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Steel Price Increase, 11/76-12/76
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Steel Price Increase, 11/76-12/76 Folder Citation: Collection: Office of Staff Secretary; Series: 1976 Campaign Transition File; Folder: Steel Price Increase, 11/76-12/76; Container 2 To See Complete Finding Aid: http://www.jimmycarterlibrary.gov/library/findingaids/Staff_Secretary.pdf UNTC She 12/2 N National Steel Corporation November 24, 1976 MEMORANDUM RE INCREASE IN PRICE OF SHEET STEEL PRODUCTS EFFECTIVE DECEMBER 1, 1976 National Steel is today announcing an increase in the price of steel sheets (hot rolled, cold rolled and galvanized), effective December 1. Attached is a copy of a letter to the Council on Wage and Price Stability which was delivered today, outlining the reasons for this action and supporting data. Also attached is a copy of the press release announcing the action. It is possible that President-Elect Carter may wish to have the facts with regard to this increase in connection, particularly, with questions which may be asked by the media. Hence, these documents are being made available for his possible use and that of his staff. While the attached documents set forth what we believe to be the pertinent data and circumstances, we would like to emphasize several points: First, the new prices represent a pass-through of only a part of cost increases which continue to mount up. For example, labor costs were recently (August 1 and November 1) raised under the terms of the industry's labor agree- ments; energy costs, particularly for electric power and natural gas, have also risen steadily. Total cost increases over pertinent periods exceed this price in- crease. Second, pricing of sheet products has lagged well behind other steel products by a wide margin, to such an extent that the profitability of sheet products has been severely impacted. Needed capital improvements, modernization and ex- pansion are directly dependent on profit margins, since it is not feasible to finance these outlays from further heavy borrowings of the type made in the past five years. Steel industry profitability stands near the bottom end of profits for all manufactur- ing business in the United States. Further erosion in these low margins can raise severe problems for National Steel and the steel industry. Third, any inflationary impact from this increase will be minimized by these circumstances: ELECTROSTATIC REPRODUCTION MADE FOR PRESERVATION PURPOSES 2600 Grant Building. Pittsburgh. Pennsylvania 15219. Phone 412-471-5600 -2- a. A somewhat similar increase was announced by steel pro- ducers in August, 1976, to be effective October 1, and was later withdrawn because of factors in the market place. Many purchasers of sheet steel prod- ucts have already factored an increase into their costs on the expectation that a rise in price would occur. b. Because of the lag in pricing of sheet products (by compari- son with other steel products), this increase will not necessarily trigger other steel increases. c. The business outlook for the steel industry has improved in the last few weeks, indicating that the "pause" encountered in market condi- tions has largely arisen from inventory adjustments. Prospects for the first quarter of 1977 are brighter, thereby ameliorating the impact of these in- creases. We will be glad to respond to any questions which President-Elect