Webinars

This joint SMU and AMU webinar featured Ken Simonson, chief economist for The Associated General Contractors of America (AGC). Watch this Community Chat to hear Ken discuss his outlook on the construction market, including demand drivers, tariffs, labor constraints and inflation.

This joint SMU and AMU webinar featured Wells Fargo Managing Director Timna Tanners. Listen to hear Timna discuss her outlook for steel and aluminum markets, including steel prices, lead times, imports, tariffs, aluminum premiums, demand risks, and more.

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, […]

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.

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.

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.

In this webinar, AMU contributors Edward Meir and Greg Wittbecker discuss tariffs, material substitution, global supply shifts, and scrap bans

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.

AMU hosted Massimo Grifone, commercial director of Cauvin Metals, to discuss the latest aluminum market developments and to share his unique insights.

In this webinar, AMU hosted Leading Commodity Analyst Edward Meir to discuss the latest aluminum market developments and to share his unique insights.

Shapiro Metals CEO Bruce Shapiro shared lessons on moving a business forward and addressed key industry issues including tariffs, AI, and the politics of rare earths.

Veteran trade attorneys Alan Price and Robert DeFrancesco recapped the year in Trump-era tariffs and trade policy and examined what it all meant for both steel and aluminum.