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Metals Meltdown Podcast Archive

May 2018

Uncertainty in steel markets prolonged by US tariff delay

May 01, 2018 (5:33)

Trump has extended the exemption for steel and aluminum tariffs until June 1, increasing uncertainty around the extent of the eventual measures; and Chinese steel prices firmed in April despite official production figures continuing to defy the much vaunted capacity cuts.

March 2018

US tariffs and Chinese prices ramp up anxiety in steel markets

March 28, 2018 (6:51)

International steel buyers are increasingly nervous about the weakness in Asian prices and trade-distorting tariffs.

Making sense of the Trump tariffs

March 09, 2018 (10:08)

After months of discussion, US President Donald Trump signed off on sweeping global metals tariffs that exclude its Nafta neighbors to the north and south. However, all other countries will have to seek case-by-case exemptions from the White House.

February 2018

Questions abound, but metals momentum rolls on

February 27, 2018 (7:06)

Higher global steel output 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?

January 2018

Strong start buoys steelmakers' outlook for 2018

January 30, 2018 (6:28)

Elevated 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.

December 2017

Chinese steel prices end the year with a bang

December 14, 2017 (8:03)

The usual trio of Peter Brennan, Chris Davis and Seb Lewis are joined by S&P Global Platts senior analyst Zhang Jing for the final Metals Meltdown podcast of the year.

November 2017

CISA meets Milan

November 24, 2017 (5:13)

A 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.

October 2017

Buoyant mood prevails as global steel execs gather in Brussels

October 31, 2017 (8:15)

The Metals Meltdown team discusses the mood of C-level executives attending the World Steel Association's annual meeting in Brussels, and much more besides in the latest edition.

September 2017

Electrodes, changing trade flows top of mind for many in steel

September 29, 2017 (9:38)

The global graphite electrode shortage is likely to linger through next year and uncertainty remains regarding the ongoing US Section 232 investigation. The Metals Meltdown crew looks at these issues and more.

August 2017

Houston hurricane disrupts crucial steel scrap flow

August 31, 2017 (7:31)

Hurricane Harvey could result in as many as 500,000 vehicles being shredded in what would be a major boost in US scrap supply. What is the outlook now for the global steel and raw material complex in Q4 2017?

July 2017

Summer not slowing down global steel markets

July 31, 2017 (6:15)

Unusually, this summer has yet to see a slowdown when it comes to pricing for steel raw materials and finished steel, especially in China.

June 2017

Section 232 overshadows Chinese steel price recovery

June 27, 2017 (6:54)

Global steel awaits safeguards on US imports with bated breath, but the concern surrounding potential further trade disruption belies a recovery in the Chinese steel market.

May 2017

Views on steel from the top

May 25, 2017 (9:52)

Our Metals Meltdown triumvirate discusses insights shared by some of the biggest names in the industry from the sidelines of the recent Platts Global Metals Awards in London.

April 2017

A new story for steel

April 26, 2017 (7:48)

Metals Meltdown discusses how the US launch of a Section 232 investigation regarding steel imports and national security has changed the tenor of steel trade litigation.

March 2017

Play for today: How the global steel market is faring

March 27, 2017 (6:43)

For global steel this time of the year has come to be known as the time when international trade breathed its last. We have seen the steel export life sucked out of some traditional powerhouses and breathed into others.

February 2017

Steel prices: Deja vu all over again?

February 24, 2017 (7:08)

Will this year see a steel price crash akin to the one seen in early 2016? We discuss whether market participants will experience that deja vu feeling.

January 2017

Year of the Rooster, Time of the Trump

January 25, 2017 (6:06)

As 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.

December 2016

Reflections on steel, metals in 2016 and predictions for the New Year

December 20, 2016 (8:51)

It’s the week before Christmas, and the end of the year finds the three wise men of Metals Meltdown reflecting on what’s happened in the global steel industry in 2016 and predicting where production and prices could be headed in 2017.

November 2016

Coking coal uncertainty and Trump opportunity

November 24, 2016 (6:50)

With coking coal supply set to come back on stream, steel buyers are increasingly nervous that the current boom in steel prices could bust. The Metals Meltdown Boys discuss this and more.

October 2016

Smiles and smog - a global steel story

October 21, 2016 (7:15)

We compare notes on the recent World Steel Association gathering in Dubai, where execs were upbeat and global demand projections pointed toward growth.

