Todd Leebow

Shane Kimbrough

Estelle Tran

Estelle Tran joined CRU as a steel and ferroalloy prices analyst in October 2017. Based in Pittsburgh, Estelle covers the US bulk ferroalloys market and is also the main contact for the data providers who contribute to the CRU Midwest flat roll indices. She started covering the US steel industry as an editor for S&P Global Platts in 2011, and over the years has covered the flat rolled steel, long steel, and primary aluminum markets as well as trade issues. Estelle has served as the president of the Pittsburgh Chapter of the Association of Women in the Metal Industries since 2017. She earned a B.A. in English writing and history from the University of Pittsburgh.

Estelle Tran

Estelle Tran joined CRU as a steel and ferroalloy prices analyst in October 2017. Based in Pittsburgh, Estelle covers the US bulk ferroalloys market and is also the main contact for the data providers who contribute to the CRU Midwest flat roll indices. She started covering the US steel industry as an editor for S&P Global Platts in 2011, and over the years has covered the flat rolled steel, long steel, and primary aluminum markets as well as trade issues. Estelle has served as the president of the Pittsburgh Chapter of the Association of Women in the Metal Industries since 2017. She earned a B.A. in English writing and history from the University of Pittsburgh.

Taylor St. Germain

As an experienced economist, Taylor St. Germain provides consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Taylor specializes in forecasting at both the market and company levels and is a key contributor to maintaining ITR Economics’ forecast accuracy rating of 94.7%.

His dynamic personality and extensive knowledge of economic trends and their business relevance are highly valued by clients and colleagues alike.

Taylor spent time in the tech industry providing market intelligence to electronics OEMs, semiconductor companies, and component manufacturers. In his five years with ITR Economics, he has worked with various distributors, manufacturers, and producers, helping each client navigate the business cycle and optimize their corporate planning strategy. Taylor has also spent several years in Texas furthering his research in the industrial sector, with a specific focus on oil and gas.

Taylor earned his bachelor’s degree in statistics from the University of Vermont and is finishing a master’s degree in applied economics at Southern New Hampshire University. He has been featured in OEM Magazine, NALP, Lawn and Landscape, and on the Fab Lab and Wealth Formula podcasts.

Josh Spoores

Josh Spoores joined CRU in 2012 as Principal Analyst and editor of CRU’s Steel Sheet Monitor and Steel Sheet Market Outlook. During that time, Mr Spoores forecast prices, demand, production and trade of sheet and plate products for both Canada and the US for CRU's Steel Sheet & Plate Market Outlooks.

Today, he heads up steel analysis and forecasting for the wider Americas region. Prior to joining CRU, he was a Senior Marketing Analyst at Severstal North America, founder of Steel Reality, a forward-looking market analysis firm using a models-based approach for flat rolled and plate steel. He was also the Market Research Manager at Majestic Steel USA, one of the largest flat rolled service centres in the USA. He has a BSc in Business Administration from Bowling Green State University.

Thais Terzian

Frank Nikolic

Frank Nikolic is VP of Base & Battery Metals at CRU. His team specializes in analysis and strategic advisory for the entire battery value chain from mining to end-use. Frank has over two decades in the mining industry in various leadership roles, including at Vale Base Metals, across strategic planning, market intelligence, metallurgy, digital transformation, and global commercial operations.

Dr. Anirban Basu

Dr. Anirban Basu is Chairman & CEO of Sage Policy Group, Inc., an economic and policy consulting firm headquartered in Baltimore, Maryland with an office in Orlando, Florida.  The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others.  

In 2014, Maryland Governor Larry Hogan appointed Dr. Basu as Chair of the Maryland Economic Development Commission (2014-2021). Dr. Basu serves as Chairman of the Baltimore County Economic Advisory Committee.  He also serves the chief economist function for Associated Builders and Contractors, the Construction Financial Management Association, the Modular Building Institute, the Maryland Bankers Association, the International Food Distributors Association, and several others.  

He has taught at several universities, most frequently at the Johns Hopkins University.  He currently teaches History of Economic Thought at Goucher College as their Distinguished Economist in Residence.    

In 2007, 2016, and 2022, the Daily Record newspaper selected Dr. Basu as one of Maryland’s 50 most influential people. The Baltimore Business Journal named him one of the region’s 20 most powerful business leaders in 2010.  

