Podcast

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe break down the results of our January 2026 community pricing poll on hot-rolled coil. Our 70,000+ strong audience of mills, service centers, OEMs, traders, and fabricators weighed in on a simple, practical question: with HRC now around $950 per ton, where do you see prices heading over the next 90 days? A clear majority expects…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe break down the major shifts in U.S. trade during 2025, focusing on new tariff policies that reached historic highs, notable changes in the dollar’s strength, and evolving patterns in imports and exports. We examine the unusual contrast in trade deficit figures, effects on key sectors like agriculture and retail, and how busines…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe break down Nucor Corporation's January 20, 2026 decision to raise hot-rolled coil prices to $960/ton, examining the supply-side factors driving the increase including an 18-month high in coking coal caused by Australian floods, scrap metal surges, and iron ore resilience. We analyze how tariff protections in the U.S. eliminate …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This EpisodeNucor Corporation’s decision to hold prices steady for a fourth consecutive week marks a moment in the steel market. This episode explores what this strategic pause reveals about the current balance of power between aggressive trade protection measures and weakening demand signals from key end markets. We examine how tariff policies ar…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe examine the fully electric, factory-ready Boston Dynamics Atlas and the landmark partnership between Hyundai, Google DeepMind, NVIDIA, and POSCO that’s building a global AI robotics value chain. We cover why going electric changes everything for uptime and maintenance, how Hyundai uses physical AI to remove humans from dangerou…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeNucor’s decision to hold hot-rolled coil at $950/ton in early January 2026 has raised questions about whether steel prices are topping out or simply catching their breath. This episode looks at Nucor’s recent pricing pause, the push and pull of tariffs, shifting demand from data centers and traditional industries to outline the ke…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeIn this episode, we explore Nucor’s remarkable nine-week streak of consistent $10-per-ton price increases for hot-rolled coil, bringing pricing to $950 per short ton in December 2025 - the highest levels since May.Discover the three key drivers behind this surge: the 50% Section 232 steel tariffs implemented in June 2025, robust c…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeJoin us as we break down the Steel Industry News community poll focused exclusively on the US domestic steel market. With over 440 American steel industry professionals weighing in, discover what the data reveals about US market sentiment heading into 2026. We explore tariff durability as the primary pricing driver, infrastructure…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe analyze Nucor’s remarkable streak of eight consecutive weekly steel price increases, with the latest announcement bringing the CSP HRC base price to $940 per ton effective December 15, 2025. We explore the market forces converging to create this unprecedented pricing momentum - from 50% tariff protection and robust data center …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comIn this episode, we break down Nucor’s latest announcement for the week of December 8, 2025. We analyze the 7th straight weekly price increase, raising the HRC benchmark to $930/ton ($980 for CSI). Tune in to understand why domestic steel production dropped to a 2-month low of 75.8% utilization and how this “supply discipline” strategy is impacting your…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧▶️ In This EpisodeIndustrial robotics is no longer a futuristic promise but a present-day reality that is radically transforming steel plants and automotive factories worldwide. As cost pressure, safety requirements, and skilled labor shortages intensify, manufacturers are turning to advanced robotics-not just for repetitive tasks, but for flexible,…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 In This EpisodeWe explore Nucor Corporation’s remarkable six-week string of consecutive price increases-the most aggressive pricing rally in recent steel market memory. For the week ending December 1st, 2025, Nucor’s hot-rolled coil base price reached $920 per short ton, with California Steel Industries climbing to $970/ton. But what’s driving thi…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe examine Nucor’s latest $5/ton price increase - the fifth in a row - bringing HRC base prices to $915/ton nationally and $965/ton on the West Coast. This episode breaks down the market forces driving these price movements, including tariff policies, production dynamics, and demand trends across key consuming sectors.You’ll disco…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeThe steel industry stands at a critical juncture in 2025, facing unprecedented challenges from two of its largest downstream consumption sectors- heating, ventilation, air conditioning and refrigeration (HVAC) equipment manufacturing and agricultural machinery production. These two segments have historically represented significan…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeSteel prices are climbing despite apparent manufacturing sector weakness in late 2025. In this episode, we discuss what’s really driving the market surge - from Nucor’s fourth straight price increase to other increases. The episode reveals the impact of Section 232 tariffs, how nine major mill maintenance shutdowns are stretching …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeJoin our analysis of the October 2025 Dodge Momentum Index as we examine how construction planning momentum is shifting from exceptional to moderate growth.After months of near-vertical expansion driven by data center investments, developer tariff-avoidance behavior, and rising material costs, the October DMI decline represents an…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeWe examine recent steel market movements, specifically Nucor’s three consecutive weekly price increases that have pushed hot-rolled coil pricing to $895 per ton. We explore the underlying demand drivers including manufacturing production acceleration, automotive market volatility, and the impact of federal tariff policies on domes…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This EpisodeIn October 2025, the U.S. manufacturing sector sent completely contradictory signals. The ISM Manufacturing PMI contracted to 48.7% - the eighth straight month of decline - while the S&P Global Manufacturing PMI expanded to 52.5% with the strongest new orders in 20 months. Which survey tells the real story? How can both be right? …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com📰🎧 ▶️ In This Episodewe jump into the current steel market rally, examining Nucor’s consecutive weekly price increases that have pushed CSP HR pricing to $890/ton and CSI to $950/ton. We analyze the PMI data showing the fastest manufacturing production growth in 20 months, explore what consumer confidence readings tell us about underlying demand stren…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In This EpisodeWe review the latest Steel Industry News community poll results where 448 professionals shared their end-of-year price predictions. Discover why 54% expect rising prices, what factors are driving bullish sentiment, and how community polls serve as valuable leading indicators for the steel market. We break down the numbers, analyze m…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeJoin us as we break down the latest developments in the US steel market, where Nucor Corporation has raised hot-rolled coil prices for the first time in over two months, while NLMK USA announces price increases. We’ll explore what’s driving this shift after months of flat pricing, examine the impact of extending mill lead times now …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe provide a comprehensive overview of the U.S. steel pricing landscape in October 2025, examining how trade policies, global overcapacity, and sector-specific demand fluctuations are shaping current market prices.

