The Biggest Risks Nobody is Talking About

Trump's New Tariffs: What Metal Buyers Need to Know

Tariffs are back in the spotlight—and they're once again reshaping the metals market. In this episode, Nick and Mike discuss the latest tariff announcements, how they could impact steel and aluminum pricing, and what manufacturers should be watching as trade policy continues to evolve. Whether you source domestically or internationally, this conversation provides valuable context for navigating today's rapidly changing marketplace. Topics covered: *  Steel tariffs  *  Aluminum tariffs  *  Trade policy  *  Imports  *  Manufacturing  *  Market outlook

Manufacturing Is Still Growing... So Why Are Metals Getting Cheaper?

Manufacturing activity continues to expand, yet several metal prices have started moving lower. So what's really happening? Nick and Mike explore the latest PMI data, freight trends, inflation, global supply chains, and why today's metals market isn't following the traditional playbook. If you've been wondering whether manufacturing is slowing—or simply becoming more balanced—this conversation breaks it all down. Topics covered: *  Manufacturing PMI  *  Industrial economy  *  Inflation  *  Freight  *  Supply chains  *  Steel & aluminum demand

The Great Reset? Why Aluminum Just Had Its Biggest Sell-Off Since 2008

After months of record-breaking prices, aluminum has suddenly reversed course. In this episode of Cup O' Joe, Nick explains what's driving the largest monthly decline in aluminum prices since the 2008 financial crisis—and whether buyers should expect the trend to continue. Nick and Mike discuss the factors behind the correction, how tariffs and imports are influencing the market, and what manufacturers should be watching as the second half of the year unfolds. Topics covered: *  Aluminum prices  *  Midwest Premium  *  Tariffs  *  Supply & demand  *  Manufacturing outlook  *  Metals market trends

Special Episode: The Mount Rushmores of American Metal

In celebration of America's 250th birthday, Mike and Nick put a fun twist on one of the country's most iconic traditions: creating their own Mount Rushmores of American metal landmarks. From engineering marvels like the Gateway Arch, Golden Gate Bridge, and Empire State Building to unexpected choices such as Cloud Gate ("The Bean"), the Brooklyn Bridge, the original Chicago Ferris Wheel, the Space Needle, and even the Hoover Dam, they each make the case for the four landmarks they believe best represent the impact of steel and metal on America's history. Along the way, they share fascinating facts about the engineering, materials, and construction behind each landmark, compare the enormous amount of metal used in these structures to today's AI data centers, and invite viewers to debate their own picks in search of the ultimate Mount Rushmore of American Metal. It's part history lesson, part friendly debate, and a celebration of the metal that helped build America.

Your Metals Questions Answered

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