Annual Subscription to World Steel Dynamics®

At the core of the WSD annual subscription service lies our unique and extensive database - which includes steel pricing series for many products and countries; steel demand trends and activity levels in steel-consuming industries; capacity changes for steelmaking, blast furnace, cokemaking, steel scrap substitute and selected finishing mills; effective steelmaking capacity versus nameplate capacity; detailed production costs by process for cokemaking, blast furnaces, steelmaking, casting, hot-rolled band, cold-rolled coil and wire rod; steel company profit, balance sheet and profit forecasts; and a host of other items. This, combined with our unprecedented access to key players in the steel industry the world over - which provides us with ongoing crosschecks on critical developments and our special analytical methods - which seek to permit us to better understand the factors that may cause shifts in the "pricing power" of the steel mills (relative to their competitors, customers and suppliers) positions WSD as the world's leading information service covering the steel industry.

An annual subscription to the WSD Information Service is comprised of four fundamental products:

Included in annual WSD subscription
Reports may also be purchased individually at prices listed.


 
Date
Item
Report Title
Ind. Price
+
Aug 15
SSS-XXX
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies XXX New York - June, 2015
Program - June 9, 2015

Keynote Presentation: Just the Beginning: Controversial Realities, Breakthrough Ideas
Peter F. Marcus and Karlis M. Kirsis, Managing Partners, World Steel Dynamics

Keynote speaker:  John Ferriola, Chairman & CEO, Nucor Corporationl

PANEL I: International: Bigger Threats; Faster Response
Moderator:
Edwin Basson, Director General, World Steel Association, Belgium
Panelists:
Andre Gerdau Johannpeter, CEO, Gerdau
John Lichtenstein, Managing Director, Global Metals Industry Practice, Accenture
Antonio Marcegaglia, Chairman and CEO, Marcegaglia, Italy
Ali Pandir, Chairman and Managing Director, Erdemir, Turkey

PANEL II: North America: Reality Trumps Illusion
Moderator:
Jo Isenberg-O’Loughlin, Executive Editor, American Metal Market
Panelists:
Joseph Alvarado, Chairman, CEO & President, Commercial Metals
Saikat Dey, Co-Founder, Ockham Razor Ventures
Mark D. Millett, President & CEO, Steel Dynamics Inc.
Nicholas J. Sowar, Partner, Global Steel Leader, Deloitte & Touche LLP
James L. Wainscott, Chairman, President & CEO, AK Steel

PANEL III: Automotive: Autobody Warfare: Aluminum Attack
Moderator:
Peter F. Marcus, Managing Partner, World Steel Dynamics
Panelists:
Alistair Ramsay, Research Manager, Metal Bulletin Research
Lawrence Kavanagh, President, Steel Market Development Institute
Richard Schultz, Managing Director, Automotive, Ducker Worldwide
Lloyd O’Carroll, Managing Director, Northcoast Research
David Paratore, President and CEO, NanoSteel
Sung-Ho Park, Executive Vice President, POSCO R&D, South Korea
Jody Shaw, Director, Technical Marketing and Corporate Marketing, US Steel

Program - June 10, 2015

PANEL IV: China & Developing World: China the Perpetual Profit Destroyer?
Moderator:
Philipp Englin, CEO, World Steel Dynamics
Panelists:
Sanjay Jayram, Senior Vice President, Sales and Marketing, JSW Steel, India
Nicholas R. Lardy, Senior Fellow, Peterson Institute for International Economics
Li Xinchuang, President & Chief Engineer, China Metallurgical Industry Institute, China
Wu Wenzhang, CEO, Steelhome, China
Atsushi Yamaguchi, Senior Analyst, UBS Securities Japan Ltd., Japan

Keynote Speaker: Lourenco Goncalves, Chairman, President & CEO, Cliffs Natural Resources Inc.

PANEL V: Metallic Balances: The Indisputable Driving Force
Moderator:
Peter F. Marcus, Managing Partner, World Steel Dynamics
Panelists:
Jason Roland Hall, Head of Ferrous Products – Nasdaq Commodities, NASDAQ OMX, Sweden
Francis MacKenzie, President, North Atlantic Iron Corporation
Joseph J. Poveromo, President, Raw Materials & Ironmaking Global Consulting
Russell Rinn, President and Chief Operating Officer, OmniSource Corp. Management
Ernie Thrasher, CEO & Chief Marketing Officer, Xcoal Energy & Resources

+
May 15
DD
Chinese Steel: More Evidence of Slower Growth
$4,000
Core Report DD

WSD's tenth edition of an ongoing series of "Chinese Facts and Figures" reports -- Chinese Steel: More Evidence of Slower Future Growth (Core Report DD) -- is an ongoing resource for those who must stay on top of developments in the Chinese steel industry. The report is recalibrated and expanded on a continuous basis.

This report represents another major research effort of Liu Jinghai, WSD's Director of Chinese Research. Mr. Liu was previously the Director of the Chinese Metallurgical Research Institute. He has been studying the Chinese steel industry since 1984 and is also an honorary professor of the Chinese Iron & Steel Association.

About a decade ago, the Chinese steel industry, to a fair extent, was an informational "black box." Information about the industry tended to be incomplete and even wrong at times. Although still sketchy in some instances, such as regarding iron ore and coking coal production by mine size, information about the Chinese steel industry has been steadily improving.

The Chinese steel demand outlook, its structure and response to new conditions is one of the major "wild cards" in the global steel industry outlook for the next five years. Given that, in 2014, it produced 50% of the world's crude steel and 60% of the world's pig iron, China's impact on the global steel marketplace cannot be underestimated.

WSD has designated five Chinese steel companies as "World-Class Steelmakers" - BaoSteel, Anshan, Shagang, Wuhan and Maanshan. On a global basis, we have identified 30 other steel companies as World-Class Steelmakers. Currently, companies on the World-Class Steelmaker list account for approximately 48% of total steel products. Such companies, we believe, are positioned to be "winners" in the decade ahead. In fact, in the current competitive environment in the steel industry, many of the World-Class Steelmakers are likely to grow far stronger in terms of their competitive strengths in the next few years.

WSD is dedicated to publishing timely, insightful and forward-thinking reports on the Chinese steel industry. We receive feedback almost daily from our contacts in the country.

Our 300-page Core Report sells for $4,000 to non-subscribers. Or, it's included in WSD's annual service at $12,500.

If you would like to purchase this report please contact us

+
Feb 15
CC
Financial Dynamics of International Steelmakers
$4,000
Core Report CC

This 640-page Core Report CC integrates the operating and financial data of the world's leading steelmakers in a comparative, analytical and comprehensive format. For the 35 reporting producers the analysis covers:

  • Producers in 16 countries accounting for 28% of World steel output.
  • 16 of the World's top 35 steel producing countries.

For each producer, country and region and the aggregate since 1999, there is a listing of:

  • Key background and operating data. Includes capacity, production, shipments, operating rate, yield, employees, nonsteel contributions, capital equipment cost and wholesale price indices.
  • Consolidated income statement. Includes revenue (sales, other), expenses (labor, materials, interest, depreciation), non-recurring items, income tax, minority interest and net income.
  • Consolidated balance sheet. Includes current assets (cash, receivables, inventories, other), non-current assets (gross fixed, accum. depreciation, investments, other), current liabilities (short term debt, other), non-current liabilities (long-term debt, other) and shareholders' equity.
  • Consolidated sources and uses of funds table. Includes net income, depreciation, equity sales, long-term debt increase, capital outlays, investments and dividends.
  • Key financial ratios. Includes short-term liquidity, long-term capital structure, return on investment, profitability factors, productivity measures and capital outlay analysis.
  • Steel sector analysis. Includes income statement per tonne shipped/produced, employees, capital outlays, breakeven analysis, productivity factors and performance ratios.

Of the 88 companies covered since 1972 in both dollars and the home currency on the basis of U.S. accounting standards, the 32 companies covered in 2013 include:

United States: U.S. Steel Corp., AK Steel, Nucor, Carpenter Tech, SDI, Commercial Metals; Canada: Essar Steel Algoma; Japan: Nippon Steel Sumitomo Metals, JFE, Kobe, Nisshin, Tokyo; South Korea: Posco; Taiwan: China Steel; Australia: Bluescope; Germany: ThyssenKrupp, Salzgitter; Sweden: Svenskt Stahl; Finland: Rautaruukki; Austria: Voest-Alpine; Venezuela: Sivensa; Brazil: CSN, Gerdau; South Africa: ArcelorMittal South Africa (Iscor), Highveld; India: Tata Iron & Steel, SAIL; China: Baosteel; Maanshan; Russia: Severstal, Magnitogorsk, Novolipetsk, Evraz; International: ArcelorMittal

Financial Dynamics is an essential reference tool in understanding the economic position and survival options of the world's leading steelmakers.

