In the final episode of our three-part Cup o’ Joe special, we focus on steel and stainless. We discuss current market dynamics, policy influences, and longer-term implications for producers, buyers, and the broader metals landscape.

Part 2 of our three-part Cup o’ Joe special focuses on aluminum. We explore current supply and demand dynamics, cost pressures, and regional differences—and what they signal about where the aluminum market may be headed.

In Part 1 of a three-part Cup o’ Joe special, we break down the macroeconomic forces influencing today’s metals market—from demand signals to broader economic uncertainty—and explain why this moment feels different.

In this episode, Nick shares his metal market predictions for 2026, focusing on the central tension facing the industry: whether demand weakens materially or pricing finally breaks under pressure.

The discussion moves beyond surface-level data to examine buyer psychology, purchasing patterns, inventory behavior, and the economic forces influencing the metal market. Rather than calling for a collapse or a surge, the episode outlines realistic scenarios and the triggers that could shift the balance.

In this holiday episode the guys grade Nick’s five metals-market predictions for 2025. They unpack what drove a split year around “Liberation Day” tariffs, why volatility dominated copper and energy, how inflation stayed sticky, what nickel’s cost curve is signaling, and why Chinese steel exports surprised to the upside even as U.S. imports fell. The show wraps with a grounded 2026 outlook for PMI, steel demand, aluminum restarts, and the risks that matter most heading into the new year.

In this month’s Cup o Joe, hosts Mike Carrozzo and Nick Webb break down the economic crosswinds heading into year-end — inflation that just won’t ease, a softening jobs picture, and a Fed caught between the two.

Nick explains why tech’s “hyperscaling” has created wealth concentration unseen in decades, and how data centers are becoming a key driver of metals demand. Mike connects it all back to steel, aluminum, and real-world supply chain implications for manufacturers.

Also on the menu: a 40% jump in turkey prices, the Algoma exit, and why the aluminum market looks more like an alligator’s mouth than ever.

This October feels like October baseball — high stakes, long innings, and every pitch matters. Mike Carrozzo and Nick Webb break down the metals at bat: copper driving prices higher, carbon tightening supply on tariffs, stainless playing steady ball, and aluminum testing the strike zone with producers eyeing exits. Grab your peanuts and scorecards — it’s time for the metals playoffs.

It’s kickoff time for football and for metal contract season! On this month’s Cup o Joe, Ryerson’s Pat Ford, GM of Global Accounts, breaks down how manufacturers are locking in supply and pricing strategies for the year ahead. From hedging and premium management to tapping into Ryerson’s bench of experts, Pat shares how global and program accounts are navigating negotiations. Nick Webb runs through the latest on tariffs, steel, stainless, aluminum, and nickel—plus what economic signals like PMI, interest rates, and industrial production mean for the metals playbook.