World Steel Dynamics (WSD) is a leading steel information service in Englewood Cliffs, N.J. WSD’s steel experience, steel database and availability of steel statistics are the principles for performing steel forecasts, studies and analysis for international clients. WSD seeks to understand how the “pricing power” of steel companies the world over will be impacted by changes in the steel industry’s structure.
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2022: Synchronized Economic Expansion. Rising Fixed Asset Investment.
Scenario New = 50% Odds: Chinese Policymakers To Be Capping Steel Production for Years to Come
Global Steel Production in 2050: Not Much Change
Weighted Activity in U.S. Steel-Consuming Industries
WSD Macro and Micro Chinese steel-consuming activity indices: Not as precise as wished.
The steel industry’s “industrial structure” is becoming more competitive
Chinese Steel Mills Outperforming the Others — Forever Strong? Part II
Chinese Steel Mills Outperforming the Others — Forever Strong? Part I
Goodbye to steel cost inflation: Cost cuts, moderate wage boosts, lower raw material and energy prices
Global steel production heading back up in 2021, but not yet to 2018–2019 annual levels
The destruction of steel demand because of the coronavirus has some positives
Steel’s Industrial Structure
Global Manufacturers Facing More Competition: Steelmakers Not Exempt
Steel Price vs. Raw Materials Price: Which Comes First?
HRB export price: The bellwether flat-rolled steel price
Steel Export Price Versus Steel Company Stock Performance: They Are Almost Always in Sync
Steel’s “industrial structure” more competitive; HRB export pricing “death spirals” more frequent
Per capita steel consumption: It’s not the driver, it’s a result
Steel scrap price cardiac arrest: Sizable, and often unpredictable, rapid changes in price
Chinese steel hijinks: Unsustainable steel production
Panic in China. Economic indicators are negative.
Steel’s industrial structure in metamorphosis: It’s favoring leading steelmakers
Steel buyers’ perception: HRB export price more attractive on
Chinese steel industry and economic data: Varying reliability
Steel Price Volatility = Cardiac Arrest. Time for a Rally.
China's still driving the steel industry bus
Global economic and marketplace chills: Different, but interrelated
U.S. situation: Big profits for domestic steel mills
Steel Is War
Steel Industry's "Age of Protectionism": Not a Fleeting Phenomenon
Steel demand tracking: experience counts
WSD Micro-economic steel index for Chinese steel-consuming industries
HRB pricing hijinks: Expect the unexpected
Global steel trade: 42% of non-Chinese output
U.S. currency value impacts world steel export price: stronger dollar = weaker export price
Steel common stocks up sharply since early 2016
Steel Mills' financial results: Huge improvement in 2018
Chinese Steel Production Varied, High-Price-Sustaining Output
Analyzing Chinese Steelmaking Data
Evolving steel industry "industrial structure"
Weighted Index of Activity (IDX) up moderately for 15 U.S. steel-consuming industries
Hot-rolled band export price: How high is high?
Chinese rebar/HRB hijinks: Wild swings in the price spread
Defeating the Chinese steel-exporting armada: Only a dream?
World Cost Curve for Wire Rod and Hot-Rolled Band: A contrasting observation
Chinese steel prices: “All over the lot”
The HRB Steel price rollercoaster: WSD sees a ride in the world market for the remainder of 2017
Steel scrap price symphony: One big happy family
China in Zugzwang: Part 2
China in Zugzwang: Part 1
Evolving steelmakers’ metallics balances: long-term downside pressure on steel scrap and iron ore prices
Cardiac arrest for steel and metallics
USA steel demand is down, lessened steel intensity
HRB home vs. world price: Price variations far exceed those for marginal cost
New Age of Discontinuity: Steel patterns no longer in phase with Old Continuum
Goliath in the glass house: worse than a bull in a China shop
The Steel Pricing Vortex: How To Escape It?
The power of the reward/risk ratio
The power of the invisible hand
2016: Down Year
Steel scrap futures trading: An amazing volume surge not far-fetched
SteelBenchmarker™ HRB export price: Strong, but changing, correlations with home-market prices since 2000
Hot rolled band export price: it’s often the key to steel company common stock performance
Current death spiral is wreaking havoc on the global steel industry
Rebar is the “king of spades” in China; in the U.S., it’s a lowly “three of clubs”
Non-Chinese steel industry profitability environment: WSD forecast extended to 2018
Auto body sheet warfare: Steel may overcome aluminum’s avalanche by 2018
The steel industry is in incredible trouble today, says Peter Marcus
Lower raw material cost: the great equalizer
Breakthrough technology a double-edged sword: workers in manufacturing sector among those threatened
Chinese mills’ home and ex-works export price extremely depressed — well below the median-cost mill’s marginal cost
Steel industry scenarios: grim outlook for 2015; better in 2017
Chinese and Russian steel export price battle:
chess without checkmate
Russia, Japan, Brazil: Rapid Currency Devaluation = Lower HRB Cost
Oversupply Equilibrium: Chinese Threat
Steel Scrap Price: Poised to Collapse
China Steel: Growth Gone
U.S. Steel-Consuming Industries Activity Index (IDX) Doing Well: Where’s the Bottom?
Iron Ore Prices: Where’s the Bottom?
Out-of-Whack Steel Pricing Relationships
2014: Adverse Outlook for Most Steel Mills — Fixed Asset Investment Stagnating
Fixed Asset Investment Contagion: Deteriorating Global FAI in 2014
Key steel industry technological breakthroughs
USA Weighted Steel-Consuming Industries Activity Index (IDX) up significantly.
Pacific Basin Steel: “Battle of the Mastodons.”
China Steel Scrap: The Global Wild Card.
Inventory changes are a big factor in the global steel business. Buyers’ inventories often swing the most.
Bank Financing — Big Challenge, M&A Activity to Grow
China — High Volume, Low Profits
U.S. Steel Shipments Down by 5.4% in the First Six Months of 2013
Shift in Steelmakers’ Metallic Balance, Hot Metal Outpaces Scrap Demand
Will 2015 Be a Recovery Year?
Chinese Steel Demand Hitting the Great Wall
The Yen’s Depreciation a Positive for Steel Mills in Japan
Steel Scrap Prices Have Conflicting Driving Forces
Steel’s “Ages of Discontinuity”
A “Dynamic” World Iron Ore Cost Curve
How has the drop in global cost to produce pig iron affected the World Cost Curves?
What is WSD’s profit outlook for the global steel industry in 2013?
What will be some of the new key developments for the global steel industry in 2013?