Speaking of Steel

MEPS International
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Speaking of Steel

  1. FEB 10

    Podcast: steel prices rise amid supply imbalance fears

    Southern Europe’s hot rolled coil values have risen by around EUR100 per tonne in seven months as buyers’ shifting supply options set a new price trend, MEPS’s latest Market in Minutes podcast reveals.  Market analyst Benedicte Mikolajczak draws on research conducted for MEPS’s European Steel Review to share insight on recent developments in the Italian and Spanish steel markets. She reveals that, despite subdued demand and a slow start to 2026, CBAM-related import supply uncertainty has allowed steelmakers and distributors to push up their selling prices. Listen now for more insight into the factors affecting steel supply, demand and the outlook for Southern Europe’s steel markets, including:  A potential supply imbalance as Southern Europe’s steelmakers ramp up production Distributors’ growing apprehension about selling stock as prices continue rising Importers’ attempts to seek out viable post-CBAM import sources How the region’s construction sector is offering some demand support after its auto sector bottomed out

    18 min

  2. FEB 6

    Volatile nickel prices, the EU’s CBAM import taxes and the US market’s evolution under 50% import tariffs are among the topics explored in the Speaking of Steel podcast.

    The 45-minute discussion explores the key factors influencing steel demand, supply and prices across Europe, the United States and Asia at the start of 2026 and considers how they will shape the year ahead.  MEPS managing editor Tom Sharpe is joined by head of price analysis and forecasts Kaye Ayub and steel market analyst Michelle Kirton for the discussion, which draws from research conducted for MEPS’s Stainless Steel Review.  Listen now, via YouTube, Spotify or Apple Podcasts to hear MEPS’s discussion about:  January’s soaring nickel values and their effect on stainless steel prices in the months ahead Import purchases of which steel products have been rendered unviable by the EU’s emissions-based CBAM import taxes, and which remain attractive despite the added costs How increased trade restrictions are reshaping steel supply chains and threatening business models Whether improved demand and tighter supply might bring improved profits for steel suppliers in 2026

    46 min
  3. Speaking of Steel CBAM podcast: counting the cost of carbon

    JAN 12

    Speaking of Steel CBAM podcast: counting the cost of carbon

    CBAM was described as “the opportunity EU steel mills have been crying out for” as MEPS panellists discussed the added cost of newly introduced emissions-based import taxes in the latest Speaking of Steel podcast. The European Commission’s December publication of the EU emissions benchmarks and country-specific default emissions values that are central to the calculation of CBAM taxes should have provided clarity to steel market participants. Instead, its 1,600 pages of documents left many in a continued state of uncertainty. In the latest instalment of the Speaking of Steel podcast, MEPS’s head of price analysis and forecasts, Kaye Ayub, joins steel market analyst Jon Carruthers-Green and managing editor Tom Sharpe to discuss the repercussions of CBAM import taxes implemented from January 1. The “counting the cost of carbon” episode of Speaking of Steel reveals: The cost of CBAM taxes on the EU’s most imported steel products.How high country-specific default emissions values have prompted mills’ race to verify their actual carbon output.The EU’s evolving carbon market: how CBAM costs will be influenced by the Emissions Trading Scheme (ETS).Details of the CBAM methodology and how it might evolve.The European Commission’s role as a pioneer of emissions-based import taxes, and whether others might be encouraged to follow its lead.

    27 min

  4. 12/11/2025

    MEPS explores 2025’s top steel industry trends

    Panellists on MEPS’s latest Speaking of Steel podcast have described how 2025’s top steel industry trends created a trading climate “defined by uncertainty” for many steel buyers.  MEPS’s head of price analysis and forecasts Kaye Ayub, head of research Stuart Gray and steel market analyst Jon Carruthers-Green join managing editor Tom Sharpe for the 45-minute long 2025 steel market review episode, which also reflects on the outlook for 2026.  Among the themes explored in the episode are:   The continued growth of steelmaking overcapacity and the surge in global trade protection measuresThe key drivers of an economic slowdown in China and Europe and their influence on steel prices International trade uncertainty triggered by President Trump’s Section 232 tariffs and the EU’s emissions-based CBAM taxes The outlook for 2026 and the potential risks that could stall any steel market recovery