September 2016

Met coal, mergers and decoupling markets, oh my

September 23, 2016 (7:36)

Met coal pricing continued its meteoric rise, China heavyweights moved closer to merging operations and the decoupling of major regional markets.

August 2016

Coking coal strength and production cuts support steel prices

August 26, 2016 (6:48)

Focusing on the reasons behind the Chinese steel market firming, why European raw materials prices are expected to rise in Q4, and how the US is seeing downward corrections as demand tails off.

July 2016

Coking coal strength and production cuts support steel prices

July 27, 2016 (5:40)

Focusing on the reasons behind the Chinese steel market firming, why European raw materials prices are expected to rise in Q4, and how the US is seeing downward corrections as demand tails off.

Coups, mergers and trade cases take steel center stage

July 27, 2016 (5:40)

An attempted coup spooked the Turkish steel market, mergers and acquisitions were back in vogue in Europe, while China is looking at some anti-dumping action of its own.

June 2016

Is a new Chinese steel giant on the horizon?

June 29, 2016 (6:26)

Peter Brennan, Sebastian Lewis and Christopher Davis on how the wait for the first significant merging of Chinese steelmakers could be at an end.

May 2016

Seb holds on to his hat as steel market turns downward

May 25, 2016 (6:15)

This month our motley metals crew assesses China's collapsing steel market and what the impact has been in the US and Europe.

April 2016

Steel price rally continues: when will it end?

April 22, 2016 (5:15)

Centered on the strength in the domestic Chinese market, steel mills are forcing up prices around the world. The Meltdown boys trying to figure out why and for how long this price rally will continue.

March 2016

Should steelmakers beware the ides of March?

March 18, 2016 (8:59)

With scene-setting worthy of the great Bard himself, our very own soothsayers, Peter Brennan, Sebastian Lewis and Chris Davis deliver their predictions for steel markets across the globe.

February 2016

Q4 2015: The course of true love never did run smooth (for steelmakers)

February 17, 2016 (6:15)

Platts steel editors discuss the poor overall financial health of major metals producers in Q4 2015 and antidumping measures proposed by the US and issued by the EC.

January 2016

New year rally: Is the horror show over for steel markets?

January 22, 2016 (6:41)

Here's a New Year reality check for steel markets: why are prices strengthening and, more importantly, is this upward movement sustainable?

December 2015

Mirth and merriment in short supply for global metals markets

December 22, 2015 (8:28)

In this final episode of 2015, Metals Meltdown's merry little elves look at how prices for finished steel and most inputs have fallen as steadily as a winter snowstorm.

November 2015

Are the BRICs still building or crumbling?

November 26, 2015 (9:30)

Our steel and iron men go beyond Charles Dickens' classic, A Tale of Two Cities, and focus their literary attention instead on a tale of two continents.

October 2015

worldsteel-49 special: Chinese whispers and Chicago steel blues

October 29, 2015 (9:36)

Takeaways from Chicago this month were not just about steaks and pizzas. Top executives who attended the World Steel Annual Conference there had meatier concerns - such as the struggles and prospects of the steel industry.

September 2015

A Nightmare On Mill Street: global steel prices in autumn horror show

September 28, 2015 (10:43)

In all good horror movies there's usually an unwilling victim, and in steel markets around the world it's prices that are being slashed. Our steel aficionados analyse the interrelated market movements in Europe, China and the US.

August 2015

Money makes the mills go round: China's currency woes impact global steel complex

August 28, 2015 (11:08)

Well, so much for 'silly-season' in the steel industry: Peter Brennan, Chris Davis, and Sebastian Lewis outline how no steel grade seems to have escaped the effect of the faltering economic conditions in China, with 'Black Monday' looming large over the outlook for the rest of the year.

July 2015

Not so careless whispers: global steel prices whammed by summer downturn

July 28, 2015 (11:01)

With Chinese hot rolled coil (HRC) prices at the lowest they’ve been since we started assessing them in 2006, and US scrap prices down $20 month on month, our editors ponder just how low steel prices can go.

June 2015

Trading Cases: Increase in steel protectionism casts 'fair play' against free trade

June 16, 2015 (9:56)

Recent steel anti-dumping measures in the US and Europe against mainly Chinese product have once again brought international trade disputes into the spotlight.

May 2015

China's slowing economy 'zombifies' steel industry, as optimism creeps into US scrap

May 21, 2015 (10.06)

Platts lift the proverbial iron lid on the economically challenging global landscape for metals, and tell us how raw materials are impacting pricing and the outlook for finished steel goods.

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