov. 13 at 11 am ET with Timna Tanners of Wolfe Research
Timna Tanners, managing director of equity research for Wolfe Research, will be the featured speaker on the next SMU Community Chat. The webinar will be on Wednesday, Nov. 13, at 11 am ET. It’s free to attend. You can register here. Timna – who has coined Sheet Storm, Scrap Squeeze, and Galv Galore – is one of the most popular guests on our Community Chats. Her insights and forecasts are always thought-provoking.