EGS COMMODITY REVIEW February 26, 2007 Steven Call Commodities Steel Non-Ferris Metals Stampings. Steel Market Update. USA Market Current Q1 prices down 17% from 2006 Q4 high Inventories have increased with automotive and housing markets soft Capacity at 84%
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February 26, 2007
US Steel 23%
Top 4 Suppliers Control 80% of Market
15% Demand Growth next 5 years
CIS, Brazil & India Will be the Dominant Low-Cost Source of Steel
China’s Demand Growth Expected to Balance Supply Expansion
Energy Star Transformer – Duo-Core Launch
Parts to start arriving May 2007
Labor & packaging -$10K Logistics -$6K Part Cost -$4K Timing
Duty savings on completed assemblies -$116K
Connector Mfg Co.
Line Tool & Stamp
Manor Tool & Mfg
Dex M Corp