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<br /> S&P Global Platts<br /> May 2019<br /> Reinvention in the US Batteries and metals<br /> steel sector demand<br /> Mexico's troubled<br /> gas market<br /> Chinese steel<br /> output touches<br /> new heights<br /> US sanctions on<br /> Venezuela<br /> POWERFUL PARTNERSHIPS.<br /> POWERFUL RESULTS.<br /> Our more than 26,000 teammates are the heart and soul of Nucor.<br /> Our teammate-focused culture is delivering powerful results for our customers.<br /> Thank you to the Nucor teammates and customers whose collaboration is<br /> the key to our success. Nucor is honored to be recognized as one of the 2019<br /> Finalists for the Steel Industry Leadership Award and CEO of the Year.<br /> www.nucor.com<br /> Insight Contributors<br /> ISSN 2153-1528 (print)<br /> ISSN 2153-1536 (online)<br /> Publisher<br /> Murray Fisher, +1 720 264 6644<br /> murray.fisher@spglobal.c<a title="2019 Insight GMA page 1" href="https://secure.viewer.zmags.com/publication/9974d66e?page=1"> S&P Global Platts May 2019 Reinvention in</a> <a title="2019 Insight GMA page 2" href="https://secure.viewer.zmags.com/publication/9974d66e?page=2"> POWERFUL PARTNERSHIPS. POWERFUL RESULTS. </a> <a title="2019 Insight GMA page 3" href="https://secure.viewer.zmags.com/publication/9974d66e?page=3"> Insight Contributors ISSN 2153-1528 (prin</a> <a title="2019 Insight GMA page 4" href="https://secure.viewer.zmags.com/publication/9974d66e?page=4"> Contents May 2019 08 18 25 8 Chinese steel march</a> <a title="2019 Insight GMA page 5" href="https://secure.viewer.zmags.com/publication/9974d66e?page=5"> 64 72 40 The price of a gallon While improving ai</a> <a title="2019 Insight GMA page 6" href="https://secure.viewer.zmags.com/publication/9974d66e?page=6"> Editor’s Note As this issue of Insight went to pr</a> <a title="2019 Insight GMA page 7" href="https://secure.viewer.zmags.com/publication/9974d66e?page=7"> Best of the Rest O ur website s</a> <a title="2019 Insight GMA page 8" href="https://secure.viewer.zmags.com/publication/9974d66e?page=8"> Chinese steel marches towards 1 billion tons Chi</a> <a title="2019 Insight GMA page 9" href="https://secure.viewer.zmags.com/publication/9974d66e?page=9"> May 2019 </a> <a title="2019 Insight GMA page 10" href="https://secure.viewer.zmags.com/publication/9974d66e?page=10"> Chinese steel marches towards 1 billion tons </a> <a title="2019 Insight GMA page 11" href="https://secure.viewer.zmags.com/publication/9974d66e?page=11"> Chinese steel marches towards 1 billion tons </a> <a title="2019 Insight GMA page 12" href="https://secure.viewer.zmags.com/publication/9974d66e?page=12"> online, taking the total over two years to more t</a> <a title="2019 Insight GMA page 13" href="https://secure.viewer.zmags.com/publication/9974d66e?page=13"> bonds after growth in the sector slowed last year</a> <a title="2019 Insight GMA page 14" href="https://secure.viewer.zmags.com/publication/9974d66e?page=14"> Insight Conversation: Fatih Birol Insight Conve</a> <a title="2019 Insight GMA page 15" href="https://secure.viewer.zmags.com/publication/9974d66e?page=15"> Insight Conversation: Fatih Birol So are the</a> <a title="2019 Insight GMA page 16" href="https://secure.viewer.zmags.com/publication/9974d66e?page=16"> Insight Conversation: Fatih Birol My humble</a> <a title="2019 Insight GMA page 17" href="https://secure.viewer.zmags.com/publication/9974d66e?page=17"> Metalloinvest Trading AG RESOURCES CREATE OPPOR</a> <a title="2019 Insight GMA page 18" href="https://secure.viewer.zmags.com/publication/9974d66e?page=18"> 18 Insight </a> <a title="2019 Insight GMA page 19" href="https://secure.viewer.zmags.com/publication/9974d66e?page=19"> Turkish steel navigates trade barriers Recession</a> <a title="2019 Insight GMA page 20" href="https://secure.viewer.zmags.com/publication/9974d66e?page=20"> Turkish steel navigates trade barriers Afte</a> <a title="2019 Insight GMA page 21" href="https://secure.viewer.zmags.com/publication/9974d66e?page=21"> As Turkey morphed from a net importer of HRC in 2</a> <a title="2019 Insight GMA page 22" href="https://secure.viewer.zmags.com/publication/9974d66e?page=22"> 22 Insight </a> <a title="2019 Insight GMA page 23" href="https://secure.viewer.zmags.com/publication/9974d66e?page=23"> Turkish steel navigates trade barriers Reba</a> <a title="2019 Insight GMA page 24" href="https://secure.viewer.zmags.com/publication/9974d66e?page=24"> 24 Insight </a> <a title="2019 Insight GMA page 25" href="https://secure.viewer.zmags.com/publication/9974d66e?page=25"> American