Digest
Up one level- A reverse summer lull
- China steel market booming, but steel demand growth about to slow dramatically
- Lower USA spot sheet prices; rising prices elsewhere
- The new 'king' of the mountain -- Mittal Steel
- 2005 -- A repeat of 2004?
- Buyers bottom-fishing
- WSD's replay of its start-of-year industry conference call
- China's not a long-term threat
- World hot-rolled band export price may have peaked
- Volcanic eruption in steelmakers' costs since 2002
- Steel mills' cash flows surge
- What's the global steel pricing outlook for the second half of 2004?
- Hot-rolled band spot pricing remains under pressure
- USA steel output unusually low. Chinese steel output unsustainably high
- What's the outlook for Chinese steel production?
- The herd follows the trend
- Temperature shows early signs of rising to the boiling point outside of China
- New Pieces to the Chinese Steel Puzzle
- Chinese steel production unsustainable
- Market in early recovery
- Chinese steel sheet market vacillating at "death spiral" levels
- World HRB export price down about $20 per tonne
- Drama intensifies for the world’s #1 steel producer
- Steel Sheet Shortage Odds Raised to 50%
- Tenacity and a potent public relations effort wins the prize
- Hot-rolled band prices still soaring
- Buyers win two rounds in steel’s boxing ring
- China’s export tax rebate for steel products cut to 8% from 11%
- China’s export tax rebate on steel products was cut to 8% from 11%. Might the long-anticipated move drive down the Chinese hot-rolled band (HRB) domestic price by $15 per tonne, rather than dampen exports?
- New World Cost Curve published
- Steel sheet markets "sticky" on the downside.
- China price remains "disconnected" from the world
- Hot-rolled band shortage odds boosted to 70% from 65%
- The HRB steel shortage of 2007
- Summer swoon. World export and USA hot-rolled band spot prices set to weaken.
- Chinese steel exports not yet restrained
- World-Class Steelmakers positioned to win. Winners get stronger. Losers get weaker.
- World HRB price may bottom as soon as September 2007.
- World HRB export price upturn likely despite growing Chinese oversupply.
- Global hot-rolled band market starting to rally.
- Hot-rolled band shortage likely by, or before, early 2008.
- World HRB export price may decline temporarily
- Steel Mill Risks Growing for 2008
- Steel's Brave New World
- HRB Export Price May Erupt to An All Time High by a Sizable Margin
- Steel Price Volcano Blow-Out!
- The Steel Price ROCKET SHIP
- The truth: Pricing volatility and disparities widening in steel boom.
- Scrap Rules
- China iron ore production increases will reduce demand for imported ore in the second half of 2008
- Thunderstorm Alert
- HRB export price may plummet further, bottom out in September
- Urge to Merge hits China
- Demand Destruction. Less confidence = less credit = less consumption
- Steel's Past is the Future. Cyclicality like the old days. MORE RISK - MORE REWARD.
- Speed Bump in the New Continuum
- Spot HRB Prices off the Bottom
- Global output in 2009 likely to drop the most since 1932
- Steelmakers' financials imploding. Diminished orders and increased price competition.
- Steels' great LEAP forward. LEAP=Liquidating Excess inventories As fast as Possible.
- Hot-rolled band export price RISING. However, a price setback may occur this summer due to increased supply.
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