21 JAN 2026

In this episode we challenge the idea that securing Greenland’s minerals is the smartest path to critical supply and show why mining coal ash and domestic waste streams could unlock billions in rare earths faster and more efficiently. We explore how existing materials recovery and processing capacity in the United States can strengthen supply chain resilience, reduce dependence on foreign processing, create jobs, and reshape the future of critical minerals and the metals economy.

26 AUG 2025

Canada just pulled off a quiet power move in trade policy, dropping most retaliatory tariffs on U.S. goods while keeping steep duties on steel, aluminum, and autos. This episode breaks down how that “diplomatic steel trap” works, why U.S. manufacturers are paying the real price through higher input costs, disrupted supply chains, and squeezed margins, and how it shifts leverage in North American negotiations. We close by looking at who actually wins, who loses, and what this play tells you about the future of industrial policy and trade strategy.

31 JUL 2025

This episode unpacks “the tariff that wasn’t” on copper, where a headline 50% levy on all imports quietly shrank into a targeted hit on only semi-finished products. We look at why markets crashed, how new scrap rules under the Defense Production Act are redirecting over $2 billion in material inside the U.S., and who wins and loses as secondary smelters, manufacturers, and miners all fight for position in a reshaped copper supply chain.​​​​

29 JUL 2025

This episode breaks down what Google’s 2025 AI Business Trends Report really means for metals. We translate big tech signals into five concrete AI applications that will reshape mills, service centers, and processors over the next 24 months. You will hear how early adopters could unlock 15–25% efficiency gains, why laggards risk margin compression and lost market share, and what metals leaders should actually do in the next 18 months to stay on the winning side of this shift.

17 JUL 2025

This episode breaks down how Prime Minister Mark Carney turned Canada’s steel and auto policy into open economic warfare, cutting foreign steel quotas, hitting Chinese steel with new tariffs, and betting big on retraining 10,000 workers. We unpack who actually wins as Canadian producers claw back market share, who loses as Chinese exporters and trade partners get squeezed, and why this shift from “hoping for the best” to “preparing for the worst” could reshape North American steel after August 1.

14 JUL 2025

This episode digs into the two paths U.S. steel policy could have taken: an investment driven Steel Modernization Act focused on green, efficient production, and the escalating Section 232 tariff strategy that props up the industry through protection. You will hear how those choices reshape incentives for innovation, climate performance, and downstream manufacturers, and why a tariff only approach risks long term stagnation, trade conflict, and weaker global competitiveness for American steel.

3 JUL 2025

This episode breaks down how the new budget reconciliation bill turns into a once in a generation demand engine for U.S. metals, especially steel. We walk through where the $5.7 trillion is actually going, why steel alone sits on roughly $475 billion in potential demand, and how defense, infrastructure, and domestic production rules could reshape supply chains and growth prospects for steel, aluminum, and copper companies.

3 JUL 2025

This episode puts the hype around green steel to the test. We break down how Stegra’s hydrogen steelmaking, Electra’s low temperature electrowinning, and Binding Solutions’ cold agglomeration actually perform on CO2 reduction, mechanical properties, and real world consistency. You will hear where the technology is ready for deployment, where the gaps still are, and what this means for anyone betting on the projected 19.4 billion dollar green steel market.

1 JUL 2025

This episode kicks off Metals Market Minutes with a closer look at the Promoting Resilient Supply Chains Act of 2025 and what it really means for metals. We break down how the new law targets critical goods and advanced manufacturing, how it could shift global supply chains, and where you can expect fresh investment and pressure points in steel, aluminum, and other key materials. Designed for busy decision makers, this is your fast, focused briefing on a policy that could quietly redraw the metals map.