Dr. Basu is currently on the boards of the University of Maryland School of Law, St. Mary’s College, the University of Maryland Medical Center, the University System of Maryland Foundation, the Lyric Opera House, and the Center Club. He is also on Truist Bank’s advisory board.  

Dr. Basu earned his B.S. in Foreign Service at Georgetown University.  He earned his Master’s in Public Policy from Harvard University’s John F. Kennedy School of Government, and his Master’s in Economics from the University of Maryland, College Park.  He acquired his Juris Doctor at the University of Maryland School of Law.  He completed his doctoral work at UMBC with a concentration in health economics.

Philip K. Bell

Philip K. Bell is president of the Steel Manufacturers Association, the largest steel industry association in North America when it comes to the number, capacity, production, investment, workforce and economic impact of its members. 

Phil previously served as director of external communications and public affairs for Gerdau Long Steel North America. He has held executive-level positions with the SGL Carbon Group and Qualitech Steel Corp. 

He is a member of the International Trade Advisory Committee on Steel (ITAC 12), the National Association of Manufacturing (NAM) Council of Manufacturing Associations (CMA) and the Association of Iron & Steel Technology. 

Phil has a master’s degree in global strategic communications from the University of Florida.

Geoff Gilmore

Geoff Gilmore became President and CEO of Worthington Steel in December 2023 as part of the planned separation of Worthington Steel from Worthington Industries. Prior to that, Mr. Gilmore served as Executive Vice President and Chief Operating Officer of Worthington Industries.

Mr. Gilmore joined the company in 1998 as an Inside Sales Representative for the Steel Processing segment. During his 25-year tenure, Mr. Gilmore took on several leadership roles, including Vice President of Purchasing and President of Worthington Industries’ largest business segments, Steel Processing and Pressure Cylinders. He led each to record earnings, oversaw one of the company’s largest acquisitions and enhanced a culture of safety and innovation. Mr. Gilmore earned his Bachelor’s degree from Valparaiso University and his MBA from The University of Michigan.    

Barry Schneider

Barry T. Schneider was appointed President and Chief Operating Officer in March 2023. Mr. Schneider is responsible for the company’s steel platform, steel fabrication platform, and metals recycling platform. Prior to that, Mr. Schneider served as Senior Vice President, Flat Roll Steel Group responsible for the company’s entire flat roll steel operations, including the company’s three flat roll steel mills and numerous flat rolled processing, coating, and distribution operations. Mr. Schneider has been with Steel Dynamics since 1995, serving in various operational and leadership roles within the company’s steel operations, including Engineered Bar Products Division and Butler Flat Roll Division. He was also part of the team that constructed the company’s first steel mill in Butler, Indiana.

Mr. Schneider earned a bachelor’s degree in mechanical engineering and a master of science in engineering management from Rose-Hulman Institute of Technology. He also received an Executive Certificate in Technology, Operations, and Value Chain Management from the MIT Sloan School of Management. In addition, Mr. Schneider serves as President of the Association for Iron & Steel Technology.

Barry M. Zekelman

Barry was born and raised in Windsor, Ontario.

He received his early education in Windsor and later attended York University in Toronto, Ontario. His University education was interrupted in 1986 with the sudden passing of his father, the late Harry Zekelman, when the ownership of Atlas Tube Inc. was assumed by Barry and his two brothers.  Atlas Tube has grown from $1.5m in revenue in 1986 to over $1.2B by 2006.

In October 2006, John Maneely Company, a maker of steel tubing that was owned by private-equity giant Carlyle Group announced a merger with Atlas Tube Inc. creating the largest independent tubing company in North America.   In March of 2011 the Zekelman’s’ purchased back Carlye’s 55% interest in JMC. Then, in June of 2016 the company was renamed Zekelman Industries.

Today, Zekelman Industries, the parent of Atlas Tube, American Tube, Wheatland Tube, Western Tube, Sharon Tube, Picoma and Z modular produces over 2.4 million steel tons per year in 19 plants, manufactures and builds over 1500 multifamily residential apartments thru Z modular and employs over 2900 people throughout the United States and Canada. Zekelman Industries maintains the #1 market position in North America in HSS, Standard pipe, Electrical conduit and Electrical fittings, with sales in excess of $5B annually. Barry is currently the Chairman and CEO of Zekelman Industries and is responsible for taking the company to new heights.  

