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🎧 [Podcast] Steel Prices in November 2025: Market Dynamics, Price Drivers, and Industry Outlook
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🎧 [Podcast] Steel Prices in November 2025: Market Dynamics, Price Drivers, and Industry Outlook

We break down consecutive mill price hikes, lead time extensions into January, and the hidden forces driving $910/ton HRC pricing in a manufacturing slowdown.

📰🎧 ▶️ In This Episode

Steel prices are climbing despite apparent manufacturing sector weakness in late 2025. In this episode, we discuss what’s really driving the market surge - from Nucor’s fourth straight price increase to other increases. The episode reveals the impact of Section 232 tariffs, how nine major mill maintenance shutdowns are stretching lead times deep into January, and why infrastructure funding after the government shutdown is critical to future demand. Listeners will gain up-to-date insights on pricing, producer strategies, and how global trade and US public investment shape the evolving steel landscape. Perfect for steel buyers, supply chain leaders, analysts and anyone tracking the pulse of the materials market.

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