Community Chat with Timna Tanners of Wells Fargo
Join us on Wednesday, June 24, 2026 at 11 AM eastern for a Community Chat featuring Timna Tanners of Wells Fargo.
Webinars
Timely discussions on market shifts, featuring industry leaders and experts giving you a sharper, more complete view of downstream and beyond.
Upcoming Webinars
Past Webinars
Community Chat with Anton Posner of Mercury Resources
This joint SMU and AMU webinar featured Anton Posner, CEO of Mercury Resources. In this chat we discussed the challenges facing traders, logistics firms, as well as steel and metals consumers in a world of volatile geopolitics and runaway energy prices. We focus not only on the Strait of Hormuz, where tensions show no signs of easing, […]
Community Chat with Ken Simonson of AGC
This joint SMU and AMU webinar featured Ken Simonson, chief economist for The Associated General Contractors of America (AGC). In this chat we covered a high-level discussion of the construction outlook, including demand drivers, tariffs, labor constraints, inflation, and the potential impacts of the Iran conflict on infrastructure and investment. Watch the recording and download the slides […]
Community Chat with Nick Ogilivie of CarbonChain
This joint SMU and AMU webinar featured Nick Ogilvie, product manager and CBAM lead at CarbonChain. Watch to hear how the EU’s carbon border adjustment mechanism has reshaped North American competitiveness in the European market, and how the latest developments from Brussels could affect the North American aluminum market. Watch the recording and download the slides below to […]
Community Chat with George Adams
This joint SMU and AMU webinar featured George Adams, CEO and president of SA Recycling. Watch to hear how Adams grew the business from a family yard into one of the largest privately owned recycling companies in the US. We also discussed how he viewed the future scrap market, rising tariffs, and the widening differential between steel and ferrous scrap prices. […]
Community Chat with Edward Meir and Greg Wittbecker
In this webinar, AMU contributors Edward Meir and Greg Wittbecker discuss tariffs, material substitution, global supply shifts, and scrap bans
Community Chat with Timna Tanners
In this joint SMU and AMU webinar, Wells Fargo Managing Director Timna Tanners outlined how her Sheet Storm thesis and recent tariff and market shifts affect steel and aluminum supply, competition, and her 2026 outlook.
Community Chat with Massimo Grifone
AMU hosted Massimo Grifone, commercial director of Cauvin Metals, to discuss the latest aluminum market developments and to share his unique insights.
Community Chat with Edward Meir
In this webinar, AMU hosted Leading Commodity Analyst Edward Meir to discuss the latest aluminum market developments and to share his unique insights.