SMU Community Chat with Timna Tanners of Bank of America

Guests: Timna Tanners

Steel Market Update is pleased to announce that Timna Tanners, metals and mining analyst at Bank of America, will be the featured speaker for our next Community Chat webinar on Wednesday, June 9, at 11 a.m. ET.

Tanners will speak about the steel industry of the future. That future is likely to include an increased role for electric arc furnace (EAF) steelmakers in the automotive industry. And it’s likely to be bright for plate, which could benefit more than coil from infrastructure spending – especially should offshore wind farms become a focus of federal dollars.

She will also discuss her registered and trademarked “Steelmageddon®” hypothesis, which has captured the imagination – and the ire – of the steel industry. Is Steelmageddon® still our fate, or has the COVID-19 pandemic and the ensuing economic rebound changed the calculus? In other words, is this time different? Or is “normal” waiting until 2022 to serve its revenge cold?

Tune in and find out!

PS – If you’d like to see past Community Chat webinars, you can find those here.