SMU Community Chat with Timna Tanners of Wolfe Research

Wolfe Research managing director Timna Tanners was the featured speaker on SMU’s Community Chat webinar on Wednesday, July 12.

We talked about what Tanners described as “the myth of mill discipline.” Yes, the domestic sheet industry is more consolidated than it used to be. But do the “big four” mills – Nucor, Cliffs, SDI, and U.S. Steel – really have as much clout as advertised?