Analysis

February 12, 2026
Final Thoughts
Written by Ethan Bernard
The day started off cloudy in Tampa. But by early afternoon on Thursday, the Florida sunshine returned in full force. There was no parallel lag in the content on the first full day of the Tampa Steel Conference. Things got going fast.
Breaking news came from an SMU Fireside Chat with Barry Zekelman, executive chairman and CEO of Chicago-based pipe and tube maker Zekelman Industries. When asked, he told SMU Editor-in-Chief Michael Cowden he was more likely to end up owning a nuclear-powered boat than a steel mill. You heard it here first.

