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James Moss

After 20-some years consulting I'm still fascinated by the problems of strategy development in this basic industry, especially now that it stands at the center of an industrial revolution like no other. You can read more about me here.

Posts by James Moss

ArcelorMittal Q1 2008 Earnings Results

May 14, 2008

ArcelorMittal reported its Q1 2008 earnings today achieving $157/ton of EBITDA for the quarter, the same rate as Q4 2007. You can compare the EBITDA result against a number of other steel producers on the Nerds of Steel earnings spreadsheet. Or you can see the full set of company reports including video and audio of […]

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MMK’s New Steel International Final EPA Permits

May 7, 2008

MMK’s planned steel mill in southern Ohio just received final permits from the Ohio EPA. You will be able to see the permits (though they’re not yet online) at the Ohio EPA site. A number of other application documents were linked to from this post back in February.

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Vertical integration into scrap – lessons from iron ore

March 26, 2008

There has been a recent flurry of steel producer acquisitions of scrap processors (SDI-Omnisource,  Nucor- DJ Joseph, DJ Joseph-MRS, Galamba) and persistent rumors that others are circling targets. By my calculations steel producers now control about 40% of the US ferrous scrap industry. They controlled less than half that only a few years ago. If […]

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Steel Manufacturers’ Association Presentation

February 27, 2008

Below is a presentation I made recently at the SMA Board of Directors meeting in Florida. It deals with the issue of organizational size in today’s steel industry and asks some questions (more than providing any answers) about how the structure of steel organizations will change as they deal with much different dimensions of scale […]

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MMK Ohio Steel Plant Application Details

February 21, 2008

This link will take you to the Ohio EPA page for New Steel International, the working title of MMK’s proposed steel mill investment in Haverhill or Franklin, OH. Deep in the detail you will see estimates of the facility size. It’s not clear exactly how big the facility will be. The plan is to build […]

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ThyssenKrupp’s ‘clean’ Blast Furnace in Duisburg

February 11, 2008

And on the subject of ThyssenKrupp, here’s a short video from DeutscheWelle (in English) describing the start up of the ThyssenKrupp number 8 blast furnace in Duisburg.

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