Latest Steel mills Podcast Episodes
How low can scrap and rebar go?
Metals Meltdown Podcast - September 10, 2019 20:10 - 11 minutes ★★★★★ - 2 ratingsOn this month’s S&P Global Platts Metals Meltdown podcast, pricing specialists Pascal Dick and Viral Shah talk to EMEA regional derivatives manager Marcel Goldenberg about the latest developments in the Turkish ferrous markets and discuss future price direction. Our specialists analyse...
Trade tensions, uncertain landscape weigh heavy on Mexican rebar market
Metals Meltdown Podcast - February 13, 2019 15:00 - 9 minutes ★★★★★ - 2 ratingsThis month, the S&P Global Platts Metals Meltdown series focuses on recent market developments in the Mexican rebar market and takes a look at what topics will become important in 2019. In this episode, Platts analyzes international factors on the Mexican steel market such as the US tariffs on...
Focus on European definitive safeguard measures on steel imports
Metals Meltdown Podcast - January 24, 2019 19:00 - 8 minutes ★★★★★ - 2 ratingsThe S&P Global Platts Metals Meltdown series focuses on recent market developments in the European steel market and takes a look at what topics will become important in 2019. In this episode, Platts analyzes the new definitive safeguard measures on steel imports into the European Union - due to...
Focus on European flat steel developments, outlook 2019
Metals Meltdown Podcast - December 20, 2018 19:00 - 6 minutes ★★★★★ - 2 ratingsThe S&P Global Platts Metals Meltdown series focuses on recent market developments in the coils market and takes a look at what topics will become important for the market in 2019. In this episode, Platts analyzes recent price drops that turned market sentiment bearish and are affecting...
Focus on Turkish steel output cuts, EU safeguard: challenges in Turkey/Black Sea long products value chain
Metals Meltdown Podcast - December 13, 2018 22:00 - 10 minutes ★★★★★ - 2 ratingsThe S&P Global Platts Metals Meltdown series focuses on recent developments in the Turkish raw material and long steel markets while also looking at the European import quotas on wire rod and rebar and how this impacts the upstream demand and supply. In this episode, Platts further analyzes how...
Turkey in focus: Steelmakers cope with challenging export market, high scrap prices
Metals Meltdown Podcast - November 15, 2018 10:15 - 11 minutes ★★★★★ - 2 ratingsThe S&P Global Platts Metals Meltdown series continues, tracking the development in the Turkish raw material and long steel market and its impact on neighboring regions. In this episode, Platts looks at how steelmakers in Turkey have coped with a challenging export market and high scrap prices...
Uncertainty abounds in global steel markets
Metals Meltdown Podcast - May 25, 2018 17:35 - 6 minutes ★★★★★ - 2 ratingsTariffs continue to dominate the steel markets with US prices at multi-year highs and international traders finding it increasingly difficult to do business in Europe. Back once again, the renegade steel bros, Peter Brennan and Christopher Davis, round off another eventful month in the steel...
Uncertainty in steel markets prolonged by US tariff delay
Metals Meltdown Podcast - May 01, 2018 07:16 - 5 minutes ★★★★★ - 2 ratingsPresident Donald Trump has extended the exemption for steel and aluminum tariffs until June 1, increasing uncertainty around the extent of the eventual measures. Meanwhile, Chinese steel prices firmed in April despite official production figures continuing to defy the much vaunted capacity cuts....
US tariffs and Chinese prices ramp up anxiety in steel markets
Metals Meltdown Podcast - March 28, 2018 09:30 - 6 minutes ★★★★★ - 2 ratingsInternational steel buyers are increasingly nervous about the weakness in Asian prices and trade-distorting tariffs. Rising inventories, softening demand and high production figures are combining to lower prices in China, while negotiations for exemptions from tariffs in the US are well under way...
Making sense of the Trump tariffs
Metals Meltdown Podcast - March 09, 2018 06:52 - 10 minutes ★★★★★ - 2 ratingsAfter months of discussion, US President Donald Trump signed off on sweeping global metals tariffs -- 25% on steel and 10% on aluminum -- that exclude its Nafta neighbors to the north and south. All other countries will have to seek case-by-case exemptions from the White House, though, and trade...
