Martin Englert (Seaport Research Partners)

Focus Areas4 topics

Cost Pressure2Supply Chain1Demand1Revenue Growth1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History3 questions

NUENucor1 quarter

2024 Q4

What's your underlying assumption for scrap raw materials caused quarter on quarter and what's your thoughts on February's first scrap move?

Cost PressureSupply ChainView in transcript →

The downstream product sequential volume gains quarter-on-quarter in 1Q, what specific product lines do you see increasing quarter-on-quarter?

STLDSteel Dynamics1 quarter

2026 Q1

Could you qualitatively touch on positives and negatives quarter-on-quarter—what moved higher, what moved lower