SMU Community Chat

Don't Forget To Register for Wednesday's Community Chat With Timna Tanners!
Written by Michael Cowden
June 27, 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.
Don’t miss it! You can register here. The live webinar is free for all. A recording will be available free only to SMU members.
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 adding 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 another 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.
Tanners will also be a speaker at the SMU Steel Summit conference in Atlanta on Aug. 22-24. Take a look here for the agenda and here to register.
By Michael Cowden, Michael@SteelMarketUpdate.com

Michael Cowden
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