| Core Reports |
| January 2006 | SSS-EU III. Steel Success Strategies - Europe Conference Proceedings. |
| March 2006 | RRRR. Financial Dynamics of International Steelmakers. |
| May 2006 | SSSS. Global Steel Product Matrix. |
| April 2006 | TTTT. The Cyclone #2: New Twists and Turns. |
| June 2006 | UUUU. Global Steel Export Pricing Forecast to 2015. |
| July 2006 | SSS-XXI. Steel Success Strategies XXI Conference Proceedings. |
| November 2006 | VVVV. Chinese Steel: New Pieces to the Puzzle. Facts and Forecasts to 2010. |
| The Steel Strategist |
| August 2006 | Steel Strategist #32. The Age of Profits. |
| Monitor Reports |
| June 2006 | Steel Success Strategies XXI. Steel Surprises Strategies. Steel is Spectacular. Who's Winning? |
| WSD Papers |
| January 5, 2006 | Steel Thermometer #27 (e-mail only). 2006: Likely a "good year." China: The major exception. |
| January 24, 2006 | Global Steel Alert #27. World steel sheet export prices may be bottoming. Export business is "booming" claim our key contacts. |
| January 30, 2006 | SteelBenchmarker Operations Manual. World Steel Dynamics and Metal Bulletin have pooled their resources to jointly create and sustain a global steel benchmark pricing system. |
| February 2, 2006 | Inside Track #55 (e-mail only). Steel sheet market rallying sooner than expected. Steel shortage odds in 2006 boosted to 25% from 10%. |
| February 3, 2006 | The Steel Game 2006: Odds, Bets & Jackpots (e-mail only). Tampa Port Steel Conference Presentation Slides. |
| February 10, 2006 | Truth & Consequences #32. The Truth: Watching others incites the Urge to Merge. The Consequence: Mating frenzy. |
| February 22, 2006 | Inside Track #56 (e-mail only). STARVED for STEEL! Global steel sheet market strengthening. Shortage odds raised to 45%. |
| March 10, 2006 | Inside Track #57 (e-mail only). The trend is the steel industry's friend. 2006 shaping up to be a positive year for the non-Chinese steel mills. |
| March 22, 2006 | Truth & Consequences #33. The Truth: Hysteria repeating itself. The Consequence: Steel buyers panicking! Sheet shortage beginning. |
| April 13, 2006 | Steel Thermometer #28 (e-mail only). SCRAP IS GOLD. A steel scrap price surge - a 70% likelihood in WSD's opinion - would intensify the current steel shortage. |
| May 2, 2006 | Inside Track #58 (e-mail only). Chinese steel: New pieces to the puzzle. Competitive landscape shifting rapidly for China's steel mill |
| May 11, 2006 | Inside Track #59. Prices moving in one direction: UP. High USA price pulling up the world export price. |
| May 25, 2006 | Inside Track #60 (e-mail only). Steel sheet on steroids. Market in strong shape. Mills' muscles are bulging. |
| May 26, 2006 | Truth & Consequences #34 (e-mail only). The Truth: Drama intensifies for the world's #1 steel producer position. The Consequence: Surprises, surprises and more surprises. |
| June 19, 2006 | Steel Thermometer #29 (e-mail only). Global steel shortage is four months old. World HRB export price may have less upside than we thought before. |
| June 19-21, 2006 | Steel Success Strategies XXI. Conference highlights. Steel's New Game: Bigger Bets - Bigger Jackpots. |
| June 28, 2006 | Truth & Consequences #35 (e-mail only). The Truth: Bigger is better for the steel mills. The Consequence: Investors may also like it, but not steel buyers. |
| July 5, 2006 | Inside Track #61 (e-mail only). World HRB export price seems poised to fall. Increased odds for at least a moderate decline. |
| July 19, 2006 | Global Steel Alert #28. The summer lull. Increased China supply. World HRB export price looks vulnerable. |
| July 25, 2006 | Steel Gem (e-mail only). China's Shagang: Jewel on the Yangtze. Expansionary 15-mtpy private steelmaker operates with low overhead cost. |
| August 4, 2006 | Truth & Consequences #36. The Truth: World HRB export prices and steel scrap prices going down. The Consequence #1: FEARS GOING UP. Consequence #2: Fears lead to bad decision-making. |
| August 16, 2006 | Inside Track #62 (e-mail only). Pressure on Chinese and World export HRB prices. USA and Western Europe markets far more resilient. |
| August 22, 2006 | Inside Track #63 (e-mail only). Non-China steel output surges. Record output rate in July may pressure pricing. |
| September 7, 2006 | Inside Track #64 (e-mail only). Chinese and USA mill ex-works prices are converging. |
| September 14, 2006 | Truth & Consequences #37. The Truth: China's export tax rebate cut to 8% from 11%. Consequence: May drive down Chinese domestic HRB price rather than diminish exports. |
| September 26, 2006 | Steel Thermometer #30. Outlook improved especially for non-Chinese steel mills in 2007. The Chinese export threat seems likely to diminish. |