The report sells for $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics (WSD) service.

+
Sep 14
BB
Global Steelmaking Capacity Update
$2,000
Core Report BB: Global Steelmaking Capacity Update

This report is an update to WSD's Core Report C "Global Steelmaking Capacity Outlook.

If you would like to purchase this report please contact us

+
Aug 14
AA
Global Steel Mill Product Matrix: 2000 to 2012, 2020 Forecast
$4,000
Where? What? How Much?

World Steel Dynamics (WSD) has created a study to answer these questions and to provide special insights into the possible evolution of the steel industry in the years ahead. Core Report AA - Global Steel Mill Product Matrix: 2000 to 2012, 2020 Forecast examines the historic evolution of semi and finished steel product markets for 70 countries and regions from 1985 to 2012 and then looks out to the expectation of the next eight years.

Global steel demand growth has become rather anemic, and the outlook to 2016 is for only a modest improvement. Fixed asset investment, the primary driver of steel demand, has lost its forward momentum. The lagging effect of declining initiations of new FAI projects has caught up with the completion rate of existing FAI projects. Any slippage in FAI, of course, is a huge negative for steel demand since it accounts for about 90% of Chinese steel demand and more than 80% elsewhere.

In China, FAI growth may be slowing as a fair portion of the rise in RMB-based loans could be used to refinance existing municipalities one-to-three year loans and residential construction activity appears to have peaked. Outside of China, the numerous negative political and economic uncertainties appear to be inhibiting the confidence required to implement new FAI commitments. For instance, the Ukrainian political/economic/military crisis; the South China sea region territorial disputes; the ongoing Arab Spring revolution; and the Developing World weakening currencies impacting economic prospects.

The report provides historic data by country and region, and by product, for apparent consumption, production, imports and exports. Product coverage includes:

  • Flat-rolled products, including hot-rolled sheet, cold-rolled sheet, tinplate, galvanized sheet and other coated.
  • Long products, including structurals, wire rod, rebar and bar.
  • Other products, including rail and pipe/tube.

We consider these reports a must for steel producers, traders and users who are concerned with the marketing and availability of steel products. Global Steel Mill Product Matrix is priced at $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics.

If you would like to purchase this report please contact us

+
Jul 14
SSS-XXIX
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies XXIX New York - June, 2014
Program - June 17, 2014

Keynote Presentation: Steel in Crisis - Opportunity
Peter F. Marcus and Karlis M. Kirsis, Managing Partners, World Steel Dynamics

Keynote speaker:  Lakshmi N. Mittal, Chairman & CEO, ArcelorMittal

PANEL I: International: The Smaller the World – The Bigger the Thinking
Moderator: Edwin Basson, Director General, World Steel Association, Belgium
Panelists: Kazuo Fujisawa, General Manager, JFE Steel, Japan
Alexey Kulichenko, Chief Financial Officer, Severstal, Russia
John Lichtenstein, Managing Director, Global Metals Industry Practice, Accenture
Ali Aydin Pandir, Chairman & Managing Director, ERDEMIR
Louis Schorsch, CEO Americas, ArcelorMittal

PANEL II: North America: The Moth to the Flame?
Moderator: Jo Isenberg-O’Loughlin, Executive Editor, American Metal Market
Panelists: Peter Campo, President, Gerdau Long Steel North America
Saikat Dey, CEO, Severstal North America
Lawrence Kavanagh, President, Steel Market Development Institute
Mark D. Millettt, President & CEO, Steel Dynamics Inc.
Nicholas J. Sowar, Partner, Global Steel Leader, Deloitte & Touche LLP
James L. Wainscott, Chairman, President & CEO, AK Steel

PANEL III: Steel Middleman Companies: Ever-more-essential Downstream Outlets
Moderator: Richard D. McLaughlin, Partner, World Steel Dynamics Consulting
Panelists: Jim Barnett, President, Grand Steel Products
Lisa Goldenberg, President, Delaware Steel Co.
Afshin H.S. Khiabani, President, Ferogen Inc.
James Tumulty, CEO, Calibre Group

Program - June 18, 2014

PANEL IV: China & Developing World: Clash of the MegaCoastal Plants
Moderator: Philipp Englin, CEO, World Steel Dynamics
Panelists: Jayant Acharya, Director, JSW Steel, India
Michael Elliott, Global Mining & Metals Sector Leader, Ernst & Young
Li Xinchuang, President & Chief Engineer, China Metallurgical Industry Institute, China
Edward Meng, CFO, China Gerui Advanced Materials Group, China
Wu Wenzhang, CEO, Steelhome, China
Atsushi Yamaguchi, Senior Analyst, UBS Securities Japan Ltd., Japan

Keynote Speaker: John Ferriola, Chairman, CEO and President, Nucor Corp.

PANEL V: Battle Metallica: Will Iron Ore trump Scrap?
Moderator: Sean Davidson, Raw Materials Editor, American Metal Market
Panelists: Ben Abrams, President, Consolidated Scrap Resources, Inc.
Kensuke Kitani, CEO & Chairman of the Board, Shimabun Corporation, Japan
Jose Carlos Martins, Executive Director, Vale, Brazil
Ernie Thrasher, CEO & Chief Marketing Officer, Xcoal Energy & Resources

Highlight Speaker: Nicholas R. Lardy, Senior Fellow, Peterson Institute for International Economics

PANEL VI: Hedging the Price Risk: Panacea for Whom?
Moderator: Peter F. Marcus, Managing Partner, World Steel Dynamics
Panelists: John Conheeney, President, World Steel Exchange Marketing
Tan Say Liang, Vice President, Commodities, Singapore Exchange
André Marshall, President, Credit Crunch LLC
Mark J. Richardson, Head of Futures, SSY

If you would like to purchase this report please contact us

+
May 14
Y
Chinese Steel: More Evidence of Slower Future Growth
$4,000
Core Report Y

WSD's tenth edition of an ongoing series of "Chinese Facts and Figures" reports -- Chinese Steel: More Evidence of Slower Future Growth (Core Report Y) -- is an ongoing resource for those who must stay on top of developments in the Chinese steel industry. The report is recalibrated and expanded on a continuous basis.

This report represents another major research effort of Liu Jinghai, WSD's Director of Chinese Research. Mr. Liu was previously the Director of the Chinese Metallurgical Research Institute. He has been studying the Chinese steel industry since 1984 and is also an honorary professor of the Chinese Iron & Steel Association.

About a decade ago, the Chinese steel industry, to a fair extent, was an informational "black box." Information about the industry tended to be incomplete and even wrong at times. Although still sketchy in some instances, such as regarding iron ore and coking coal production by mine size, information about the Chinese steel industry has been steadily improving.

The Chinese steel demand outlook, its structure and response to new conditions is one of the major "wild cards" in the global steel industry outlook for the next five years. Given that, in 2013, it produced 49% of the world's crude steel and 61% of the world's pig iron, China's impact on the global steel marketplace cannot be underestimated.

WSD has designated five Chinese steel companies as "World-Class Steelmakers" - BaoSteel, Anshan, Shagang, Wuhan and Maanshan. On a global basis, we have identified 30 other steel companies as World-Class Steelmakers. Currently, companies on the World-Class Steelmaker list account for approximately 48% of total steel products. Such companies, we believe, are positioned to be "winners" in the decade ahead. In fact, in the current competitive environment in the steel industry, many of the World-Class Steelmakers are likely to grow far stronger in terms of their competitive strengths in the next few years.

WSD is dedicated to publishing timely, insightful and forward-thinking reports on the Chinese steel industry. We receive feedback almost daily from our contacts in the country. Our 290-page Core Report sells for $4,000 to non-subscribers. Or, it's included in WSD's annual service at $12,500.

