Steel Inside Track

November 2008
Steel's Past is the Future. Cyclicality like the old days. MORE RISK - MORE REWARD.

October 2008
Demand Destruction. Less confidence = less credit = less consumption

September 2008
Urge to Merge hits China

August 2008
HRB export price may plummet further, bottom out in September

July 2008
Thunderstorm Alert

June 2008
China iron ore production increases will reduce demand for imported ore in the second half of 2008

May 2008
Scrap Rules

April 2008
The truth: Pricing volatility and disparities widening in steel boom.

March 2008
The Steel Price ROCKET SHIP

February 2008
Steel Price Volcano Blow-Out!

January 2008
HRB Export Price May Erupt to An All Time High by a Sizable Margin

December 2007
Steel's Brave New World

November 2007
Steel Mill Risks Growing for 2008

October 2007
World HRB export price may decline temporarily

September 2007
Hot-rolled band shortage likely by, or before, early 2008.