Cup o Joe - A Metals Podcast

In this episode, we dive into the recent U.S. election’s surprising impact—or lack thereof—on commodities, metals, and energy markets. 

Nick and Mike dissect the unique market movements, offering some takes on what a return to certain policy trends could mean for metal buyers, manufacturers, energy prices, and investment strategies moving forward. 

This episode doesn’t offer concrete predictions, but instead opens a conversation on market reactions to policy, volatility, and the evolving regulatory landscape—encouraging listeners to weigh in with their own perspectives.

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!

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. 

Hosts Mike Carrozzo and Nick Webb dive into the impact of weak real estate demand and the Chinese steel sector's overproduction, highlighting how China's economy is sending mixed signals. While manufacturing in areas like electric vehicles and green energy continues to perform well, the real estate sector is dragging down steel demand, resulting in increased steel exports and shrinking profits. 

They also explore how tariffs in North America act as a buffer, preventing a full spillover of the Chinese steel crisis into Western markets, and what this could mean for the future. Tune in as the conversation unpacks the global steel landscape, with expert insights on trade, economic policies, and the ripple effects throughout the industry. 

Join hosts Mike Carrozzo and Nick Webb in this insightful episode of Cup o Joe as they sit down with Chris Lyons from North American Stainless. Dive deep into the current landscape of the steel industry, exploring critical topics like 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. Whether you're in manufacturing or just keeping an eye on the steel industry, this episode is packed with valuable information you won't want to miss. 

In this episode, 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.

Additionally, they discuss the volatility of nickel prices, which are once again on a roller coaster ride, and examine whether steel prices have finally found a floor.

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. 

The group then shift gears to discuss the current state of marketing within the steel industry. They explore the unique challenges and opportunities in promoting steel, a vital yet often overlooked sector, to a broader audience. The conversation highlights innovative strategies and the importance of effective communication in reshaping the industry's image.

The discussion then transitions to the impact of social media on the steel industry. They explore how platforms like LinkedIn, TikTok, and Instagram can be leveraged to elevate awareness and engagement, making steel not just a critical component of infrastructure but also a part of everyday conversations. 

This episode is a must-listen for anyone interested in the intersection of media, marketing, and manufacturing, offering insightful perspectives and plenty of laughs along the way.

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. 

In this episode of Cup o Joe, we are joined by Josh Spoores, the Head of Steel Americas Analysis at CRU, 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. 

Check out more from Josh at https://www.crugroup.com/about-cru/our-people/s/josh-spoores/

Pour yourself a glass and join hosts Mike Carrozzo and Nick Webb, along with special guest Jim Reed, for the latest episode of the Cup o' Joe podcast! 

Get ready to dive into the exciting world of aluminum as 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.

And just when you thought it couldn't get any better, 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.

So grab your favorite glass, settle in, and join the party as they blend market analysis with bourbon tips in this unforgettable episode. Cheers to aluminum on the rocks! 🥃✨

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.

The episode takes a deep dive into the ramifications of the US and UK's ban on Russian metal imports, particularly focusing on the implications for the London Metal Exchange. Webb analyzes the complex dynamics of metal origin and sanctions, unraveling the tiers of impact on trade flows and market prices.

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.