2022 Agenda


The below is the agenda from 2022 - Check back for an updated agenda with another slate of powerhouse industry speakers.


Steel Market Update will once again be working with Port Tampa Bay as we host the 33rd edition of the Tampa Steel Conference.  The 2022 TSC will be held on February 14-16 at the Marriott Water Street Hotel in Tampa, Florida.

This conference is the second largest steel conference of its type in North America (second only to the SMU Steel Summit Conference) with an expected attendance of 300-500 executives from the steel, port, trading, and shipping communities.

SMU and our parent company, CRU, have successfully hosted several live events beginning with the SMU Steel Summit Conference this past August.  We will have protocols in place to assist in keeping this a safe and healthy conference.  We highly recommend attendees be fully vaccinated including a booster to protect themselves and others from COVID-19.  Our event in August had 853 on-site attendees and even though the Delta variant of the virus was in full swing at the time, we are unaware of anyone becoming ill during or from our event.  Please be advised that masks will be recommended but not required at this event.

We have expanded the program while maintaining the charm and networking opportunities which have long been associated with the conference.

The program will be the strongest and most comprehensive ever for the Tampa Steel Conference. Here are some of what you can expect while attending the Tampa Steel Conference.  We will have a strong focus on the economy, steel trade, domestic and foreign steel prices, and what the "new normal" will look like for steel priceduring 2022.  We have an excellent program with Lourenco Goncalves, CEO of Cleveland Cliffs, the largest flat rolled steel mill here in the United States, Timna Tanners of Wolfe Research, Josh Spoores of CRU, Tom Derry, CEO of the Institute for Supply Chain Management, Jose Gascar of Medtrade, and many more.

Here's what to expect while attending the Tampa Steel Conference.


Monday, February 14, 2022
12:00 noon Registration Opens 

1:00 pm - 5:15 pm - Part I: Introduction to Steel Hedging (separate fees required) with instructor Spencer Johnson of StoneX. 

This workshop is tailored for those looking to understand financial derivatives as an instrument to hedge price risk, protect margins, protect inventories, or offer long-term pricing to their customers. 

3:30 pm:  Port Tampa Bay Harbor Tour (complimentary - meet in lobby near escalator)

5:00 pm - 6:30 pm: Welcome Cocktail Reception - Sponsored by Felux  The event begins with a networking cocktail party in Marriott Water Street Hotel for those arriving early.

Tuesday, February 15, 2022
8:00 am - 1:00 pm - Golf Outing (golf fees required)
8:30 am- 12:00 noon - Part II: Introduction to Steel Hedging Workshop (extra fees required)

8:30 am - 11:30 am - Port Tampa Bay Harbor Tour (complimentary - meet in lobby near escalator)

1:00 pm - 4:30 pm - All-Day Beverage: Sponsored by Bank of America 

1:30 pm - Special Program - Decarbonization Impact on Commodities & Flow of Materials

          - Hosted by Lynn Lupori, Head of Consulting, CRU

          - John Anton, Pricing & Purchasing Services, IHS Markit

          - Phil Bell, President, Steel Manufacturers Association

This program will focus on the availability and flow of raw materials for steel making, the need for integrated steel mills, what technologies will be needed and how it will impact the domestic steel mills, carbon border adjustment mechanisms on steel and steel containing goods, and more.

2:30 pm - Special Program - Transportation & Supply Chain Issues

          - Anton Posner, CEO, Mercury Resources

          - Doug Wray, Vice President Commercial, Ports America

          - Tom Derry, CEO, Institute for Supply Management

This program will focus on issues affecting the supply chain from ocean freight, to the ports, and from the ports to the customer.

3:30 pm - 3:50 pm: Break

3:50 pm - Special Program - Economic Outlook for the Steel Industry

          - Walter Kemmsies, Economist

Where will the economy be in February and what is the outlook for the balance of 2022 and into 2023.  How will the Biden adminsitration and infrastructure bills impact the steel industry and much more.

4:30 pm-5:15 pm - Trading Panel: The Status of World and USA Trade

         - Jose Gasca, Managing Director, Metrading International AG -Lugano, Switzerland

         - Ugur Dalbeler, CEO, Colakoglu Metalurji A.S.

         - Moderated by John Packard of Steel Market Update

We have two traders who will discuss the state of the steel trade around the world, current steel prices, and what obstacles are impacting steel products into the United States.

5:00 pm - 7:00 pm - Special Networking Reception - Sponsored by: Reibus  Marriott Water Street Hotel

Wednesday, February 16, 2022

7:00 am - 3:30 pm All-Day Beverage: Sponsored by SMA 

7:00 am Breakfast: Sponsored by AISI 

8:00 am - Welcome Remarks from Port Tampa Bay, Mayor of Tampa and Steel Market Update

          - Paul Anderson, CEO, Port Tampa Bay

          - Honorable Jane Castor, Mayor, City of Tampa

          - John Packard, Steel Market Update

8:30 am - The Changing Steel Landscape

          - Paul Lowrey, Managing Director, Steel Research Associates

The landscape of the steel industry is changing rapidly.  Paul will examine the critical issues facing the industry including direct & indirect trade, producer consolidation, new capacity, prices, prime scrap & substitutes, upstream & downstream integration by steel producers, and the decarbonization of steel. There are a lot of dire predictions out there. This is not the end of the world, it's the beginning of a new one.

9:30 am - Fireside Chat with Lourenco Goncalves, CEO, Cleveland-Cliffs

          - Lourenco Goncalves, Chairman, President & CEO, Cleveland-Cliffs

          - John Packard, Steel Market Update

10:10 am - Break

10:30 am - Crossfire Panel on Trade Issues

          - Phil Bell, President, Steel Manufacturers Association

          - Lewis Leibowitz, Principle, Offices of Lewis E. Leibowitz

          - Richard Chriss, President, American Metals Supply Chain Institute

          - Kevin Dempsey, President & CEO, American Iron & Steel Institute

          - Moderated by Michael Cowden of Steel Market Update

11:30 am - CRU View on Steel Outlook & Pricing Forecast

          - Josh Spoores, Principal Analyst, CRU

12:00 Noon - Lunch Sponsored by Crowe 

1:00 pm - Steel Buyers Panel of OEMs and Service Centers

          - John Farley, Senior Vice President and COO, McNichols

          - Bill Spiegel, CEO, Southwark

          - Mike Lerman, President, Steel Warehouse

          - Bob Elsasser, Vice President Procurement, Behlen Manufacturing Co.

          - Moderated by John Packard of Steel Market Update

2:00 pm - Analyst vs. Steel Executive - What Will the New Normal Look Like for Steel?

          - Todd Leebow, CEO, Majestic Steel

          - Timna Tanners, Wolfe Research

          - Moderated by John Packard of Steel Market Update

2:45 - Close of Conference

Special Thanks to:

Reibus - Title Sponsor  

Ports America - Lead Sponsor 

Atlantic Logistics - Wifi Sponsor