| Core Reports |
| January 2004 |
SSS-EUR. Steel Success Strategies - Europe Conference Proceedings. |
| March 2004 |
HHHH. Global Steel Export Pricing Forecast to 2010. |
| April 2004 |
IIII. Chinese Steel: Facts & Forecasts, 2002-2010. |
| May 2004 |
JJJJ. Global Steel Product Matrix. |
| August 2004 |
SSS-XIX. Steel Success Strategies XIX Conference Proceedings. |
| September 2004 |
KKKK. Chinese Steel: Limits to Growth. |
| October 2004 |
LLLL. North American Iron Ore: Cleveland Cliffs Booming, No Longer Vulnerable. |
| December 2004 |
MMMM. Financial Dynamics of International Steelmakers.
|
| The Steel Strategist |
| August 2004 |
Steel Strategist #30. The New Age. China, Globalization, Consolidation and Metallics.
|
| Monitor Reports |
| June 2004 |
Steel Success Strategies XIX. Steel: New mettle. |
| December 2004 |
Steel Success Strategies - Europe II. 2005. Many questions - More answers.
|
| WSD Papers |
| January 9, 2004 |
Inside Track #32 (e-mail only). Production constraints. Free-for-all price spikes. |
| January 13, 2004 |
Steel Thermometer (e-mail only). Market feverish. 27 of 38 readings "+" for world steel sheet export price. |
| January 22, 2004 |
Steel Thermometer #2. Market in over-boil. 35 of 49 readings "+". |
| January 29, 2004 |
Steel Thermometer #3 (e-mail only). Steel scrap. SiZZZZling. |
| February 2, 2004 |
Global Steel Alert #21. No Coke, No Smoke. Intense shortage of steelmakers' raw materials. |
| February 12, 2004 |
Steel Thermometer #4 (e-mail only). Steel mills using price to allocate resource. |
| February 13, 2004 |
Truth & Consequences #18(e-mail only). The Truth: China's steel output down in December and January. The Consequences: Too early to tell if China's steel production will be constrained this year. |
| February 20, 2004 |
Steel Thermometer #5 (e-mail only). Steel buyers begging, not negotiating. |
| February 27, 2004 |
Inside Track #33 (e-mail only). Surplus of speculation. Endless supply of this item. |
| March 3, 2004 |
Steel Thermometer #6 (e-mail only). A giant game of "chicken." Just a few negative indicators for the mills. |
| March 11, 2004 |
Truth & Consequences #19. The Truth: Steel scrap prices have spiked to unbelievable heights. The Consequences: Obsolete steel scrap recovery is about to surge. |
| March 19, 2004 |
Steel Thermometer #7 (e-mail only). Buyers' strike. 70% odds that global HRB price has peaked and is headed down. |
| March 26, 2004 |
Truth & Consequences #20. The Truth: Steelmakers' raw material costs up sharply. The Consequences: Steel product prices must follow suit. |
| April 1, 2004 |
Steel Thermometer #8 (e-mail only). Steel scrap and steel sheet prices under pressure on the world market. |
| April 7, 2004 |
Truth & Consequences #21. The Truth: Spectacular increase in USA mills' hot-rolled band costs. The Consequences: HRB prices will not fall back to previous lows. |
| April 16, 2004 |
Steel Thermometer #9 (e-mail only). Steel scrap prices down massively, yet, hot-rolled band export prices still near highs. |
| April 23, 2004 |
Truth & Consequences #22. The Truth: China's steel production sizzling; rest of world fizzling. The Consequences: Global steel production NOT surging. |
| May 5, 2004 |
Steel Thermometer #10 (e-mail only). Restrictive lending policy of Chinese Central Government becomes potent. Inflation fear is the reason. |
| May 10, 2004 |
Inside Track #34 (e-mail only). Chinese steel sellers in a panic. |
| May 13, 2004 |
Global Steel Alert #22. Hot-rolled band export price likely to fall this summer. Shortage of steelmakers' metallics may prevent a pricing "death spiral." |
| May 17, 2004 |
Truth & Consequences #23. Would Cost Curve 2004. The Truth: Steel mills' input costs way up. The Consequences: First major cost surge since the early 1980s. |
