| Core Reports |
| January 2009 |
SSS-EU VI 2009: Steel's New Fast World - Conference Proceedings. |
| March 2009 |
F. Global Steel Product Matrix. |
|
| March 2009 |
G. Financial Dynamics of International Steelmakers. |
| May 2009 |
H. Chinese Steel Hits the Great Wall: Reduced Growth Prospects: Facts and Figures for 2008-2017. |
| August 2009 |
SSS-XXIV. Black and Blue Skies - Conference Proceedings. |
| The Steel Strategist |
| September 2009 |
Steel Strategist #35. Steel Industry Rebound. 2009: A Year of Shake-out. 2010: A Year of Stability. 2011: A Year of Recovery. |
| Monitor Reports |
| June 2009 |
SSS XXIV Presentation. Black and Blue (Black Skies to Blue Skies). |
| July 2009 |
SSS XXIV Conference Highlights. Opportunities in Crisis. |
| November 2009 |
WSD Analysis of Shagang, China's Leading Private Steelmaker. |
| November 2009 |
SSS Europe VII Presentation. Steel: Warp Speed Ahead. Volatility is the Reality, Rapid Change is the Religion, Discontinuities are the Driving Forces. |
| November 2009 |
SSS Europe VII Conference Highlights. The Unexpected is the Norm. |
| WSD Papers |
| January 9, 2009 |
Early Warning System #1. (e-mail only) HOT FLASH. Spot HRB prices, up sharply in China, poised to surge in Mid-East/Far East. USA next in line. |
| January 23, 2009 |
Price Driver #3. (e-mail only) Chinese Steel: Inside the Labyrinth. Pat McCormick's "takeaways" from a research trip to China. |
| February 9, 2009 |
Truth & Consequences #50. The truth: Global steel output in 2009 likely to drop the most since 1932. The consequence: Steel industry's price/cost margin endangered. |
| February 27, 2009 |
Global Steel Finance #13. Steelmakers' financials imploding. Diminished orders and increased price competition. |
| March 12, 2009 |
SSS XXIV Preview. (e-mail only) Global Steel Industry - 2008 Expectations versus 2009 Realities. |
| March 26, 2009 |
Steel Thermometer #40. (e-mail only) Second "V" for hot-rolled band prices on the world export market - i.e., it's now a "W". Steel mills' shipments, prices, and losses in 2009 to be worse than expected. |
| March 31, 2009 |
Price Driver #4. (e-mail only) Danger Will Robinson Danger. Pat McCormick's rationale for why a USA market price recovery may be 60-90 days away. |
| April 23, 2009 |
Inside Track #93. (e-mail only) Steel's Great LEAP Forward. LEAP=Liquidating Excess inventories As fast as Possible. |
| May 11, 2009 |
Inside Track #94. (e-mail only) Global apparent steel demand on the rise. Price competition likely to intensify. |
| May 29, 2009 |
Steel Thermometer #41. Hot-rolled bank export price RISING. However, a price setback may occur this summer due to increased supply. |
| June 9, 2009 |
Early Warning System #2. (e-mail only) HRB price rally continuing on World Export Market. Growing signs that recovery in the USA is imminent. |
| July 7, 2009 |
Truth & Consequences #51. (e-mail only) The truth: Steelmakers' costs down 30% since September 2008. The consequence: WSD's World Cost Curve is flat. |
| July 7, 2009 |
Inside Track #95. (e-mail only) Hot-rolled band SHORTAGE. Ultra-low steel output and low inventory in the system is fueling the price spike. |
| August 14, 2009 |
Global Steel Alert #32. Orders sufficient globally to prevent an export resurgence; that is, until the mills' production ramp-up. |
| August 28, 2009 |
Inside Track #96. (e-mail only) Hot-rolled band and steel scrap hi-jinks. Wild price movements. |
| September 11, 2009 |
Steel Scorecard #1. Shortest shortage in history of hot-rolled band on world export market. Started June 2009; Ended August 2009. |
| October 2, 2009 |
Inside Track #97. (e-mail only) HRB export price likely to continue to decline. The price may bottom out well above the prior lows. |
| October 12, 2009 |
Inside Track #98. (e-mail only) CHINESE BUS RIDE. Steel mills reluctant to reduce output. |
| October 14, 2009 |
Becky Hites' Speech at Met Coke 13th Annual World Summit. (e-mail only). Charming the Steel Price Snake. |
| October 22, 2009 |
Steel Scorecard #2. (e-mail only) Production Higher, Demand ?, Prices Down. |
| October 28, 2009 |
Inside Track #99. Chinese hot-rolled band has technical price rebound. Production artificially sustained. |
| November 13, 2009 |
Truth & Consequences #52. The truth: Chinese fireworks. The consequence: New steel industry pathways illuminated. |
| December 11, 2009 |
Inside Track #100. 2010: "Good Times" for steel on the way. Hot-rolled band export prices moving up. |
| December 22, 2009 |
Inside Track #101. (e-mail only) Hot-rolled band price outlook. 2010: The "Year of the Lizard". |
| December 31, 2009 |
Steel Scorecard #3. (e-mail only) Production down, Prices up, Raw materials rising. |
| December 22, 2009 |
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 |
| February 5, 2009 |
Zhe Zhang Zone #59. (e-mail only) Coke export prices dropping, but sales have stalled. Consolidations continue as the steel industry moves to the country. |
| March 10, 2009 |
Zhe Zhang Zone #60. (e-mail only) Chinese steel mills are blending current purchases of lower prices iron ore with higher cost ore from inventory to mitigate profit losses. |
| April 9, 2009 |
Zhe Zhang Zone #61. (e-mail only) Projects at multiple mills to increase capacity. Raw material price increases continue. |
| May 13, 2009 |
Zhe Zhang Zone #62. (e-mail only) Highlights from a speech given by Mr. Zhang at the 2009 China Iron Ore Conference in Beijing. |
| May 15, 2009 |
Zhe Zhang Zone #63. (e-mail only) Steel producers continue to limp along in weak market. Domestic raw material costs remain high, pressuring profits. |
| June 10, 2009 |
Zhe Zhang Zone #64. (e-mail only) Chinese seem interest in fixing the iron ore price under contracts. Indian iron ore suppliers will continue to undercut prices in the spot market. |
| July 29, 2009 |
Zhe Zhang Zone #65. (e-mail only) Domestic iron ore market rebounds from Q1 levels. 50% of China's private concentrate plants are operating with another 20% preparing to restart. |
| September, 28, 2009 |
Zhe Zhang Zone #66. (e-mail only) Iron ore suppliers offering product at $65 per tonne, down from $113 in July. New large blast furnace expansions continue. |
(201) 503-0900 Fax: (201) 503-0901
