Josh Spoores
- August 25, 2025 | 2:25 PM - 3:25 PM
- Salon 1-4
The Outlook for Steel into 2026 and Beyond
SMU is delighted to bring back one of Summit’s most popular panels – a frank discussion with veteran steel industry analyst John Anton, Josh Spoores, and Timna Tanners. We’ll discuss what’s in store for steel for the balance of 2025 and look ahead at what to expect in 2026 – and beyond! We’ll also talk about Trump, tariffs, and interest rates. With new domestic capacity rising along with Trump’s tariff walls, does the US still need imports? Also, would a rate cut unleash demand or instead underscore a weak market? And we’ll take your questions too, so don’t forget to pack some good ones for the Q&A.