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Artwork for Speaking of Steel

Speaking of Steel

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

Speaking of Steel

PublishesWeeklyEpisodes49Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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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

Laura Hodges
US Steel Market Analyst for MEPS
MEPS International
Episode: Are high prices boosting steelmakers’ profits?
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
Adam Crookes
MEPS International Market Analyst
MEPS
Episode: Nordic steel prices supported by supply concerns
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

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Apple Podcasts
#157
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Podcast: UK steel market at a crossroads
Q: What is the likely price outlook given the current policy and market dynamics?
Forecasts suggest that the price peak has shifted toward June with a slight dip in the summer, but July safeguards could provide short-term support for prices; overall, the market remains not driven by fundamentals and is more policy- and supply-driven.
Podcast: UK steel market at a crossroads
Q: Can you perhaps give an overview of the UK steel supply picture as it is at the moment, and reflect upon that within those comments?
The UK is not short of steel overall, but there is tightening in specific product segments and greater import dependence, with domestic capacity not fully available and trade policy driving much of the movement.
Policy-driven trends define European stainless market
Q: What is the current demand picture for stainless steel in Europe, and how is it matching the supply situation?
Demand is fairly steady but tepid across Europe, with pockets of strength in aerospace, defense, and data centers, while sectors like construction and white goods remain quiet; overall activity is subdued but stable, with some automotive pickup noted.

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. Macro Voices

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.

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What guests have appeared on Speaking of Steel?

Recent guests on Speaking of Steel include:

1. Laura Hodges
2. Kaye Ayub
3. Michelle Kirton
4. Adam Crookes
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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