Nicola Coslett

Nicola Coslett is Chief Executive Officer of CRU Events, which builds lifetime value for customers through its knowledge and networking events.

Nicola has worked in the conference and publishing business for 26+ years, launching her career with IBC/informa, marketing oil and gas conferences. In 2000, Nicola moved to Metal Bulletin where she held senior positions including Head of Marketing and then Director of Events. Nicola was recognised for establishing a conference team and building a highly successful portfolio of international metals and mining events.

Nicola joined CRU in 2008 and is currently part of the Management Executive team and Group Executive Board. 

Nicola has a BA Honours degree in Business and International Marketing from the University of Greenwich.

Michael Cowden

Michael Cowden is a Managing Editor for Steel Market Update (SMU) and has covered the steel industry since 2007. Since 2014, he has specialized in flat-rolled steel but has previously reported on steel long products, steel pipe and tube as well as aluminum.

Before joining SMU, Michael held reporting jobs at Fastmarkets AMM in Chicago - where he was involved in launching AMM’s daily hot-rolled coil index, the Associated Press in Pittsburgh, and the Cambodia Daily in Phnom Penh. He has also worked as a Copy Editor and in marketing at the University of Chicago Press.

Michael has a Bachelor’s degree in English from the University of Chicago and a Master’s degree in Journalism from Northwestern University’s Medill School of Journalism.

David Schollaert

David Schollaert is a senior analyst and editor for Steel Market Update (SMU). David joined SMU after more than a decade in the metals and mining industry in a myriad of different roles. Much of his experience and expertise is within the coverage and analysis of steel-making raw materials and served previously as senior editor of the CRU Prices Service. Most recently, however, before his return to market analysis, David held roles as a metals buyer and an operations manager for raw material suppliers.

Michael Cowden

Michael Cowden is a Managing Editor for Steel Market Update (SMU) and has covered the steel industry since 2007. Since 2014, he has specialized in flat-rolled steel but has previously reported on steel long products, steel pipe and tube as well as aluminum.

Before joining SMU, Michael held reporting jobs at Fastmarkets AMM in Chicago - where he was involved in launching AMM’s daily hot-rolled coil index, the Associated Press in Pittsburgh, and the Cambodia Daily in Phnom Penh. He has also worked as a Copy Editor and in marketing at the University of Chicago Press.

Michael has a Bachelor’s degree in English from the University of Chicago and a Master’s degree in Journalism from Northwestern University’s Medill School of Journalism.

David Schollaert

David Schollaert is a senior analyst and editor for Steel Market Update (SMU). David joined SMU after more than a decade in the metals and mining industry in a myriad of different roles. Much of his experience and expertise is within the coverage and analysis of steel-making raw materials and served previously as senior editor of the CRU Prices Service. Most recently, however, before his return to market analysis, David held roles as a metals buyer and an operations manager for raw material suppliers.

Timna Tanners

Timna Tanners is a Managing Director covering 26 equities in the Americas Metals and Mining, Building Materials, and Environmental Services sectors in addition to forecasting relevant commodities at Wolfe Research, a premier equity research firm.

She is a regular speaker at steel industry conferences and hosts frequent events for clients with corporates and industry experts. Her insights are featured regularly on business media, such as CNBC and Bloomberg News, including the trademarked term Steelmageddon®.

Timna has been ranked #1 in Institutional Investor's All America Poll for nine years. Prior to October 2021, Timna covered Metals and Mining at Bank of America Securities for over 10 years, and covered the sector for over eight years at UBS Investment Bank.

Josh Spoores

Josh Spoores joined CRU in 2012 as Principal Analyst and editor of CRU’s Steel Sheet Monitor and Steel Sheet Market Outlook. During that time, Mr Spoores forecast prices, demand, production and trade of sheet and plate products for both Canada and the US for CRU's Steel Sheet & Plate Market Outlooks.

