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World Steel Publications List - 2007

Core Reports
January 2007 SSS-EU IV 2007: A Steely View Into 2007 and Beyond.
February 2007 XXXX. Ternium Latin Dragon. World Class Steel Company.
March 2007 WWWW. Financial Dynamics of International Steelmakers.
June 2007 YYYY. Global Steel Mill Product Matrix.
July 2007 SSS-XXII. Steel Success Strategies XXII Conference Proceedings.
July 2007 ZZZZ. Global Steel Export Pricing Forecast to 2015.
The Steel Strategist
September 2007 Steel Strategist #33. The Steel Age.
Monitor Reports
March 2007 World-Class Steelmakers Best in Class
June 2007 SSS XXII Presentation. Steel’s New World.
December 2007 Presentation Speech at Steel Success Strategies – Europe V in Paris, France. Steel’s Brave New World.
WSD Papers
January 4, 2007 Inside Track #68 (e-mail only). HRB price rally likely on world export market 1H 2007; BUT, probably not in China. USA mills’ HRB orders up substantially since mid-December; price rally likely.
January 11, 2007 Inside Track #69 (e-mail only). HRB world export price on the verge of a rebound. Chinese steel sheet export surge not sustainable.
January 30, 2007 Global Steel Alert #29. Global hot-rolled band shortage ever more likely. USA the weakest link.
February 15, 2007 Inside Track #70 (e-mail only). Marketplace conditions more positive for the steel sheet mills. HRB shortage odds by the spring raised to 75% from 70%.
February 27, 2007 Inside Track #71 (e-mail only). The HRB steel shortage of 2007. The 2007 version may develop into a blow-out.
March 14, 2007 Jinghai’s Juxtapositions #1 (e-mail only). Chinese steel exports not yet restrained. Bulk of capacity increases coming from larger mills.
March 16, 2007Steel Thermometer #32 (e-mail only). 2006: The tyranny of large numbers! Not enough scrap in the obsolete steel scrap reservoir?
March 26, 2007Peter Marcus’ Speech to CISA’s Steel Market and Trade Conference, Guangzhou, China. Chinese Steel: Changing, Consolidating, No longer conquering.
April 5, 2007Inside Track #72 (e-mail only). World HRB export price rise may have stalled. What’s next? Key indicator may be the steel scrap price.
April 11, 2007Inside Track #73 (e-mail only). Chinese government actions to diminish steel exports. No change to world price outlook.
April 16, 2007Truth & Consequences #42.The truth: World-Class Steelmakers positioned to win. The consequence: Winners get stronger. Losers get weaker.
April 20, 2007Patrick A. McCormick’s Speech to ISRI Convention and Expo. (e-mail only). Steel Indexing & Price Transparency.
April 25, 2007Inside Track #74 (e-mail only). HRB export price outlook out of focus. Price high enough for buyer resistance; but not enough to create a sizable price drop.
April 30, 2007Jinghai’s Juxtapositions #2 (e-mail only). Chinese steel production up; scrap imports down. BF/BOF route dominating.
May 1, 2007Inside Track #75 (e-mail only). Summer swoon? World export and USA hot-rolled band spot prices maybe set to weaken.
May 16, 2007 Inside Track #76 (e-mail only). World HRB export price may weaken further in 2007. Price may rise volcanically in 2008.
May 30, 2007Inside Track #77 (e-mail only). World HRB price weakness possible through Q3 2007. Volcanic rebound may begin in Q4 2007.
May 10, 2007Chinese Steel – No Worry (e-mail only). “See no evil. Hear no evil. Speak no evil.” (To be published in the June issue of Iron & Steel Technology)
May 11, 2007“Indian steel companies can survive death spiral.” (e-mail only). The Economic Times Mumbai published this interview with Peter Marcus.
May 16, 2007Inside Track #76 (e-mail only). World HRB export price may weaken further in 2007. Price may rise volcanically in 2008.
May 31, 2007Inside Track #77 (e-mail only). World HRB price weakness possible through Q3 2007. Volcanic rebound may begin in Q4 2007.
June 4, 2007 The Pendulum of Trust Smiling While Preying on the Other Side! (e-mail only). The following article written by Pat McCormick, will be published in the July issue of Iron & Steel Technology.
June 15, 2007Steel Thermometer #33 (e-mail only). World HRB price may bottom as soon as September 2007. Chinese iron ore oversupply a 60% possibility later this year.
June 18, 2007SSS XXII Conference Highlights. New World – New Opportunities – New Crises.
June 28, 2007Global Steel Alert #30. HRB export price may bottom about September 2007. Mills determined to sustain “steel’s profit age.”
August 3, 2007Truth & Consequences #43. The truth: Chinese supply/demand balance not to rule the World HRB export price. The consequence: World HRB export price upturn likely despite growing Chinese oversupply.
August 9, 2007 Jinghai’s Juxtapositions #3 (e-mail only). Chinese steel mills are moving out of the cities and building new state-of-the-are mills.
August 23, 2007 Steel Thermometer #34 (e-mail only). Global hot-rolled band market starting to rally. USA mills seeking higher HRB prices for October.
