csi’s business model slabs electric resistance welded pipe converted to: hot rolled coil cold...
TRANSCRIPT
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
Global Crude Steel ProductionMillions of Metric Tons
Source: WorldSteel Association; International Monetary Fund
USA Key Economic IndicatorsGDP – Rate of Annualized Growth
Source: Bureau of Economic Analysis; Federal Reserve Board
2007
2008
2009
USA Key Economic Indicators
Consumer Spending
Consumer Confidence
Source: Bureau of Economic Analysis; The Conference Board
2009 2010
Rate of Growth Annualized
Points
USA Key Steel Economic Indicators
Auto Sales2007
2008
2009
2010
Source: US Census Bureau
Thousands of Units
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
Service Center Inventory Levels
2007
2008
2009
Source: Metal Service Center Institute
USA Key Steel Economic Indicators
Thousands of Tons
Rig Count
USA Key Steel Economic Indicators
Source: Baker Hughes
Units
Recovery
•Jobs Must Return
•Real Demand Must Return
Jobs Must Return
U.S. Unemployment Rate
Source: U. S. Bureau of Labor Statistics
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
V for VictoryGDP Growth (%, YoY)
Source: International Monetary Fund