Specialist
C-Suite Executive & Managing Director at Metal Strategies Inc
Agenda
- Key US steel manufacturing trends
- Demand and pricing environment
- Capacity additions and import volumes
- Key players' competitive dynamics
- Outlook for H2 2019 onwards
Questions
1.
We last spoke in January1 this year. What is your updated perspective on what is developing in the US steel market today, and the current key themes or trends that you’re finding particularly interesting or noteworthy?
2.
What are your thoughts on the health of the industry now and what would you be keeping an eye on? Could you elaborate on those buckets you mentioned?
3.
Last time we spoke, you talked about the growth in India. What have you noticed there and what is the impact on the US market?
4.
Can you compare the pricing within hot-rolled, cold-rolled and stainless and share your outlook for those pricing components?
5.
Applying that backdrop to some of the major players in the US – US Steel, AK, and ArcelorMittal – which blast furnaces are at higher risk given where we are in the current cycle?
6.
What is your 12-month outlook? Is there anything additional that we, as investors, should be focusing on more deeply? Is there anything we didn’t get a chance to cover that you think is worth highlighting?
