The Massive Metals Story Around Data Centers

Your Metals Questions Answered

Nick fields listener questions on the state of the market, employment data, lead times, and more.

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.

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.

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.

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.