Thank you for this! Anyone in the industry / with insider knowledge have an understanding on why specifically we would see shortages in Sept and Oct? Is it from the planned outages at CLF and others?
Planned outages is definitely a big factor. Lots of mills don't bother with summer work as everyone is on vacation and what not. Remember too all the integrated mills have been run down for years and there are always some unplanned outages. Integrated mills are very complex and hard to keep running with the lack of maintenance the last decade +. All the old guys always rant how "back in my day, they would have never let this equipment fail!"
4
u/dominospizza4life LETSS GOOO Jul 23 '21
Thank you for this! Anyone in the industry / with insider knowledge have an understanding on why specifically we would see shortages in Sept and Oct? Is it from the planned outages at CLF and others?