Archives: Downloads

U.S. STEEL LIKELY NEEDS TIME TO GIVE POTENTIAL BIDDERS TOURS AND EVALUATE BIDSIN- HAND FOR “PIECES” TO COMMAND A $40 TO $55 TAKEOVER BROKEN INTO UP TO 5 PIECES 8/19/2023

SECOND-QUARTER WE OBSERVE 21 UNIT COST INCREASES AND 13 COST DECLINES TO AVERAGE 3.9% UNIT COST HIKES AFTER 2.2% COST INCREASES IN 1Q 8/15/2023

LOUISIANA-PACIFIC ENJOYS OSB PRICE EXPLOSION AS HOME DEPOT 10% DISCOUNTED BULK E-COMMERCE PRICES AVERAGE $564/000 SQ FT THIS WEEK; BUYBACKS COULD RESUME 8/14/2023

U.S. STEEL LIKELY COMMANDS A $40 TO $55 TAKEOVER BROKEN INTO UP TO 5 PIECES FOR MINIMILLS, FLAT-ROLLED, SLOVAKIA, IRON ORE AND TUBULARS 8/14/2023

ALUMINUM OUTPUT IN CHINA AND RUSSIA HIGHER THAN EXPECTED; CHINA BURNS MORE COAL TO OFFSET A BIG FALL IN HYDRO OUTPUT 8/7/2023

NUCOR POTENTIALS TO GROW MORE IN FABRICATED STEEL PRODUCTS 8/7/2023

GOLD INDUSTRY – – 2024 ELECTION UNKNOWNS TRADEOFFS BETWEEN HIGHER INTEREST RATES OR WEAKER U.S. DOLLAR 8/7/2023

STEEL INDUSTRY – – 3Q GUIDANCE AND SPOT PRICE DECLINES IN NEAR-TERM, DESPITE LIKELY LARGE VOLUME GAINS LONGER-TERM 8/6/2023

GOLD INDUSTRY – – RETAIL COIN AND BAR DEMAND CARRIES GOLD PRICE 8/4/2023

SANDSTORM GOLD BENEFITS IN GLENCORE BUYOUT OF MARA, RIO TINTO STARTUUP IN MONGOLIA AND SSRM BUYOUT AT HOD MADEN 8/4/2023