| Core Reports |
| January 2000 |
NNN. Global Steel Mill Product Matrix: |
| February 2000 |
OOO. Financial Dynamics of International Steelmakers. |
| April 2000 |
PPP. E-Commerce in Steel. Electrifying some; Electrocuting others. |
| August 2000 |
SSS-XV. Steel Success Strategies XV Conference Proceedings. |
| December 2000 |
QQQ. North American Iron Ore Industry. Globalization and Competitive Response. |
| The Steel Strategist |
| July 2000 |
Steel Strategist #26. Opportunities and Risks in the New Millennium. |
| Monitor Reports |
| April 2000 |
Global Steel Supply/Demand Outlook. |
| June 2000 |
Steel Survival Strategies XV. E-Commerce in Steel. Electrifying some; Electrocuting others. |
| July 2000 |
Metallics Monitor #4. Scrap prices mysteriously low. Higher prices for steelmakersí metallics expected this year. |
| October 2000 |
Sidor: From Burro to Beauty Queen. |
| WSD Papers |
| January 21, 2000 |
Angles. A steel shortage this spring is our "most likely" forecast. 2000 starts favorably for the steel mills. |
| January 31, 2000 |
Steel OrderTrack. Booming orders for USA major mills. No sizable let up likely until April, if then. |
| February 14, 2000 |
Global Steel Finance. Steel millsí profits poised to rise sharply this year. Worries about second quarter pricing (paranoia or reality?). |
| February 28, 2000 |
PriceTrack #64. Steel shortage likely by this summer. Many indicators supporting this possibility. |
| March 24, 2000 |
Presentation to: Lehman Brothersí 2000 high yield And leveraged loan conference. Steel Success Strategies. |
| March 27, 2000 |
Presentation to: American Institute of Iron Steel. E-Commerce in Steel. Electrifying some; Electrocuting others. |
| April 10, 2000 |
Global Steel Finance. Paranoia to prosperity. 2000 profit outlook favorable. |
| May 1, 2000 |
Angles. Global steel shortage no longer forecast this summer. Upward pricing momentum seems gone in Far East. Initial signs of possible price weakness in USA. |
| May 24, 2000 |
Angles. A new "death spiral" for flat-rolled products? We donít think so.. |
| June 9, 2000 |
Angles.Hot-rolled band prices under pressure in the USA and on the world export market. Weakness may end by late summer. |
| June 26 2000 |
PriceTrack #65 Selective sheet pricing pressures since May. We still expect renewed tightness by year-end. |
| July 13, 2000 |
Global Steel Finance. Spot sheet pricing likely to recover this fall. Posco (its ADR), Usinor and Ryerson Tull are our favorite stocks. |
| August 3, 2000 |
Steel ProductionTrack. Global steel industry at a 98% operating rate in May and June. Steel market may tighten up this fall. |
| August 17, 2000 |
Angles.Tracking the indicators. Strong shift to the positive expected in several months. |
| August 26, 200 |
Angles. Global steel output booming. Steel sheet prices falling. Any hope for the steel mills? |
| September 11, 2000 |
Presentation to: Association of Hungarian Steel Industry. Steel Wars. Chess without checkmate |
| September 28, 2000 |
PriceTrack #66. Enjoy the "death spiral." It might not last for long. |
| September 29, 2000 |
Global Steel Finance. Pricing "death spiral" threatening fourth quarter profits. Widening distinction between winners and losers. |
| October 10, 2000 |
Angles. Global steel demand survey. Big rise in 2000. small gain in 2001. |
| October 14, 2000 |
Angles. Tough times for steelmakers. There is a need for an "early warning system." |
| October 24, 2000 |
Angles. More negative than positive indicators for Western mills. Hot-rolled band prices still plummeting. |
| November 8, 2000 |
Global Steel Finance. 2000 a calamity for many steel mills, but reasonable holes for 2001. POSCOís ADR and Usinor recommended. |
| November 16, 2000 |
Presentation to: German Iron & Steel Federation. Steel e-commerce wars. |
| November 23, 2000 |
Angles. Steel sheet prices still falling in most parts of the world Prices probably approaching the bottom. |
| December 9, 2000 |
Angles. Steel market in disarray. |
| December 18, 2000 |
Global Steel Finance. Steel stocks probably at the bottom. |
| December 28, 2000 |
PriceTrack #67. Meltdown! 3rd global pricing "death spiral" in five years has profoundly diminished most steel millsí access to capital. |
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