| October 11, 2006 | Truth & Consequences #38. The truth: Optimistic steel demand forecasts don't serve the interests of the steel mills. The consequence: Excessive capacity may be attracted to the marketplace. |
| October 12, 2006 | Inside Track #65. Steel sheet markets "sticky" on the downside. USA market perhaps the most shaky. |
| October 27, 2006 | Inside Track #66. Global steel market bottoming? Non-Chinese steel production down. China flat. |
| November 10, 2006 | Truth & Consequences #39. The truth: Steelmakers' costs up again in 2006. The consequence: Steel mills need higher prices. |
| November 13, 2006 | Inside Track #67. Steel buyers confused and not buying. HRB price under greatest pressure in the USA. |
| November 28, 2006 | Truth & Consequences #40. The truth: The USA grizzly bear is out of hibernation. The consequence: He is hungry, grumpy, and looking to mate. |
| December 4, 2006 | 2007 - Revisiting 2006 or 2005? Wild Cards Galore. Presentation to: Steel Success Strategies - Europe IV Amsterdam, The Netherlands. |
| December 7, 2006 | Truth & Consequences #41. The truth: Chinese HRB ex-works home price far below that elsewhere. The consequence: None. Convergence may not occur. |
| December 21, 2006 | Steel Thermometer #31. Chinese steel output and exports surge to new records. Yet, this surge may promote a rise in the global hot-rolled band export price. |
| Chinese Ex-Works Daily Prices Report |
| May 30, 2006 | Chinese Ex-Works Daily Prices: For the week ending May 29 (e-mail only). HRB up 1%, CRC up 1%, Rebar up 1%, Plate up 1%. Prices remain well below world levels. |
| June 5, 2006 | Chinese Ex-Works Daily Prices: For the week ending June 5 (e-mail only). HRB up 6%, CRC up 3%, Rebar up 2%, Plate up 8%. Prices continue rebound. |
| June 12, 2006 | Chinese Ex-Works Daily Prices: For the week ending June 12 (e-mail only). HRB up 2%, CRC up 1%, Rebar up 1%, Plate up 3%. HRB and CRC prices may be peaking. |
| June 19, 2006 | Chinese Ex-Works Daily Prices: For the week ending June 19 (e-mail only). HRB down 1%, CRC flat, Rebar down 1%, Plate down 1%. HRB and CRC prices peaked as expected. |
| June 26, 2006 | Chinese Ex-Works Daily Prices: For the week ending June 26 (e-mail only). HRB down 2%, CRC down 1%, Rebar down 2%, Plate down 2%. HRB and CRC down again. |
| July 5, 2006 | Chinese Ex-Works Daily Prices: For the week ending July 3 (e-mail only). HRB down 6%, CRC down 1%, Rebar down 5%, Plate down 4%. Panic environment for sheet products. |
| July 10, 2006 | Chinese Ex-Works Daily Prices: For the week ending July 10 (e-mail only). HRB down 7%, CRC down 2%, Rebar down 3%, Plate down 5%. Fourth week of declining prices. |
| July 17, 2006 | Chinese Ex-Works Daily Prices: For the week ending July 17 (e-mail only). HRB down 6%, CRC down 4%, Rebar down 2%, Plate down 7%. Chinese prices under stress. |
| July 24, 2006 | Chinese Ex-Works Daily Prices: For the week ending July 24 (e-mail only). HRB down 3%, CRC down 3%, Rebar flat%, Plate down 5%. China FEAR. |
| July 31, 2006 | Chinese Ex-Works Daily Prices: For the week ending July 31 (e-mail only). HRB, CRC and plate rally moderately. Export ex-works prices far above domestic. |
| August 7, 2006 | Chinese Ex-Works Daily Prices: For the week ending August 7 (e-mail only). China prices mixed. |
| August 14, 2006 | Chinese Ex-Works Daily Prices: For the week ending August 14 (e-mail only). HRB down 1%, CRC down 0.6%, Rebar unchanged, Plate down 0.8%. Prices still under pressure. |
| August 23, 2006 | Chinese Ex-Works Daily Prices: For the week ending August 21 (e-mail only). HRB up 0.5%, CRC down 0.8%, rebar and plate flat. Prices not changing much. |
| August 29, 2006 | Chinese Ex-Works Daily Prices: For the week ending August 28 (e-mail only). HRB up 1%, CRC down 1%, rebar and plate up 1%. Chinese export offensive. |
| September 7, 2006 | Chinese Ex-Works Daily Prices: For the week ending September 4 (e-mail only). HRB up 2%, CRC up 2%, rebar up 2%; plate up 1%. Chinese prices consolidating. |
| September 11, 2006 | Chinese Ex-Works Daily Prices: For the week ending September 11 (e-mail only). Prices up slightly. No new trend yet evident. |
| September 20, 2006 | Chinese Ex-Works Daily Prices: For the week ending September 18 (e-mail only). Prices steady. Higher exports helping sustain stability. |
| September 26, 2006 | Chinese Ex-Works Daily Prices: For the week ending September 25 (e-mail only). HRB up 2%, CRC up 1%, Rebar up 0.3%; Plate up 0.8%. Prices Continue to Inch Up. |
