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Timna Tanners - 3 Timna - 1 Wolfe - 1
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Wolfe Research - 4 U.S . Steel - 2 Opposition - 1 Nippon Steel - 1 Research - 1 U.S - 1 Steel - 1 Japan's Nippon Steel - 1

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10 mentions found


☆ Opposition to Nippon Steel buyout of U.S. Steel '100% because of the election': Research firm
  + stars: | 2024-04-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOpposition to Nippon Steel buyout of U.S. Steel '100% because of the election': Research firmTimna Tanners, managing director at Wolfe Research, discusses U.S. lawmakers' opposition to the proposed $14.9 billion acquisition of U.S. Steel by Japan's Nippon Steel, saying "in a normal year, I think this would've been approved, it would've gone through, we wouldn't be talking about this." U.S. Steel shareholders have voted in favor of the takeover bid.
Persons: Timna Tanners Organizations: Opposition, Nippon Steel, U.S . Steel, Research, Wolfe Research, U.S, Steel, Japan's Nippon Steel Locations: U.S
☆ Nippon Steel's takeover of U.S. Steel is highly politicized, says Timna Tanners
  + stars: | 2024-03-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNippon Steel's takeover of U.S. Steel is highly politicized, says Timna TannersTimna Tanners, Metals and Mining Analyst at Wolfe Research, discusses Nippon Steel's takeover proposal of U.S. Steel.
Persons: Timna Organizations: Nippon Steel's, U.S . Steel, Metals, Mining, Wolfe Research, Nippon
☆ Wolfe: Infrastructure stocks will see an uptick in volume in the coming months
  + stars: | 2023-06-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWolfe: Infrastructure stocks will see an uptick in volume in the coming monthsTimna Tanners, Managing Director in Metals & Mining Equity Research at Wolfe Research, discusses which companies will benefit from Biden's infrastructure investments.
Persons: Timna Tanners Organizations: Wolfe, Metals & Mining Equity Research, Wolfe Research
☆ There's a longer-term bull case for copper, says analyst
  + stars: | 2023-05-31 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a longer-term bull case for copper, says analystTimna Tanners of Wolfe Research says, however, that higher electric vehicle adoption will not necessarily translate to a "short-term positive story" for copper.
Persons: Timna Tanners, Wolfe Organizations: Wolfe Research
☆ We're 'copper skeptics' and think it's too early to get excited about buying copper: Research firm
  + stars: | 2023-04-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're 'copper skeptics' and think it's too early to get excited about buying copper: Research firmTimna Tanners of Wolfe Research says "copper will have its day" but weak activity in China's property sector is affecting demand, among other factors.
☆ Whether price strength of copper and aluminum is sustainable is the 'big question': Research firm
  + stars: | 2023-01-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhether price strength of copper and aluminum is sustainable is the 'big question': Research firmTimna Tanners of Wolfe Research says we'll have to wait till the dust settles after the Lunar New Year to see if the momentum in base metals continues.
☆ Alcoa Appoints New CFO Amid Executive Reshuffle
  + stars: | 2023-01-11 | by ( Jennifer Williams-Alvarez | Colin Kellaher | ) www.wsj.com   time to read: +4 min
Alcoa Corp. named a new finance chief amid a wider executive reshuffle as the aluminum producer faces soaring energy costs and volatile prices. Ms. Beerman succeeds current CFO William Oplinger, who will become chief operations officer next month after about six years in the top finance role. In addition, two executive vice presidents—Chief Operations Officer John Slaven and Chief Innovation Officer Benjamin Kahrs —are leaving as part of the restructuring, Alcoa said. It will “ensure continued improvement and focus on Alcoa’s strategies to operate as a low-cost, margin-focused, sustainable producer,” Chief Executive Roy Harvey said in a statement. Newsletter Sign-up WSJ | CFO Journal The Morning Ledger provides daily news and insights on corporate finance from the CFO Journal team.
☆ There's a 'good story' for copper for investors with patience and a 'longer-term horizon': Analyst
  + stars: | 2022-12-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a 'good story' for copper for investors with patience and a 'longer-term horizon': AnalystTimna Tanners of Wolfe Research says "short-term investors should be wary of the stability of this recent run-up in the copper price" and the company is "not that constructive" on copper in 2023.
☆ Sanctions on Russia aluminum could send ripple effects through global supply chains
  + stars: | 2022-10-21 | by ( Su-Lin Tan | ) www.cnbc.com   time to read: +3 min
watch nowAluminum is the latest casualty of global economic headwinds as prices sink amid alleged dumping of Russian aluminum, weakening global demand and soaring operational costs. Earlier this week, stocks of aluminum in the London Metals Exchange (LME) warehouses leapt, sparking concerns of potential dumping of Russian-origin aluminum. The White House is already considering a ban on aluminum imports from Russian producer Rusal. Aluminum is the latest casualty of global economic headwinds as prices sink amid alleged dumping of Russian aluminum, weakening demand across the world including China and soaring operational costs. Any influx of Russian aluminum into LME warehouses also pose a more complex problem, Dhar said in a note.
☆ The entire commodities market is waiting for Chinese demand to recover, says analyst
  + stars: | 2022-10-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe entire commodities market is waiting for Chinese demand to recover, says analystTimna Tanners of Wolfe Research says the 20th Party Congress of the Chinese Communist Party "didn't give that much confidence."
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