Does the level of geopolitical uncertainty get to the point where it impacts not only the stock market but also the broader steel market? Could we see a repeat of Liberation Day, or will the news cycle move on to something else by the end of the week? I don't pretend to know what might happen in Davos. Suffice it to say, it’s going to be a newsy week.
CSN LLC General Director Jerry Richardson will join Steel Market Update (SMU) for a Community Chat on Wednesday, Jan. 21, at 11 am ET.
CSN LLC General Director Jerry Richardson will join Steel Market Update (SMU) for a Community Chat on Weds., Jan. 21, at 11 am ET.
An SMU Community Chat with Timna Tanners.
Canadian Prime Minister Mark Carney said the US probably won't reduce tariffs on steel, aluminum, and other goods from Canada anytime soon.
SMU and AMU are pleased to announce that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar on Wednesday, Dec. 17, at 11 am ET.
SMU and AMU are pleased to announced that Wells Fargo Managing Director Timna Tanners will be joining us for a Community Chat webinar next Wednesday, Dec. 17, at 11 am ET.
NEMO Industries CEO Daniel Liss has already made waves with his bold plan to bring pig iron production back to US soil. In an SMU Community Chat on Wednesday, he shifted the conversation from inspiration to execution, laying out timelines, financing strategies, and customer demand that could reshape the steel supply chain by the end of the decade.
It's important to keep in mind - maybe especially for those of us in the US - that the rest of the world can act too. And I think we're already seeing signs of that action, or at least that's been my takeaway from some of SMU's recent reporting and from Community Chat webinars for both SMU and AMU.
A colorful serial entrepreneur, NEMO Industries Co-founder and CEO Daniel Liss has done everything from working for Hollywood star Sofia Vergara to building a venture-backed Instagram competitor Dispo. He is new to steel but not short on potentially transformative ideas.
Edward Meir will be the featured speaker on an AMU and SMU Community Chat on Thursday, Nov. 20, at 11 am ET to discuss the latest market developments and to share his unique insights.
Wiley Law trade attorneys, Alan Price and Robert DeFrancesco, offered legal expertise to steel and aluminum market participants on Thursday’s SMU Community Chat.
Want to know the latest on Trump, tariffs, and trade policy – and the impact on both steel and aluminum? Join Steel Market Update (SMU), Aluminum Market Update (AMU), and leading law firm Wiley for a Community Chat on Thursday, Nov. 13, at 11 am ET.
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.
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.
The latest SMU Community Chat webinar reply featuring Lewis Leibowitz, trade attorney and SMU columnist, is now available on our website to all members.
Veteran trade attorney Lewis Leibowitz will join SMU for a Community Chat on Wednesday, Aug. 13, at 11 am ET.
Chief executive of the Institute for Supply Management (ISM), Tom Derry highlighted how reactive buying behavior has shifted the market into a quiet demand period. Derry presented ISM data during the weekly SMU community chat.
The latest SMU Community Chat webinar reply featuring Tom Derry of the Institute for Supply Management (ISM), is now available on our website to all members.
Institute for Supply Management CEO Tom Derry will join SMU for our next Community Chat on Wednesday, July 23, at 11 a.m. ET (10 a.m. CT). You can register here.
Mining metals analyst Timna Tanners has joined Wells Fargo as managing director of equity research, according to a post on her LinkedIn profile.
With steel prices drifting and trade flows shifting, CRU analysts provided a grounded look at what's really happening — and what's not — across the metallics supply chain during Wednesday's SMU Community Chat.
President Donald Trump on Wednesday said he would increase the “reciprocal” tariff on imports from Brazil to 50% effective Aug. 1. That could have big implications for pig iron.
Institute for Supply Management CEO Tom Derry will join SMU for our next Community Chat on Wednesday, July 23, at 11 a.m. ET (10 a.m. CT)
The latest SMU Community Chat webinar reply featuring Thais Terzian and Frank Nikolic of CRU Group, 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 […]
CRU analysts Thais Terzian and Frank Nikolic will be the featured guests on the next SMU Community Chat on Wednesday, July 9, at 11 am ET.
CRU analysts Thais Terzian and Frank Nikolic will be the featured guests on the next SMU Community Chat on Wednesday, July 9, at 11 am ET. The live webinar is free for anyone to attend. A recording will be available to SMU subscribers.
A roundup of trade news, what's up with Brazilian pig iron, SMU's latest survey results and more to keep you up to date.
Maybe some of this uncertainty will get ironed out ahead of Liberation Day tariffs resetting higher rates on July 9. But if I had to place a wager, it would be on more drama and last-minute brinksmanship - whether it comes to the Liberation Day tariffs or the various Section 232s that are in the works.
“Contractors say that they're still busy, but their order books have gotten a lot softer or a lot more uncertain,” said Ken Simonson, chief economist for The Associated General Contractors of America.