If you would like to purchase this report please contact us

+
Mar 14
SSS-Turkey
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies Turkey - March, 2014
Program - February 19, 2014

WSD presentation:  Battle Metallica: Changing rules of the game
Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Philipp Englin, CEO, Worlds Steel Dynamics, USA

Panel I:  The global steel market: New strategies for an old game
Moderator: Vera Blei, Editor, Steel First, UK
Panellists: Ahmed Firoz, Chief Economist, Indian Ministry of Steel, India
A.N. Venkat, Vice President Sales, Emirates Steel, UAE
Igor Molibog, First Vice President, OMZ, Russia
Nae Hee Han, General Manager Economics and Chief Economist, World Steel Association, China
Prashant Jain, Head of Corporate Strategy, JSW, India

Panel II:  East meets West: Turkey and the Middle East’s evolving position in the global flat products steel marketplace
Moderator:  Peter Marcus, Managing Partner, World Steel Dynamics, USA
Panellists: Dmytriy Nikolayenko, Sales Director, Metinvest Holding LLC, Ukraine
Erkan Kafadar, General Manager, Borçelik Çelik San. ve Tic. A. Ş, Turkey
Gorkem Bolaca, Managing Director, Galex Steel International, Turkey
Igal Zakuto, Deputy CEO, RZK Celik Servis Merkezi, Turkey           
Jean-Martin Van der Hoeven, Vice President, ArcelorMittal Flat Carbon Europe,Luxembourg
Mehmet Çakmur, Sales Director, MMK Metalurji, Turkey
Miguel Marques, General Manager, BAMESA ÇELIK, Turkey

Panel III: East meets West: Turkey and the Middle East’s evolving role in the global long products steel marketplace
Moderator: Spencer Wicks, Publisher, Metal Bulletin, UK
Panellists: George Matta, Marketing Director, Ezz Steel, Egypt
Khaled Al-Begami, Manager, Market Intelligence - Metals SBU Business Strateg SABIC, Saudi Arabia
Kim Marti, Commercial Director, CELSA International, Spain
Sharjeel Azhar, CEO, Al-Ittefaq, Saudi Arabia
Veysel Yayan, Secretary General, Turkish Steel Producers Association, Turkey

Program - February 20, 2014

Panel IV:  All eyes on Asia: Who’s “driving the bus” besides the Chinese?
Moderator: Vera Blei, Editor, Steel First, UK
Panellists: Atsushi Yamaguchi, Senior Analyst, UBS, Japan
Dr. Chang Ho Kwag, Managing Director, POSCO Research Institute, South Korea 
Edward Meng, CFO, China Gerui, China
Jiang Li, Chief Market Analyst, Baosteel, China
Wu Wenzhang, CEO, Steel Home, China

Panel V:  Steelmakers’ metallics: Transformation, concentration and disintegration?
Moderator: Philipp Englin, CEO, World Steel Dynamics, USA
Panellists: Ernie Thrasher, CEO and Chief Marketing Officer, Xcoal Energy and Resources, USA
Fidel Blanco, Managing Director Iron Ore Sales, Vale, Switzerland
Sevkinaz Alemdar, Procurement Coordinator, ERDEMIR, Turkey
Yuri Mishin, Vice Chairman of the International Iron Metallics Association (IIMA), Adviser on Industrial Policy, Metalloinvest, Russia

Panel VI:  Universal hedging of the steel price risk: The unexpected solution?
Moderator: Peter Marcus, Managing Partner, World Steel Dynamics, USA 
Panellists: Presentation from the Dalian Commodity Exchange, China
John Conheeney, Executive Vice President, World Steel Exchange Marketing, USA
Young-Jin Chang, Director of Metals, CME, USA

If you would like to purchase this report please contact us

+
Feb 14
Z
Financial Dynamics of International Steel Makers (690 pages)
$4,000
Core Report Z

This 690-page Core Report Z integrates the operating and financial data of the world's leading steelmakers in a comparative, analytical and comprehensive format. For the 35 reporting producers the analysis covers:

  • Producers in 16 countries accounting for 29% of World steel output.
  • 16 of the World's top 35 steel producing countries.

For each producer, country and region and the aggregate since 1999, there is a listing of:

  • Key background and operating data. Includes capacity, production, shipments, operating rate, yield, employees, nonsteel contributions, capital equipment cost and wholesale price indices.
  • Consolidated income statement. Includes revenue (sales, other), expenses (labor, materials, interest, depreciation), non-recurring items, income tax, minority interest and net income.
  • Consolidated balance sheet. Includes current assets (cash, receivables, inventories, other), non-current assets (gross fixed, accum. depreciation, investments, other), current liabilities (short term debt, other), non-current liabilities (long-term debt, other) and shareholders' equity.
  • Consolidated sources and uses of funds table. Includes net income, depreciation, equity sales, long-term debt increase, capital outlays, investments and dividends.
  • Key financial ratios. Includes short-term liquidity, long-term capital structure, return on investment, profitability factors, productivity measures and capital outlay analysis.
  • Steel sector analysis. Includes income statement per tonne shipped/produced, employees, capital outlays, breakeven analysis, productivity factors and performance ratios.

Of the 88 companies covered since 1972 in both dollars and the home currency on the basis of U.S. accounting standards, the 33 companies covered in 2012 include:

United States: U.S. Steel Corp., AK Steel, Nucor, Carpenter Tech, SDI, Commercial Metals; Canada: Essar Steel Algoma; Japan: Nippon Steel Sumitomo Metals, JFE, Kobe, Nisshin, Tokyo; South Korea: Posco; Taiwan: China Steel; Australia: Bluescope; Germany: ThyssenKrupp, Salzgitter; Sweden: Svenskt Stahl; Finland: Rautaruukki; Austria: Voest-Alpine; Venezuela: Sivensa; Brazil: CSN, Gerdau; South Africa: ArcelorMittal South Africa (Iscor), Highveld; India: Tata Iron & Steel, SAIL; China: Baosteel; Maanshan; Russia: Severstal, Magnitogorsk, Novolipetsk, Evraz; International: ArcelorMittal

Financial Dynamics is an essential reference tool in understanding the economic position and survival options of the world's leading steelmakers.

The report sells for $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics (WSD) service.

+
Jul 13
SSS-XXVIII
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies XXVIII - New York
Program - June 18, 2013

Keynote Presentation: Break-up. Bankruptcy.  Elimination.  Winners? 

Peter F. Marcus and Karlis M. Kirsis, Managing Partners, World Steel Dynamics

Keynote Speaker: Alonso Ancira Elizondo, Executive Chairman of the Board, AHMSA,Mexico

PANEL I:   International:Think Globally
Moderator:  Edwin Basson, Director General, World Steel Association, Belgium
Panelists:  Kazuo Fujisawa, General Manager, JFE Steel, Japan
Andre Gerdau Johannpeter, CEO, Gerdau
John Lichtenstein, Managing Director, Global Metals Industry Practice, Accenture
Thomas Veraszto, Director , Severstal, Russia 

Keynote Speaker: Mario Longhi, President & COO, US Steel

PANEL II:   North America:  Industry Bright Spot
Moderator:  Anne Riley, Managing Editor, American Metal Market
Panelists:  Joseph Alvarado, Chairman, CEO & President, Commercial Metals
Mark D. Millett, President & CEO, Steel Dynamics Inc
Nicholas J. Sowar, Partner, Global Steel Leader, Deloitte & Touche LLP
James L. Wainscott, Chairman, President & CEO, AK Steel 

Highlight Speaker: Joon-Yang Chung, Chairman & CEO, POSCO, South Korea

PANEL III:  Global Steel Demand: Economic Recovery to the Rescue.  When?
Moderator:  Peter F. Marcus, Managing Partner, World Steel Dynamics
Panelists:  Craig T. Bouchard, Founder of Shale-Inland and Cambelle-Inland, Shale-Inland Holdings
Sean Hoover, US Metals Leader, PricewaterhouseCoopers LLP
Ali Hosseini, President & CEO, Alita USA
Dmytry Nikolaenko, Director of Sales and Member of Executive Committee, Metinvest

Program - June 19, 2013

PANEL IV:  China & Developing World: Where to Place your Bets?
Moderator:Philipp Englin, CEO, World Steel Dynamics
Panelists:Jayant Acharya, Director, JSW Steel, India
Frank Bekaert, Director, McKinsey & Company
Robert Stall, Partner, Ernst & Young
Wu Wenzhang, President, Shanghai Steelhome, China
Edward Meng, Chief Financial officer, China Gerui Advanced Materials Group
Ugur Dalbeler, Member of the Board, Turkish Steel Exporters' Association

Keynote Speaker:  Daniel R. DiMicco, Chairman & CEO, Nucor Corp.

