Port Strikes, Storms, and Supply Chains!
In this episode of Cup o Joe, we dive into the potential disruptions to global supply chains from Hurricane Helene and the recently resolved port strikes. This episode was recorded hours before a temporary resolution was agreed to between the ILSA and US Maritime Alliance.
Then, we discuss how Chinese stimulus efforts are giving a boost to Chinese manufacturing—and what that could mean for domestic steel production. Plus, we break down the latest trends in aluminum and nickel prices, and much more. Tune in to stay informed on all things metals!
Will It Be the Winter of Steel’s Discontent?
In this episode of Cup o' Joe, the discussion centers around a "winter" warning for the global steel industry, driven by recent remarks from the CEO of Baowu Steel, China's largest steel mill. The CEO's harsh outlook reflects growing concerns as China's steel market softens, reminiscent of challenging periods in 2008 and 2015.
How Are Steel Mill Capacity & Lead Times Made?
Chris Lyons from North American Stainless joins Nick and Mike to explore steel mill capacity utilization, lead times, and price fluctuations. Chris shares expert insights on what’s driving these trends, how they impact the broader market, and what industry players can expect in the coming months.
Are Political Currents Making Waves in Steel Prices?
Nick and Mike delve into the latest political developments and their potential impact on the manufacturing economy and metal prices. They explore preliminary research from Ryerson customers about their expectations for the remainder of the year, along with insights from Goldman Sachs on the upcoming election.
The Cup O' Joe Origin Story
In this lively and casual episode of the Cup o Joe podcast, the tables are turned as Jennifer Betts, CEO of Recycled Media, takes the reins and interviews the hosts, Mike Carrozzo, Nick Webb, and show producer Jason Pounders. Together, they dive into the origins of the Cup o Joe podcast, sharing the fun stories and inspirations behind its creation.
Is It Time for Optimism in Aluminum?
In this episode, we are joined by Jeff Nodes, Ryerson's supply chain director, to get his take on the aluminum market. From market demand to which grades may be in short supply, we cover it all! We take an optimistic look at what faces the aluminum market going forward.
Steel Prices, Behind the Scenes with CRU
Josh Spoores, the Head of Steel Americas Analysis at CRU, joins us to talk steel pricing indexes. Josh offers an analysis on the role of the CRU, the ways in which prices are set, and consumer spot index prices.
Whether you're an industry insider, a market analyst, or simply interested in understanding the forces shaping steel prices, this episode is packed with valuable insights and expert commentary.
Aluminum on the Rocks: Market Shifts and Bourbon Tips
Pour yourself a glass and join the Cup o Joe crew and Jim Reed as they dive into the exciting world of aluminum. The trio tackles recent market shifts, from tariffs in Mexico to a Russian ban at the LME. They discuss the impacts on supply chains and market stability. They switch gears to share their favorite bourbons! From smooth sips to bold flavors, Mike, Nick, and Jim reveal their top picks, adding a dash of fun to the conversation.
Tariffs, Bans, and Spot Price Showdowns!
In this episode, Nick Webb delves into the intricate landscape of global trade tariffs and their impact on the steel and aluminum industries. Beginning with the White House's consideration of raising tariffs, reminiscent of past policies, Webb explores the bipartisan stance on protecting American workers in these sectors.
Shifting gears, Webb examines recent developments from steel giants Nucor and Cleveland Cliffs, that have introduced spot indexes to challenge existing pricing mechanisms. He discusses the significance of these moves and their implications for industry pricing structures.
In Our Recycled Metal Era
We welcome Jennifer Betts, CEO of Recycled Media and host of the Betts on the Future podcast for an engaging conversation on the world of recycled metal. Jennifer gives us an overview of scrap trading and how it impacts metal prices, and we touch on sustainable metal and electric arc furnaces. But it's not all business talk! We also take a fun detour to review the latest Taylor Swift album because, well, why not?
What's Up with Renewables
Guest Chelsea Hunt, Vertical Market Manager for Climate Accounts at Ryerson, joins us to discuss the dynamic landscape of renewable energy, climate management, and market incentives.
Metals Market Optimism, But at What Cost?
On this episode, we get some interesting developments on the aluminum front. How is the EV market influencing stainless steel these days. We also dig into the roller coaster ride for steel prices while value-added steels like galvanized are commanding a premium.
Steel Prices Ride the Roller Coaster
In this episode, our team breaks down some price movements in steel, including a divergence between sheet and plate. In addition, are nickel prices stabilizing, and what is happening with aluminum? Stick around near the end as Nick and Mike discuss an initiative from the US government to use AI to create a model for commodities!
Don’t miss our monthly podcast on what’s impacting the price and availability of steel, aluminum, and stainless.