LPX 081423
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
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
METALS EXPANSIONS- – VOLUME 98 JULY 39 PROJECTS ADVANCE AND 3 DELAYS OR CUTBACKS MOSTLY STEEL, IRON ORE, COPPER, LITHIUM AND ALUMINUM RECYCLING 7/29/2023
LOUISIANA-PACIFIC ENJOYS MORE OSB PRICE GAINS AND LOWER UNIT COSTS, PARTLY OFFSET BY LOWER SIDING VOLUMES AND HIGHER SIDING COSTS 8/2/2023