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe explore the Dodge Momentum Index’s 3.4% rise in September 2025 and discover how commercial data centers and institutional healthcare projects are driving nonresidential planning momentum. Learn which sectors are cooling and what the trends mean for construction spending through 2027.

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe explore how Nucor has maintained its consumer spot price (CSP) for hot-rolled coil steady at $875 per short ton for two months straight. We explore the factors behind this price stability, recent trends in CSP pricing, and what it means for steel producers, buyers, and investors navigating the evolving steel industry.

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeExplore how Nucor Corporation’s unprecedented seven-week period of stable Consumer Spot Pricing at $875 per ton demonstrates strategic leadership in volatile steel markets. This episode examines the market forces driving Nucor’s pricing discipline, competitive positioning advantages, and implications for the broader steel industry r…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe provide a straightforward update on the current state of U.S. steel imports in August 2025, focusing on recent changes in import levels and trade policies affecting the steel market. It offers a clear overview of the ongoing trends and their impact on the industry without going into detailed analysis. Viewers will gain a concise …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeJoin us as we explore how Nucor’s decision to maintain steady Consumer Spot Price (CSP) steel pricing for six consecutive weeks is reshaping industry dynamics. We discuss what price stability means for manufacturers, suppliers, and investors amid shifting trade policies and market demand. Gain expert insights into Nucor’s pricing st…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe explore US Steel’s recent reversal on shutting down its Granite City Works facility. After plans to cease slab processing at the Illinois plant, the company has committed to keeping it operational indefinitely - providing relief to workers and boosting regional manufacturing stability. We discuss the background of this decision, …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe look at how Nucor’s Consumer Spot Price system has improved transparency in steel pricing. The episode explores what the weekly CSP is, how it helps customers plan purchases with consistent pricing information, and how these changes have stabilized market dynamics. Industry perspectives highlight the real-world impact on supply c…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe analyze our exclusive Steel Industry News LinkedIn community poll results showing how 386 industry professionals predict steel prices will move by end of 2025. With current prices at $875/ton, the community is split between optimistic (45.9%) and conservative (54.1%) outlooks. Discover what this divided sentiment means for produc…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comIn This episode we explore Nucor Corporation’s leading role in the American steel industry, emphasizing its strategic pricing approach and the recent stability of steel prices held steady for four consecutive weeks - providing buyers with much-needed predictability in a traditionally volatile market. We examine key factors influencing Nucor’s pricing de…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe explore Nucor’s recent decision to hold steel prices steady for the third consecutive week in September 2025. Dive into what this pricing stability means for the U.S. steel industry, from supply chain impacts to market confidence amid global volatility. Hear expert insights on how steady CSP Hot Rolled Coil prices affect manufact…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeNucor is holding hot-rolled coil base prices for the second week in a row. In this episode, we break down what the move signals for scrap costs, imports, and demand and what it means for buyers and investors heading into the fall steel market.