September 6, 2007Inside Track #78. World HRB export price rising to shortage levels. USA HRB price rebound to follow.
September 16, 2007Peter Marcus’ Speech at the International Metalworkers Federation , Montreal, Canada. (e-mail only) Steel Labor. Opportunities. Problems. Solutions.
September 21, 2007 Price Driver #1 (e-mail only). Walking on Quicksand. The first in a new series by Managing Partner Pat McCormick.
September 21, 2007 Inside Track #79 (e-mail only). Hot-rolled band shortage likely by, or before, early 2008. Outlook murky thereafter.
September 25, 2007Peter Marcus’ Speech to the International Pig Iron Association and the Hot Briquetted Iron Association, Madrid, Spain (e-mail only). Pig is Beautiful.
September 27, 2007Jinghai’s Juxtapositions #4 (e-mail only). China’s HRB production cost up an estimated $110 per tonne since January 2007.
October 5, 2007 Inside Track #80 (e-mail only). Steel mill cost inflation driving up the world HRB export price. Sizable HRB price gains expected in the USA market.
October 25, 2007 Inside Track #81 (e-mail only). World HRB export prices may decline temporarily due to reduced global steel trading activity. USA market least vulnerable.
November 15, 2007 Truth & Consequences #44. The truth: Steel mill profit squeeze a rising possibility for 2008. The consequence: Increasing risks for steel mills. USA mills best positioned.
November 30, 2007 Steel Thermometer #35. Steel mill risks growing for 2008. USA integrated mills best positioned. Chinese steel sheet mills the worst.
December 3, 2007 Price Driver #2 (e-mail only). Cascading the Dominos. Ferrous Gold – Lots of value in the steel scrap heap.
December 21, 2007Steel Success Strategies Europe V Conference Highlights. 2008: Steel’s Brave Fast World or He Who Hesitates is Lost.
December 28, 2007Inside Track #82 (e-mail only). The 2008 steel price rollercoaster. Hot-rolled band prices may surge in early 2008; then drop.
Zhe Zhang Zone
January 8, 2007Zhe Zhang Zone #28 (e-mail only). Met coke $129-$137 per tonne in Handan City. Coking coal $87 per tonne.
January 9, 2007Zhe Zhang Zone #29 (e-mail only). Met coke $115 per tonne in Shanxi Province. Coking coal $64 per tonne.
January 10, 2007 Zhe Zhang Zone #30 (e-mail only). Shanxi Provinicial coal “fees” increasing $9-10 per tonne. Local association fees may also increase $4-5 per tonne.
January 9, 2007Zhe Zhang Zone #31 (e-mail only). 52% Fe iron ore selling for $64 per tonne in Hebei Province. Small blast furnace closures in rural areas lag higher profile regions.
January 22, 2007 Zhe Zhang Zone #32 (e-mail only). Qianan City dreams of becoming an industrial giant. 65% iron ore selling for $77 per tonne in Muchangkou Township.
January 22, 2007 Zhe Zhang Zone #33 (e-mail only). New $24 million iron ore mine start-ups in Yunnan Province. Blast furnaces start-up in 8-12 months from start of construction.
January 22, 2007 Zhe Zhang Zone #34 (e-mail only). Wuhan building 4th largest coke ovens to expand capacity. Wuhan producing coke at the 4.6 million annualized rate.
January 31, 2007 Zhe Zhang Zone #35 (e-mail only). Coke export price $180 per tonne. Domestic coke price $118 per tonne.
February 9, 2007 Zhe Zhang Zone #36 (e-mail only). Blast furnaces closed in Jiaokou county. Coke exports approved for10 million tonnes.
March 26, 2007 Zhe Zhang Zone #37 (e-mail only). Environmental clean up reduces coke supply. Coke export prices up slightly to $185 per tonne.
April 25, 2007Zhe Zhang Zone #38 (e-mail only). China Iron Ore Production Report Speech.
May 1, 2007Zhe Zhang Zone #39 (e-mail only). Met coke export price $200 per tonne. Foundry coke export price hits $400 per tonne.
May 9, 2007Zhe Zhang Zone #40 (e-mail only). Met coke export price at $228 per tonne for June delivery. Domestic market coke price at $175 per tonne, delivered.
May 21, 2007Zhe Zhang Zone #41 (e-mail only). 65% iron ore selling for $78 per tonne before taxes. Sellers accumulating inventories expecting higher prices.
June 6, 2007Zhe Zhang Zone #42 (e-mail only). Export tax increases divert volumes to domestic market.
July 3, 2007Zhe Zhang Zone #43 (e-mail only). HRB production cost $381 per tonne. Highlights of the 5th International Coking Technology Congress.
July 7, 2007Zhe Zhang Zone #44 (e-mail only). Iron ore glut developing in China? Locals rushing to cash in on high iron ore prices.
September 18, 2007Zhe Zhang Zone #45 (e-mail only). Iron ore prices “trembling”. Domestic iron ore prices may have peaked.
October 12, 2007 Zhe Zhang Zone #46 (e-mail only). Iron ore suppliers make big bucks while steel producers suffer.
November 2, 2007Zhe Zhang Zone #47 (e-mail only). Incredible expansions. Tight iron ore and coke markets. Country short of explosives.
November 21, 2007Zhe Zhang Zone #48 (e-mail only). A viewe from China on the Chinese steel industry’s increasing, and inevitable, globalization.

Conferences

STEEL SUCCESS STRATEGIES

Dec. 1-3, 2008 Europe

June 22-24, 2009 USA

SSS Europe
SSS XXIV

 

WSD at www.aist.org