Speaking of Steel

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Speaking of Steel

  1. Sep 7

    Podcast: finding clarity in EU’s CBAM ‘document dumps’

    CBAM experts shared insight and real-world experience to bring clarity to the EU’s emissions-based border controls in MEPS’s new Speaking of Steel podcast.MEPS steel market analyst Jon Carruthers-Green was joined by carbon and energy specialist Andy Proctor, from Auditel, and international trade expert Kieran McCann, of Allied Group, to provide a 40-minute update on CBAM. Alongside detail from a series of recent European Commission “document dumps”, which provide new detail on the legislation’s continued rollout, the episode features real-world accounts of potentially costly compliance issues encountered by steel importers, as well as: Steel importers’ key contractual considerations when agreeing DDP import terms to mitigate CBAM costs.The January 2027 launch of a UK CBAM and its possible implications for EU trade.Northern Ireland’s unique position between EU and UK import frameworks and its impending relationship with CBAM.

  2. Jul 13

    Fragile USMCA reduces likelihood of tariff cuts

    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 discusses the effects of USMCA negotiations on the North American steel market with managing editor Tom Sharpe in the new episode of the regular podcast.   Listen to the full episode now to hear insight about this, alongside insight on: Whether an easing of the upward trend in US steel prices is an indicator of longer-term reductions.How US steel imports are increasing as a result of tight supply and elevated prices.Data centre developments’ role in sustained construction sector steel demand.Feedback from MEPS respondents in Canada and Mexico about the effects of faltering North American trade relations.

  3. Jul 9

    Stringent new quotas have increased the risk of exposure to elevated steel import tariffs

    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 from steel market analysts Jon Carruthers-Green, Adam Crookes and Benedicte Mikolajczak and hosted by MEPS managing editor Tom Sharpe, covers the following topics: Winners and losers: the revised TRQs already exceeded, creating cost concerns for buyersFlexibility or complexity? The EU Steel Regulation’s new “overflow” quotas for countries with a free trade agreementIncoming EU “melt and pour” rules of origin: their influence on overseas procurement and future TRQsThe steel supply squeeze created by reduced imports and its influence on prices as inventories declineThe UK steel production limitations behind buyers’ supply concerns

  4. Jun 10

    Are high prices boosting steelmakers’ profits?

    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 Ayub, joined steel market analyst Laura Hodges and managing editor Tom Sharpe to explore the profitability of the largest steel producers in the United States, Europe and Asia in the latest episode. Among the topics explored are: The quarter one profits of large steelmakers in the US, Europe and AsiaRaw material prices and the prospect of rising production costsEscalating trade defences and their effect on procurementHow changes in the EU market outlook has stalled takeovers and long-term investmentsWhether elevated prices can be sustained[JP9]  amid continued low demand

  5. Jun 9

    Policy-driven trends define European stainless market

    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 overview of Europe’s stainless steel market in conversation with MEPS managing editor Tom Sharpe in the latest edition of the monthly podcast. MEPS’s new Market in Minutes podcast, entitled “Policy-driven trends define European stainless market” addresses: How steelmakers’ selling price gains have slowed after six months of increasesUK stainless steel long product buyers’ concerns about planned import restrictionsThe stainless steel-consuming sectors providing pockets of strong demandMEPS outlook for stainless steel prices in Europe

  6. May 15

    Nordic steel prices supported by supply concerns

    Nordic steel prices are being supported by anticipated supply constraints and rising costs, MEPS’s latest Market in Minutes podcast reveals. Steel market analyst Adam Crookes joined MEPS managing editor Tom Sharpe to provide an 11-minute overview of the steel markets in Finland, Denmark, Norway and Sweden in the new episode.   Crookes said that steel demand had failed to live up to expectations during the first four months of the year. However, supply concerns have prompted a degree of restocking and some notable price increases. MEPS's Nordic hot rolled coil prices have risen by an average of more than 10% during the period.   Also discussed in the Nordic-themed Market in Minutes podcast are: Rising inflation and the risks it poses to a steel demand recoveryHow steelmakers’ delivery lead times indicate available capacity for certain productsLong products’ continued price rises amid increasing EAF production costs

  7. May 8

    Reshaping UK steel imports: the UK Steel-ISTA debate

    Representatives from UK Steel and the Independent Steel Trade Association (ISTA) debated the possible repercussions of proposed steel import restrictions in the latest edition of MEPS’s Speaking of Steel podcast. ISTA president Godfrey Watt told MEPS that the Department for Business and Trade’s proposed July 1 cuts to tariff-free steel import quotas had provoked a “massive reaction” from steel traders. Meanwhile, UK Steel director general Gareth Stace described the new measures as “the biggest policy issue that I’ve come across”, adding: “I’m quite surprised that some commentators are throwing mud rather than saying what should happen so that whole steel supply chain is much more healthy in the future.”Listen to MEPS’s ‘Reshaping UK steel imports’ podcast, via YouTube, Spotify or Apple Podcasts, to hear the full debate, including:How TRQ reductions of up to 98% suggest UK steelmakers are ready to secure a record market share. The political aspect of TRQs: how EU and US trade relations could yet influence the availability of tariff-free imports. MEPS’s latest insight into UK steel buyers’ response to import quota reductions, including rising prices and a step back from new overseas orders.

  8. Apr 9

    Will construction support high US steel prices in 2026?

    MEPS’s new Speaking of Steel podcast debates whether demand from the United States construction sector will support surging long product prices during 2026.  Sarah Martin, associate director of forecasting at Dodge Construction Network, joins MEPS US steel market analysts Laura Hodges and Gary Sanders for the debate. The podcast episode, hosted by MEPS managing editor Tom Sharpe, can be accessed via YouTube, Spotify or Apple Podcasts.  Listen now to benefit from:  A US construction sector outlook, delivered by Sarah Martin, associate director of forecasting at Dodge Construction Network  Analysis of areas of strength and weakness in the US construction sector, and the outlook for steel demand  Discussion around the effect of US Section 232 tariffs on the supply of rebar and beams to the construction sector, and the upward pressure applied to prices  Consideration of the possible effects of the Middle East conflict on inflation and interest rates

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About

Speaking of Steel

Information

  • Creator
    MEPS International
  • Years Active
    2024 - 2026
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © MEPS International
  • Show Website
    Speaking of Steel

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