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Cup o Joe - A Metals Podcast

Ryerson
Aluminum
Copper
Tariffs
Nickel
Data Centers
USMCA
Ryerson
Steel
Strait Of Hormuz
Institute Of Supply Management
Stainless Steel
Artificial Intelligence
United States
Aerospace
Steel Industry
Stainless Long Products
Aluminium
Bourbon
Imports
Carbon Steel

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.

PublishesDailyEpisodes70Founded3 years ago
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Artwork for Cup o Joe

Latest Episodes

How much aluminum goes into a commercial aircraft? Why are certain aerospace grades so difficult to find? And what could put a ceiling on carbon steel prices? We tackle those questions and more in this Cup o’ Joe listener Q&A.

More launches, more satellites—and potentially even data centers in orbit. Zach Erra-Hernandez explores the growth of the commercial space market, the metals it requires and why space could become another significant source of demand.

Billions are pouring into AI, data centers and the infrastructure needed to support them. But we’ve seen transformative technologies trigger massive investment booms before. Nick Webb looks at the surprising parallels between today’s AI buildout and ... more

Manufacturing demand is showing signs of strength—but lean inventories, longer supplier lead times and concentrated demand are creating new challenges. Nick Webb breaks down the latest economic signals and what they could mean for metal buyers.

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Recent Guests

Nick Webb
Director of Risk Management and Commodities Hedging at Ryerson
Ryerson
Episode: Manufacturing Is Growing—and So Are the Bottlenecks
Zach Hernandez
Ryerson's Vertical Market Manager for Aerospace
Ryerson
Episode: Aerospace's Coming Fight for Metal
Brian Crane
Supply Chain team member
Cup o Joe (Supply Chain team)
Episode: Forget Metal, Let's Talk Bourbon
Jim Reed
Supply Chain team member
Cup o Joe (Supply Chain team)
Episode: Forget Metal, Let's Talk Bourbon
Angie Gomez
Non-ferrous specialist at Ryerson
Ryerson
Episode: The AI Boom Has a Metals Problem
Mark Gross
Steel market expert discussed in episode
Episode: Is Sulfur Quiety Becoming the Most Important Commodity in Metal?
Jason Pounders
Friend of the show, attendee at Data Center World
Ryerson
Episode: The Massive Metals Story Around Data Centers
George Frost
Vice President of Aluminum, Olympic Steel
Olympic Steel
Episode: The Aluminum Crunch You Cannot Ignore
John Shipman
Product manager, non-ferrous stainless long products
Ryerson
Episode: Special Episode: The Long View on Stainless Steel

Hosts

Mike Carrozzo
Host of Cup o Joe, with focus on metals markets and industry trends
Nick Webb
Director of Risk Management and Commodities Hedging at Ryerson; co-host

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#209
Norway/News/News Commentary

Talking Points

Recent interactions between the hosts and their guests.

Aerospace's Coming Fight for Metal
Q: How is Ryerson positioning itself to support aerospace customers?
Ryerson is educating the market, expanding aerospace certifications (AS9100), and leveraging a nationwide infrastructure with processing capabilities to trace and manage aerospace-grade materials while securing capacity.
Aerospace's Coming Fight for Metal
Q: What should metal buyers in general be thinking about given the aerospace and space demand?
Buyers should shift toward forward-looking forecasting, engage with suppliers early, and build plans for longer lead times as mills prioritize aerospace and space materials, reducing reliance on spot availability.
The Copper Correction and Other Listener Questions Answered_mixdown.mp3
Q: What are the drivers behind copper's recent price action and could they sustain?
The pullback is tied to a mix of supply concerns near term (like sulfuric acid shortages and potential changes in Asian and European material flows), along with macro factors such as a stronger dollar and a slightly hawkish stance from the Fed. If these pressures ease, and if new domestic or foreign supply comes online more robustly, copper could stabilize or rebound, but the timing depends on how those external factors evolve.
Your Metals Questions Answered
Q: Wonderful. All right. We got a question here. Do you see the strong need for power grid growth, slowing or thwarting the growth curve for data centers?
Nick answers that this is a real ongoing discussion among hyperscalers, with large-cap companies like NVIDIA and META showing the scale and margins that could justify substantial grid and energy infrastructure investments, potentially supporting continued data center growth even if some constraints exist.
Tariffs, Trucks & Tight Supply: What’s Driving Costs Higher
Q: What happens to tariffs when products have mixed materials?
If the product is fully steel and aluminum, tariffs remain at 50%. If other components are added that aren't steel or aluminum, the tariff could shift to 25% but applies to the overall good.

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Frequently Asked Questions About Cup o Joe

What is Cup o Joe about and what kind of topics does it cover?

A buzzy, data-driven show that continually ties metals markets to real-world drivers like tariffs, supply chains, energy dynamics, and large-scale industrial demand such as data centers. Across episodes, the hosts dissect price movements, policy changes, and macro signals, often featuring guests from Ryerson and industry insiders to provide on-the-ground context. The format blends market analysis with practical guidance for buyers and a light, personable style, making it valuable for professionals in metals trading, procurement, manufacturing, and risk management who want timely insights and actionable takeaways. An notable strengths include a consistent metals-focused lens, guest expertise from industry and academia, and accessible explana... more

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1. The Jordan B. Peterson Podcast
2. All-In with Chamath, Jason, Sacks & Friedberg
3. The Tucker Carlson Show
4. Yet Another Value Podcast
5. The Journal.

How many episodes of Cup o Joe are there?

Cup o Joe launched 3 years ago and published 70 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Cup o Joe?

Recent guests on Cup o Joe include:

1. Nick Webb
2. Zach Hernandez
3. Brian Crane
4. Jim Reed
5. Angie Gomez
6. Mark Gross
7. Jason Pounders
8. George Frost

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