Today, the Minnesota Reformer published my new column, “The clash of two big steel companies will help shape the future of the Iron Range.” The piece explores the issues behind Hibbing Taconite’s need for a new iron ore supply.

I’ve written before about Cleveland-Cliffs’ new position in North American iron and steel. Now we’ll see how the new power structure holds up in a changing marketplace. Companies want to make lots of money off a coming boom. But the industry needs long term investment in value-added iron production. Which will prevail?

You can read my column at the Minnesota Reformer.