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T4 Supplier Reports: Submitting Our Aero Industry Flight Plan For 2021

Ahead of the quarterly updates set to be released by several aerospace-levered companies over the next few weeks, and the swearing-in of President Joe Biden, we are submitting our Aerospace Flight Plan For 2021, broadly defined as an industry preview and data point refresher. The intention of this report is to provide a simple listing of industry headlines expected to materialize over the next twelve months that could sway investor sentiment or become a catalyst for estimate revisions on individual companies. We sat down over the weekend and updated our industry models to fully reflect our increasing conservative macro-outlook and to match some of the new data points provided by channel contacts. Continue reading

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5:18 PM

Steeling The Signals: December Update

We are still picking up indications of strength throughout the steel channels and there appears to be increasing probability of upward movement in spot market prices (looking out 3-4 quarters). HRC prices are hitting the highest point in 12 years on supply constraints, heading into a normally seasonal-slow demand period. Continue reading

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10:33 AM
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