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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

7 Puzzling Questions About Steel Industry Publishing

January 30, 2009

Don’t get me wrong. I love my steel news sources. I’m a steel nerd and, if it existed, I’d want my FeTV too. But here’s a rant that I indulge in once a year because I think the industry’s subscription news sources are lacking and have not yet fully engaged in the search for a […]

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2008 World Steel Production by Country by Month

January 23, 2009

The World Steel Association just published crude steel production numbers by country for December 2008 so we have provisional 2008 full year data. There are are plenty of articles about the changes in 2008 – like this one from SBB. But if you’re a real nerd, you’ll want the data in a form you can […]

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Updated 2009 US Steel Market Forecast

January 20, 2009

Those of you who read my presentation to the MSCI last September might be interested, amused or even shocked at the update that I presented recently to a corporate event (see slides below). 2008 finished about 10MT shy of the forecast I made in September and therefore 2009 looks to be down at least that […]

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World monthly steel production declines 10% in November

December 18, 2008

New figures from the World Steel Association show a further 10% drop in global crude steel output in November compared to October. Overall the first 11 months of 2008 are slightly above output in 2007, but if output is flat in December (which seems likely at best) then we 2008 is heading towards being about […]

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China, Steel & the Growth of Both

December 17, 2008

The difficulties of interpreting and forecasting the current dynamic economic environment are revealed in the latest World Bank report on commodities. You can download the report at the World Bank site or directly from us here Commodities at the Crossroads, 2009. It’s long-winded holiday reading, but if you follow steel (or commodities generally) it’s worth […]

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Latest world monthly steel production by country, October 2008

November 21, 2008

According to newly released data by the World Steel Association, global crude steel production slowed by about 7% from September to October. Steel output is higher in 2008 than in 2007 by about 2.9%. But the more interesting analysis is to explore how the data reflects the global industrial slowdown in different parts of the […]

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