CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold...

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Transcript of CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold...

Page 1: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.
Page 3: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.
Page 4: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

CSI’s Business Model

Slabs

Electric Resistance Welded Pipe

Converted to:

Hot Rolled Coil

Cold Rolled Coil

Galvanized Coil

Hot Rolled coil formed into

Page 5: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.
Page 6: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

GDP

Source: International Monetary Fund

Annual Rate of Growth

Page 7: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

Global Crude Steel ProductionMillions of Metric Tons

Source: WorldSteel Association; International Monetary Fund

Page 8: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

USA Key Economic IndicatorsGDP – Rate of Annualized Growth

Source: Bureau of Economic Analysis; Federal Reserve Board

2007

2008

2009

Page 9: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

USA Key Economic Indicators

Consumer Spending

Consumer Confidence

Source: Bureau of Economic Analysis; The Conference Board

2009 2010

Rate of Growth Annualized

Points

Page 10: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

USA Key Steel Economic Indicators

Auto Sales2007

2008

2009

2010

Source: US Census Bureau

Thousands of Units

Page 11: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

USA Key Steel Economic IndicatorsBuilding Permits

2007

2008

2009

2010

Source: US Census Bureau

Non-Residential Construction Spending

Housing StartsThousands of Units

Thousands of Housing Units

Millions of Dollars

Page 12: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

Service Center Inventory Levels

2007

2008

2009

Source: Metal Service Center Institute

USA Key Steel Economic Indicators

Thousands of Tons

Page 13: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

Rig Count

USA Key Steel Economic Indicators

Source: Baker Hughes

Units

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Recovery

•Jobs Must Return

•Real Demand Must Return

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Jobs Must Return

U.S. Unemployment Rate

Source: U. S. Bureau of Labor Statistics

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Real Demand Must Return

30%

40%

50%

60%

70%

80%

90%

100%

J F M A M J J A S O N D J F M A M J J A S O N D J F(E)

Steel Mill Capacity Utilization

Source: American Iron & Steel Institute

Percentage of Utilization of Capacity

Page 17: CSI’s Business Model Slabs Electric Resistance Welded Pipe Converted to: Hot Rolled Coil Cold Rolled Coil Galvanized Coil Hot Rolled coil formed into.

V for VictoryGDP Growth (%, YoY)

Source: International Monetary Fund