Cliff's Notes

Cliff's Notes

Download on the App Store

Cliff's Notes episodes

  • Episode 402: Evan Nance of Tungco
    Tungco CEO Cliff Nance turns the mic on his son Evan Nance, recorded live at the ITIA conference in Berlin — Evan's first.

    Fresh out of Belmont University with a finance degree, he’s moved out fo the house, owns his own place with two roommates paying rent, and now working full time at Tungco.

    In this episode they cover what it actually feels like to go from the classroom to the real world, why Mike Rowe's 'work smarter not harder' takedown at a defense conference landed so hard, and — most importantly — how the zinc reclaim process at Project 74 actually works, explained by the guy running it day to day. A six-hour runway delay, a motorcycle story, and a closing that'll remind you to call your kid. 

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    18 min
  • Episode 401: Ioannis Kallinikos of Traxys
    Season 4 opens in Berlin, recorded live at the ITIA conference — which sold out for the first time in its history, turning people away at the door.

    Cliff sits down with Ioannis Kallinikos, a Greek-born metals veteran now based in Dubai, who heads tungsten trading at Traxys — one of the world's largest tungsten concentrate traders. Ioannis Kallinikos has 20 years in the metals industry and over 12 in tungsten specifically, and he gives one of the most globally informed assessments of where the market stands: tungsten is having its day in the sun, but the growing price gap between China and the West is quietly creating a demand substitution problem that nobody in the industry can afford to ignore. 

    Plus: flying concentrate across the world, conflict minerals compliance, Dubai vs. Singapore, and why Emirates wins hands down. 

    Learn more at www.tungco.com

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    23 min
  • Episode 306: Steve Nance, Founder of Tungco
    Cliff sits down with the man who started it all — his father, Steve Nance, founder of Tungco. It's one of the most personal and wide-ranging conversations on the podcast: the story of how Steve met his wife Nan at Tungco's trade show booth in 2005 (a wine glass full of tungsten pellets, a borrowed business card, and a fished-out entry), the early days of building Tungco from nothing, and a frank look at what decades of experience in the tungsten industry says about where the critical metals race between the US and China is really headed. Plus: an F1 car in the booth, a tire-changing competition, and a closing that'll make you reach for the phone to call your own dad.

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    25 min
  • Episode 305: Phil Rafle of 21st Century Programming
    Cliff sits down with Phil Rafle of 21st Century Programming — makers of ROM, the Recycling Operations Manager software that Tungco has relied on for over 20 years. Phil has been with the company for 22 of its 26 years, and this episode is equal parts software deep-dive and long-term partnership retrospective.

    They cover how Tungco went from running on Excel to a full ROM implementation signed nervously at an ISRI convention, what ROM Infinite brings to the next generation of scrap operations, how GPS geofencing and AI are already changing how recyclers run their yards, and why the honest answer about AI grading material is: it only sees the top of the pile. Plus a very raspy Phil who sounds, as Cliff puts it, soft and buttery. 

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    23 min
  • Episode 304: Niki Spies of Stainless Steel Midwest
    Cliff sits down with Niki Spies of Stainless Steel Midwest — a longtime industry friend and 19-year veteran of the stainless and nickel alloys space — for a conversation that puts two very different metals businesses side by side.

    SSM moves about 16,000 tons of bulk steel a month. The entire global tungsten industry produces about 140,000 to 150,000 tons a year. Niki breaks down how stainless grades work, why nickel pricing affects everything from aerospace to your kitchen refrigerator, how tariffs are hitting the scrap business (or not), and what ReMA has meant for keeping operators informed in a fast-moving policy environment.

    Two Kentuckians, 19 years of shared history, and a Derby invitation at the close. 

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    16 min
  • Episode 303: Debbie West | Tungco COO
    Cliff sits down with Tungco's COO Debbie West for an inside look at what it means to step into one of the most demanding seats in a nearly 60-year-old business.

    Debbie has almost three decades in the tungsten industry and she breaks down the difference between being a director of operations and being a COO, why Project 74 has gone from concept to reality, what the zinc reclaim process actually looks like, and why standing up an APT plant is not as simple as the internet would have you believe.

    Plus: the chemistry behind sodium tungstate vs. APT — explained without a PhD.

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    20 min
  • Episode 302: Phil Rosenberg of ICD Group
    Cliff sits down with a longtime friend and one of the most respected names in the scrap recycling industry — Phil Rosenberg, Senior Executive and commercial director of the metals and alloy division at ICD Group.

    Phil is fifth generation in a family scrap business that traces back to the late 1800s, when his great-great-grandfather arrived in Chicago with nothing and started a rags business that grew into one of the city's largest non-ferrous scrapyards.

    Phil opens up about his son Jason joining the industry as the sixth generation, the LLC name that made an entire room of family tear up, and decades of buying scrap the old-fashioned way — driving I-95 from Maine to Miami, ripping pages out of the Yellow Pages, and building relationships that still define how he does business today. 

    Plus: ICD's niche, high-dollar world of nickel, cobalt, tungsten, molybdenum, and titanium alloys for aerospace. 

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    22 min
  • Episode 208: Cody Mecham of Vermeer Corporation
    Cliff sits down with Cody Mecham, cutting edge product manager at Vermeer Corporation, for a deep look at what it means to engineer tungsten into ground-engaging tools when the price of that tungsten is hitting levels nobody planned for. Cody oversees all of Vermeer's cutting and digging tooling across HDD, surface mining, wood waste recycling, and vacuum excavation — and he's frank about the tension between using more tungsten and using smarter tungsten.

    The difference between a tool that looks like it's from a gladiator movie and a tool that actually performs is exactly where his team lives. Plus: a COVID-era near-miss in China that came down to one last commercial flight out of Beijing.

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    16 min
  • Episode 207: Andrew Patterson of Villager Asphalt
    Cliff sits down with Andrew Patterson, milling department manager for Villager Asphalt, to get into the weeds — literally — on how tungsten carbide performs in one of its most demanding real-world applications: asphalt milling.

    Andrew runs a massive milling operation across the Southeast, consuming boxes of tungsten-tipped teeth every single day, and he breaks down the full picture: how the drum works, why rotation is the real key to tooth longevity, what happens when you hit a buried manhole, the evolution from hand cranks to digital grade controls, and why his wife can now spot a worn tooth from the passenger seat. Plus: the Hayabusa racing habit that paid for a career in asphalt.

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    23 min
  • Episode 206: Josh McKnight | Lineage Metallurgical & Cuda Grit
    Cliff turns the mic on one of his own — Josh McKnight (Lineage Metallurgical and Cuda Grit). They've shoveled gravel together, worked every corner of the Tungco operation, and now Josh is navigating what might be the strangest sales environment in the company's history: tungsten prices going straight to the stratosphere, quotes that expire in three days, customers starting to explore alternatives, and a thermal spray and grit product line that's pulling from every direction at once.

    Equal parts business conversation, Kentucky roots, and two guys who know exactly where each other came from. 

    Hosted by Cliff Nance of Tungco — where hard work meets honest talk about leadership, innovation, and what it takes to build something that lasts.
    20 min

About Cliff's Notes

From the publisher's feed

Born and raised in Madisonville, Kentucky, Cliff Nance grew up in the tungsten trade — learning the business from the plant floor up to the CEO’s chair. As a second-generation “scrapie” with a global…