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World Steel Dynamics Publications List - 2005
| Core Reports | |
| January 2005 | SSS-EU II. Steel Success Strategies – Europe Conference Proceedings. |
| March 2005 | NNNN. Global Steel Product Matrix. |
| April 2005 | OOOO. Global Steel Export Pricing Forecast to 2015. |
| July 2005 | SSS-XX. Steel Success Strategies XX Conference Proceedings. |
| October 2005 | PPPP. Chinese Steel: Facts and Forecast to 2010. |
| December 2005 | QQQQ. Indian Steel: The Next Frontier. |
| The Steel Strategist | |
| August 2005 | Steel Strategist #31. The Age of Discontinuity. The portal to the new continuum. |
| Monitor Reports | |
| June 2005 | Steel Success Strategies XX. Steel Surprises Strategies. Success or survival for whom? |
| December 2005 | Steel Success Strategies – Europe III. 2006: The year of opportunity. |
| WSD Papers | |
| January 6, 2005 | Global Steel Alert #25. 2005 outlook. Shortage ends. Yet, profits remain high. |
| January 21, 2005 | Steel Thermometer #20. Global steel shortage seems likely to end in the months ahead. However, pricing "death spiral" not considered likely. |
| February 2, 2005 | Presentation (with visuals) to: American Wire Producers Association Annual Meeting. 2005: Steel's high wire act. |
| February 4, 2005 | Inside Track #42 (e-mail only). Hot-rolled band export price may be poised to drop. Chinese and USA mills stepping up their exports. |
| February 11, 2005 | Inside Track #43 (e-mail only).Slow-Slow-Slow. A lull before a storm? |
| February 24, 2005 | Truth & Consequences #28. The Truth: Volcanic eruption since 2002 in steelmakers' costs. The Consequences: Changing competitive landscape. |
| March 8, 2005 | Presentation to: 4th International Steel Market and Trade Conference, Guangzhou, China. Chinese steel – More global, increased challenges, new winning strategies. |
| March 16, 2005 | Steel Thermometer #21 (e-mail only). Tug of Price. Buyers may dominate in the near term. |
| March 17, 2005 | Web Alert – Conference call (e-mail only). |
| March 23, 2005 | Global Steel Alert #26.China: Not a long-term threat. Exports discouraged. Costs not low. Consolidation to tame the "competitive" Chinese pricing structure. |
| April 5, 2005 | Inside Track #44 (e-mail only).Chinese domestic steel sheet market has petered out. Odds boosted to 90% that world HRB export price declines. |
| April 13, 2005 | Inside Track #45 (e-mail only).Humpty Dumpty sat on a wall. European HRB export price off about $35 per tonne. |
| April 20, 2005 | Steel Thermometer #22 (e-mail only). Hot-rolled band spot pricing remains under pressure. World export price may recover in Q4 2005. |
| May 6, 2005 | Inside Track #46 (e-mail only).Price implosion? Spot steel sheet prices under pressure in key markets. |
| May 27, 2005 | Steel Thermometer #23. Steel sheet price collapse. USA steel output unusually low. Chinese steel output unsustainably high. |
| June 6, 2005 | Inside Track #47 (e-mail only).Chinese steel buyers' and sellers' panic. Hot-rolled band prices plummeting down the near-side of the "V". |
| June 15, 2005 | Inside Track #48 (e-mail only).Chinese "Collapsion". Spot HRB prices, except in China, may bottom out in 1-3 months. |
| June 16, 2005 | The Cyclone #1. Massive cost surge since 2003. Wild price, costs and profit swings from region to region and mill to mill. |
| June 20-22, 2005 | Steel Success Strategies XX. Conference highlights. Metallics Mania. Shock Therapy. |
| June 30, 2004 |
Steel Thermometer #24 (e-mail only). SSS XX insights.
Many views. Much controversy. Price may bottom in Q3 05. |
| July 7, 2005 | Inside Track #49 (e-mail only).Buyers bottom-fishing! Sharply higher steel sheet orders on the export market for Russian and Ukrainian mills. |
| July 22, 2005 | Inside Track #50 (e-mail only).HRB spot prices, except China, bottoming and/or recovering. Chinese crude steel output poised to plummet. |
| July 27, 2005 | PriceTrack Alert (e-mail only).USA spot hot-rolled band prices probably up about $10 per net ton. |
| August 4, 2005 | Truth & Consequences #29 (e-mail only). The Truth: The surf is rising. The Consequences: Surfing the big waves is needed to win. |
| August 10, 2005 | Inside Track #51.Steel on Viagra. Market turns firm in just a week. |
| August 26, 2005 | Steel Thermometer #25. Temperature shows early signs of rising to the boiling point outside of China. Temperature cooling in China. |
| September 9, 2005 | Global Steel Finance #12. Steel's new "Age of Profits". Record 2004 EBITDA to be topped in 2005. 2006 EBITDA trend to be split: up for non-Chinese and down for Chinese mills. |
| September 22, 2005 | Truth & Consequences #30. The Truth: The herd follows the trend. The Consequences: The bulls – the thundering herd – expect a good 2006 profit performance by non-Chinese mills. |
| October 7, 2005 | Inside Track #52.Chinese steel in crisis. HRB pricing "death spiral" seems likely. Sheet mills at some point, will be forced to vary production rather than price. |
| October 20, 2005 | Steel Thermometer #26. Chinese HRB "death spiral". World HRB export price may weaken. |
| October 28, 2005 | Inside Track #53 (e-mail only). Chinese steel sheet market vacillating at "death spiral" levels. World export price down about $20 per tonne. |
| November 22, 2005 | Truth & Consequences #31. The Truth: Unlike water, steel does not gravitate to the lowest level. The Consequences: Steel's in the clouds in the USA, but under water in China. |
| November 27-29, 2005 | Steel Success Strategies – Europe III. Conference highlights. 2006: Delight, Delirium or Disaster? |
| December 13, 2005 | Inside Track #54 (e-mail only). Steel Success Strategies Europe III. China Fear! |
| December 20, 2005 | WSDPriceTracker. Steel Benchmark Pricing. Initial Draft Proposal. |
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