What the Steel Mills Are Telling Us

In this special episode of Cup o Joe, hosts Mike Carrozzo and Nick Webb gather insights from Ryerson’s product and supply chain experts to break down findings from a new survey of 13 North American steel, aluminum, and stainless mills. While mill responses point to a broadly steady demand outlook, the panel digs deeper to uncover subtle shifts by material and market. Topics include idled carbon mill capacity, aluminum lead times and Midwest Premiums, stainless surcharge drivers, and what all of it means for metal buyers planning for 2026.Guests include:Mark Gross on carbon steelAllison Jackson on aluminumJim Reed on stainless steel