SMU Community Chat

First SMU Community Chat of '22 to Feature Timna Tanners of Wolfe Research

Written by Michael Cowden

December 17, 2021

SMU is pleased to announce that Wolfe Research Managing Director Timna Tanners will be the featured speaker on our first Community Chat webinar of 2022.

We’ll discuss the big issues – the great debates – that will drive steel markets next year:

Timna Tanners* Will we see continued solid demand in 2022 or a “great unwind”?

* Will mills maintain “discipline” next year, or will a “sheet storm” hit as they break ranks and fight for business?

* As new EAF capacity comes online, will there be enough scrap to go around – or will “Scrapmageddon” come?

* Also, does China still drive the bus when it comes to commodity price trends? And, if it does, what does that mean for North American prices if Chinese steel demand slows?

We’ll of course take your questions too.

As always, we’ll keep it to about 45 minutes. You can (virtually) drop in, learn something – and then get on with your day. And the webinar is free.

Register here and tune in on Wednesday, Jan. 5 at 11 a.m. ET (10 a.m. CT).

By Michael Cowden, Michael@SteelMarketUpdate.com

Michael Cowden

Michael Cowden is editor-in-chief for Steel Market Update. Cowden has covered the steel industry since 2007. He specializes in flat-rolled steel but has also reported on steel long products, steel pipe and tube, and aluminum. Before joining SMU, Cowden held reporting jobs at Fastmarkets AMM in Chicago, the Associated Press in Pittsburgh, and the Cambodia Daily in Phnom Penh. He has also worked as a copy editor and in marketing at the University of Chicago Press. Cowden has a BA in English from the University of Chicago and an MSJ journalism from Northwestern University’s Medill School of Journalism. Contact him at michael@steelmarketupdate.com or 724-759-7872.

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