Carter, or his staff, may have on this matter. National Steel Corporation N National Steel Corporation GEORGE A. STINSON Chairman November 24, 1976 Mr. William Lilley III Acting Director Council on Wage & Price Stability 726 Jackson Place, N.W. Washington, D.C. 20506 Dear Mr. Lilley: The purpose of this letter is to inform the Council that National Steel Corporation will announce today an increase in the price of sheet steel products, effective December 1, 1976. The increase in prices will amount to approximately 4-1/2% of our total revenue from all steel mill products. We list below the sheet products to be increased and the increase per ton. Product Increase Per Ton Hot Rolled Bands $15.00 Hot Rolled Sheet & Strip $16.00 Cold Rolled Sheet $20.00 Galvanized Sheet $20.00 The above price increases will raise prices on our sheet steel products by approximately 6%. The last price increase in sheet steel products was on June 14, 1976. Since that date, our costs have continued to increase. Currently, our steel division is operating at a loss. Exhibit "A" attached, sets forth our selling price increases from the second quarter of 1971 (beginning of Price Control Period) to the third quarter of 1976. It is apparent from this Exhibit A, that costs have risen substantially more than selling prices have in this period. Increases in the prices of sheet 2800 Grant Building Pittsburgh, Pennsylvania 15219, Phone 412-471-5600 Mr. Lilley November 24, 1976 Page 2 steel products have lagged substantially behind price increases in other steel products causing the profitability of such sheet products to be severely impacted. This situation is made apparent by Exhibit "B", which sets out the 1971-76 pricing history of other major steel products. This Exhibit has been prepared using base list prices, the only steel industry information available to us on this matter. From these Exhibits, we believe it is apparent that current prices do not cover cost increases in sheet steel products and that corrective action to bring these important products into a more competitive position with other steel products is badly needed. The steel producers, who are substantially committed to flat rolled steel production, such as National Steel with 75% of its capacity in these product lines, have been seriously handicapped, from a profit and cash flow standpoint, compared with the producers of heavy steel products, such as; plates, structural steel and pipe. Steel industry capital spending needs to modernize and expand remain high and can only be met if recent exceptionally low profitability levels are improved. National Steel recently has expended very large amounts of cash for capital improvements and replacements. Last year (1975), this amounted to over $313 million and for 1976 we estimate we will spend approximately $265 million for new plant and equipment. To meet these heavy capital expenditure demands, it was necessary for National to borrow a total of $375 million in the last two years. It is not feasible to support these programs by further borrowings. Future funds for capital expenditures must come from cash flow from profits and other internal sources. The price increases announced today are of vital importance in meeting these needs. In addition to Exhibit "A" mentioned above, we are also attaching Exhibit "C" setting forth the cost increases for hot rolled sheets from the second quarter of 1971 to the