PANEL V:  Steelmakers’ Metallics: Is the "Iron Age" Over?
Moderator:Sean Davidson, Raw Materials Editor, American Metal Market
Panelists:Joseph A. Carrabba, CEO, Cliffs Natural Resources
Kevin Crutchfield, Chirman & CEO, Alpha Natural Resources
Fritz Henderson, Chairman & CEO, SunCoke Energy, Inc.
Mike Walsh, Director, Hatch Beddows, U.K.
Ernie Thrasher, CEO & Chief Marketing Officer, Xcoal Energy & Resources

Highlight Speaker:Peter Morici,Professor, University of Maryland

PANEL VI:  Hedging the Price Risk:  Futures Gaining Traction
Moderator: Patrick A. McCormick, President, World Steel Exchange Marketing
Panelists: John Banaszkiewicz, Managing Director, Freight Investor Services
Martin Evans, Director Metal Products, CME
Mike Frawley, Global Head of Metals, Jefferies Bache
Jonathan C. Putman, President & CEO, Standard Steel Trading Company

If you would like to purchase this report please contact us

+
Jun 13
X
Global Steel Mill Product Matrix: 1999 to 2011, 2020 Forecast
$4,000
Where? What? How Much?

World Steel Dynamics (WSD) has created a study to answer these questions and to provide special insights into the possible evolution of the steel industry in the years ahead. Core Report X - Global Steel Mill Product Matrix 1999 to 2010. 2020 Forecast examines the historic evolution of semi and finished steel product markets for 70 countries and regions from 1985 to 2011 and then looks out to the expectation of the next nine years.

World Steel Dynamics continues to expect difficult conditions in 2013 and beyond for most steel companies. In our view, "the industry is traveling on the Rutted Road - i.e., a circumstance in which there is only minor steel demand growth. Steel mills that survive their excursion on the Rutted Road, and especially those that enhance their competitive position during the trip, should be well positioned to win once the steel industry makes the transition to the Open Road environment that includes faster underlying steel demand growth."

Perspectives for 2014: Steel mills globally seem likely to be stuck on the Rutted Road path to the future well into 2014. The main characteristics of this situation include only slowly growing steel demand, lots of overcapacity and stiffening price competition. The non-Chinese steel industry, in fact, has been traveling down this road since 2008 - starting with the USA financial crisis and followed by the euro zone sovereign debt crisis in 2011. The Chinese steel industry began on this path in 2012 when Chinese steel demand growth was far less than the reported gains in fixed asset investment.

The report provides historic data by country and region, and by product, for apparent consumption, production, imports and exports. Product coverage includes:

  • Flat-rolled products, including hot-rolled sheet, cold-rolled sheet, tinplate, galvanized sheet and other coated.
  • Long products, including structurals, wire rod, rebar and bar.
  • Other products, including rail and pipe/tube.

We consider these reports a must for steel producers, traders and users who are concerned with the marketing and availability of steel products. Global Steel Mill Product Matrix is priced at $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics.

If you would like to purchase this report please contact us

+
May 13
W
Chinese Steel Hits the Great Wall IV (286 pages)
$4,000
Core Report W

WSD's ninth edition of an ongoing series of "Chinese Facts and Figures" reports -- Chinese Steel Hits the Great Wall Part IV: More Evidence of Slower Future Growth: Facts and Figures to 2020 (Core Report W) -- is an ongoing resource for those who must stay on top of developments in the Chinese steel industry. The report is recalibrated and expanded on a continuous basis.

This report represents another major research effort of Liu Jinghai, WSD's Director of Chinese Research. Mr. Liu was previously the Director of the Chinese Metallurgical Research Institute. He has been studying the Chinese steel industry since 1984 and is also an honorary professor of the Chinese Iron & Steel Association.

About a decade ago, the Chinese steel industry, to a fair extent, was an informational "black box." Information about the industry tended to be incomplete and even wrong at times. Although still sketchy in some instances, such as regarding iron ore and coking coal production by mine size, information about the Chinese steel industry has been steadily improving.

The Chinese steel demand outlook, its structure and response to new conditions is one of the major "wild cards" in the global steel industry outlook for the next five years. Given that, in 2013, it produced 46% of the world's crude steel and 61% of the world's pig iron, China's impact on the global steel marketplace cannot be underestimated.

WSD has designated five Chinese steel companies as "World-Class Steelmakers" - BaoSteel, Anshan, Shagang, Wuhan and Maanshan. On a global basis, we have identified 30 other steel companies as World-Class Steelmakers. Currently, companies on the World-Class Steelmaker list account for approximately 48% of total steel products. Such companies, we believe, are positioned to be "winners" in the decade ahead. In fact, in the current competitive environment in the steel industry, many of the World-Class Steelmakers are likely to grow far stronger in terms of their competitive strengths in the next few years.

WSD is dedicated to publishing timely, insightful and forward-thinking reports on the Chinese steel industry. We receive feedback almost daily from our contacts in the country. Our 286-page Core Report sells for $4,000 to non-subscribers. Or, it's included in WSD's annual service at $12,500.

If you would like to purchase this report please contact us

+
Mar 13
SSS-Turkey
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies Turkey - March, 2013
Program - February 6, 2013

Keynote Presentation: Steel's Evolving Chessboard: New pieces, New players, New moves

Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Fatih Tar, Chairman and Managing Director, ERDEMIR, Turkey

Panel I: Global Steel Tactics: 2013 and Beyond
Moderator:Vera Blei, Editor ' Steel First, Metal Bulletin, UK
Panellists:Heinz Jörg Fuhrmann, CEO, Salzgitter AG, Germany
Jiang Li, Chief Market Analyst, Baosteel, China
Kemal Ozden, Chief Advisor of Corporate Strategy, ERDEMIR, Turkey
Ravi Uppal, Managing Director and CEO, Jindal Steel and Power Limited, India
Dr. Tae Young Kang, CEO and President of POSCO Research Institute, POSCO, South Korea

Panel II: East/West Flat'Rolled Poker: Who's Holding the Chips?
Moderator:Becky E. Hites, Managing Partner, World Steel Dynamics, USA
Panellists:Abu Bucker Husain, CEO, Al Ghurair Iron and Steel, UAE
Antonio Marcegaglia, CEO, Marcegaglia Spa, Italy
Erkan Kafadar, General Manager, Borcelik, Turkey
Gorkem Bolaca, Director, Tat Metal, Turkey
Miguel Marques, General Manager Bamesa and Managing Director Bami, Turkey
Tayfun İşeri, Commerical Coordinator, Colakoglu, Turkey

Panel III: East/West Long Products: Strategies and Realities
Moderator:Spencer Wicks, Publisher, Metal Bulletin, UK
Panellists:Cetin Kaya, General Manager, Yolbulan Bastug Metalurji, Turkey
Gilles Calis, Managing Director, SteelConsult International, Netherlands
Hisham Abdullatif Alhmili, General Manager Long Products Business Unit ' Metals SBU, SABIC, Saudi Arabia
Viktoriya Badamshina, Head of Sales ' Long Products, Metinvest Holding, Ukraine
Wu Wenzhang, CEO, SteelHome, China

Program - February 7, 2013

Panel IV: Steelmakers' Raw Materials: Continental Drift
Moderator:Ron Ashburn, Executive Director, Association for Iron and Steel Technology, USA
Panellists:Alberto Hassan, President, International Iron Metallics Association, Venezuela
Markus Petajaniemi, Senior Vice President, Marketing and Logistics Division, LKAB, Sweden
Oleg Maslennikov, Marketing Director, Steelway Limited Company, Russia
Philippe Blostein, Metals Marketing Director and International Senior Expert, Air Liquide, France
Şevkinaz Alemdar, Director of Coal Procurement, ERDEMIR, Turkey
Yuri Mishin, Director of Trade Policy, Metalloinvest, Russia
Yusuf Guven, Director, Helveco Intertrade, Turkey

Panel V: Middle East and Global Steel Trade: Chess Without Checkmate
Moderator:Serife Durmus, Middle East and Turkey Correspondent - Steel First, Metal Bulletin, Turkey
Panellists:Dmitrij Ščuka, CEO, Evraz Europe, Czech Republic
Engin Kocak, Istfix, Turkey
Mark Heumann, Coutinho and Ferrostaal GmbH, Germany
HadiHami, General Manager, Norecom, UAE
Peter Norfolk, Research Director, Freight Investor Services, UK
Veysel Yayan, Secretary General, Turkish Iron and Steel Producers Association, Turkey

