Podcasts by Metals Meltdown Podcast
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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...
ListenAre 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 ...
ListenMirth 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...
ListenNew 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...
ListenQ4 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 -...
ListenShould 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...
ListenSteel 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...
ListenSeb 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...
ListenIs 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...
ListenCoups, 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...
ListenCoking 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...
ListenMet 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...
ListenSmiles 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...
ListenCoking 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...
ListenReflections 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...
ListenYear 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...
ListenSteel 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...
ListenPlay 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...
ListenA 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...
ListenViews 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...
ListenSection 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...
ListenSummer 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 ...
ListenHouston 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...
ListenElectrodes, 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...
ListenBuoyant 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 ...
ListenCISA 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...
ListenChinese 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...
ListenStrong 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...
ListenQuestions 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...
ListenMaking 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...
ListenUS 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...
ListenUncertainty 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...
ListenUncertainty 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...
ListenTurkey 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...
ListenFocus 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...
ListenFocus 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,...
ListenFocus 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...
ListenTrade 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...
ListenHow 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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