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World Steel Dynamics Publications List - 2003
Core Reports |
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| January 2003 | BBBB. Global Steel Product Matrix. |
| April 2003 | CCCC. World Flat-Rolled Market. |
| August 2003 | DDDD. China’s Unstoppable Steel Industry. |
| August 2003 | SSS-XVIII. Steel Success Strategies XVIII Conference Proceedings. |
| October 2003 | EEEE. Global Steelmaking Capacity Track. |
| December 2003 | FFFF. Financial Dynamics of International Steelmakers. |
| December 2003 | GGGG. International Steel Group: The Rebirth of American Integrated Steel. |
The Steel Strategist |
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| July 2003 | Steel Strategist #29. China the Threat? |
Monitor Reports |
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| June 2003 | Steel Success Strategies XVIII. Fireworks in Steel: Capacity detonations, Early warning flares & the China powder keg. |
| December 2003 | Steel Success Strategies – Europe. Floating Steel Balls. Early warning signals. Metallics shortfalls. The China powder keg. |
| WSD Papers | |
| January 10, 2003 | Hot Spot #1 (e-mail only). |
| January 17, 2003 | Inside Track #2 (e-mail only). Weak USA spot sheet market. Shortage in China. |
| January 17, 2003 | Truth & Consequences #1. Scrap prices surge worldwide. Beginning of long-term trends? |
| January 24, 2003 | Inside Track #3 (e-mail only). USA mills sharply boosting HRB exports to China. Global sheet shortage despite weak USA market. |
| January 24, 2003 | Truth & Consequences #2. Chinese pricing “bubble.” Another pricing “death spiral” in the second half not far-fetched. |
| January 31, 2003 | Inside Track #4 (e-mail only). Massive sheet bookings to China. Raw material prices skyrocket. Iron ore freight rates down. |
| January 31, 2003 | Truth & Consequences #3. Truth: Steel industry not concentrated. Consequence: Export prices are unbridled. |
| January 31, 2003 | Global Steel Finance. Steel shortage! Good profit outlook in most cases. Problems on the horizon. |
| February 7, 2003 | Inside Track #5. Surging USA sheet exports. Sharply higher global pig iron prices. USA spot sheet prices at bottom? |
| February 12, 2003 | Truth & Consequences #4. Double bubble! Double trouble!! |
| February 12, 2003 | Inside Track #6. China still booming post holiday. Wire rod the strongest long product on the world export market. |
| February 14, 2003 | Global Steel Alert #13. The Reverse BOOMerang. Steel sheet export prices surge, decline and then surge again. |
| February 19, 2003 | Inside Track #7 (e-mail only). Chinese “bubble” may be closer to bursting. |
| February 26, 2003 | Inside Track #8 (e-mail only). Coke heats up in China. China’s steel market weakening? USA freight costs rising. |
| March 3, 2003 | Truth & Consequences #5. Testing the limits of global steel production. Steel output soaring, but constraints appearing. |
| March 5, 2003 | Inside Track #9 (e-mail only). HRB exports to China slow. Price falls. USA demand weak. Yet, April orders filling up. |
| March 7, 2003 | Energy Monitor. Steel mills queasy over natural gas price increases. 2003 spot prices at two-decade high. |
| March 14, 2003 | Inside Track #10 (e-mail only). Raw material constraints, especially in China. USA steel sheet buyers still ‘sitting on their hands.’ |
| March 14, 2003 | Truth & Consequences #6. Truth: USA natural gas prices at two-decade high. Consequence: Steel mill costs up sharply. |
| March 20, 2003 | Inside Track #11 (e-mail only). Bifurcated Chinese market. Sheet collapsing. Coke booming. |
| March 28, 2003 | Inside Track #12 (e-mail only). Chinese buyers ‘run away’ from steel. Little demand for offshore steel sheet at any price. |
| March 28, 2003 | Truth & Consequences #7. Truth: Chinese bubble has burst. Consequence: Most rapid decline in steel sheet export prices ever. |
| April 2, 2003 | Global Steel Alert #14. Quad bubble. Quadruple trouble. World steel sheet export prices to plummet. |
| April 3, 2003 | Inside Track #13 (e-mail only). Sheet prices lower in USA, China and on the world steel export market. |
| April 4, 2003 | Truth & Consequences #8. Truth: History repeats itself. Consequence: Steel sheet pricing “death spiral” not new. |
| April 10, 2003 | Inside Track #14 (e-mail only). Steel buyers ‘sitting on their hands.’ Prices flat to down. |
| April 16, 2003 | Inside Track #15 (e-mail only). Price crash! |
| April 25, 2003 | Inside Track #16 (e-mail only). Sheet pricing malaise continues. Varied pricing conditions for steelmakers’ raw materials. Yet, April orders filling up. |
| April 30, 2003 | Truth & Consequences #9. Truth: Capital flows shifting to the Developing World. Consequence: Global steel demand expands rapidly. |
| May 6, 2003 | Global Steel Alert #15. Fourth steel sheet export pricing “death spiral” since 1995. Price may bottom in June/July 2003. 60% odds of shortage in 2004! |