Panel VI: EBITDA is King: Cash Flow Primes the Pump
Moderator:Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Panellists:Christopher Beauman, Senior Advisor, European Bank for Reconstruction and Development, UK
Colin Hamilton, Head of Commodities Research, Macquarie Commodities Research, UK
Marc Thuemecke, Co'Head of Mining and Metals ' Project and Commodity Finance, UniCredit Bank AG, Germany

Panel VII: Hedging the Steel Price Risk: The Futures Path to Success
Moderator:Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Panellists:Hossein Panahian, President and CEO, Iran Mercantile Exchange, Iran
Martin Evans, Director Metals, CME Group, UK
Michael Zeitler, Head of Metals Brokerage, BNP Paribas Commodity Futures, UK
Matthew Duggan, European Head of Iron Ore & Bulk Derivatives, Jefferies Bache, UK
Peter Norfolk, Research Director, Freight Investor Services, UK

If you would like to purchase this report please contact us

+
Feb 13
V
Financial Dynamics of International Steel Makers (686 pages)
$4,000
Core Report V

This 686-page Core Report V integrates the operating and financial data of the world's leading steelmakers in a comparative, analytical and comprehensive format. For the 35 reporting producers the analysis covers:

  • Producers in 16 countries accounting for 32% of World steel output.
  • 17 of the World's top 20 steel producing countries.

For each producer, country and region and the aggregate since 1999, there is a listing of:

  • Key background and operating data. Includes capacity, production, shipments, operating rate, yield, employees, nonsteel contributions, capital equipment cost and wholesale price indices.
  • Consolidated income statement. Includes revenue (sales, other), expenses (labor, materials, interest, depreciation), non-recurring items, income tax, minority interest and net income.
  • Consolidated balance sheet. Includes current assets (cash, receivables, inventories, other), non-current assets (gross fixed, accum. depreciation, investments, other), current liabilities (short term debt, other), non-current liabilities (long-term debt, other) and shareholders' equity.
  • Consolidated sources and uses of funds table. Includes net income, depreciation, equity sales, long-term debt increase, capital outlays, investments and dividends.
  • Key financial ratios. Includes short-term liquidity, long-term capital structure, retur n on investment, profitability factors, productivity measures and capital outlay analysis.
  • Steel sector analysis. Includes income statement per tonne shipped/produced, employees, capital outlays, breakeven analysis, productivity factors and performance ratios.

Of the 88 companies covered since 1972 in both dollars and the home currency on the basis of U.S. accounting standards, the 35 companies covered in 2010 include:

United States: U.S. Steel Corp., AK Steel, Nucor, Carpenter Tech, SDI, Commercial Metals; Canada: Essar Steel Algoma; Japan: Nippon Steel, JFE, Sumitomo, Kobe, Nisshin, Tokyo; South Korea: Posco; Taiwan: China Steel; Australia: Bluescope; Germany: ThyssenKrupp, Salzgitter; Sweden: Svenskt Stahl; Finland: Rautaruukki; Austria: Voest-Alpine; Venezuela: Sivensa; Brazil: CSN, Gerdau; South Africa: ArcelorMittal South Africa (Iscor), Highveld; India: Tata Iron & Steel, SAIL; China: Baosteel; Maanshan; Russia: Severstal, Magnitogorsk, Novolipetsk, Evraz; International: ArcelorMittal

Financial Dynamics is an essential reference tool in understanding the economic position and survival options of the world's leading steelmakers.

The report sells for $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics (WSD) service.

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Nov 12
U
Global Steel Product Matrix: 1998 to 2010. 2020 Forecast (334 pages)
$4,000
core_report1 report sample
report sample
Where? What? How Much?

World Steel Dynamics (WSD) has created a study to answer these questions and to provide special insights into the possible evolution of the steel industry in the years ahead. Core Report U - Global Steel Mill Product Matrix 1998 to 2010. 2020 Forecast examines the historic evolution of semi and finished steel product markets for 70 countries and regions from 1985 to 2010 and then looks out to the expectation of the next eight years.

World Steel Dynamics expects difficult conditions in 2013 and beyond for most steel companies. The industry will be traveling on the "Rutted Road" - i.e., a circumstance in which there is only minor steel demand growth. Steel mills that survive their excursion on the "Rutted Road," and especially those that enhance their competitive position during the trip, should be well positioned to win once the steel industry makes the transition to the "Open Road" environment that includes faster underlying steel demand growth.

The "Rutted Road" path to the future began in 2008 as the consequence of economic constraints emanating from the USA financial crisis - which brought on for the steel industry a new "age of discontinuity" (a new pattern of events that was not consistent with those in the past). This crisis was quite devastating to the economies of many countries, except for China (at least until now). In 2012, the "Rutted Road" has been widened and reinforced with heavy guard rails and no exit ramps on the horizon because of the still-significant consequences of the 2011 euro zone sovereign debt crisis.

The report provides historic data by country and region, and by product, for apparent consumption, production, imports and exports. Product coverage includes:

  • Flat-rolled products, including hot-rolled sheet, cold-rolled sheet, tinplate, galvanized sheet and other coated.
  • Long products, including structurals, wire rod, rebar and bar.
  • Other products, including rail and pipe/tube.

We consider these reports a must for steel producers, traders and users who are concerned with the marketing and availability of steel products. Global Steel Mill Product Matrix is priced at $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics.

If you would like to purchase this report please contact us

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Jul 12
T
Indian Steel: Attack of the Tigers (151 pages)
$4,000
Core Report T

The Indian steel industry, as is the Indian economy, is complex, forward-looking and ever changing. As the growth of Chinese steel demand slows in the years ahead, many will be asking the question: "Is India the next China?" In fact, this question has already been on the forefront of many industry observers. We think that the answer is both a "No" and a "Yes" for reasons as complex as the country itself.

This report examines these questions as well as additional topics including:

  • Growth Outlook for Indian Steel Demand.
  • Capacity & Production Outlook.
  • Indian Steelmakers' Production Cost.
  • Indian Iron Ore - No Shortage (of controversy).
  • Karnataka Iron Ore Situation.
  • Indian Metallics Balances.
  • World-Class Steelmakers
  • Indian Steel Company Details on JSPL, Essar Steel, Bhushan Steel Limited, Bhushan Power & Steel, JSW, SAIL and Tata Steel
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Jul 12
SSS-XXVII
Steel Success Strategies Conference Proceedings
$2,000
Steel Success Strategies XXVII - New York
Program - Monday, June 18, 2012

Workshop: Logistics & Transportation
Moderator: Ron Ashburn, Executive Director, Association for Iron & Steel Technology (AIST)
Panelists: Jim Ruiz, PLS Logistics
Vee Kachroo, Vice President, Industrial Products, CN
Michael J. Smolenski, President & CEO, Coil Tainer Limited

Workshop: Software Technology
Moderator: Ron Ashburn, Executive Director, Association for Iron & Steel Technology (AIST)
Panelists: Josh Cole, Principal, Manufacturing & Distribution Performance Consulting, Crowe Horwath
John Underwood, President, Systems Alternatives International

Workshop: Technology to the Rescue
Moderator: Ron Ashburn, Executive Director, Association for Iron & Steel Technology (AIST)
Panelists: Ryan Derouin, NA Metals Leader, GE Global Industries, Metals Solutions
Andreas Flick, Chief Technology Officer, Siemens VAI Metals Technology GmbH
Edward Meng, Chief Financial Officer, China Gerui Advanced Materials Group
Rudiger Zerbe, Member of the Managing Board, SMS Siemag AG, Germany

Workshop: Technology to the Rescue II
Moderator: Ron Ashburn, Executive Director, Association for Iron & Steel Technology (AIST)
Panelists: Gianpietro Benedetti, Chairman, Danieli & C. SpA, Italy
Pablo Duarte, Commercial Director, Tenova SpA, Italy
Stephen Montague, Vice President, Sales & Marketing, Midrex, USA
Yasukuni Yamasaki, President, Mitsubishi-Hitachi Metals Machinery, Japan

