Webinars
SMU Community Chat with Timna Tanners
Date/Time: December 17 2025, 11:00 am
Guests: Timna Tanners, Michael Cowden, Stephanie Ritenbaugh
In this joint SMU and AMU webinar, Wells Fargo Managing Director Timna Tanners outlined how her Sheet Storm thesis and recent tariff and market shifts affect steel and aluminum supply, competition, and her 2026 outlook.