| Core Reports |
| January 2008 |
SSS-EU V 2008: Steel's Brave New World - Conference Proceedings. |
| January 2008 |
A. Cyclone #3: A happy ride for a few; a terrifying ride for most. |
| March 2008 |
B. Chinese Steel: Facts, Figures and Fantasies to 2010. |
| March 2008 |
C. Global Steelmaking Capacity Outlook. |
| May 2008 |
D. Financial Dynamics of International Steelmakers. |
| July 2008 |
E. Global Steel Export Pricing Forecast to 2018. |
| August 2008 |
SSS-XXIII. Steel: More Unbelievable than Ripley's "Believe It or Not" - Conference Proceedings. |
| The Steel Strategist |
| September 2008 |
Steel Strategist #34. Global Income Shift Paradigm: Propelling Steel Demand. |
| Monitor Reports |
| May 2008 |
Steel Cost Curve Monitor |
| June 2008 |
SSS XXIII Presentation. Steel: More Unbelievable than Ripley's "Believe It or Not". |
| June 2008 |
SSS XXIII Actual Presentation Notes. Anticipating the Iron Horse's Next Buck. |
| July 2008 |
SSS XXIII Conference Highlights. New Priorities - New Strategies - New Winners. |
| December 2008 |
SSS Europe VI Presentation. Steel’s New Fast World. |
| July 2008 |
SSS Europe VI Conference Highlights. 2009: Steel's Frightening New World or Speed Bump, and a Big One, in the New Continuum. |
| WSD Papers |
| January 18, 2008 |
Inside Track #83 (e-mail only). Steel pricing volcano. HRB export price may erupt to an all time high by a sizable margin. |
| February 1, 2008 |
Truth & Consequences #45. The truth: Global iron ore pricing is overheated. The consequence: It's poised to cool down. |
| February 12, 2008 |
Steel Thermometer #36. Steel price volcano blow-out! When will the steel shortage end? Perhaps this spring to summer. |
| February 22, 2008 |
Truth & Consequences #46. The truth: In shortages, it's hard to separate reality from illusion. The consequence: Illusions become realities. |
| March 11, 2008 |
Inside Track #84 (e-mail only). The steel price ROCKET SHIP. Launched in January 2008 from the bowels of the erupting volcano! |
| April 3, 2008 |
Truth & Consequences #47. The truth: Pricing volatility and disparities widening in steel boom. The consequence: Booms not sustainable. Mistakes common. |
| April 18, 2008 |
Inside Track #85 (e-mail only). THE CHILL is here! Turning up the thermometer will not help. |
| May 2, 2008 |
Inside Track #86 (e-mail only). SCRAP rules. Where goes steel scrap, so go steel prices. |
| May 14, 2008 |
Steel Thermometer #37 (e-mail only). Steel scrap prices are now the force behind steel product price changes. Steel product price volatility is boosted even further. |
| June 12, 2008 |
Inside Track #87 . World export price to plummet 2H 2008. Increased scrap recovery and high steel prices to drive up steel output. |
| June 17, 2008 |
Jinghai’s Juxtapositions #5 (e-mail only). China iron ore production increases will reduce demand for imported ore in the second half of 2008. |
| July 11, 2008 |
Inside Track #88 (e-mail only). Thunderstorm Alert. Steel mill's pricing umbrella may not be sturdy enough to keep them dry. |
| August 7, 2008 |
Inside Track #89 (e-mail only). INSTANT STEEL PRICE ADJUSTMENT! World HRB export price likely to plummet through September, then rally. |
| August 22, 2008 |
Steel Thermometer #38 (e-mail only). A world export price downward spiral that refreshes? HRB export price may plummet further, bottom out in September, and then recover. |
| September 15, 2008 |
Truth & Consequences #48. The truth: INSTANT price adjustments become reality. The consequence: Collapse of world steel export pric may be over by early October. |
| October 1, 2008 |
Global Steel Alert #31 . Demand Destruction. Less confidence + less credit = less consumption. |
| October 10, 2008 |
Inside Track #90. 2009: Bad start; OK finish. Lower steel prices near-term. Diminished global steel output. Credit and confidence problems. |
| October 31, 2008 |
Inside Track #91 (e-mail only). Bottom of the "V". World HRB export price close to its lower limit. |
| November 14, 2008 |
Truth & Consequences #49. The truth: Steel's past is the Future: Cyclicality like the old days. The consequence: MORE RISK - MORE REWARD. |
| November 26, 2008 |
Inside Track #92. (e-mail only). Speed Bump in the New Continuum. Steel mill outlook shifts from bad to good the deeper one goes into the future. |
| December 22, 2008 |
Steel Thermometer #39 (e-mail only). Analysis of Paralysis. Crisis, Wild Cards, Renewal, Recovery. USA hot-rolled band shortage at a 55% operating rate? |
| Zhe Zhang Zone |
| January 15, 2008 |
Zhe Zhang Zone #49 (e-mail only). Iron ore contract settlements being delayed over ocean freight negotiations. Met coke prices hit $420, FOB China. |
| February 7, 2008 |
Zhe Zhang Zone #50 (e-mail only). Domestic market iron ore concentrate prices near $170 per tonne before taxes. Ocean freight rates for iron ore from Brazil down to $55 per tonne. |
| March 28, 2008 |
Zhe Zhang Zone #51 (e-mail only). Projects at multiple mills to increase capacity. Raw material price increases continue. |
| June 13, 2008 |
Zhe Zhang Zone #52 (e-mail only). Coke world export price up to $600 per tonne. Industry continues to consolidate and initiate IPO's where possible. |
| June 20, 2008 |
Zhe Zhang Zone #53 (e-mail only). Domestic coke prices increase to $440 per tonne in Shanxi Province. Export price for metallurgical cost could reach $700 per tonne. |
| July 25, 2008 |
Zhe Zhang Zone #54 (e-mail only). Olympics will cut steel production by 10 million tonnes. Coke prices drop to $454 per tonne as northern mills close, increasing supply. |
| September 10, 2008 |
Zhe Zhang Zone #55 (e-mail only). Urge to Merge hits China. Slower market results in production cuts and consolidation. |
| October, 21, 2008 |
Zhe Zhang Zone #56 (e-mail only). Brand new blast furnaces stand idle as prices drop below the cost of raw materials inputs. No clarity in pricing is adding to the complexity of the market. |
| October 29, 2008 |
Zhe Zhang Zone #57 (e-mail only). Many mills take extended holidays due to building inventories and falling market prices. Long-term ore contracts now a burden. |
| December 10, 2008 |
Zhe Zhang Zone #58 (e-mail only). Steel market outlook remains uncertain despite falling raw material prices. Mills looking for $40-50 per tonne iron ore contract prices in 2009. |
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