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Steel Market Intelligence » steel stocks http://www.michelleapplebaum.com/blog Analytical Steel Industry Expertise Wed, 09 Apr 2014 19:25:37 +0000 en-US hourly 1 July Flat-Rolled Inventory Drops Further; Shipments Weaken After Strong June http://www.michelleapplebaum.com/blog/?p=4432 http://www.michelleapplebaum.com/blog/?p=4432#comments Fri, 16 Aug 2013 18:29:49 +0000 http://www.michelleapplebaum.com/blog/?p=4432 New Report Preview:

There was a reasonable amount of good news in the July MSCI report. First, in an unusual move, flat-rolled inventories dropped nearly 3% from June; it’s rare to see inventories…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4432 0 July ISM Steel Survey – Where Did the Optimism Go? http://www.michelleapplebaum.com/blog/?p=4405 http://www.michelleapplebaum.com/blog/?p=4405#comments Mon, 05 Aug 2013 22:15:37 +0000 http://www.michelleapplebaum.com/blog/?p=4405 New Report Preview:

The July Institute for Supply Management (ISM) Steel Buyer Survey showed a flattening of the outlook for the overall economy and respondents’ own businesses and indicated…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4405 0 Advance/Decliner Index Highest Since January; Chinese Pricing Strength Continues – For Now http://www.michelleapplebaum.com/blog/?p=4383 http://www.michelleapplebaum.com/blog/?p=4383#comments Tue, 30 Jul 2013 06:45:31 +0000 http://www.michelleapplebaum.com/blog/?p=4383 New Report Preview:

Our Advance/Decliner Index rose to the highest level since early January. The increase was driven by our Ex-China Index rising as more price increases were announced in…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4383 1 June Flat-Rolled Inventory Lowest in Two Years; Shipments Pick Up Strength on Price Hikes http://www.michelleapplebaum.com/blog/?p=4340 http://www.michelleapplebaum.com/blog/?p=4340#comments Wed, 17 Jul 2013 19:11:29 +0000 http://www.michelleapplebaum.com/blog/?p=4340 New Report Preview:

June carbon steel inventories declined another 1.2% to the lowest since February 2011, while average daily shipments gained 0.8%, bucking the normal seasonal drop of …

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4340 0 July Scrap Prices Snap Back from Recent Lows http://www.michelleapplebaum.com/blog/?p=4308 http://www.michelleapplebaum.com/blog/?p=4308#comments Thu, 04 Jul 2013 00:08:49 +0000 http://www.michelleapplebaum.com/blog/?p=4308 New Report Preview:

According to just-published data from American Metal Market, July prime scrap rose $30/ton (+7.9%) to $410 and shredded gained $16/ton (+4.4%) to $376/ton. The relative…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4308 0 ArcelorMittal Leads Round 3 of Sheet Price Hikes http://www.michelleapplebaum.com/blog/?p=4279 http://www.michelleapplebaum.com/blog/?p=4279#comments Thu, 27 Jun 2013 00:09:10 +0000 http://www.michelleapplebaum.com/blog/?p=4279 New Report Preview:

As we expected, ArcelorMittal is leading a third round of sheet price increases with a $20/ton price hike, lifting its HRC list price to $650/ton, just two weeks after…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4279 0 May Flat-Rolled Inventories Tumble; Months’ Supply Lowest Since March 2011 http://www.michelleapplebaum.com/blog/?p=4235 http://www.michelleapplebaum.com/blog/?p=4235#comments Tue, 18 Jun 2013 16:01:19 +0000 http://www.michelleapplebaum.com/blog/?p=4235 New Report Preview:

While May inventories dropped a bullish -3.6% to the lowest level in two years, weak shipments – up only 0.8% against a normal seasonal uptick of 3.1% – left months’ supply…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4235 0 April Steel Distributor Shipments Show Surprising Pick-up; Inventories Drop on Flat-Rolled Decline http://www.michelleapplebaum.com/blog/?p=4136 http://www.michelleapplebaum.com/blog/?p=4136#comments Wed, 15 May 2013 12:58:33 +0000 http://www.michelleapplebaum.com/blog/?p=4136 New Report Preview:

April MSCI shipments rose 1% sequentially versus the normal seasonal drop of 1.8%, with shipments for all products posting sequential gains. However, we suspect this is due to…

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=4136 0 March ISM Steel Survey – Optimism Losing Momentum http://www.michelleapplebaum.com/blog/?p=3989 http://www.michelleapplebaum.com/blog/?p=3989#comments Fri, 05 Apr 2013 20:05:20 +0000 http://www.michelleapplebaum.com/blog/?p=3989 New Report Preview:

The March survey showed that after a meaningful pick-up in outlook earlier in the year, steel buyers are becoming less optimistic about future business conditions…more

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]]> http://www.michelleapplebaum.com/blog/?feed=rss2&p=3989 1 Join Steel Equity Researchers Group on LinkedIn for News, Analysis, and Forecasts! http://www.michelleapplebaum.com/blog/?p=2208 http://www.michelleapplebaum.com/blog/?p=2208#comments Fri, 14 Sep 2012 15:23:29 +0000 http://www.michelleapplebaum.com/blog/?p=2208

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