Steel Market Intel

My bio goes here

[Steel Market Intel @steelmarktintel]

@GasBuddyGuy Probably don't need that Champlain Hudson Power Express high power electric line from Quebec to NYC either...

[Steel Market Intel @steelmarktintel]

@jfurf @mattyglesias Tweet of the day!

[Steel Market Intel @steelmarktintel]

@CRUDEOIL231 There is the shortage issue of wire jacket/insulation due to Naptha not transiting the SoH which could weigh on Cu demand. https://t.co/P41T2Sy4xx.

[Steel Market Intel @steelmarktintel]

@JacobShap Could they just 'say' they laid some mines? Probably has the same effect.

[Steel Market Intel @steelmarktintel]

@USDOL

[Steel Market Intel @steelmarktintel]

@WeisbergerNoah @bcaresearch Does this suggest an investor rotation into industrials?

[Steel Market Intel @steelmarktintel]

@TheStalwart So would Obama run again via the save path?

[Steel Market Intel @steelmarktintel]

@realEstateTrent I have found that public speaking "as a conversation" is so much more natural vs giving a presentation.

[Steel Market Intel @steelmarktintel]

@YellowLabLife Is there a chance that someone was confused? Nippon is 'investing' billions into the US and this is not 'just' an acquisition?

[Steel Market Intel @steelmarktintel]

@YellowLabLife How much time does he have left at $CLF ? How long will investors put up with these antics? That press conference can’t help him sell to the Japanese automakers.

[Steel Market Intel @steelmarktintel]

@GuyDealership Sounds like a threat to body shops?

[Steel Market Intel @steelmarktintel]

@SoberLook The Suez provides Egypt with much needed hard currency. How long can Egypt continue without this revenue stream before something breaks?

[Steel Market Intel @steelmarktintel]

@scottlincicome Do you think lawsuits will come if this deal ultimately doesn't close? Seems like a lot of outside interference.

[Steel Market Intel @steelmarktintel]

@housing_alex So last month's job report would then be "significantly stronger" when accounting for these temporary strikes? Just a wash right?

[Steel Market Intel @steelmarktintel]

@NickatFP Spending here is SAAR, is the YoY the non seas adj?

[Steel Market Intel @steelmarktintel]

@realEstateTrent What is a BlackBerry?

[Steel Market Intel @steelmarktintel]

@GuyDealership Stein's Law: "If something cannot go on forever, it will stop."

Will this (and rising housing costs) contribute to inflation, and/or will it suppress retail spending?

[Steel Market Intel @steelmarktintel]

@ed_fin Will you follow up on this in 3 months time?

[Steel Market Intel @steelmarktintel]

@mikesimonsen Mixing in cardio? (Zone 2)

[Steel Market Intel @steelmarktintel]

@GuyDealership Is this primarily industry consolidation? And if so, does it mean larger barriers to entry for potential new dealers and higher than historic profits then for dealers as a whole?