Today, he heads up steel analysis and forecasting for the wider Americas region. Prior to joining CRU, he was a Senior Marketing Analyst at Severstal North America, founder of Steel Reality, a forward-looking market analysis firm using a models-based approach for flat rolled and plate steel. He was also the Market Research Manager at Majestic Steel USA, one of the largest flat rolled service centres in the USA. He has a BSc in Business Administration from Bowling Green State University.

Tony Barnes

Tony Barnes is a Principal in the consulting group at Crowe. He specializes in Microsoft Cloud Solutions and the deployment of metals industry technology based on these platforms. Tony has more than 16 years of experience working with metals companies on business transformation through technology adoption. He works closely with metals industry leaders to identify areas of improvement in their companies and how technology can enable growth. 

Herb Black

Kevin Dempsey

Kevin Dempsey is the President and Chief Executive Officer of the American Iron and Steel Institute, a leading advocacy group representing electric arc furnace and integrated American steel producers. He previously served as senior vice president of public policy and general counsel to the Institute during which AISI achieved landmark policy successes on trade, tax and infrastructure, and successfully showcased the steel industry’s sustainability accomplishments.

Mr. Dempsey is well known in industry and trade circles, on Capitol Hill and by government officials in the U.S. and globally. He is a regular speaker at industry, policy and media events, and has been featured in dozens of national, regional and trade media. Before joining AISI, Mr. Dempsey led numerous international trade cases on behalf of American steel producers and other U.S. industries and served as a legal counsel in the U.S. Senate. 

Vincent Pappalardo

Vince Pappalardo is a Managing Director and leads the Metals & Advanced Metals Manufacturing group at Brown Gibbons Lang & Company. Vince advises companies involved in the production and distribution of ferrous and nonferrous metals and alloys as well as diversified industries. He has over 25 years of investment banking experience advising on domestic and cross-border mergers and acquisitions and debt and equity placements. His areas of expertise include steel mills, metal service centers, metals recycling, and advanced metals manufacturing.

Jerry Richardson

Jerry Richardson is the Executive Director of CSN LLC, the U.S. based subsidiary of Brazilian steel and mining conglomerate CSN. He is responsible for all domestic and import activities of CSN LLC, including financial, commercial and operational management of the company. In June 2018, he led the $475 million sale of CSN’s steel processing plant in Terre Haute, Indiana; a facility which CSN had bought in 2001 for $55 million. Through his guidance and leadership, the company grew from $250 million in revenue to over $900 million at its peak of commercial activity. He is currently the head of CSN Trading, a company specializing in the importation and distribution of steel products.

Over the last 35 years, Mr. Richardson has developed a command of the steel industry while working for international trading companies focused on metals including Duferco, Preussag International Steel Corp., Mannesmann Pipe & Steel and C. Itoh & Co. His broad experience with all types of carbon steel products and international trade gives him a unique view of the world market from a U.S. perspective and his finance background, commercial experience and affinity for operations gives him a unique skill set as a recognized leader in the industry.

Since 2008 he has served on the board of the American Metals Supply Chain Institute (formerly American Institute for International Steel) and has been a featured speaker and presenter for numerous industry events and conferences over the last 15 years. Jerry graduated with a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio. 

John Anton

- John Anton is a Director in the IHS Markit Pricing and Purchasing Service (now a part of S&P Global). Mr. Anton’s primary focus is as head of the ferrous metals team.

- He is a steel industry expert and regularly speaks at industry conferences and internal meetings, including at Fortune 1000 company supply chain annual planning sessions.

- Mr. Anton joined IHS Markit in 1995. Prior to that time, he was in the private practice of law. Before attending law school, Mr. Anton worked at the Bureau of Labor Statistics as an Economist/Statistician.

- He received a B.S. in economics from Florida State University and a J.D. from the Marshall-Wythe School of Law at the College of William and Mary

Gene Marks

Gene Marks is a columnist, author, and small business expert. Formerly writing for The New York Times and The Washington Post, he now contributes to The Hill, The Philadelphia Inquirer, Forbes, Entrepreneur, The Washington Times, and The Guardian.

He has authored five books on business management for small and medium-sized companies, including ''Want More Cash?: 100+ Ideas And Strategies For Increasing Your Company's Cash Flow This Year." 

Gene frequently appears on Fox Business, Bloomberg, CBS Eye on the World with John Batchelor, and SiriusXM's Wharton Business Channel, discussing financial, economic, and technology issues impacting business leaders. 