| May 10, 2004 |
Inside Track #35 (e-mail only). Chinese steel sheet price rallies. |
| May 28, 2004 |
Steel Thermometer #11 (e-mail only). Don't bet on the death spiral. Soft landing still most likely. |
| June 9, 2004 |
Steel Thermometer #12 (e-mail only). Steel sheet market resilient. China: Mixed readings. |
| June 21, 2004 |
Global Steel Finance #11. Hooked on profits. 2004: Outstanding profits. 2005: Profits down, but still lofty. |
| June 21-23, 2004 |
Steel Success Strategies XIX. Conference highlights. The age of metallics. |
| June 29, 2004 |
Steel Thermometer #13 (e-mail only). SSS XIX insights. Global steel market may be tight in H2 2004. Unclear Chinese steel outlook for 2005. |
| July 9, 2004 |
Global Steel Alert #23. Global apparent steel demand exceeds supply. Steel mills enjoying the driver's seat. |
| July 15 & 19, 2004 |
Presentation to: Deutsche Bank Clients, China expert series. Steel: China's driving the bus. |
| July 23, 2004 |
Steel Thermometer #14 (e-mail only). Shortage becomes a "long" age. Next supply/demand risk for the steel mills perhaps not until next April. |
| July 29, 2004 |
Inside Track #36 (e-mail only). No summer vacation for steel. Orders and prices strong. |
| August 6, 2004 |
Inside Track #37 (e-mail only). China steel market booming. But, steel demand growth is about to slow dramatically. |
| August 18, 2004 |
Steel Thermometer #15 (e-mail only). Steel shortfall intensifies. Huge price boosts for hot-rolled band on the world export market. |
| September 10, 2004 |
Global Steel Alert #24.2005: "Wild Card". Might end of steel shortage be "good news" for the steel mills? |
| September 17, 2004 |
Steel Thermometer #16 (e-mail only). Global HRB export price at new high. Steel scrap price decline over. USA spot sheet prices in decline. |
| September 24, 2004 |
Truth & Consequences #24. The Truth: Production responds to price. The Consequences: Price responds to production |
| October 1, 2004 |
Steel Thermometer #17 (e-mail only). Global market, except for USA, still tightening. Scrap price may be poised to surge. |
| October 12, 2004 |
Inside Track #38 (e-mail only). USA spot steel sheet prices under pressure. Strong elsewhere. Industry leaders bullish on 2005 profits. |
| October 21, 2004 |
Presentation (with visuals) to: PRIMEAdvantage executive summit. Metal Mania. |
| October 27, 2004 |
Truth & Consequences #25. The Truth: Urge to merge. The Consequences: Merger mania. |
| October 29, 2004 |
Steel Thermometer #18. Global steel shortage aging, but still kicking USA mini-mill/maxi-mill sheet war.. |
| November 5, 2004 |
Inside Track #39 (e-mail only). China tidbits. RMB may appreciate. Mixed domestic pricing signals. |
| November 8, 2004 |
Truth & Consequences #26. The Truth: Timing is critical in Chinese just-signaled intended RMB revaluation. The Consequences: It may happen sooner rather than later. |
| November 10, 2004 |
E-mail Alert (e-mail only). Steel BOOM in Q1 2005? |
| November 11, 2004 |
E-mail Alert Clarification (e-mail only). Weaker spot sheet prices through year-end. Booming prices in Q1 05. |
| November 19, 2004 |
Steel Thermometer #19. Steel shortage over? Or…. Steel user inventory liquidation? |
| November 8, 2004 |
Truth & Consequences #27. The Truth: Steel mills' cash flows surge. The Consequences: Massive rise in capital expenditures |
| November 29, 2004 |
Inside Track #40 (e-mail only). 2005 - A repeat of 2004? Steel Success Strategies - Europe to explore this issue. |
| December 10, 2004 |
Inside Track #41 (e-mail only). Steel Success Strategies - Europe II Highlights. Steel shortage continuation not clear beyond first quarter of 2005. |
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