Questions abound, but metals momentum rolls on
Metals Meltdown Podcast - February 27, 2018 08:49 - 7 minutes ★★★★★ - 2 ratingsHigher global steel output -- despite winter cuts in China -- does not seem to be dampening pricing or demand. And in the US, imports are up, but so are steel prices. Will the bull run continue even if President Trump opts for far-reaching tariffs or quotas under Section 232? Will he and his...
Strong start buoys steelmakers' outlook for 2018
Metals Meltdown Podcast - January 30, 2018 06:36 - 6 minutes ★★★★★ - 2 ratingsElevated pricing and strong margins have many steel mills happy about the start to 2018. But questions remain regarding potential trade measures and how long the good times might linger into the New Year. S&P Global Platts Christopher Davis and Peter Brennan take a look at what's driving the...
Chinese steel prices end the year with a bang
Metals Meltdown Podcast - December 14, 2017 10:44 - 8 minutes ★★★★★ - 2 ratings52 million mt of Chinese steel production capacity will not be utilized as part of mandated winter output cuts. But tightening supply is just one part of the picture in China as strong demand and low inventories have helped bolster prices, creating fertile conditions for the international markets...
CISA meets Milan
Metals Meltdown Podcast - November 24, 2017 08:45 - 5 minutes ★★★★★ - 2 ratingsA meeting hosted by Italian steel distributors’ group, Assofermet, in Milan provided a glimpse into the China Iron & Steel Association’s strategy for winning over Europe. At a time when trade litigation has strained relations between the two markets, CISA says now is not the time...
Buoyant mood prevails as global steel execs gather in Brussels
Metals Meltdown Podcast - October 31, 2017 10:00 - 8 minutes ★★★★★ - 2 ratingsThe mood of C-level executives attending the World Steel Association's annual meeting in Brussels was more upbeat than in years past, as mill margins and finished steel prices remain elevated. But the extent of China's phased out induction furnace capacity surprised many when worldsteel released...
Electrodes, changing trade flows top of mind for many in steel
Metals Meltdown Podcast - September 29, 2017 10:00 - 9 minutes ★★★★★ - 2 ratingsThe global graphite electrode shortage is likely to linger through next year, some say, raising input costs for steelmakers and potentially curbing production. At the same time, uncertainty remains regarding the ongoing US Section 232 investigation -- which coupled with existing trade litigation ...
Houston hurricane disrupts crucial steel scrap flow
Metals Meltdown Podcast - August 31, 2017 08:34 - 7 minutes ★★★★★ - 2 ratingsHurricane Harvey could result in as many as 500,000 vehicles being shredded in what would be a major boost in US scrap supply. International scrap prices were strong in August, as was the entire global steel and raw material complex, and the outlook in key markets including Europe look strong unt...
Summer not slowing down global steel markets
Metals Meltdown Podcast - July 31, 2017 08:45 - 6 minutes ★★★★★ - 2 ratingsAugust holidays usually signal sleepy markets and slumping prices. But this summer has yet to see a slowdown when it comes to pricing for raw materials and finished steel, especially in China. And despite the uncertainty of potential trade litigation hanging over the US and Europe, those markets...
Section 232 overshadows Chinese steel price recovery
Metals Meltdown Podcast - June 27, 2017 16:05 - 6 minutes ★★★★★ - 2 ratingsThe global steel market awaits safeguard measures on US steel imports with bated breath, but the nervousness surrounding potential further disruption to steel trade belies a recovery in the Chinese steel market. The Metals Meltdown trio of Peter Brennan, Christopher Davis and Sebastian Lewis...
Views on steel from the top
Metals Meltdown Podcast - May 25, 2017 09:16 - 9 minutes ★★★★★ - 2 ratingsS&P Global Platts Metals Meltdowntriumvirate discusses insights shared by some of the biggest names in the industry from the sidelines of the recent Platts Global Metals Awards in London. Hear what Nev Power of Fortescue Metals Group, Gina Rinehart from Hancock Prospecting and Liberty House's...
