James May
May Commodity Associates
James May is the Managing Director of May Commodity Associates, a firm providing strategic advice to clients in the steel, steel raw materials, metals, and industrial minerals sectors. Prior, Mr. May was Director of Steel Research Metal Bulletin. He has extensive contacts within the global steel industry, and has commented on the industry for various media including CNN, BBC, and CNBC. Mr. May specializes in carbon steel (flat and long) pricing; price forecasts; market research; steel metallics (iron ore, coke, coal, ferrous scrap, DRI, and ferro-alloys) pricing and market research; stainless and alloy markets pricing and forecasts; coated steels (tinplate, organic, and galvanized) pricing, markets, and forecasts; and welded and seamless tubular product markets and pricing. He has extensive experience of both mature and emerging markets. (This is me - Update Profile)
| 2002 - present | Managing Director May Commodity Associates |
|---|---|
| 1995 - 2002 | Steel Research Manager METAL BULLETIN LTD |
GLG Study Groups with James May(?)
| Study Group Name | Members |
|---|---|
| Steel Experts | 454 |
| Seamless OCTG Experts | 37 |
| Metallurgical Coal Experts | 63 |
| Scrap Metal Experts | 50 |
GLG NewsSM Analyses by James May(?)
Contract prices likely to soar in 2008 Rising supply and weaker demand may lead to weakness in 2009
US steel industry gains direct benefit from market protection against the major sources of potential over-supply over the next five years. This won't insulate the industry entirely due to a spillover effect. ArcelorMittal illustrates its phenomenal lobbying power and this has to be a success for this...
This "announcement" is not about substitution, it is about upcoming contract negotiations with its steel suppliers, and an attempt to influence the agenda to offset the supplier power of the steel industry. Substitution is occuring, and will continue to occur (even towards steel and aluminium)...
Pricing volatility has not been reduced. US HR coil prices have just dropped $150/ton (25%) in the last six months and could easily go up by the same amount in the next six. The difference is that the bottom of the current cycle is above most producers' cost level.The theory is that consolidation...
GLG InstituteSM Seminars with James May(?)
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