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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 quarterly earnings spreadsheet, 2007-2010

April 30, 2010

If you’ve never seen it, those nice people at ArcelorMittal provide an extensive Excel spreadsheet called the ArcelorMittal Model to help with analyzing their company. The spreadsheet provides, in considerable detail, data and metrics for each of the ArcelorMittal businesses. You can download the latest one here or you can see all of the data […]

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Forecast 2010 record steel consumption leaves developed world behind

April 21, 2010

Along with its global monthly steel production figures, worldsteel also published yesterday its collective wisdom about forecast Apparent Steel Use (ASU) by country through 2011. This is the ‘Short Range Outlook.’ The current forecast (data in the Nerds spreadsheet below) shows about an 11% rise in demand in 2010 to 1.24Bn metric tonnes with a […]

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US steel mill utilization once again at 70%

March 15, 2010

For the first time since the week ending October 25th 2008, US steel mill utilization is above 70% according to data for the week ending March 13th, 2010 released today by the AISI. The progress of weekly utilization since August of 2008 is shown in the chart below:   There are two charts on the […]

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World crude steel production rises 25% year on year – January 2010

February 22, 2010

At least that’s the headline from worldsteel which published world crude steel production data for January today. Of course that’s a rise of 25% comparing January 2010 to January 2009. The press release is here and you can mess about with all the data in the Nerds spreadsheet below. The more interesting analysis is likely […]

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Nerds of Steel – new & improved

February 1, 2010

Yes – finally we’re really back. We’re slightly redesigned, structurally improved and ready to bring you insight into, data from & news about the steel industry once again. It’s been a long road back. Anyone running a blog will tell you that as it grows – like any other construction – the maintenance issues increase […]

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World crude steel production rises 3.1% in October

November 20, 2009

According to data published today by worldsteel, world crude steel production reached 112MT for the first time since August of 2008. The October figure is a 3.1% improvement on September’s output and 13% better than October production last year when the industry was beginning its sharp decline. China’s month-to-month growth of about 2% was exceeded […]

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