SMU Data and Models
March 19, 2017
SMU Survey Results: Concerns Growing About Supply - Especially Coated Steels
Written by John Packard
When we conducted our flat rolled market trends analysis during the middle of February we found 20 percent of our respondents had concerns regarding supply during calendar year 2017. The majority of respondents (63 percent) expressed no concerns about supply. As we move forward to last week the majority is still expressing no concerns about supply (62 percent) but the percentage of those having concerns has grown to 30 percent of our respondents. We will need to watch and see if there is cause for this concern either by extending lead times, shrinking imports or rapidly improving demand.