Through his keynotes and breakout sessions, he assists business owners, executives and managers in understanding political, economic and technological trends affecting their companies, emphasizing actionable strategies for growth and profitability.

Gene owns and operates The Marks Group PC, a successful firm providing technology and consulting services to small and medium-sized businesses. Before founding The Marks Group, he spent nine years as a Senior Manager in the entrepreneurial services arm of KPMG in Philadelphia.

Rick Marabito

Mr. Marabito is responsible for providing the vision and strategic leadership for the organization by working with the board of directors and the executive management team to establish goals, strategies and policies. Mr. Marabito is also the primary interface between Olympic Steel and its shareholders, investors and the public.

Mr. Marabito joined Olympic in 1994 as Corporate Controller and served as Chief Financial Officer from March 2000 through 2018. He also served as Treasurer from 1994 through 2002 and again from 2010 through 2012. Prior to joining Olympic Steel, he served as Corporate Controller for a publicly traded wholesale distribution compa-ny and was employed in the audit department of a national accounting firm.

Mr. Marabito received his Bachelor of Arts degree in Accounting in 1985 from the University of Mount Union. He is a Certified Public Accountant (inactive) in the state of Ohio. He also completed the MSCI executive education pro-gram at Washington University.

Mr. Marabito is Chairman of the Metals Service Center Institute (MSCI). He served as a board member of the Make-A-Wish Foundation’s Ohio, Kentucky, and Indiana chapter from 2006 until 2018 and also served as the Chair of its Northeast Ohio Regional Board. He also served for 10 years on the Board of Trustees and was the Treasurer for Hawken School in Cleveland, Ohio. Mr. Marabito was a board member and Audit Committee Chairman for Hawk Corporation (ASE: HWK) from 2008 until Hawk was sold in November 2010.

Rick and his wife Polly reside in Gates Mills, Ohio. They have two adult children. State CodeOH

Karla Lewis

Karla Lewis started her career as a certified public accountant with Ernst & Young (Ernst & Whinney). In 1992, Ms. Lewis left EY to join Reliance as the company’s first Controller. She was promoted to Chief Financial Officer in 1999. In 2017, Ms. Lewis further undertook operational responsibility of a number of Reliance subsidiaries and in January 2021, she was promoted to President and appointed a member of the Reliance Board of Directors. Ms. Lewis was named CEO & President of Reliance effective January 1, 2023. She has served as a member of the Board of Directors of the Metals Service Center Institute since 2009 and has served on the Board of Directors of Goodyear Tire & Rubber Co. since 2021. Ms. Lewis earned a BS degree in Business from The Ohio State University.

Jose Gasca

Jose F. Gasca began his career in international trade and finance at the age of 19 when he joined the Mexican Ex-im Bank (Bancomext). Three years later, he worked for AHMSA, the largest integrated steel mill in Mexico, where he spent seven years in marketing, sales, production and technical development. During this time, Jose worked for two years in Brussels, Belgium, seconded to the International Iron and Steel Institute, now World Steel Association as The World Steel Fellow.

In 2002 Jose joined German steel trading house Man Ferrostaal in Long Beach, California and then in Houston, Texas. In 2005 Jose was invited to join Coutinho Caro & Co. (CCC Steel) and moved to Hamburg, Germany where he became Managing Director for Flat Products with global responsibilities. In 2008, Jose had an active role in the merger of CCC Steel with Ferrostaal, and continued as Managing Director of the new organization, Coutinho & Ferrostaal based in Germany.

In 2012 he was invited to join the Turkish steel group Colakoglu, with the objective of opening a U.S. based subsidiary that would exclusively distribute the mill’s products, and other materials from Turkey into North America. in 2016 Jose joined the Swiss based steel trading house Metrading International AG as Managing Director.

Today, Jose Gasca is based in Lugano, Switzerland and Scottsdale, Arizona, USA. Jose is Vice Chairman of AMSCI (formerly AIIS) and also is a member of the board of Urbix Resources, a company focused on developing high end graphite alternatives for EV batteries and other clean energy solutions.

Agenda Title: How to Trade Steel Successfully in a Very Volatile World
Agenda Time: 09:00 - 09:45
Agenda Day: 23 August 2022