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The Steel Strategist #35
Steel Industry Rebound. 2009: A Year of Shake-out. 2010: A Year of Stability. 2011: A Year of Recovery
Table of Contents
Overview
Economic outlook
Demand outlook
Key forecasting concepts
Steel industry consolidation
World-class steelmakers
Profitability, cash flow and capital expenditure
Global steel supply/demand outlook
Steelmakers’ costs
Steel pricing outlook
Financially settled steel contracts
Global metallics balance
USA steel industry
China overview
Subject-by-subject commentaries
Economic profile and assumption
Steelmaking capacity, production and operating rates
Steel pricing
WSD steelmakers cost systems
Activity levels in the Developed and Developing World
Steel orders, inventories, backlogs, shipments and trade
Mini-mill overview
U.S. pipe and tube market
Global Steel Product Matrix
Global Steel Alert
Plate and hot strip mill trends
Blast furnaces and pig iron
Directly reduced iron
Continuous casting
Energy
Steelmaker's raw materials
Financial analysis of international steelmakers
Financial results and investment


