In this episode, I chat to Atilla Widnell, Founder & Managing Director of Navigate Commodities.

Navigate Commodities monitors commodity supply chains in real time through the use of satellites. They monitor production at steel mills and analyse metal flow in specific regions.

We discuss the latest developments in the steel industry, particularly focusing on China's recent National People's Congress and its implications on global steel markets. This episode is a deep dive into understanding the major forces shaping the global steel industry and what to expect in the coming months.

In today's episode, we talk about:

👉 Chinese capacity cuts

👉 Structural reforms

👉 Global steel market complexity

👉 The situation in turkey

👉 And much more!

Listen to the full episode. Wherever you stream your podcasts.

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WHO IS STU KAGAN ANYWAYS?

26 years in the metal recycling game and still learning and growing...

I learnt from the best and worked my way up from yard labourer to Executive Director of Trading and Operations for the largest metal recycler in sub-Saharan Africa. Responsible for 4,500 employees, 85 sites, and the overall profitability of a multi-billion dollar operation.

I brought my breadth and depth of knowledge to bear and co-founded the fastest growing, most-loved, and most awarded metal recycling company in New Zealand. No small feat in a country where people are outnumbered 4:1 by sheep (spoiler alert: sheep don’t produce much metal waste).

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Father of two crazy-awesome boys. Husband to Lisa. Under 9 rugby coach. YPO member. Lifelong learner. Mentee. Mentor. Chief dog walker. Committed Stoic. Undefeated dance-off champion.

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