    48 min

  5. 12/09/2025

    Podcast: US steel market experiences supply constraints

    Supply constraints resulting from the United States’ Section 232 import tariffs are providing support for long steel product prices, MEPS’s latest Market in Minutes podcast reveals.   US steel market analyst Laura Hodges joins managing editor Tom Sharpe in this 15-minute episode of Market in Minutes, which is part of MEPS’s Speaking of Steel podcast series.   Listen now via Spotify, YouTube and Apple Podcasts for MEPS's US steel market insight, including: Supply trends, dictated by reduced imports and US producers’ autumn outages.The US steel sector’s hopes of improved demand from construction and automotiveHow the Federal Reserve’s interest rate cuts might boost the steel price outlook for 2026

    16 min

  6. 11/06/2025

    MEPS new Speaking of Steel podcast explores the implications of the European Commission’s plans to replace its current steel import safeguard measures

    Steel market analyst Jon Carruthers-Green sets out the key features of the new proposals in the 20-minute episode offering insight into how the new trade defence mechanism is likely affect steel supply, demand and prices. In conversation with MEPS managing editor Tom Sharpe, Carruthers-Green also: Discusses the likely changes to the EU's tariff-rate quotas, detailing potential winners and losers.Reflects on speculation about the measures’ possible implementation date.Considers likelihood that key EU trade partners could respond with retaliatory tariffs.

    22 min

  7. 10/08/2025

    Will Europe’s ailing auto sector drive down steel prices?

    MEPS's new Market in Minutes podcast explores how challenges faced by Europe’s steelmakers and automotive manufacturers will raise the stakes in annual steel contract price negotiations between the two sectors in the coming months.  The latest episode sees Professor David Bailey, professor of business economics at the University of Birmingham’s Birmingham Business School, Jato Dynamics global automotive analyst Felip Munoz, and MEPS head of research Stuart Gray share their insight with MEPS managing editor Tom Sharpe. Among the topics explored in MEPS’s European automotive-themed episode of Speaking of Steel are:  Faltering demand for cars and the sustainability of Europe’s auto sector Are tariffs the answer? The growing market share of Chinese-made vehicles JLR’s recent cyber attack and the impact on the automotive supply chain What is the most likely outcome of automotive steel contract negotiations for 2026?

    38 min

  8. 10/06/2025

    Central European investment unlikely to boost steel prices

    Investment in Central Europe’s defence, energy and automotive sectors is unlikely to significantly increase prices in steel’s spot market, MEPS’s latest Market in Minutes podcast reveals. MEPS’s International Steel Review reported that recent GDP forecasts positioned Poland as the EU’s fastest growing economy. However, research lead Chris Jackson says that any recovery in steel prices is likely to be modest and incremental amid continued low spot market demand. Jackson, who shares the findings of MEPS research with managing editor Tom Sharpe in the new episode, said: “Military and energy aside, companies engaged in commercial sales and day-to-day-spot business may not be reaping the rewards that are projected for those industries.”Featured among the topics covered in this Central Europe-themed episode of the Market in Minutes podcast series are:Encouraging economic indicators: defence, energy and automotive show signs of promise. Subdued spot market demand continues to stall any steel price recovery Rising production: growing capacity utilisation at Huta Encouraging economic indicators: defence, energy and automotive show signs of promise. Subdued spot market demand continues to stall any steel price recovery Rising production: growing capacity utilisation at Huta Czestochowa Ukraine’s steel exports and the uncertainty created by the EU CBAM

    17 min
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About

Speaking of Steel

Information

  • Creator
    MEPS International
  • Years Active
    2024 - 2026
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © MEPS International
  • Show Website
    Speaking of Steel