Casteel Commentary China poses challenges for our industry. The challenge is not that they are more efficient, more capable, or lower-cost producers. Structurally, China’s activity has been a critical support to the market prices for energy and raw materials that has supported our industry while they have made uneconomical investments in manufacturing that will lead …
SFSA Casteel Reporter – March 2021
Casteel Commentary Insanity is the only apt descriptor of our current financial environment. Federal spending, borrowing, equity prices, and interest rates are in an unsustainable place and headed away from any responsible path forward. This is not a political observation and is the result of the polarization and lack of responsible decision-making or policies by …