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Cup o Joe - A Metals Podcast

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

PublishesDailyEpisodes67Founded3 years ago
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Latest Episodes

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.

Give us 15 minutes, we will give you the latest on metal prices. We break down tightening availability, pricing pressure, trade developments, and the contract negotiations already shaping the outlook for 2027.

Aircraft production is ramping up, but aerospace-grade metal capacity can’t expand overnight. Ryerson Aerospace Market Manager Zach Erra-Hernandez explains where supply is getting tight and why aerospace growth could affect metal buyers well beyond t... more

In this special Cup o’ Joe detour, Jim Reed, Brian Crane, Nick Webb and Mike Carrozzo trade metal market insights for tasting notes and share what’s currently in their glasses—or on their bourbon wish lists.

From Eagle Rare and Weller 107 to Angel’s... more

In this macro-economic update, Nick Webb looks beyond individual metal prices to examine the economic signals shaping the market. From manufacturing activity and business investment to the massive buildout in data centers and AI infrastructure, he br... more

Nick breaks down the latest moves across the major metals markets, including copper near record highs, continued volatility around aluminum tariffs and Midwest Premiums, a relatively stable nickel market and another move higher in carbon steel pricin... more

In this episode Mike and Nick are joined by Ryerson metal pros Jim Reed and Brian Crane. The grpup looks ahead to 2027 contract season and break down what buyers are facing across stainless, aluminum, carbon steel and plate.

From increasingly tight ... more

In this episode of Cup O’ Joe, Mike and Nick look at what the rapid buildout of AI infrastructure and data centers means for the metals supply chain. These projects can require huge quantities of steel, aluminum, stainless and copper—and that demand ... more

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Recent Guests

Zach Hernandez
Ryerson's Vertical Market Manager for Aerospace
Ryerson
Episode: Aerospace's Coming Fight for Metal
Brian Crane
Product Manager for Carbon Flat Roll on the West Coast for Ryerson
Ryerson
Episode: The Race for Metal, What You Need to Know for 2027
Jim Reed
Supply Chain Director on the West Coast
Episode: The Race for Metal, What You Need to Know for 2027
Mark Gross
Director of Supply Chain, carbon side
Ryerson
Episode: Important Moves Steel Buyers Could Make Right Now
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
Angie Gomez
Guest providing stainless market insights
Episode: Steel and Stainless Are Moving Differently—And It Matters
Ali Jackson
Product manager on the aluminum side
Ryerson
Episode: Aluminum: Supply, Demand, and Market Signals

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

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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.

Audience Metrics

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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 Dan Bongino Show
2. Stuff You Should Know
3. The Human Upgrade: Biohacking for Longevity & Performance
4. Huberman Lab
5. SmartLess

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Cup o Joe launched 3 years ago and published 67 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. Zach Hernandez
2. Brian Crane
3. Jim Reed
4. Mark Gross
5. Jason Pounders
6. George Frost
7. John Shipman
8. Angie Gomez

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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