| October 9, 2006 | Chinese Ex-Works Daily Prices: For the week ending October 9 (e-mail only). HRB up 2%, CRC up 1%, Rebar flat; Plate up 1%. Moderate price rally. |
| October 16, 2006 | Chinese Ex-Works Daily Prices: For the week ending October 16 (e-mail only). Prices plateau. Chinese exports up, but maybe not to the USA. |
| October 23, 2006 | Chinese Ex-Works Daily Prices: For the week ending October 23. Prices down moderately. Hot-rolled band prices down 2%; cold rolled prices down 1.6%. |
| November 2, 2006 | Chinese Ex-Works Daily Prices: For the week ending November 2. Chinese prices under moderate downside pressure. Global HRB market may be closer to bottoming. |
| November 6, 2006 | Chinese Ex-Works Daily Prices: For the week ending November 6. Prices in suspended animation. Tax surcharges on slab are a strong hint of what to expect from the Central Government on other products. |
| December 24, 2006 | Chinese Ex-Works Daily Prices: For the week ending December 18. Mills' price outlook perhaps not rosy. Unusually steady prices for the past two months. |
| Zhe Zhang Zone Report |
| July 28, 2006 | Zhe Zhang Zone, 1-4 (e-mail only). Feedback from our 'on-the-ground' employee in China, Mr. Zhang Changan. |
| August 2, 2006 | Zhe Zhang Zone #5 (e-mail only). Coke export prices keep port bustling. China's coke for export prices about $10 per tonne higher than home market. |
| August 9, 2006 | Zhe Zhang Zone #6 (e-mail only). Domestic iron ore prices decline $1-3 per tonne. Unapproved investment projects in excess of $12.5 million to be halted. |
| August 18, 2006 | Zhe Zhang Zone #7 (e-mail only). Life in an iron-mining town. 45%-FE ore unit price is about $30 per tonne. |
| August 31, 2006 | Zhe Zhang Zone #8 (e-mail only). Chinese business opportunities: Iron ore plant for about $250K and coalmine auctions. |
| September 8, 2006 | Zhe Zhang Zone #9 (e-mail only). Environmental protection, Chinese style. Steel mills turn on equipment for inspectors, off when they leave. |
| September 13, 2006 | Zhe Zhang Zone #10 (e-mail only). Inside a Chinese steel "salon". Steel dealers yearn for greater marketplace savy, business information. |
| October 11, 2006 | Zhe Zhang Zone 11-15. (e-mail only). #11: Mining in Inner Mongolia. 28 years of iron ore reserves still available. #12: Cracking down on illegal activity. The Shanxi Protection Bureau set 2007 as the date for production to cease at smaller illegally built mills. Illegal coal miners sent to jail.
#13: Pig iron produced for $160 per tonne. Coke prices down at $140 per tonne. #14: Iron ore in Daixian County. 62%-Fe ore unit price is about $47 per tonne. 64%-Fe is $54.
#15: Iron ore in Fanshi County. 65%-Fe ore unit price is about $64 per tonne including taxes. |
| October 13, 2006 | Zhe Zhang Zone #16 (e-mail only). Iron ore in Laiyuan County. A recent mine accident has shut down production in Zhijiazhuang Village. |
| October 18, 2006 | Zhe Zhang Zone #17 (e-mail only). The cats are back to catching the mice. Crackdown on environmental violations reaches the provincial government levels. |
| October 25, 2006 | Zhe Zhang Zone #18 (e-mail only). Iron ore in Liaoning Province. 65%-Fe ore selling for $57-61 per tonne excluding taxes. |
| October 31, 2006 | Zhe Zhang Zone #19 (e-mail only). Iron ore sales manager reminisces for 2003 and 2004. " Many rich people emerging" in Jianping County. |
| November 3, 2006 | Zhe Zhang Zone #20 (e-mail only). Coke export price may rise to $170 per tonne. Beehive coke still being produced in remote areas. |
| November 21, 2006 | Zhe Zhang Zone #21 (e-mail only). Iron ore mines and a steel mill in Qianxi County. Four wheelers replace trucks as the main ore transport vehicle. |
| November 27, 2006 | Zhe Zhang Zone #22 (e-mail only). Steel mills in Zunhua City, Hebei Province. Two steel mills producing about 4 million tones of steel per year. |
| November 29, 2006 | Zhe Zhang Zone #23 (e-mail only). Iron ore in Chicheng County. $61 per tonne 55% iron ore delivered to Xingtai. |
| December 1, 2006 | Zhe Zhang Zone #24 (e-mail only). Metallurgical coke prices rising. Tightened railway transportation rules is causing delays and worries about supply. |
| December 19, 2006 | Zhe Zhang Zone #25 (e-mail only). Small pig iron plant closures continue. New dedicated rail-line being built to service the Hedong Coal Base. |
| December 19, 2006 | Zhe Zhang Zone #26 (e-mail only). Consolidation of iron mines in Liaoning Provice. State owned steel plant targeting 80% internal supply of ore. |
| December 19, 2006 | Zhe Zhang Zone #27 (e-mail only). Blast furnaces dismantled in Shanxi Province. Explosion in Linfen City leaves 4 dead and 5 wounded. |
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