Rakesh Arora has already been silently contributing at VP.
Fortunate that we could unearth him in time to cover Commodities/Steel Cycle decision-making aspects.
With Rakesh’s help and guidance VP Community is sure to work towards more Actionables in the Steel sector - with a more focused approach.
Please feel FREE to share your feedback and ask questions directly of @Rakesh_Arora
Mastering the Steel Cycles.pdf (6.5 MB)
Thank you for sharing. any chance there is a video recording too?
No recordings done.
@Rakesh_Arora
Can we request you to self-record a zoom session presentation commentary using same ppt 
.
And upload a link here?
That would be great @Donald
Or can also do a live webinar if @Rakesh_Arora is open to it. That way he can take some questions too. Would be happy to volunteer for logistics / planning.
Happy to do a webinar any time.
Indeed a good presentation , thanks
Tata Steel Q4FY 23 results
Analysts believe that International steel cycle has bottomed out during Q3 FY23. This is evident from the improving EBITDA per Tonne realisation.
Has the webinar happened already?
Hi Rakesh (@Rakesh_Arora) : Request you to share or point to any source to know the upcoming steel capacities of the big names such as Tata Steel, JSW Steel etc. in the near future [by 2027] along with their existing India capacities. TIA.
I think, company presentations are the best source, as they outline their capex plans. Or if u have access to broker reports, some of them give free access like Prabhudas Liladhar, Moti Lal etc. They would give 3 year forecasts on volume.
Below is the demand supply projections for Indian Steel Sector by Kotak Securities. They are forecasting a drop in capacity utilisation as steel companies ramp up capacities together. Normally this would not have been a problem but given aggressive exports by China, steel prices can remain muted for longer.
