Podcasts by Metals Meltdown Podcast

Metals Meltdown Podcast

Listen to in-depth monthly analysis of steel markets from our senior editors across the globe.

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Metals Meltdown Podcast
China's slowing economy 'zombifies' its steel industry, as optimism creeps into US scrap from 2023-12-12T20:12:38.135683

In the inaugural Metals Meltdown podcast, Platts Men of Steel Chris Davis, Peter Brennan, and Sebastian Lewis lift the proverbial iron lid on the economically challenging global landscape for metal...

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Metals Meltdown Podcast
Are the BRICs still building or crumbling? from 2023-12-12T20:12:38.132557

In this episode, Metals Meltdown goes beyond Charles Dickens' classic, A Tale of Two Cities, and discusses a tale of two continents instead -- focusing on Asia and South America, and in particular ...

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Metals Meltdown Podcast
Mirth and merriment in short supply for global metals markets from 2023-12-12T20:12:38.129137

In this final episode of 2015, Metals Meltdown's merry little elves, Chris Davis, Peter Brennan and Sebastian Lewis, look at how prices for finished steel and most inputs have fallen as steadily as...

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Metals Meltdown Podcast
New year rally: Is the horror show over for steel markets? from 2023-12-12T20:12:38.125384

The year started off with some degree of positivity for the steel markets. Mills in Europe and the United States pushed for price increases at the end of 2015, while Chinese producers increased off...

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Metals Meltdown Podcast
Q4 2015: The course of true love never did run smooth (for steelmakers) from 2023-12-12T20:12:38.121383

Despite being the season for romance and celebration, the metals industry has been experiencing no such love of late. When it comes to earnings and the overall financial health of major producers -...

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Metals Meltdown Podcast
Should steelmakers beware the ides of March? from 2023-12-12T20:12:38.116767

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

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Metals Meltdown Podcast
Steel price rally continues: when will it end? from 2023-12-12T20:12:38.112109

Sebastian Lewis, Peter Brennan and Christopher Davis in our London studioCentered on the strength in the domestic Chinese market, steel mills are forcing up prices around the world. The Meltdown bo...

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Metals Meltdown Podcast
Seb holds on to his hat as steel market turns downward from 2023-12-12T20:12:38.107467

Having risked his reputation, and his finest deerstalker, by predicting an imminent downturn in the Chinese steel market; an unscathed Sebastian Lewis joined Christopher Davis and Peter Brennan for...

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Metals Meltdown Podcast
Is a new Chinese steel giant on the horizon? from 2023-12-12T20:12:38.102769

The wait for the first significant merging of Chinese steelmakers could be at an end. The regal trio of Peter Brennan, Sebastian Lewis and Christopher Davis cast their collective eye over the poten...

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Metals Meltdown Podcast
Coups, mergers and trade cases take steel center stage from 2023-12-12T20:12:38.098270

Back 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 spooke...

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Metals Meltdown Podcast
Coking coal strength and production cuts support steel prices from 2023-12-12T20:12:38.094107

The 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 mate...

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Metals Meltdown Podcast
Met coal, mergers and decoupling markets, oh my from 2023-12-12T20:12:38.090426

Metals 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 co...

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Metals Meltdown Podcast
Smiles and smog - a global steel story from 2023-12-12T20:12:38.085483

Metals 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 tow...

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Metals Meltdown Podcast
Coking coal uncertainty and Trump opportunity from 2023-12-12T20:12:38.080176

With 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 produc...

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Metals Meltdown Podcast
Reflections on steel, metals in 2016 and predictions for the New Year from 2023-12-12T20:12:38.075278

It’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 glo...

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Metals Meltdown Podcast
Year of the Rooster, Time of the Trump from 2023-12-12T20:12:38.070474

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 ar...

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Metals Meltdown Podcast
Steel prices: Deja vu all over again? from 2023-12-12T20:12:38.064991

Prices 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 Wor...

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Metals Meltdown Podcast
Play for today: How the global steel market is faring from 2023-12-12T20:12:38.059534

We 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 gr...

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Metals Meltdown Podcast
A new story for steel from 2023-12-12T20:12:38.053425

The 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 Bren...

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Metals Meltdown Podcast
Views on steel from the top from 2023-12-12T20:12:38.046823

S&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...

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Metals Meltdown Podcast
Section 232 overshadows Chinese steel price recovery from 2023-12-12T20:12:38.039230

The 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...

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Metals Meltdown Podcast
Summer not slowing down global steel markets from 2023-12-12T20:12:38.032965

August 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 ...

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Metals Meltdown Podcast
Houston hurricane disrupts crucial steel scrap flow from 2023-12-12T20:12:38.026791

Hurricane 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 gl...

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Metals Meltdown Podcast
Electrodes, changing trade flows top of mind for many in steel from 2023-12-12T20:12:38.020593

The 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...

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Metals Meltdown Podcast
Buoyant mood prevails as global steel execs gather in Brussels from 2023-12-12T20:12:38.016688

The 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 ...

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Metals Meltdown Podcast
CISA meets Milan from 2023-12-12T20:12:38.012623

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. At a time when trade litigat...

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Metals Meltdown Podcast
Chinese steel prices end the year with a bang from 2023-12-12T20:12:38.007738

52 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 l...

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Metals Meltdown Podcast
Strong start buoys steelmakers' outlook for 2018 from 2023-12-12T20:12:38.003578

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 Ne...

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Metals Meltdown Podcast
Questions abound, but metals momentum rolls on from 2023-12-12T20:12:37.998318

Higher 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 eve...

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Metals Meltdown Podcast
Making sense of the Trump tariffs from 2023-12-12T20:12:37.992428

After 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. Al...

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Metals Meltdown Podcast
US tariffs and Chinese prices ramp up anxiety in steel markets from 2023-12-12T20:12:37.986943

International 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 t...

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Metals Meltdown Podcast
Uncertainty in steel markets prolonged by US tariff delay from 2023-12-12T20:12:37.982091

President 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 fir...

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Metals Meltdown Podcast
Uncertainty abounds in global steel markets from 2023-12-12T20:12:37.976947

Tariffs 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...

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Metals Meltdown Podcast
Turkey in focus: Steelmakers cope with challenging export market, high scrap prices from 2023-12-12T20:12:37.972118

The 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 loo...

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Metals Meltdown Podcast
Focus on Turkish steel output cuts, EU safeguard: challenges in Turkey/Black Sea long products value chain from 2023-12-12T20:12:37.967445

The 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...

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Metals Meltdown Podcast
Focus on European flat steel developments, outlook 2019 from 2023-12-12T20:12:37.962804

The 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,...

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Metals Meltdown Podcast
Focus on European definitive safeguard measures on steel imports from 2023-12-12T20:12:37.958362

The 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, Platt...

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Metals Meltdown Podcast
Trade tensions, uncertain landscape weigh heavy on Mexican rebar market from 2023-12-12T20:12:37.953998

This 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 epi...

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Metals Meltdown Podcast
How low can scrap and rebar go? from 2023-12-12T20:12:37.949315

On 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 i...

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