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Study Group: Iron Ore Mining Experts (North America)

Council Members in this Study Group: 70

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

Thomas Shewski

Owner
High Energy Services
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Thomas Shewski is the Owner of High Energy Services, a firm providing fuel, transportation, emissions, and power plant services to existing and proposed generating plants. Mr. Shewski is currently involved in buying fuel, transportation, and emissions allowances for several generating units acrossthe...

180 recent news post(s)
7 recent event(s)
Craig Marston, Managing Director, CEM MarineCraig Marston

Managing Director
CEM Marine
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Craig Marston is Managing Director at CEM Marine, a firm providing consulting services in the maritime and shipping industry. Mr. Marston has more than 20 years of experience in the maritime industry, including Profit and Loss (P&L) responsibility for the largest US-flag fleet of ocean-going dry bulk...

367 recent news post(s)
6 recent event(s)
Toby Kolstad, President, Rail Theory ForecastsToby Kolstad

President
Rail Theory Forecasts
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Toby Kolstad is President of Rail Theory Forecasts, a firm providing consulting and forecasting services in North American rail freight traffic and railcar demand. Mr. Kolstad has more than 35 years of experience in the railroad industry. He also has experience in managing railroad operations. Prior,...

174 recent news post(s)
8 recent event(s)
James May

Managing Director
May Commodity Associates
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

James May is 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,...

11 recent news post(s)
6 recent event(s)
Markus Bates, President, Bankers Energy, LLCMarkus Bates

President
Bankers Energy, LLC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Markus Bates is the President of Bankers Energy; a firm engaged in trading raw materials and assisting clients in transactions. Until October 2008, he was the Executive Vice President at Geo Trade International, a firm providing coal trading services. Mr. Bates has been responsible for managing international...

2 recent news post(s)
Walter Mitchell

Principal
Mitchell Consulting Group
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Walter Mitchell is the Principal of Mitchell Consulting Group, which provides rigorous research, analysis and advisory services for stakeholders in the US and international maritime industries. Mr. Mitchell has over 30 years of experience working for clients in the minerals, oil and chemicals, ports,...

Scott Witt, Co-Director, Freight Systems Division, WASHINGTON STATE DEPARTMENT OF TRANSPORTATIONScott Witt

Co-Director, Freight Systems Division
WASHINGTON STATE DEPARTMENT OF TRANSPORTATION
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Scott Witt is the Co Director of Freight Systems Division at Washington State Department of Transportation. Previously, Mr. Witt was a State Rail and Marine Director at Washington State Department of Transportation. He is currently heavily involved in the high speed rail ARRA stimulus projects. Mr....

3 recent event(s)
Roy Berlin, President and Chief Executive Officer , BERLIN METALS LLCRoy Berlin

President and Chief Executive Officer
BERLIN METALS LLC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Roy Berlin is the President and Chief Executive Officer of Berlin Metals, a privately held, Chicago based metal service center engaged in the value added processing and distribution of flat rolled carbon steel and stainless steel products in slit coil form. Berlin Metals was founded in 1967 and its...

1 recent news post(s)
1 recent event(s)

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GLG NewsSM Analyses by this Study Group's Leading Experts (?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

Rio Investment in Ivanhoe provides geographical advantage but not control

November 7, 2009

GLG Expert Contributor

Rio Tinto completes second tranche of its investment in Ivanhoe Mines | www.yourminingnews.com

The Oyu Tolgoi copper-gold project is the primary focus of Ivanhoe Mines in Mongolia. Rio Tinto's investment in Ivanhoe provides Rio entry into an advanced stage major mineral project. With similar conditions in neighboring China and Russia, major project experience in Mongolia will be advantageous...

Mr. Buffet, buying a real railroad is not like in the board game.

November 6, 2009

Toby Kolstad, President, Rail Theory Forecasts

Buffett: Railroad business is 'in tune with the future' | www.usatoday.com

Hardly anyone can resist the temptation to by a railroad in the game of “Monopoly.” They are reasonably priced, have OK earnings potential, and if all four are owned, they have outsized rental rates and the payment rates with sites on all four sides of the board. In real life however, railroads are...

Freightcar America has a strong balance sheet; but that’s all!

October 3, 2009

Toby Kolstad, President, Rail Theory Forecasts

FreightCar America: A Long-Term Bargain Today | stocks.investopedia.com

Freightcar America is a fine company with an old pedigree and a reputation for producing some of the best coal cars in America. Although the company has no debt, it also has few prospects for growth, since it seems that almost everyone, want to decrease coal usage in the future. While it has designs...

Continued Rise in rail traffic is far from certain

September 28, 2009

Toby Kolstad, President, Rail Theory Forecasts

Back On Track? | finance.yahoo.com

The weekly AAR railroad traffic report is an excellent real-time indicator of the health of the economy. Unfortunately, the volume changes, even when measured over many weeks, are generally so small that they are dismissed by most observers. Moreover, the freight rate increases pushed by the railroads...

Growth of the steel markets in Developed Nationsco

September 20, 2009

GLG Expert Contributor

ArcelorMittal sees sluggish European and US markets in 2010 | steelguru.com

This is a valid question given the current economics.  We have seen massive down turns in all kinds of construction over the last year and massive lay offs that go along with this.  Inventories are well down and many mills and ware houses are holding their breath.  

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Members in this Study Group include these company types:

  • Consulting Firm (ei)
  • Metal Trading Firm (ei)
  • Academic / Think Tank Institution (ei)
  • Industry Association (ei)
  • Metal Service Center (ei)

Members in this Study Group often have these job titles:

  • President
  • Director
  • Owner
  • Chief Executive Officer
  • Consultant
  • Principal
  • Engineer

Related Study Groups

Study Group Name No. Members
Iron Ore Mining Experts 120
Steel Experts 496
Metallurgical Coal Experts 113
Mining Experts 1474
Coking Coal Experts 66
Thermal Coal Experts 86
Coal Industry Consultants 101

GLG Live Meetings with this Study Group's Leading Experts (?)

Upcoming Seminars

Leading Experts in Iron Ore Mining Experts (North America) Study Group have not participated in any upcoming seminars.

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GLG Webcasts

GLGi: Rail Industry Forecast

October 2, 2007

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