Recent Thinking

Featured Energy, Resources, Materials, Steel Article, steel interview ArcelorMittal
Integrating steel giants: An interview with the ArcelorMittal postmerger managers

February 2008

The merger of two large, complementary companies presented an unusual challenge: sustaining growth as well as focusing on integration and cost savings.

Featured Energy, Resources, Materials, Steel Article, weighing risks in south american basic minerals
Weighing the risks in South American basic materials

March 2007

Multinational companies remain wary of political and macroeconomic risk in Latin America. Yet the region is full of attractive opportunities.

Featured Energy, Resources, Materials, Steel Article, steel industry
The China factor in global steel

May 2004

China’s increased demand for steel will be met largely by domestic producers, leaving multinational ones to fight for the scraps.

The Archive

2002
Saving steel

June 2002

The world has too much steelmaking capacity, but tariffs are not the answer.

2001
Remaking China's giant steel industry Premium Content

December 2001

The country’s steelmakers are too fragmented and unproductive to serve the real needs of the world’s largest domestic market. Tariffs imposed by the United States on imports of steel from China will only increase competition at home and sharpen the need for reform.

1999
Forging a new era for steel Premium Content

November 1999

Production is growing at more than twice the rate of consumption. Cost cutting may be a part of the solution, but it is also a part of the problem. What comes next?

1996
Why minimills give the US huge advantages in steel Premium Content

May 1996

Performance, not overcapacity, has been the real cause of industry problem. Full costs for mini-sheet hot band? $275 per net ton. Look for another wave of restructuring.

1994
You can market steel Premium Content

February 1994

The secret to marketing commodities is keeping costs in line—and carefully managing the mix of products and customers.

1993
New game, new rules Premium Content

May 1993

An overview of the long-deferred challenges now facing the Japanese steel industry.

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