August 25, 2025
SMU Steel Summit 2025
exhibitors
speakers
attendees
WHAT'S AVAILABLE TO BOOK
TODAY'S PERFORMERS
About Conference
SCHEDULE PLAN
- Day 01 25 Aug 2025
- Day 02 26 Aug 2025
- Day 03 27 Aug 2025
Decarbonizing the Steel Industry: Addressing the Challenge of Clean Firm Power
Sponsored by

This presentation will focus on the levers necessary for a multi-energy company to materialize the supply of affordable Clean Firm Power to the Steel industry, namely renewable electricity supplied with a baseload supply curve as opposed to intermittent. Key points will include the development of a large portfolio of renewable assets which are diversified in terms of geographies and technologies (solar, on-shore wind, off-shore wind). This is complemented with flexible assets such as Battery Energy Storage Systems (BESS) and with an access to the electricity markets to balance the portfolio.
Forging Ahead: Navigating Trade Turbulence & Risks in the Steel Industry
Sponsored by

In today’s volatile landscape, steel traders face mounting challenges—from disrupted supply chains and shifting trade policies to inflationary pressures and geopolitical uncertainty. This session explores the economic underpinnings fueling market instability, the risks reshaping global trade flows, and the strategic responses traders must adopt to stay resilient. Join us to unpack how industry leaders are adapting to turbulence and forging ahead with agility and foresight.
Pre-Conference Workshop: Futures Panel
Break
Pre-Conference Workshop: Technology Transformation During Uncertain Times: How AI is Transforming the Steel Industry
Sponsored by

The pace and scale of technology innovation is only continuing to increase. As AI becomes a foundational requirement for any modern business, understanding its impacts on the steel industry, how it is changing investments, and what your peers are doing is key to setting your strategy for the future. Join this panel discussion to learn about how different companies are investing in technology, lessons they have learned from modern technology transformations, and how you can apply them to your business. Understanding the reality versus hype of modern technological transformation and how you as an executive at your company need to lead from the front.
Opening of the Conference: 2025 A Steel Odyssey
Keynote Speaker: Shane Kimbrough: Aspire to Inspire
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.
Fireside Chat with Barry Zekelman - From Tariffs to Talent: The Heavy Lift of Reviving US Manufacturing
The Trump administration’s tariffs reflect a deeper effort to reclaim domestic manufacturing strength. And big investments, like Nippon Steel’s multi-billion plans for U.S. Steel, signal long-term optimism. Barry will talk about which industries might reshore and when. He’ll also consider how the steel industry can better address shortages of skilled labor. There will no doubt be unexpected news between now and Aug. 25. Barry will discuss what any summer surprises mean for steel - and he’ll take questions from you too!
Forging America’s Future: What the U. S. Steel-Nippon Steel Partnership Means for Steelmaking
In this keynote address, U. S. Steel president and CEO Dave Burritt will reveal how the groundbreaking partnership between U. S. Steel and Nippon Steel is set to redefine the future of steelmaking. With bold vision and unmatched technological firepower, this alliance is unlocking new levels of innovation and global competitiveness. Attendees will get an inside look at how two industry giants are coming together to reshape the steel landscape—and why the future of U. S. Steel looks both better AND bigger.
Opening Comments
Strategic Steel: Barry Schneider on Execution, Sustainability, and Market Shifts
In this fireside chat, Barry Schneider, President and COO of Steel Dynamics Inc., shares how SDI’s strategic investments have built a vertically integrated supply chain that’s uniquely resilient in today’s volatile market. We’ll explore the shifting impact of tariffs, evolving trade frameworks like USMCA, and SDI’s role in adapting supply chains and raw material sourcing. Barry will also shed light on the company’s alignment with customer needs and its deep commitment to workforce development. It will be a rare opportunity to hear directly from a leader redefining sustainability and performance in domestic steel.
Fireside Chat with Karla Lewis, Reliance Steel, Inc.
Reliance, Inc. President and CEO Karla Lewis will talk about what it means to lead North America’s largest metals service center chain in a time of rapid technological innovation and equally abrupt changes to trade policy. We’ll also discuss the outlook for demand in some of the key end markets that Reliance serves – including nonres construction. Finally, we’ll ponder where she sees the company going not just next year but five years or even a decade from now.
Keynote: Monetary Masala
Fireside Chat with Nucor
Trade Panel
The View from CRU
Navigating the Future: A Fireside Chat with Máximo Vedoya of Ternium
In this unique conversation, Máximo Vedoya, CEO of Ternium, shares his vision for steering one of the industry’s most dynamic companies through volatility, technological transformation, and trade disruption. From tariff impacts and supply chain recalibration to digital innovation and sustainable steelmaking, Vedoya will offer strategic insights into what’s next for flat-rolled steel. And he’ll also reflect on leadership lessons, advancing workforce, and how cross-border collaboration is shaping the sector.
Lobby Stage: SMU Scrap Chat
The scrap market has been sideways this summer. When will it break out and how are tariffs affecting prices? We’ll take an in-depth look at SMU’s new ferrous scrap survey and explore what’s going on in the market with industry veterans from Steel Market Update and SA Recycling.
Women of Steel Panel
We are excited to introduce a new Women of Steel panel at the 2025 Steel Summit. Our panelists will share their personal journeys, including their experiences, challenges, and achievements, from growing their careers in the steel and metals industries.
Sponsored by

Opening Comments and Announcements
Fireside Chat with Robert Kopf
Join veteran U. S. Steel executive Rob Kopf for a conversation on the future of U. S. Steel’s flat-rolled business in the wake of the company’s landmark partnership with Nippon Steel. The discussion will explore how demand is expected to evolve in the coming years, the new flat-rolled grades positioned to meet that demand, and how the company is preparing for challenges and opportunities ranging from AI to the next supply chain disruption.
Keynote Session: Game-Changing Technologies That Will Impact Your Industry
How will AI impact your business this year? In five years? Where should you be investing? What's reality and what's hype? You’ve read about ChatGPT, Microsoft Copilot, Claude, Google Gemini, and other AI tools that will be changing the way we work, both in the short and longer term. As a business leader you want to leverage this technology to increase both productivity and profits. So, what should you know now? Where should you be investing?
During this fast-moving, informative and entertaining presentation, Forbes technology columnist and consultant Gene Marks, CEO of The Marks Group, will share his thoughts on the biggest technology and AI trends that will affect your industry in the near and long term and help you make the right investment decisions.
Service Centers at Crossroads: Strategies for Resilience in a Shifting Steel Landscape
As the flat-rolled steel market grapples with shifting tariffs, rising costs, and overcapacity, the service center sector finds itself navigating unpredictable terrain. In this panel, industry leaders Geoff Gilmore, Rick Marabito, and Todd Leebow share how technology is transforming operations, inventory strategies are adapting to volatility, and what it takes to stay competitive in a high-stakes environment. From trade disruptions to workforce decisions, this session promises a frontline view into the evolving realities of running a steel service center today.
Keynote: What the Leading Indicators Are Saying About 2026
Final Thoughts
Close of Conference
Sponsors
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