Program - Tuesday, June 19, 2012

Welcome Address: David Brooks, Senior Vice President, American Metal Market, USA

Keynote Presentation: Confrontation, Conciliation - Opportunity
Peter F. Marcus and Karlis M. Kirsis, Managing Partners, World Steel Dynamics, USA

Keynote Speaker: Lakshmi N. Mittal, Chairman & CEO, ArcelorMittal, Global

Panel I: End of an Era: High Prices for Steelmakers' Raw Materials?
Moderator: Ian Christmas, Editor-at-Large , Steel First, UK
Panelists: John E. Lichtenstein, Managing Director, Global Metals Industry Practice, Accenture, USA
Alexei A. Mordashov, CEO, Severstal, Russia
Dr. Jo-Chi Tsou, Chairman, China Steel, Taiwan
Win Viriyaprapaikit, President, Sahaviriya Steel Industries, Thailand

Keynote Speaker: John P. Surma, Chairman & CEO, US Steel, USA

Panel II: North American Steelmakers Poised to Thrive?
Moderator: Philipp Englin, Manager - Special Projects, World Steel Dynamics, USA
Panelists: Andre Gerdau Johannpeter, CEO, Gerdau, Brazil
Mark D. Millett, President & CEO, Steel Dynamics Inc., USA
Mike Rippey, CEO, Flat Products, ArcelorMittal, USA
Nicholas J. Sowar, Partner, Global Steel Leader, Deloitte & Touche LLP, USA
James L. Wainscott, Chaiman, President & CEO, AK Steel, USA

Highlight Speaker Video Presentation: Dr. Zhang Xiaogang, President, Ansteel Group Corporation, China

Panel III: Global Steel Demand and Trade Shifts: Who Wins?
Moderator: Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Panelists: Christian Dohr, President & CEO, ThyssenKrupp USA
Jim Forbes, Global Metals Leader, Pricewaterhouse Coopers LLP, Canada
Kemal Ozden, Chief Advisor Corporate Strategy, Erdemir, Turkey
Ian Christmas, Editor-at-Large, Steel First, UK (Q&A participant)

Program - Wednesday June 20, 2012

Panel IV: China & Developing World: New Success Strategies
Moderator: Spencer Wicks, Publisher, Metal Bulletin, UK
Panelists: Ali Hosseini, Managing Director, ADPICO, UAE
Pierre Mangers, Executive Director, Performance Improvement, Ernst & Young
Richard McLaughlin, Director, Hatch Beddows, USA
Wu Wenzhang, President, Shanghai SteelHome, China
Li Xinchuang, President & Chief Engineer, China Metallurgical Industry Institute, China

Highlight Speaker: Naveen Jindal, Chairman & Managing Director, Jindal Steel & Power Ltd., India

Keynote Speaker: Daniel R. DiMicco, Chairman & CEO, Nucor Corp., USA

Panel V: Steelmakers' Metallics: Never Underestimate This Driving Force
Moderator: David Brooks, Senior Vice President, American Metal Market, USA
Frank Bekaert, Director, McKinsey & Company, USA
Joseph A. Carrabba, CEO, Cliffs Natural Resources, USA
Fritz Henderson, Chairman & CEO, SunCoke Energy, Inc., USA
Michael Marley, Vice President, World Steel Exchange Marketing, USA
Ernie Thrasher, CEO & Chief Marketing Officer, Xcoal Energy & Resources, USA

Highlight Speaker: Nicholas R. Lardy, Senior Fellow, Peterson Institute for International Economics, USA

Panel VI: Financials & Futures: Age of Futures is Here
Moderator: Patrick A. McCormick, President, World Steel Exchange Marketing, USA
Panelists: Dong Chaobin, President, CBMX, China
Mike Frawley, Global Head of Metals, Jefferies Bache, USA
Harriet Hunnable, Managing Director, Metals Products, CME Group, USA
Jonathan C. Putman, President & CEO, Standard Steel Trading Company, USA
Jim Tumulty, Senior Managing Director, The Seaport Group LLC, USA

If you would like to purchase this report please contact us

+
May 12
S
Financial Dynamics of International Steelmakers (684 pages)
$4,000
Core Report S

This 684-page Core Report S integrates the operating and financial data of the world's leading steelmakers in a comparative, analytical and comprehensive format. For the 35 reporting producers the analysis covers:

  • Producers in 16 countries accounting for 32% of World steel output.
  • 17 of the World's top 20 steel producing countries.

For each producer, country and region and the aggregate since 1999, there is a listing of:

  • Key background and operating data. Includes capacity, production, shipments, operating rate, yield, employees, nonsteel contributions, capital equipment cost and wholesale price indices.
  • Consolidated income statement. Includes revenue (sales, other), expenses (labor, materials, interest, depreciation), non-recurring items, income tax, minority interest and net income.
  • Consolidated balance sheet. Includes current assets (cash, receivables, inventories, other), non-current assets (gross fixed, accum. depreciation, investments, other), current liabilities (short term debt, other), non-current liabilities (long-term debt, other) and shareholders' equity.
  • Consolidated sources and uses of funds table. Includes net income, depreciation, equity sales, long-term debt increase, capital outlays, investments and dividends.
  • Key financial ratios. Includes short-term liquidity, long-term capital structure, return on investment, profitability factors, productivity measures and capital outlay analysis.
  • Steel sector analysis. Includes income statement per tonne shipped/produced, employees, capital outlays, breakeven analysis, productivity factors and performance ratios.

Of the 88 companies covered since 1972 in both dollars and the home currency on the basis of U.S. accounting standards, the 35 companies covered in 2010 include:

United States: U.S. Steel Corp., AK Steel, Nucor, Carpenter Tech, SDI, Commercial Metals; Canada: Essar Steel Algoma; Japan: Nippon Steel, JFE, Sumitomo, Kobe, Nisshin, Tokyo; South Korea: Posco; Taiwan: China Steel; Australia: Bluescope; Germany: ThyssenKrupp, Salzgitter; Sweden: Svenskt Stahl; Finland: Rautaruukki; Austria: Voest-Alpine; Venezuela: Sivensa; Brazil: CSN, Gerdau; South Africa: ArcelorMittal South Africa (Iscor), Highveld; India: Tata Iron & Steel, SAIL; China: Baosteel; Maanshan; Russia: Severstal, Magnitogorsk, Novolipetsk, Evraz; International: ArcelorMittal

Financial Dynamics is an essential reference tool in understanding the economic position and survival options of the world's leading steelmakers.

The report sells for $4,000 to non-subscribers, or is included in an annual subscription to World Steel Dynamics (WSD) service.

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Feb 12
R
Chinese Steel Hits the Great Wall III (328 pages)
$4,000
Core Report R

WSD's eigth edition of an ongoing series of "Chinese Facts and Figures" reports -- Chinese Steel Hits the Great Wall Part III: More Evidence of Slower Future Growth: Facts and Figures to 2020 (Core Report R) -- is an ongoing resource for those who must stay on top of developments in the Chinese steel industry. The report is recalibrated and expanded on a continuous basis.

This report represents another major research effort of Liu Jinghai, WSD's Director of Chinese Research. Mr. Liu was previously the Director of the Chinese Metallurgical Research Institute. He has been studying the Chinese steel industry since 1984 and is also an honorary professor of the Chinese Iron & Steel Association.

About a decade ago, the Chinese steel industry, to a fair extent, was an informational "black box." Information about the industry tended to be incomplete and even wrong at times. Although still sketchy in some instances, such as regarding iron ore and coking coal production by mine size, information about the Chinese steel industry has been steadily improving.

The Chinese steel demand outlook, its structure and response to new conditions is one of the major "wild cards" in the global steel industry outlook for the next five years. Given that, in 2011, it produced 45% of the world's crude steel and 58% of the world's pig iron, China's impact on the global steel marketplace cannot be underestimated.

WSD has designated five Chinese steel companies as "World-Class Steelmakers" - BaoSteel, Anshan, Shagang, Wuhan and Maanshan. On a global basis, we have identified 30 other steel companies as World-Class Steelmakers. Currently, companies on the World-Class Steelmaker list account for 42% of non-Chinese steel consumption and 23% of Chinese steel product deliveries. Such companies, we believe, are positioned to be "winners" in the decade ahead. In fact, in the current competitive environment in the steel industry, many of the World-Class Steelmakers are likely to grow far stronger in terms of their competitive strengths in the next few years.

