Features
SMU Community Chat replay now available
Written by David Schollaert
June 12, 2025
The latest SMU Community Chat webinar reply featuring Timna Tanners, managing director of equity research for Wolfe Research, is now available on our website to all members.
After logging in at steelmarketupdate.com, visit the community tab and look under the “previous webinars” section of the dropdown menu.
All past Community Chat webinars are also available under that selection.
If you need help accessing the webinar replay, or if your company would like to have your voice heard in our future webinars, contact info@steelmarketupdate.com.
David Schollaert
Read more from David SchollaertLatest in Features
Final Thoughts
I’m not sure how many different ways I can write that it’s been a quiet market ahead of Independence Day. There are variations on that theme. I’ve heard everything from the ominous “eerily quiet” to "getting better" and even the occasional “blissfully unaware” (because I’m enjoying my vacation).
SMU’s Week in Review: June 30-July 3
It will be a shorter week as the United States celebrates Independence Day on Friday. But we won’t leave you high and dry.
Steel groups welcome passage of budget bill
Steel trade groups praised the passage of the Big Beautiful Bill (BBB) in Congress on Thursday.
Drilling activity down further in US, climbs in Canada
The rig count declined for the 10th consecutive week in the US, while Canadian count rose for the fifth straight week, according to Baker Hughes.
SMU Market Chatter: Uncertainty reigns this Independence Day
Steel buyers this week are lamenting weak demand, cautious buying, and So. Much. Uncertainty. I'm no doctor, but I suggest a dual diagnosis of extreme tariff fatigue and early-onset summer doldrums.