| May 9, 2003 | Inside Track #17. Dark mood in USA steel industry. Further pressures on world market. Pig iron prices down. Freight rates still lofty. |
| May 23, 2003 | Inside Track #18. Pricing pressures widespread. Lower quotes for steel sheet on the world market, and in the USA, Europe and China. |
| May 30, 2003 | Inside Track #19 (e-mail only). USA sheet spot prices bottoming? EU mills hurt by strong Euro. Metallics pricing collapsing. SARS epidemic not a major negative. |
| June 13, 2003 | Truth & Consequences #10. 2003 World Cost Curve. Sizable changes versus 2003 in part due to currency swings. |
| June 16, 2003 | Truth & Consequences #11. World-Class Steelmakers. Truth: Losers getting weaker. Consequences: Winners getting stronger. |
| June 16, 2003 | Global Steel Alert #16. Fourth pricing “death spiral” since 1995 may have hit bottom in June. 55% odds of global shortage in 2004. |
| June 17-18, 2003 | Steel Success Strategies XVIII Conference highlights. Winners Emerging. |
| June 19, 2003 | Inside Track #20 (e-mail only). Steel Success Surprises. PFM/KMK presentation at SSS XVIII. Too many wood choppers! |
| June 27, 2003 | Inside Track #21 (e-mail only). Steel sheet spot prices rising in USA, China and on world market. Steelmakers’ metallics prices firming. |
| July 3, 2003 | Truth & Consequences #12. The Truth: Incredible craze in China to build steel sheet plants. The Consequences: Sizable overcapacity likely in 2005. |
| July 11, 2003 | Inside Track #22 (e-mail only). Global sheet shortage this fall? Not far-fetched if steel scrap prices keep soaring! |
| July 17, 2003 | Truth & Consequences #13. The Truth: China at the epicenter of change in the industry. The Consequences: Global industry riding the Chinese shockwave. |
| July 28, 2003 | Global Steel Alert #17. Steel shortage by, or before, early 2004. Keep a close watch on scrap prices and sheet export prices. |
| August 8, 2003 | Inside Track #23 (e-mail only). Summer doldrums! China’s sheet market easing. World sheet export market flat. Steel scrap prices surging. |
| August 21, 2003 | Global Steel Alert #18. Global metallics shortage! Chinese home sheet prices may be bottoming. USA mills’ sheet price boost in doubt. |
| August 21, 2003 | Truth & Consequences #14. The Truth: The plummeting ruble in 1998 sharply reduced Russian steelmakers’ cost. The Consequences: Some Russian major steel mills – including Severstal – capitalized substantially on this development. |
| September 8, 2003 | Truth & Consequences #15. The Truth: Coke and scrap shortages. The Consequences: Volcanic rises in steel sheet export prices. |
| September 11, 2003 | Presentation to: ISRI’s Ferrous Scrap Roundtable. Global Steelmakers’ Metallics Shortage! |
| September 30, 2003 | Global Steel Alert #19. What’s in store for 2004? Tight supplies of scrap, pig and coke. Surging global steel output. Boom and bust for steel sheet pricing. |
| September 30, 2003 | Truth & Consequences #16. The Truth: Scrap is KING. The Consequences: Scrap prices drives the prices of long and flat steel products. |
| October 15, 2003 | Inside Track #24 (e-mail only). Fast-changing events. Metallics shortages, coke shortages, and rising steel demand. |
| October 27, 2003 | Global Steel Finance #10. 2003 profits vary widely. Favorable 2004 profit outlook. Winners getting stronger. |
| October 31, 2003 | Inside Track #25 (e-mail only). Greetings from China! Steel boom likely through Q1 04. Bust thereafter. |
| November 4, 2003 | Truth & Consequences #17. The Truth: Prices have the potential to rise volcanically in periods of steel shortage. The Consequences: Steelmakers could “make-up” margin lost to increased raw material costs, and report improved 2004 profits. |
| November 14, 2003 | Global Steel Alert #20. China trip tidbits. Chinese steel sheet market in shortage. Pig iron production costs up sharply. Steel demand may stagnate next summer. |
| November 21, 2003 | Inside Track #26 (e-mail only). Steel buyers’ panic! Global steel shortage arrives two months early. |
| November 26, 2003 | Inside Track #27 (e-mail only). Thanksgiving stuffing. Here are some “giblets”. |
| December 1, 2003 | Presentation (with visuals) to: Steel Success Strategies - Europe Floating Steel Balls. Steel industry’s structure changes violently when they collide. |
| December 9, 2003 | Inside Track #28 (e-mail only). USA spot sheet prices still surging. |
| December 15, 2003 | Inside Track #29 (e-mail only). SSS-Europe Highlights. “Age of Metallics” dawns. Suddenly, it pays to be integrated! |
| December 16, 2003 | Inside Track #30 (e-mail only). Coke squeeze! Reduced Chinese exports. Force majeure in the USA. |
| December 24, 2003 | Inside Track #31. USA coking coal prices up. Coke crisis exacerbated. |
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