June 10, 2026Episode 5013 min
Your Metals Questions Answered
Nick fields listener questions on the state of the market, employment data, lead times, and more.
Episodes
50
Latest episode
Jun 2026
Language
EN
About the show
Welcome to Cup o’ Joe, your go-to podcast for a fun and informative look at the dynamic world of metals! In each episode, we bring the latest factors influencing the price and availability of metals, led by the Director of Risk Management and Commodities Hedging at Ryerson, Nick Webb, and hosted by Mike Carrozzo.
Listen to episodes
June 9, 2026Episode 4921 min
Steel Utilization Rates Feel Different
Aluminum prices remain elevated, copper demand continues to grow, and commodity markets are sending important signals about the future of manufacturing. Mike and Nick discuss key takeaways from the Harbor Aluminum Conference and what why current mill utilization rates feel different lately.
June 8, 2026Episode 4820 min
The Biggest Risks Nobody is Talking About
What could derail an otherwise resilient economy? In this episode, Mike and Nick shift from optimism to risk assessment, examining geopolitical tensions, energy markets, inflation concerns, and the potential supply shocks that could impact global growth in the months ahead.
June 5, 2026Episode 4716 min
Why the Economy Keeps Defying Expectations
Manufacturing continues to outperform expectations despite ongoing concerns about inflation, interest rates, and economic uncertainty. Mike and Nick break down the latest PMI data, discuss what's driving demand, and explore why many forecasts continue to underestimate the resilience of the industrial economy.
May 14, 2026Episode 4618 min
Is Sulfur Quiety Becoming the Most Important Commodity in Metal?
The Cup o Joe crew tells us why sulfur has suddently catapaulted to the top of the commodities discussion these days, and why copper and nickel prices remain elevated.
May 13, 2026Episode 4520 min
Important Moves Steel Buyers Could Make Right Now
Hot rolled coil is back above $1,000 per ton, and the steel market is heating up fast. Mike and Nick are joined by Mark Gross for a deep dive into mill pricing, inventories, imports, lead times, and the demand sectors pushing steel higher in 2026.
May 12, 2026Episode 4410 min
The Massive Metals Story Around Data Centers
The AI boom isn’t just a tech story anymore — it’s becoming a metals story. In this episode, the team explores how data center expansion is driving demand for steel, copper, aluminum, and electrical infrastructure, and why industrial supply chains are paying close attention.
May 11, 2026Episode 4316 min
Are We in a Global Manufacturing Rebound?
Global manufacturing activity is showing signs of life again — and the metals market is responding. Mike and Nick break down the latest PMI data, improving industrial sentiment, and why demand across key sectors may be stronger than many expected heading into the second half of the year.
April 9, 2026Episode 4222 min
Tariffs, Trucks & Tight Supply: What’s Driving Costs Higher
Steel prices are climbing, freight is tightening, and tariffs remain a wildcard. We cover the latest across steel, stainless, logistics, and policy—plus practical insights for navigating today’s market.
April 7, 2026Episode 4115 min
The Aluminum Crunch You Cannot Ignore
Aluminum markets are under pressure. Supply disruptions, smelter outages, and import slowdowns are driving prices higher and tightening availability. We dig into what’s happening—and what buyers should be doing right now.
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