03.26.07: Steel Report
One analyst and top management from 2 firms examine the steel industry in this 15 page report from The Wall Street Transcript.

  1. Outlook for Steel Companies: David S. MacGregor, Longbow Research

  2. CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: IPSCO Inc., Steel Dynamics, Inc.

    Topics covered: Surplus of imported products - Commercial construction activity - Structural products - Production shortages - Inventory overhang - Industry acquisitions - Scrap in the global market - Environmental technology - Carbon steel - Titanium - End-market developments - Iron ore 

    Companies covered: Nucor (NUE), Steel Dynamics (STLD), Commercial Metals (CMC), Schnitzer Steel (SCHN), Metal Management (MM), Chaparral Steel (CHAP), Texas Industries (TXI), Allegheny Technologies (ATI), RTI International (RTI), Titanium Metals (TIE), Cleveland-Cliffs (CLF), Portman Limited (PMM).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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