WSD is dedicated to publishing timely, insightful and forward-thinking reports on the Chinese steel industry. We receive feedback almost daily from our contacts in the country. Our 328-page Core Report sells for $4,000 to non-subscribers. Or, it's included in WSD's annual service at $12,500.

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Nov 11
SSS-EU IX
Steel Success Strategies: Europe IX Conference Proceedings
$2,000
Program

Monday, October 17, 2011

Welcome: Luke Gibson, Managing Director, Metal Bulletin Events, UK

Keynote Presentation: Fear of the Unknown
Peter F. Marcus and Karlis M. Kirsis, Managing Partners, World Steel Dynamics, USA

Highlight Speaker: Antonio Marcegaglia, Chief Executive Officer, Marcegaglia, Italy

Panel I: European and CIS Steel: Nonlinear Strategies and Warfare Logistics
Moderator: Edwin Basson, Director General Designate, World Steel Association, Belgium
Panelists: Christopher Beauman, Senior Advisor, European Bank for Reconstruction and Development (EBRD), UK
Wim Plazier, Vice President, A.T. Kearney, The Netherlands
Louis Redshaw, Managing Director, Barclays Capital, UK

Panel II: Steel Marketplace: Developing Effective Supply Lines
Moderator: Becky E. Hites,, Managing Partner, World Steel Dynamics, USA
Panelists: Nasser Alaghband, Chief Executive Officer, Balli Steel, UK
George Kirps, Executive Vice President,, EUROMETAL, Luxembourg
Ralph Oppenheimer, Chairman, Stemcor, UK
Jouke Schaap, General Manager, Breakbulk Department, Port of Rotterdam, The Netherlands

Panel III: Metallics: Fuel to Keep the Furnace Pigging
Moderator: Raju Daswani, Managing Director, Metal Bulletin, UK
Panelists: Philipp Englin, Manager-Special Projects,World Steel Dynamics, USA
Derek Langston, Researcher, SSY, UK
Jeremy Makepeace, Vice President, Global Solutions (Non Ferrous), Harsco Metals, UK
Olle ?stensson, Founder, Caromb Consulting, France

Tuesday, October 18, 2011

Panel IV: Financials & Futures: Securing the War Chest
Moderator: Patrick A. McCormick, Managing Partner, World Steel Dynamics
Panelists: Martin Abbott, CEO, London Metals Exchange, UK
John Banaszkiewicz, Managing Director, Freight Investor, UK
Geoff Boyd, Head of Automotive and Steel Research, CLSA Asia Pacific, Singapore
James Oliver, Director, Client Development of Sales, CME Group, UK
Jim Tumulty, Managing Director, Raymond James and Associates, USA
Michael T. Zeitler, Head of Metals Brokerage, BNP Paribas Commodity Futures Ltd., UK

Highlight Speaker: Toni Hemminki, Vice President of Energy and Environment, Rautaruukki Oyj, Finland

Highlight Speaker: Jan Weijberg, Owner, TRANS-FER, The Netherlands

Panel V: The Far and Middle East: Building for Tomorrow
Moderator: Ali Hosseini, Marketing Director, ADPICO, UAE
Panelists:Abu Bucker Husain, Chief Executive Officer, Al Ghurair Iron & Steel, UAE
Gilles Calis, Managing Director, SteelConsult, The Netherlands

Panel VI: Technology: Stealth, Accuracy and Superiority to Tip the Scales of Success
Moderator: Peter F. Marcus, Managing Partner, World Steel Dynamics, USA
Panelists:Dr. Carlo Piemonte, Executive Vice President, Danieli Davy, Italy
Henry Gaines, Director of Plant Sales, Midrex Technologies, USA

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Nov 10
M
Cyclone #4 (198 pages)
$4,000
The Cyclone

Cyclone #4 tracks integrated steelmaking costs on a monthly basis for the USA, Europe, China and the Middle East. This report analyzes the changing cost position of EAF and BOF steel producers at different times of the steel cycle (i.e., during "rollercoaster" periods of low and high steel scrap prices) and in different parts of the world through 23 reference steelmakers.

The Cyclone's Reference Steelmakers

USA
  1. Integrated steel mill producing hot-rolled band:
    1. No purchased coke, 100% self-supplied (SS) iron ore.
    2. No purchased coke, 55% self-supplied (SS) iron ore.
    3. 30% purchased coke, 55% self-supplied iron ore.
    4. 100% purchased coke, 100% purchased domestic iron ore.
  2. Mini-sheet mill (EAF-based) producing hot-rolled band.
  3. Mini-mill (EAF-based) producing rebar.
Western Europe
  1. Integrated steel mill producing hot-rolled band:
    1. No purchased coke, 100% purchased international iron ore.
    2. 33% purchased coke, 100% purchased international iron ore.
  2. Mini-sheet mill (EAF-based) producing hot-rolled band.
  3. Mini-mill (EAF-based) producing rebar.
China
  1. Integrated steel mill producing hot-rolled band:
    1. Inland location, no purchased coke, 50% self-supplied iron ore.
    2. Inland location, 100% purchased domestic raw materials.
    3. Coastal location, 100% purchased international raw materials.
  2. Mini-sheet mill (EAF-based) producing hot-rolled band.
  3. Mini-mill producing rebar.
  4. Integrated mill using mini-BFs and smaller-sized BOFs to produce rebar.
Middle East
  1. Integrated steel mill producing hot-rolled band:
    1. Iran location, no purchased coke, 90% self-supplied iron ore.
    2. Turkey location, 100% purchased raw materials.
  2. Iran location mini-sheet mill (DRI fed EAF) producing hot-rolled band.
  3. Turkey location mini-mill (EAF-based) producing rebar.
  4. Turkey location billet re-roller producing rebar.
  5. Middle East mini-mill (DRI fed EAF) producing rebar.
  6. Middle East billet re-roller producing rebar.

Steelmakers' Operating Costs in September 2010

(dollars per tonne shipped)
Slab/BilletHRB with
Overhead
Cost
Rebar with
Overhead
Cost
Integrated Mills   
USA #1a, no purch coke, 100% SS ore$462 $580 
USA #1b, no purch coke, 55% SS ore493612 
USA #1c, 30% purch coke, 55% SS ore508628 
USA #1d, 100% purch coke and ore518639 
Europe #4a, no purch coke, 100% int'l ore643777 
Europe #4b, 33% purch coke, 100% int'l ore650784 
China #7a, inland, no purch coke, 50% SS ore473523 
China #7b, inland, 100% purch domestic RM 514565 
China #7c, coastal, 100% purch int'l RM503 555 
Middle East #11a, Iran, no purch coke, 90% SS ore349403 
Middle East #11b, 100% purch RM573665 
Mini-Sheet Mills   
USA #2, EAF-based$469$578 
Europe #5, EAF-based548626 
China #8,EAF-based460499 
Middle East #12, Iran, DRI fed EAF281313 
Mini-Bar Mills   
USA #3, EAF-based$472 $527
Europe #6, EAF-based513 617
China #9, EAF-based417 440
China #10, mini-BF/BOF-based448 472
Middle East #13, Turkey, EAF-based547 615
Middle East #14, Turkey, billet re-roller580 648
Middle East #15, DRI fed EAF290 322
Middle East #16, billet re-roller580 616

The Cyclone report is the fifth leg of WSD's early warning system. The other "legs" are Global Steel Alert, Steel Scorecard, InsideTrack and Truth & Consequences.

Cyclone #4 is provided to WSD's subscribers as part of their regular annual service. The price of the report for non-subscribers is $4,000.

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Feb 10
J
North American Iron Ore - Consolidated Survival
$4,000
Core Report J

Survival or not? 2009 was the year for the North American iron ore industry to test the thesis of Consolidated Survival. Although many mines closed for various time periods, no mine shut down or went into bankruptcy, despite a 47% cut in pellet output for the year. Cushioning the impact of the subprime crisis were: the consolidation of the industry into four main entities from the 19 multi-layered overlapping ownerships of the 1990s, the increasing opportunities for the Eastern Canadian mines in the global seaborne ore market and the higher export prices.

The domestic iron ore industry of today is marked by more consolidated control, reduced marginal capacity and higher productivity. On the marketing side, the major players are now able to optimally supply the domestic or the export market with the most cost competitive ores. This has become very important as the domestic steelmaking industry has been cut from 18 to 7 BF pig iron producers.