steel: Thriving on reinvention Electric</a> <a title="2019 Insight GMA page 26" href="https://secure.viewer.zmags.com/publication/9974d66e?page=26"> American steel: Thriving on reinvention Whe</a> <a title="2019 Insight GMA page 27" href="https://secure.viewer.zmags.com/publication/9974d66e?page=27"> mini-mill in Crawfordsville, Indiana began to pro</a> <a title="2019 Insight GMA page 28" href="https://secure.viewer.zmags.com/publication/9974d66e?page=28"> American steel: Thriving on reinvention The</a> <a title="2019 Insight GMA page 29" href="https://secure.viewer.zmags.com/publication/9974d66e?page=29"> American steel: Thriving on reinvention Inve</a> <a title="2019 Insight GMA page 30" href="https://secure.viewer.zmags.com/publication/9974d66e?page=30"> Vital elements: Batteries and raw materials </a> <a title="2019 Insight GMA page 31" href="https://secure.viewer.zmags.com/publication/9974d66e?page=31"> Cobalt Major producers are looking to reduce coba</a> <a title="2019 Insight GMA page 32" href="https://secure.viewer.zmags.com/publication/9974d66e?page=32"> Vital elements: Batteries and raw materials </a> <a title="2019 Insight GMA page 33" href="https://secure.viewer.zmags.com/publication/9974d66e?page=33"> Also feeling the impact of the push towards highe</a> <a title="2019 Insight GMA page 34" href="https://secure.viewer.zmags.com/publication/9974d66e?page=34"> IMO 2020 COV 34 Insight </a> <a title="2019 Insight GMA page 35" href="https://secure.viewer.zmags.com/publication/9974d66e?page=35"> IMO 2020: Living with the limit The IMO’s 0.5% m</a> <a title="2019 Insight GMA page 36" href="https://secure.viewer.zmags.com/publication/9974d66e?page=36"> What is the future of fuel oil? What is the futu</a> <a title="2019 Insight GMA page 37" href="https://secure.viewer.zmags.com/publication/9974d66e?page=37"> And 2020 will not be the end of the shipping indu</a> <a title="2019 Insight GMA page 38" href="https://secure.viewer.zmags.com/publication/9974d66e?page=38"> Currents of trade Currents of trade Wes Refi shr a</a> <a title="2019 Insight GMA page 39" href="https://secure.viewer.zmags.com/publication/9974d66e?page=39"> Currents of trade tern Europe </a> <a title="2019 Insight GMA page 40" href="https://secure.viewer.zmags.com/publication/9974d66e?page=40"> 40 Insight </a> <a title="2019 Insight GMA page 41" href="https://secure.viewer.zmags.com/publication/9974d66e?page=41"> The price of a gallon The price of a gallon The</a> <a title="2019 Insight GMA page 42" href="https://secure.viewer.zmags.com/publication/9974d66e?page=42"> The price of a gallon The authors modelled </a> <a title="2019 Insight GMA page 43" href="https://secure.viewer.zmags.com/publication/9974d66e?page=43"> May 2019 </a> <a title="2019 Insight GMA page 44" href="https://secure.viewer.zmags.com/publication/9974d66e?page=44"> The price of a gallon Speaking on the Platt</a> <a title="2019 Insight GMA page 45" href="https://secure.viewer.zmags.com/publication/9974d66e?page=45"> The price of a gallon To get a sense of wha</a> <a title="2019 Insight GMA page 46" href="https://secure.viewer.zmags.com/publication/9974d66e?page=46"> Register by May 10, 2019 and Save $300 www.platts</a> <a title="2019 Insight GMA page 47" href="https://secure.viewer.zmags.com/publication/9974d66e?page=47"> IMO 2020: Winners and losers IMO 2020: Winners </a> <a title="2019 Insight GMA page 48" href="https://secure.viewer.zmags.com/publication/9974d66e?page=48"> IMO 2020: Winners and losers Saudi Arabia S</a> <a title="2019 Insight GMA page 49" href="https://secure.viewer.zmags.com/publication/9974d66e?page=49"> Agriculture is particularly reliant on low freigh</a> <a title="2019 Insight GMA page 50" href="https://secure.viewer.zmags.com/publication/9974d66e?page=50"> Iron ore derivatives: A tale of two exchanges Ir</a> <a title="2019 Insight GMA page 51" href="https://secure.viewer.zmags.com/publication/9974d66e?page=51"> May 2019 </a> <a title="2019 Insight GMA page 52" href="https://secure.viewer.zmags.com/publication/9974d66e?page=52"> Iron ore derivatives: A tale of two exchanges </a> <a title="2019 Insight GMA page 53" href="https://secure.viewer.zmags.com/publication/9974d66e?page=53"> Several factors contributed to the gap in perform</a> <a title="2019 Insight GMA page 54" href="https://secure.viewer.zmags.com/publication/9974d66e?page=54"> Iron ore derivatives: A tale of two exchanges </a> <a title="2019 Insight GMA page 55" href="https://secure.viewer.zmags.com/publication/9974d66e?page=55"> Have you joined the club? 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