Final Thoughts: Topics to watch at Tampa Steel '26
The Tampa Steel Conference will kick off just a few days after the Super Bowl, and I think it’s fair to say that we could be reacting to market developments in real time – again.
The Tampa Steel Conference will kick off just a few days after the Super Bowl, and I think it’s fair to say that we could be reacting to market developments in real time – again.
With just 10 days to go and nearing the final countdown, we are just shy of 600 registered (and counting) so far for the 37th annual Tampa Steel Conference.
At SMU, we ask the big questions: To be or not to be? Hot band at a grand? On the one hand, whether hot-rolled coil price can or can’t go above $1,000 per short (st) is a silly argument. It’s just a number. On the other hand, round numbers are something that we tend to fixate on. They can be psychologically important to a market – even if they shouldn’t be.
A trip to Tampa is the perfect remedy for the winter blues. The 37th annual Tampa Steel Conference will bring together executives from across the steel supply chain, as well as leading analysts and policy experts.
We’ve got some exciting announcements to make about the Tampa Steel Conference, which is now less than a month away! First, I’m very happy to say that Worthington Steel President and CEO Geoff Gilmore will be joining Kloeckner Metals CEO John Ganem on the stage for a fireside chat with my colleague David Schollaert.
We are officially under 30 days away from SMU's Tampa Steel Conference. And things are really starting to heat up. Well, at least the temperatures in Florida are staying balmy while much of the rest of the country maintains a chill.
The US steel market has gotten off to a fast start. Prices are up as lead times extend. And the news is coming in hot too.
We are quickly approaching the one-month countdown to the 2026 Tampa Steel Conference. Let's look at Tampa 2025 to see what people were saying and how it applies to this year.
With less than two months to go, we have nearly 300 attendees registered so far for the 37th annual Tampa Steel Conference.
If 2021 and 2022 was the party, 2024 is the morning after, one panelist said.
There's a lot of production waiting to come online
We joked in our last Final Thoughts that Wiley trade attorney Tim Brightbill – one of the nation’s leading experts on trade law and policy – would probably be revising his presentation on Trump, trade policy, and tariffs for the Tampa Steel Conference. He did. And even after those last-minute revisions, he actually got trumped […]
Steel and aluminum have been identified as high priorities for trade
With just 10 days to go and nearing the final countdown, we have nearly 550 registered (and counting) so far for the 36th annual Tampa Steel Conference. Join us and hundreds of industry executives at the JW Marriott Tampa Water Street from Sunday, Feb. 2, through Tuesday, Feb. 4. Take a break from the snow […]
With just two weeks to go, we have over 400 registered so far for the 36th annual Tampa Steel Conference. Join us and hundreds of industry executives at the JW Marriott Tampa Water Street from Sunday, February 2, through Tuesday, February 4.
The 36th annual Tampa Steel Conference is just four weeks away. We now have over 300 people registered to join us at the JW Marriott Tampa Water Street from Sunday, Feb. 2, through Tuesday, Feb. 4. Join us along with hundreds of industry participants in warm and sunny Florida!
And just like that, we’re wrapping up the last SMU newsletter of 2024. We’re closing out our 19th year and looking with wide-eyed anticipation to what 2025 will bring.
It’s not too late to ask Santa for what you really want this year. We’re less than two months away from the 36th annual Tampa Steel Conference! More than 300 people from over 150 companies have already registered to attend at the JW Marriott Tampa Water Street from Sunday, Feb. 2, to Tuesday, Feb. 4. […]
We are less than two months away from the 36th annual Tampa Steel Conference! We hope you will join us there!
As my colleague Ethan Bernard noted in our most recent Final Thoughts, I don’t think many of us thought uncertainty would be mounting four weeks out from 2025. If anything, the general theme post-Steel Summit and into Q4 was that election night would be the turning point. And whatever had been keeping the steel market from building would finally get the jump-start it needed.
Prices for galvanized products have been falling for more than a month, and market participants expect this trend to continue in the near term.
What’s something going on in the market that no one is talking about? That’s a question on our survey, and was also posed to many who graced the stage at our Tampa Steel Conference. Perhaps another way to phrase that is “not talking about publicly” or connecting the dots of steel market chatter to find a uniting central issue. I thought one respondent to our survey really summed up the current moment: “Right now it is all politics.”
More supply coming online and an unchanging demand environment – two key themes for 2024 – could soon bring the steel sheet storm to a market near you.
It was another steady drip lower, down $20/st to $980/st. In other words, the kind of on-and-off declines we’ve been seeing since the start of the year.
The recession many predicted did not materialize in 2023, leading industry experts in several key end-user markets for steel cautiously optimistic for 2024.
The head of SSAB Americas talked the company's commitment to Swedish parent SSAB’s mission statement of sustainability at the Tampa Steel Conference 2024.
SMU’s latest survey results make it clear that the sheet market has hit an inflection point and headed lower. But while some market participants think that sheet prices might bottom within the next month or so, others expect a more protracted downturn.
I participated in the 35th annual Tampa Steel Conference last week, a conclave of steel producers, consumers, traders, logisticians, and (a few) trade lawyers. I participated in a panel discussion concerning challenges in managing supply chains in these troubled times. Things appear to be heading in the wrong direction in this field. Supply chains were shown to be vulnerable to pandemics in 2020 and 2021, and, in 2022 and 2023, to regional conflicts and weather slowing or stopping the free movement of goods through trade bottlenecks (the Suez Canal, the Panama Canal, the Bosporus, etc.)
Just like doing business in any part of the steel supply chain, there are risks and unknowns in trading steel. But trading companies play an important part, helping businesses navigate the risks and unknowns as they pop up.
Speaking during a fireside chat at the Tampa Steel Conference on Monday, Jan. 29, Hybar CEO David Stickler provided a status update on the company’s new rebar mill project and its plans for the future, including the possibility of a flat-rolled steel mill.