The just completed WSD Core Report J evaluates: The North American iron ore industry in the current economic downturn; the status of Cliffs Natural Resources; the cost competitiveness of the individual mines; iron ore pricing; iron ore supply/demand; the blast furnace situation; and the delivered costs and prices to major USA and Canadian steel mill markets.

In the last decade, Cliffs transformed itself from a mine "management house" into North America's leading owner of iron ore capacity and also into the steel industry's leading merchant iron ore supplier. In the 1990's, U.S. steelmakers owned 85% of their iron ore supplies compared to a 50% ownership share today. Cliffs, on the other hand, had a 7% share in 1990 and has a 32% share today.

This study was prepared in conjunction with Dr. Peter J. Kakela of Michigan State University.

Core Report J, is provided to WSD subscribers as part of their regular annual service. The price for non-subscribers is $4,000.

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Jul 08
E
Global Steel Export Pricing Forecast to 2018 (160 pages)
$3,500
Core Report E

forecast report E sample

Forecast to 2018

In Core Report E, "Global Steel Export Pricing: Forecast to 2018" WSD offers its analysis of world steel export price developments in the past 20 years and a special methodology for forecasting them in the decade ahead. Annual forecasts are presented for these products: steel scrap (obsolete grade and automotive bundles), iron ore (fines and pellets), directly reduced iron, pig iron, billet, slab, hot-rolled band, cold-rolled coil, galvanized coil, cut plate, rebar and wire rod.

The prices for each product are forecast to 2018 under five conditions: boom times, good times, average times, bad times and shakeout times. The prices are forecast, FOB the port of export where applicable for Tier I mills. Average steel prices, based on our year-by-year forecast and weighted-over-the-cycle figures, are compared to average prices in the past 5 years.

Some of the questions that are answered include the following:

  • How will the price of each product in the next decade compare to that in the past?
  • What are the characteristics of the New Continuum?
  • What factors are influencing pricing?
  • What "wild cards" might influence world steel export prices in the future?

Core Report E is provided to WSD's subscribers as part of their regular annual service. The price for non-subscribers is $3,500.

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Mar 08
C
Global Steel Capacity Outlook (391 pages)
$4,000
core_report10 report sample
report sample
Core Report C
Steelmakers prospects to 2015 are mixed, given: consolidations in most parts of the old industrial world; a resurgence of steelmaking capacity addition in the Far East (particularly India), in Latin America (Brazil) and in the Middle East; a revitalization of the Russian steel industry and continued massive expansion in China. One factor stimulating new capacity is the technological revolution which is sweeping the industry.

What's the outlook? WSD's Core Report C "Global Steelmaking Capacity Outlook," seeks to provide vital insights into questions that are bedeviling those in or involved with the industry. It uses WSD's special techniques to provide new perspectives into the industry's supply/demand situation and how the industry may be configured in 2010.

Some of the questions that are answered include: Has the long-term steel demand outlook changed? How much new steelmaking capacity may be built? How have new technologies stimulated capital investment? The steelmakers' profitability has funded massive capital spending programs; has it been overdone? Where are the five best places in the world to build a new steel plant?

As a supply-side reference tool, this report contains the latest version of WSD's comprehensive capacity surveys -- conducted regularly since 1975. Data is analyzed from a variety of perspectives including:

  • Capacity figures for more than 105 countries, 830 producers and 1,050 plants from 2002 to 2010. The data are provided for blast furnaces, steelmaking furnaces (BOF, OH and EAF), continuous casters and steel scrap substitute facilities. Low and high forecasts to 2010 are given for many plants.
  • WSD's special regional analyses of the relationship between gross and effective capacity.
  • Surplus capacity by region. Expected shutdowns and/or capacity that's vulnerable to closure.

This report also look at the demand side of the equation. Included is the outlook for steel demand and the factors that drive it. Information includes:

  • Apparent steel consumption by region since 1995, with new forecasts for 2010.
  • Production data by region since 1960, with forecasts to 2010.
  • Monthly BOF and EAF production data by region since 1995.
  • Related historic steel pricing and capital spending data.

The Global Steelmaking report is a must for steelmakers, sellers, buyers, and suppliers to the industry-anyone concerned with steel's supply/demand dynamics. Core Report C sells for $3,000 to non-subscribers, or is included in an annual subscription to the World Steel Dynamics service.

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Feb 07
XXXX
Ternium: The Latin Dragon (125 pages)
$2,500
Core Report XXXX

Ternium, one of the leading steel companies in the Americas, is a public company controlled by the Techint Group.  Ternium holds controlling direct and indirect equity interests in Siderar in Argentina, Hylsamex in Mexico and Sidor in Venezuela.  This report is based on a field trip by Peter Marcus to Ternium's facilities in Mexico, Venezuela and Argentina in October 2006.

Why "The Latin Dragon"?

Core Report XXXX examines the company's prospects for sizable EBITDA growth; its low cost plants; its culture of excellence; its leading market position because of its size; and its diversified markets as contributing factors to the company's impact on the steel industry environment in Latin America.

The report includes chapters on:

  • Management
  • Labor
  • World-Class Steelmakers
  • Trade regulation
  • Regional Latin American economies
  • Risks
  • Position on WSD's World Cost Curve
  • Ternium overview
  • Ternium Siderar-Argentina
  • Ternium Sidor-Venezuela
  • Ternium Hylsamex-Mexico
  • Supplemental financial and industry data

Core Report XXXX is provided to WSD subscribers as part of their regular annual service. The price for non-subscribers is $2,500.

Included in annual WSD subscription
Reports may also be purchased individually at prices listed.

This 400-page document brings together World Steel Dynamics' vast database and original analyses in a subject-by-subject format. Overview section examines key forces, probabilities of events, new trends, makes 5-10 year integrated forecasts, and provides a detailed commentary on a wide number of subjects.

Latest issue: Nov, 2015 - Steel Strategist #41 - Profitability Sinkhole $4,500

The "Early Warning System" That Works

WSD's "early warning system" is a series of reports published on a rotational basis. They are based on: a) extensive marketplace feedback; b) our comprehensive monthly database for shipments, imports and exports for flat and long products by country and region; c) our global metallics balances system; and d) our effective steelmaking operating rates by country. We employ special analytical methodologies and are determined to always see the industry with "new eyes." WSD's staff has more than 200 years of aggregated experience in studying the industry. Access to information from contacts globally is unprecedented.

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Inside Track
report sample
Inside Track reports are based on WSD's special access to top people in the steel industry worldwide. The reports provide real world feedback on pricing trends in steel scrap, DRI, coke, pig iron, slab, hot-rolled band, cold-rolled coil, wire rod and other products. Special attention is paid to developments in China, Europe, the United States, Russia, Ukraine and South America.
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Truth & Consequences
report sample
Truth & Consequences reports provide an in-depth analysis, with accompanying graphics, on a single subject - such as the steel scrap pricing outlook, the impact on steelmakers' costs of currency swings, why "death spirals" tend to have temporary "V" bottoms, activity levels in steel consumer industries, spot versus contract prices, sensitivities of home market prices to world export prices, and more.
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The Steel ScoreCard
report sample
The Steel ScoreCard tracks 121 largely coincident indicators that can spot new trends in early stages of their development. The Steel Scorecard pulls together all of WSD's databases for a "snap-shot" of the industry environment. Among the indices tracked: global export prices, regional steel prices, scrap prices, metallics costs, inventory levels, import trends, metallics balances, company earnings and steel stock market performance.
Included in annual WSD subscription
Reports may also be purchased individually at prices listed.

WSD Steel Success Strategies Istanbul Conference Presentation (Feb 2013) $1,000
WSD Steel Success Strategies XXVII Conference Presentation (June 2012) $1,000
World-Class Steelmakers Excelling particularly in bad times (June 2012) $2,000
Steel Price Monitor (May 2012) $3,000
GMB Monitor #1: Why does rust shine like gold? (March 2012) $3,000
WSD Steel Success Strategies: London IX Conference Highlights (Dec 2011) $1,000
WSD Steel Success Strategies: London IX Conference Presentation (Oct 2011) $1,000
Monitor Report: AHMSA - Value Creation in Chapter 11! (Dec 2010) $2,000
Country Monitor Report: Iran's Khouzestan Steel (Dec 2010) $2,000
Steel Cost Curve Monitor (Nov 2010) $2,000
Shagang Steel: World-Class Steelmaker (Nov 2009) $2,000

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