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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

ThyssenKrupp company profile, October 2007

February 5, 2008

In the continuing NoS series of gathering profiles of some of the largest steel companies in the world, here’s an extremely comprehensive profile of ThyssenKrupp Steel made by the company itself in October of 2007. There are details of the parent corporation, but much more detailed information about the two main steelmaking groups, carbon & […]

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US Steel’s Q4 2007 & 2007 full year results

January 30, 2008

As the earnings season continues, the more eagle-eyed of you will also notice that US Steel’s Q4 & annual EBITDA and operating income results have been added to the NOS earnings spreadsheet which you can access here or see in the Steel Dynamics post below. You can see the full US Steel Q4 earnings release […]

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Steel Dynamics Q4 & annual 2007 results

January 29, 2008

The NoS quarterly financials spreadsheet has been updated to include Steel Dynamics fourth quarter and full year results. EditGrid Spreadsheet by user/nerdsofsteel.

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Scrap supply from Russia to decline further

January 23, 2008

This is a very interesting presentation from Russian mining & metallurgical company Metalloinvest from September 2007. It provides some good data on Russian steel output through 2015 along with changing raw material use and sources as the Russian economy and particularly the steelmaking portion expand. This is especially important as the withdrawal of Russian scrap supply from […]

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Nerds of Steel – what to’s and how to’s

January 8, 2008

Welcome to Nerds of Steel. Have a good look round. This post will tell you about a few of the things you can do on and with the site and how you can do them. It’s written for the many who have no experience of blogs, so, if you’re an old hand, be patient. Nerds of […]

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DJ Joseph Scrap Recap

January 7, 2008

DJ Joseph puts together a handy summary every month of various data related to ferrous scrap and steel. You can find it on the company’s website under the menu “Industry” and option Scrap Recap. They have monthly data going back to 1997.

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