SMU Community Chat

Still Time to Register for Wednesday's Community Chat with Analyst Tanners
Written by Michael Cowden
January 4, 2022
Wolfe Research Managing Director Timna Tanners will be the featured speaker for Steel Market Update’s first Community Chat webinar of 2022 on Wednesday, Jan. 5.
We’ll discuss the big issues – the great debates – that will drive steel markets next year:
• 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 at 11 a.m. ET (10 a.m. CT).
By Michael Cowden, Michael@SteelMarketUpdate.com
Michael Cowden
Read more from Michael CowdenLatest in SMU Community Chat
Join SMU and AMU for a Community Chat with Wiley on Trump, Trade, and Tariffs
Want to know the latest on Trump, tariffs, and trade policy - and the impact on both steel and aluminum? Then join SMU, AMU, and leading law firm Wiley for a Community Chat on Thursday, Nov. 13, at 11 am ET.
US mill buys two cargoes of Brazilian pig iron down from Sept prices
SMU spoke with a large channel in Brazil who confirmed his company sold a cargo of 50,000 metric tons (mt) to a US buyer at $383/mt FOB Brazil. That's down $12/mt from the last cargo sold in September.
SMU Community Chat: Tariffs disrupt US ‘business as usual’
Reporting and enforcing steel tariffs are two top–of-mind concerns for US manufacturers, the US Customs and Border Protection agency, importers, and others across the supply chain.
SMU Community Chat replay now available
The latest SMU Community Chat webinar reply featuring Lewis Leibowitz, trade attorney and SMU columnist, is now available on our website to all members.
Join SMU for a Community Chat with trade attorney Lewis Leibowitz on Aug. 13
Veteran trade attorney Lewis Leibowitz will join SMU for a Community Chat on Wednesday, Aug. 13, at 11 am ET.
