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Artwork for Speaking of Steel

Speaking of Steel

MEPS International
CBAM
European Union
China
Green Steel
Europe
EU Steel Safeguard Measures
Automotive Industry
Hot Roll Coil
Stainless Steel
Donald Trump
US Stainless Steel Market
Steel Industry
US Steel
Steel Tariffs
H2 Green Steel
Chinese Steel Market
Carbon Border Adjustment Mechanism
Tariffs
MEPS International
Nippon Steel

Speaking of Steel

PublishesWeeklyEpisodes49Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Speaking of Steel

Latest Episodes

The future of the North American steel industry’s cross-border trade could be undermined by the US government’s failure to commit to a long-term renewal of USMCA, a new Market in Minutes podcast heard.

MEPS US steel market analyst Laura Hodges discu... more

Stringent new quotas have increased the risk of exposure to elevated steel import tariffs, making overseas procurement a “high stakes gamble” for buyers in the EU and United Kingdom, a new MEPS podcast concludes.

The new episode, featuring insight f... more

Not all large global steelmakers have leveraged high steel prices to return strong profits during the first quarter of 2026, research conducted for MEPS’s latest Speaking of Steel podcast revealed.

MEPS’s head of price analysis and forecasts, Kaye A... more

MEPS’s new Market in Minutes podcast revealed that an uptick in domestic stainless steel procurement, driven by tightening trade defences, could be starting to slow across Europe.

Stainless steel market analyst Michelle Kirton delivers a 15-minute o... more

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Recent Guests

Adam Crookes
Market analyst at MEPS International
MEPS International
Episode: Stringent new quotas have increased the risk of exposure to elevated steel import tariffs
Benedicte Mikolajczak
Market analyst at MEPS International
MEPS International
Episode: Stringent new quotas have increased the risk of exposure to elevated steel import tariffs
Kaye Ayub
Head of Price Analysis and Forecasts at MEPS International
MEPS International
Episode: Are high prices boosting steelmakers’ profits?
Michelle Kirton
MEPS International Senior Steel Market Analyst, specializing in the Stainless Steel Market.
MEPS International
Episode: Policy-driven trends define European stainless market
Godfrey Watt
President of ISTA
ISTA - The Independent Steel Traders Association
Episode: Reshaping UK steel imports: the UK Steel-ISTA debate
Sarah Martin
Associate Director of Forecasts at the Dodge Construction Network
Dodge Construction Network
Episode: Will construction support high US steel prices in 2026?
Stuart Gray
Head of research at MEPS International
MEPS International
Episode: Podcast: UK steel market at a crossroads
Jon Carruthers-Green
Steel Market Analyst at MEPS International
MEPS International
Episode: MEPS new Speaking of Steel podcast explores the implications of the European Commission’s plans to replace its current steel import safeguard measures
Felip Munoz
From Jato Dynamics
Jato Dynamics
Episode: Will Europe’s ailing auto sector drive down steel prices?

Host

Tom
Host known for industry insights and expert commentary on steel market dynamics.

Chart Rankings

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

Apple Podcasts
#187
United Kingdom/Business/Investing
Apple Podcasts
#64
Norway/Business/Investing
Apple Podcasts
#175
Norway/Business

Talking Points

Recent interactions between the hosts and their guests.

Stringent new quotas have increased the risk of exposure to elevated steel import tariffs
Q: What is melt and pour, and why is it important?
Melt and pour is a criteria that will influence quota allocation by requiring evidence of where material was melted and poured, a factor that could become central to determining quotas by 2028 and affecting C-BAM implications.
Stringent new quotas have increased the risk of exposure to elevated steel import tariffs
Q: How does the UK's new measures differ from the EU's, and what have market participants said about them?
The UK introduced provisional tariff-rate quotas and a transition period, which caused widespread concern among end users due to higher costs, while still aiming to protect UK capacity; these measures are more abrupt for UK importers than the EU approach.
Stringent new quotas have increased the risk of exposure to elevated steel import tariffs
Q: What changed when the EU moved from the old safeguard measures to the new steel regulation?
The EU shifted from country-specific quotas toward a more flexible framework that prioritizes free-trade agreements, non-market distortions, and global overcapacity, with a more frequent revision of both quota volumes and allocation rules.
Central European investment unlikely to boost steel prices
Q: What are the early signs of recovery in Central Europe according to MEPS?
While headline demand remains weak, there are pockets of improvement in sentiment and some sectors, especially in defense and energy, which could support a gradual, modest uplift into next year.
US steel demand ‘nowhere near’ prior expectations
Q: What are our expectations of the market's trends in the coming months?
The analyst outlines that prices are likely to be lower by year-end than current levels due to good supply and only modest demand, with risks from outages and tariff policy that could shift the outlook toward 2026.

Audience Metrics

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Frequently Asked Questions About Speaking of Steel

What is Speaking of Steel about and what kind of topics does it cover?

Content primarily revolves around the steel industry, with discussions focusing on trade policies, market dynamics, and the impact of regulatory measures. Notably, episodes highlight critical subjects such as tariffs, supply chains, and the environmental sustainability efforts within steel production. By addressing political developments, consumer demand, and competitive pressures from global markets, this content provides valuable insights for professionals in the steel and manufacturing sectors. Listeners can expect expert analysis and commentary that reflect ongoing shifts in both domestic and international steel markets.

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Which podcasts are similar to Speaking of Steel?

These podcasts share a similar audience with Speaking of Steel:

1. Odd Lots

How many episodes of Speaking of Steel are there?

Speaking of Steel launched 2 years ago and published 49 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Speaking of Steel?

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What guests have appeared on Speaking of Steel?

Recent guests on Speaking of Steel include:

1. Adam Crookes
2. Benedicte Mikolajczak
3. Kaye Ayub
4. Michelle Kirton
5. Godfrey Watt
6. Sarah Martin
7. Stuart Gray
8. Jon Carruthers-Green

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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