SMU Community Chat

Next Community Chat To Feature Timna Tanners of Wolfe Research

Written by Michael Cowden

June 20, 2022

Wolfe Research managing director Timna Tanners will be the featured speaker on our next SMU Community Chat webinar on Wednesday, June 29, at 11 a.m. ET.

The live webinar is free. A recording will be available free to SMU members. You can register here.

Timna Tanners

We’ll talk about Tanners’ outlook for steel prices, raw materials costs, as well as her updated supply and demand forecasts.

We’ll also talk about the impact of the new EAF sheet capacity (finally) coming into the market. And, by the way, it’s not just sheet that’s seeing new capacity – so too are plate and rebar. How many micromills does it take before rebarmageddon is upon us?

We’ll try our best to answer these questions. And we’ll take your questions, too.

A respected analyst, Tanners is also one of steel’s highest-profile figures and consistently among the most popular guests on our Community Chats. Her position at Wolfe means she is regularly in touch with C-suite executives across the steel and metals industries. In short, she knows the pulse of the market – a valuable perspective to have as we navigate our way through a big market inflection.

As always, we’ll keep it to about 45 minutes. You can drop in, learn something – and then get on with your day.

Finally, check out our Community Chat page, if you’d like to see recordings of past webinars, including our last one with Olympic Steel CEO Rick Marabito.

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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