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Articles

Could the steel industry recession be over?

July 1, 2009

Well it might be – technically. Plenty of people seem to want to say it is in the broader economy. On June 10th the UK’s Guardian newspaper reported the UK recession as being over. Then a week later Liz Sonders, Chief Investment Strategist at Charles Schwab said the US recession is over. There have been […]

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How long might this recession last?

February 23, 2009

The current economic downturn has wreaked significant havoc on the global economy and on the steel industry.  Not surprisingly we are all wondering “How long will this recession last and how bad will it get?”  Of course, no one knows.  But there are some historical precedents and while history may not provide a clear answer, […]

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European steel production and demand forecast 2009

February 6, 2009

We’re not a forecasting firm, we’re strategy consultants. But lately macroeconomic developments are at the forefront of everyone’s mind, for obvious reasons. So we’ve endeavored to keep you abreast of the latest forecasts and what they might mean for steel production and demand.  In this vein, I received the following question yesterday from one of […]

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2009 GDP forecasts and steel demand growth

February 2, 2009

The International Monetary Fund recently updated its global GDP growth forecast for 2009 and 2010.  Not surprisingly, the growth projections were revised downward.   So I thought I’d take the opportunity to update the graph showing the relationship between global GDP and steel demand and to refine the comments I made in a recent post using […]

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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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2009 will be tough for steel – but how tough?

January 6, 2009

2009 will be a difficult year for the global steel industry.  How bad it gets and what happens on the other side of the global slowdown is impossible to predict. But there is no shortage of observers willing to paint a bleak picture.  In a recent article in the Financial Times, Peter Marsh summed up the […]

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