third quarter of 1976. Exhibit "D" and "E" sets forth the same data for cold rolled sheets and galvanized sheets. We will be pleased to answer any questions which you may have on these price increases and to supply any additional information you may require. Very truly yours, NATIONAL STEEL CORPORATION A. Stinson, G. Stinson Chairman George Enclosures Exhibit "B" Price Change History From 6/30/71 (Government Price Freeze Date) Through 6/14/76 113 % Increase As Related To Price on 6/30/71 H.R. H.R. C.R. Galv. Tin Mill C.W. Scamless Scamless Base Price On: Ralls Structural Plates Bands Sheets Sheets Sheets Products Pipe Specialties O.C, (1) 6/30/71 $146.00 $148.00 $148.00 $149.50 $159.00 $191.00 $200.00 $207.00 $207.40 $451.35 $355.25 (2) 12/31/73 $167.00 $170.00 $170.00 160.50 171.00 206.00 216.00 229.00 231.40 493.65 408.65 $ Increase 21.00 22.00 22.00 11.00 12.00 15.00 16.00 22.00 24.00 42.30 53.43 % Increase 14% 15% 15% 7% 8% 8% 8% 11% 12% 9% 15% (3) 4/30/74 $168.66 $196.00 $183.00 $163.00 $173.50 $206.00 $216.00 $239.00 $299.50 $598.80 $526.20 $ Increase 22.66 48.00 35.00 13.50 14.50 15.00 16.00 32.00 92.10 147.45 170.95 % Increase 16% 32% 24% 9% 9% 8% 8% 15% 44% 33% 48% (4) 8/31/75 $245.00 $226.00 $242.00 $202.00 $220.00 $260.00 $281.00 $321.00 $378.20 $825.35 $679.95 $ Increase 99.00 78.00 94.00 52.50 61.00 69.00 81.00 114.00 170.80 374.00 324.70 % Increase 68% 53% 64% 35% 38% 36% 41% 55% 82% 83% 91% (5) 10/1/75 $270.00 $251.00 $257.00 $216.00 $234.00 $278.00 $308.00 $321.00 $398.20 $825.35 $704.50 $ Increase 124.00 103.00 109.00 66.50 75.00 87.00 108.00 114.00 190.80 374.00 349.25 % Increase 85% 70% 74% 44% 47% 46% 54% 55% 92% 83% 98% (6) 2/1/76 $270.00 $251.00 $257.00 $216.00 $234.00 $278.00 $308.00 $352.00 $398.20 $825.35 $704.50 $ Increase 124.00 103.00 109.00 66.50 75.00 87.00 108.00 145.00 190.80 374.00 349.25 % Increase 85% 70% 74% 44% 47% 46% 54% 70% 92% 83% 98% (7) 5/1/76 $290.00 $251.00 $257.00 $216.00 $234.00 $278.00 $308.00 $352.00 $398.20 $836.94 $734.50 $ Increase 144.00 103.00 109.00 66.50 75.00 87.00 108.00 145.00 190.80 385.59 379.25 % Increase 99% 70% 74% 44% 47% 46% 54% 70% 92% 85% 107% (8) 6/14/76 $290.00 $251.00 $257.00 $231.00 $249.00 $296.00 $328.00 $352.00 $421.90 $836.94 $734.50 $ Increase 144.00 103.00 109.00 81.50 90.00 105.00 128.00 145.00 214.50 385.59 379.25 % Increase 29% 70% 74% 55% 57% 55% 64% 70% 103% 85% 107% (9) 7/16/76 $271.00 $282.00 $ Increase 123.00 134.00 % Increase 83% 90% Note: (1) All base prices are those of U.S.S., except C.W. Pipe, Scamless Spec., and O.C.G. (2) Note change In relationship between base prices on Flat Rolled Products vs. Platos and Structural since 6/30/71. CONF IDENTIAL NATIONAL STEEL CORPORATION AVERAGE COST DATA - HOT ROLLED SHEETS Exhibit "C" COST PER TON MILL MILL OVER- DIRECT HEAD AND YEAR QUARTER SHIPMENTS COST S.G.&A. DEPRECIATION INTEREST TOTAL 1971 2nd 626,444 NT $112.86 $10.48 $7.35 $2.38 $133.07 1972 1st 417,283 127.39 17.00 6.97 2.99 154.35 2nd 388,618 127.01 16.55 7.53 2.86 153.95 3rd 442,601 131.09 17.82 7.67 2.92 159.50 4th 506,378 131.97 17.19 6.85 2.82 158.83 1973 1st 540,706 132.56 16.28 6.66 2.23 157.73 2nd 558,027 129.55 15.94 5.99 2.24 153.72 3rd 602,673 131.89 16.54 6.13 2.27 156.83 4th 644,679 134.85 16.40 5.71 2.19 159.15 1974 1st 721,090 146.13 15.69 6.28 1.66 169.76 2nd 673,423 166.67 17.69 6.38 1.78 192.52 3rd 685,747 185.57 18.76 6.56 1.72 212.61 4th 645,817 188.22 18.74 5.81 1.95 214.72 1975 1st 620,967 212.48 20.96 9.15 1.96 244.55 2nd 462,092 213.44 26.48 11.83 2.60 254.35 3rd 516,343 219.30 24.37 11.86 2.77 258.30 4th 451,747 222.32 28.36 11.72 2.83 265.23 1976 1st 628,272 220.45 19.78 9.63 2.48 252.34 2nd 711,106 217.33 19.21 8.34 2.32 247.20 3rd 690,937 224.06 20.25 9.19 3.53. 