| Core Reports |
| February 2002 |
YYY. Global Steelmaking Outlook. |
| April 2002 |
ZZZ. Global Steel Product Matrix. |
| August 2002 |
SSS-XVII. Steel Success Strategies XVII Conference Proceedings. |
| November 2002 |
AAAA. Financial Dynamics of International Steelmakers. |
| The Steel Strategist |
| July 2002 |
Steel Strategist #28. Stress and Crisis Create Opportunities and Reward. |
| Monitor Reports |
| May 2002 |
Cost Monitor. Steel sheet costs vary widely |
| June 2002 |
Steel Survival Strategies XVII. Mirror, Mirror on the Wall: Who's the Fairest of Them All? |
| December 2002 |
Monitor Report. Cold-rolled sheet: "Hot" product. |
| WSD Papers |
| January 4, 2002 |
Angles. Dramatic recovery in USA steel sheet market. Orders strong. Hot-rolled band up about $25/ton. |
| January 17, 2002 |
Global Steel Alert #1. Crisis broadening and deepening. Demand weak. Production excessive. |
| February 4, 2002 |
Metallics Monitor #3. Scrap prices off the bottom. Moderate recovery under way. Price spike possible in 2003. |
| February 5-7, 2002 |
Presentation to: The CIS & CEE Steel Summit. CIS and Eastern European Steel: Strategies and Realities. |
| February 25, 2002 |
Global Steel Alert #2. Many sheet markets recovering. But a "black cloud" of excess production hangs over the industry. |
| March 19, 2002 |
Global Steel Alert #3. Global steel demand miracle! China pushes global operating rate far above expectations. Spot steel sheet prices recovering. |
| April 10, 2002 |
Presentation to: Keys to the Future Conference. Whither the USA integrated steelmakers? |
| April 10, 2002 |
Global Steel Finance. Financial meltdown ebbing. Mixed financial results this year. Highly favorable outlook for 2003 |
| May 1, 2002 |
Global Steel Alert #4. China driving the bus. Spot sheet prices rising globally. Global steel shortage possible in 2003. |
| May 6, 2002 |
Presentation to: Metal Service Center Institute. American Steel: On Viagra? |
| June 13, 2002 |
Global Steel Alert #5. Steel sheet price boom. Global sheet shortage likely in 2003. Marketplace is saying: "It's here!" |
| June 18-19, 2002 |
Steel Success Strategies XVII. Conference highlights. Steel Mill Poker: Bluffs, Realities, Strategies. |
| July 11, 2002 |
Global Steel Alert #6. Extraordinary surge in global steel production. Huge increase in China, up slightly elsewhere. Pricing may be threatened. |
| August 1, 2002 |
Global Steel Alert #7. Red lights...green lights. Selective weakness in steel prices. Mixed signals. |
| September 4, 2002 |
Global Steel Finance. Meltdown to Rebound. "Fear factor" may promote a longer-than-expected profit recovery. |
| September 4, 2002 |
Global Steel Alert #8. Steel shortage a 55% likelihood in 2003. Indicators surprisingly favorable. Sheet pricing proving resilient. |
| September 16, 2002 |
Presentation to: China Iron & Steel Institute: International Steel Conference 2002. Chinese and American Steel: The Tiger and the Capitalist. |
| September 18, 2002 |
Presentation to: China Int'l Coking Technology & Coke Market Congress 2002. Prospects for Chinese Coke Sales to the USA: Illusions and Realities. |
| October 4, 2002 |
Global Steel Alert #9. 2003 outlook increasingly positive for steel mills. Supply/demand better than expected. |
| October 24, 2002 |
Global Steel Alert #10. USA crosscurrents. One-year contract prices headed up. Spot steel sheet under pressure. |
| November 8, 2002 |
Global Steel Alert #11. 2003 likely another strong recovery year for many mills. But "wild cards" abound. |
| December 27, 2002 |
Global Steel Alert #12. Pricing boom in 1H 2003. Possible collapse in 2H 2003. China's still driving the bus. |
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