Cup o Joe - A Metals Podcast

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.

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.

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.

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.

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.