Cup o Joe - A Metals Podcast

Welcome to Cup o Joe, your go-to podcast for a fun and informative look at the dynamic world of metals.

Author: Ryerson

Welcome to Cup o Joe, your go-to podcast for a fun and informative look at the dynamic world of metals! In each episode, we bring the latest factors influencing the price and availability of metals, led by the Director of Risk Management and Commodities Hedging at Ryerson, Nick Webb, and hosted by Mike Carrozzo.
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Language: en

Genres: Business, News, News Commentary

Contact email: Get it

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Nick’s 5 Metals Calls for 2025: What Held Up and What Didn’t
Episode 32
Friday, 5 December, 2025

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.