257.03 INCREASE - 2ND QTR., 1971 TO 3RD QTR., 1976 98.5% 93.2% 25.0% 48.3% 93.2% Adjust 3rd Qtr., 1976 data to include the full pro forma effect of August 1 and November 1 wage increases and interest on long-term debt issued August 12: DETERMINED TO BE AN ADMINISTRATIVE Cost $258.92 MARKING BY MDE DATE 1/12/88 Increase 94.6% DETERMINED TO BE AN ADMINISTRATIVE MARKING BY. MDE DATE 1/12/88 CONFIDENTIAL NATIONAL STEEL CORPORATION AVERAGE COST DATA - COLD ROLLED SHEETS Exhibit "D" COST PER TON MILL MILL OVER- DIRECT HEAD AND YEAR QUARTER SHIPMENTS COST S.G. & A. DEPRECIATION INTEREST TOTAL 1971 2nd 743,474 NT $140.88 $13.95 $7.05 $2.38 $164.26 1972 1st 560,150 154.12 17.78 7.44 2.99 182.33 2nd 573,026 153.01 17.90 7.77 2.86 181.54 3rd 520,154 157.54 19.29 8.33 2.92 188.08 4th 570,846 158.87 18.31 7.61 2.82 187.61 1973 1st 711,752 160.01 16.85 7.10 2.23 186.19 2nd 696,882 157.48 16.43 6.61 2.24 182.76 3rd 629,584 162.07 16.95 7.12 2.27 188.41 4th 621,712 163.54 16.47 6.64 2.19 188.84 1974 1st 607,276 175.19 16.32 7.37 1.66 200.54 2nd 553,310 203.02 18.79 8.21 1.78 231.80 3rd 565,213 224.53 20.10 7.73 1.72 254.08 4th 496,443 247.16 21.54 8.80 1.95 279.45 1975 1st 368,266 260.81 22.84 13.89 1.96 299.50 2nd 313,894 268.47 30.07 14.11 2.60 315.25 3rd 400,837 262.40 27.19 14.04 2.77 306.40 4th 355,379 270.86 30.86 14.26 2.83 318.81 1976 1st 535,793 266.35 22.92 11.75 2.48 303.50 2nd 564,992 269.50 22.01 11.05 2.32 304.88 3rd 533,371 274.50 22.91 11.19 3.53 312.13 INCREASE - 2ND QTR., 1971 TO 3RD QTR., 1976 94.8% 64.2% 58.7% 48.3% 90.0% Adjust 3rd Qtr., 1976 data to include the full pro forma effect of August I and November 1 wage increases and interest on long-term debt issued August 12: Cost $314.02 Increase 91.2% CONF IDENTIAL NATIONAL STEEL CORPORATION AVERAGE COST DATA - GALVANIZED SHEETS Exhibit E" COST PER TON MILL MILL OVER- DIRECT HEAD AND YEAR QUARTER SHIPMENTS COST S.G. & A. DEPRECIATION INTEREST TOTAL 1971 2nd 285,131 NT $155.30 $18.25 $9.39 $2.38 $185.32 1972 1st 233,357 176.32 16.24 9.09 2.99 204.64 2nd 256,803 178.75 15.39 9.16 2.86 206.16 3rd 260,691 185.64 16.92 10.05 2.92 215.53 4th 239,952 186.51 17.63 9.74 2.82 216.70 1973 1st 293,092 184.28 15.65 8.81 2.23 210.97 2nd 330,492 188.27 14.79 8.36 2.24 213.66 3rd 308,091 195.54 15.91 9.23 2.27 222.95 4th 311,156 200.85 15.05 8.31 2.19 226.40 1974 1st 321,953 219.57 14.98 9.44 1.66 245.65 2nd 296,064 243.96 17.28 9.76 1.78 272.78 3rd 300,382 272.10 18.56 10.02 1.72 302.40 4th 273,229 296.65 21.66 11.32 1.95 331.58 1975 1st 195,762 306.70 25.47 21.15 1.96 355.28 2nd 126,946 325.43 31.17 22.10 2.60 381.30 3rd 181,120 318.43 28.11 19.91 2.77 369.22 4th 162,497 336.72 29.56 18.91 2.83 388.02 1976 1st 239,797 319.61 22.82 16.16 2.48 361.07 2nd 276,215 316.23 22.57 14.74 2.32 355.86 3rd 252,057 332.41 24.84 15.83 3.53 376.61 INCREASE - 2ND QTR., 1971 TO 3RD QTR., 1976 114.0% 36.1% 68.6% 48.3% 103.2% Adjust 3rd Qtr., 1976 data to include the full pro forma effect of August 1 and November 1 wage increases and interest on long-term debt issued August 12: Cost $378.50 DETERMINED TO BE AN ADMINISTRATIVE Increase 104.2% MARKING BY MIE DATE 1/12/88