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe dive into the recent federal appeals court ruling that struck down key aspects of President Trump’s tariff policies. Explore the legal challenges surrounding presidential trade authority under the International Emergency Economic Powers Act (IEEPA) and what this means for the U.S. steel industry—from producers to consumers. We br…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episodeWe break down the U.S. International Trade Commission’s (USITC) final ruling on countervailing and antidumping duties for imported coated steel products. Backed by major U.S. steelmakers and the United Steelworkers union, these measures target unfair subsidies and dumping practices across ten foreign countries. Stacked on top of exi…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 ▶️ In this episode We break down the U.S. International Trade Commission’s (USITC) final ruling on countervailing and antidumping duties for imported coated steel products. Backed by major U.S. steelmakers and the United Steelworkers union, these measures target unfair subsidies and dumping practices across ten foreign countries. Stacked on top of ex…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This EpisodeExplore how steel distribution is being transformed by 24/7 autonomous trucks and advanced humanoid robots. Discover the latest innovations, industry data, benefits, and what the future holds for automated steel logistics.

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comStep inside the fast-changing world of steel markets with our latest episode covering Nucor’s pricing turnaround. We break down why Nucor, one of North America’s leading steel producers, reversed three straight weeks of price cuts with a $10/ton increase—exploring the data, the market drivers behind the decision, and what it means for mills, manufacture…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comStep inside the fast-changing world of steel markets with our latest episode covering Nucor’s pricing turnaround. We break down why Nucor, one of North America’s leading steel producers, reversed three straight weeks of price cuts with a $10/ton increase—exploring the data, the market drivers behind the decision, and what it means for mills, manufacture…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comThis video provides an in-depth look at the expansion of steel and aluminum tariffs by the U.S. Commerce Department to more than 400 products. We break down what this means for various industry sectors, discuss the potential impact on prices and imports, and include perspectives from key stakeholders and trade experts. Stay informed with this clear, tim…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comIn this episode, we explore the U.S. Commerce Department’s recent expansion of steel and aluminum tariffs to cover over 400 additional products. We analyze the implications for steel producers, importers, and the broader supply chain, including how this move affects pricing, trade relations, and industry competitiveness. Join us for expert insights and …

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comIn this episode 🎧▶️We explore how AI technology is transforming the steel industry through open-source innovation. This episode dives into the cutting-edge advancements that are optimizing manufacturing processes, improving efficiency, and driving sustainable growth in steel production. Discover how collaboration in AI development is unlocking new pote…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com▶️ In This EpisodeNucor just announced another round of steel price cuts, bringing HRC base prices to $865/ton — a sharp reversal from this year’s $930/ton peak. What’s driving these reductions? From slowing auto sales to weaker manufacturing demand and high inventories, we unpack the forces putting pressure on the steel market. At the same time, Cleve…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This Episode:Discover how AI, robotics, and advanced technology are reshaping the steel industry toward sustainability and profitability in our new eBook, "A Comprehensive Guide to Closing the Loop and Profiting from Sustainable Steel Practices." Dive into economic insights, zero waste strategies, digital innovations including blockchain, and insp…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This Episode:Explore the latest insights from the July 2025 Steel Industry News Community Pricing Poll, where over 500 industry professionals weigh in on steel price expectations for the rest of the year. This episode dives deep into the poll results, revealing cautious optimism with moderate price increases anticipated amid tariff-driven market c…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This Episode:Join us as we discuss the groundbreaking partnership between US Steel and Gecko Robotics, a collaboration that is set to transform the future of steel manufacturing in America. Learn how Gecko’s wall-climbing robots, advanced AI analytics, and the innovative Cantilever platform are reshaping infrastructure health, safety, and efficien…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This Episode:Discover how robotics and artificial intelligence are revolutionizing the steel industry in this episode, as we dive into POSCO’s groundbreaking deployment of Boston Dynamics’ Spot robot at their smart steelworks. Learn how advanced automation is transforming safety, efficiency, and predictive maintenance in one of the world’s most ha…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comUnlock the secrets of the steel industry with The Steel Handbook - A Guide To Understanding Steel your comprehensive, up-to-date reference for everything steel. Whether you’re a seasoned professional, a student, or simply curious about the backbone of modern infrastructure, this book delivers clear explanations, practical insights, and the latest trends…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.comJoin us as we explore the remarkable rise of women executives in steel distribution and steel mills, featuring in-depth stories of trailblazers like Karla Lewis of Reliance, Inc. , Nataly Marks of Triple-S Steel, Heather Malone of Target Steel, and Jennifer Betts of Magnar Metals. Discover how these industry leaders are driving innovation, sustainabilit…

This is a free preview of a paid episode. To hear more, visit steelindustrynews.substack.com🎧 In This Episode:We break down the latest developments in the Nucor Corporation cyberattack, now confirmed as a significant data breach in the company’s recent SEC filing. We’ll walk you through what’s changed since the initial incident, how hackers managed to steal sensitive data from North America’s largest steel producer, and why this attack is sen…