Posts by author:

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

World crude steel production down over 3% in July

August 25, 2010

World crude steel production was down a little over 3% in July after similar falls in May and June. I’m afraid we’re only likely to know what this means as the full context of 2010 develops unless someone wants to share what they think it all means now. I’m withholding judgment. It was a general […]

Read the full article →

Repairing steel demand

August 16, 2010

The four worst post-war (WWII) declines in US steel demand occurred in 1958, 1975, 1982 and last year, 2009. In the recent US Steel Q2 conference call, US Steel CEO John Surma wisely reflected, in the context of how much capacity to keep running, that some of the recent steel demand destruction could be permanent. […]

Read the full article →

Global steel production dips slightly in June

July 29, 2010

Sorry for the delay in posting this release from worldsteel which appeared on July 20th. Global liquid steel production dipped a little over 4% in June compared to the prior month but only a little over 1% on a daily output basis. No region bucked the trend. There seems to be a considerable amount of […]

Read the full article →

World’s largest steel producers 2009

July 16, 2010

Worldsteel published two potentially useful items recently. First, they published World Steel in Figures 2010 – which actually just covers up to 2009. They also published their list of the largest steel producers in 2009. They publish the list in html and pdf formats. Here’s the link to the announcement. Unfortunately, the PDF file at […]

Read the full article →

What to make of Anshan’s investment in the USA – Mk II

June 22, 2010

In late May, I posted an article here called “What to Make of Anshan’s investment in the USA”. It was in reference to the investment by Chinese steelmaker Anshan in John Correnti’s Steel Development Company. The point of my piece was to explore why Anshan might do such a thing. The only real sense I […]

Read the full article →

Crude steel production up 29%

June 21, 2010

Global crude steel production kept close to its record-setting pace in April. According to worldsteel’s most recent production report released today, crude steel production was a little over 124MT in May, up 29% from the same month in 2009. Capacity utilization sagged a little to 82% globally. All the data are below:  

Read the full article →

← Previous Entries

Next Entries →