A new story for steel
Metals Meltdown Podcast - April 26, 2017 10:12 - 7 minutes ★★★★★ - 2 ratingsThe recent US launch of a Section 232 investigation regarding steel imports and national security has changed the tenor of steel trade litigation. Metals Meltdown’s Christopher Davis and Peter Brennan discuss how this move could be the start of a new story in steel – and how it could...
Play for today: How the global steel market is faring
Metals Meltdown Podcast - March 27, 2017 16:12 - 6 minutes ★★★★★ - 2 ratingsWe have passed the Ides of March, typically known as the days of full moons and holidays on the Roman calendar -- or the date that Emperor Julius Caesar met his demise -- and immortalized by the great Bard himself, William Shakespeare.For the global steel industry, this time of the year has come ...
Steel prices: Deja vu all over again?
Metals Meltdown Podcast - February 24, 2017 15:08 - 7 minutes ★★★★★ - 2 ratingsPrices have been on the rise in early 2017 for steelmaking inputs and finished materials, but so has production. Year-on- year Chinese steel output was up 7% in January, according to the latest World Steel Association data, and US production rose by 6.5%. Can both upward trends co-exist, or will...
Year of the Rooster, Time of the Trump
Metals Meltdown Podcast - January 25, 2017 17:14 - 6 minutes ★★★★★ - 2 ratingsAs the Year of the Rooster dawns in China, newly-elected President Donald Trump is getting a running start at steel intensive infrastructure projects in the US and final steel production numbers are out for 2016. The Metals Meltdown boys – Christopher Davis, Peter Brennan and Sebastian Lewis...
Reflections on steel, metals in 2016 and predictions for the New Year
Metals Meltdown Podcast - December 20, 2016 11:21 - 8 minutes ★★★★★ - 2 ratingsIt’s the week before Christmas, and the end of the year finds the three wise men of Metals Meltdown – Christopher Davis, Peter Brennan and Sebastian Lewis – reflecting on what’s happened in the global steel industry in 2016 and predicting where production and prices could be...
Coking coal uncertainty and Trump opportunity
Metals Meltdown Podcast - November 24, 2016 13:26 - 6 minutes ★★★★★ - 2 ratingsWith coking coal supply set to come back on stream, steel buyers are increasingly nervous that the current boom in steel prices could bust. Will coke costs weaken? Will European and US steel producers achieve their increased offer levels? And what impact will a future president Trump have on...
Smiles and smog - a global steel story
Metals Meltdown Podcast - October 21, 2016 15:35 - 7 minutes ★★★★★ - 2 ratingsMetals Meltdown's Christopher Davis and Peter Brennan compare notes on the recent World Steel Association gathering in Dubai, where steel execs were upbeat and global demand projections pointed toward growth. And Sebastian Lewis chats up China's economic outlook and Beijing air-quality trends as ...
Met coal, mergers and decoupling markets, oh my
Metals Meltdown Podcast - September 23, 2016 17:39 - 7 minutes ★★★★★ - 2 ratingsMetals Meltdown's triumphant trio, Christopher Davis, Sebastian Lewis and Peter Brennan, reunites in Platts' London studios for their monthly take on the goings on in global steel. Metallurgical coal pricing has continued its meteoric rise, China heavyweights moved closer to merging operations an...
Coking coal strength and production cuts support steel prices
Metals Meltdown Podcast - August 26, 2016 11:36 - 6 minutes ★★★★★ - 2 ratingsThe Metals Meltdown boys, Christopher Davis, Sebastian Lewis and Peter Brennan, are back with the latest monthly take on the global steel markets. The Chinese market has firmed on stronger raw materials and expected production cuts, while in Europe supply tightness and trade cases are expected to...
Coups, mergers and trade cases take steel center stage
Metals Meltdown Podcast - July 27, 2016 11:21 - 5 minutes ★★★★★ - 2 ratingsBack once again to discuss all things steel, the intrepid Christopher Davis, Sebastian Lewis and Peter Brennan take us through another intriguing month in the steel sector. An attempted coup spooked the Turkish market, mergers and acquisitions were back in vogue in Europe, while China is looking ...
Related Steel mills Topics