Recycled Media

The Trade Transcription

The Trade – Episode #22 with Brett and Mike | May Aluminum Edition

In this May aluminum episode of The Trade, hosts Brett and Mike discuss how geopolitical conflicts and supply chain disruptions, specifically the bottleneck in the Strait of Hormuz and damage to Middle Eastern smelters, have created a global deficit in the primary aluminum market. They also examine the impact of rising energy and freight costs on scrap pricing, while offering practical advice for recyclers on managing cash flow and navigating the current volatility.

Produced by Recycled Media.

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The Trade – Episode #21 with Brett and Aldo | May Copper Edition

In this May copper episode of The Trade, hosts Brett and Aldo discussing how financial speculation and AI-driven demand are currently fueling a volatile copper market despite rising physical inventories. They offer strategic risk-management advice for scrap yard operators, emphasizing the importance of sticking to fundamentals while navigating the disconnect between paper trading and physical supply.

Produced by Recycled Media.

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The Trade – Episode #20 with Brett and Chad | May Ferrous Edition

In this May ferrous episode of The Trade, hosts Brett and Chad analyze the bullish scrap metal market, highlighting record-high copper prices and steady steel demand fueled by the “AI boom” and domestic infrastructure projects. They also discuss the operational challenges of rising fuel costs and inflation while emphasizing the importance of staying disciplined and reinvesting in industrial equipment.

Produced by Recycled Media.

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The Trade – Episode #20 with Brett and Chad | May Ferrous Edition

In this May ferrous episode of The Trade, hosts Brett and Chad analyze the bullish scrap metal market, highlighting record-high copper prices and steady steel demand fueled by the “AI boom” and domestic infrastructure projects. They also discuss the operational challenges of rising fuel costs and inflation while emphasizing the importance of staying disciplined and reinvesting in industrial equipment.

Produced by Recycled Media.

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The Trade – Episode #19 with Brett and Chad | April Ferrous Edition

In this April edition of “The Trade,” hosts Brett and Chad discuss the current state of the scrap metal market, specifically examining how the Iranian war has shifted export demand toward Turkey. They further evaluate domestic market health by analyzing steel mill utilization rates, seasonal scrap flows, and the impact of rising freight costs on April pricing.

Produced by Recycled Media.

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The Trade – Episode #18 with Brett and Aldo | March Copper Edition

On this episode of The Trade – A Scrap Life, Brett is joined by Aldo Jordan to discuss he factors driving the March 2026 copper market, including China’s economic slowdown, geopolitical tensions in the Middle East, and the impact of the strong US dollar. Aldo ultimately advises a “buy, sell, and forget it” approach for scrap handlers due to the lack of clear price support above the $6 mark.

Produced by Recycled Media.

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The Trade – Episode #17 with Brett, Chad and Atilla | Ferrous March Edition

On this episode of The Trade – A Scrap Life, Brett and Chad are joined by Atilla Widnell of Navigate Commodities, who explains how satellite technology and thermal imagery provide real-time insights into global steel mill utilization and ferris scrap demand. The discussion also covers the impact of international conflicts on market sentiment, inflation trends in the U.S. and Turkey, and China’s significant role in global scrap generation.

Produced by Recycled Media.

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The Trade – Episode #17 with Brett, Chad and Atilla | Ferrous March Edition

On this episode of The Trade – A Scrap Life, Brett and Chad are joined by Atilla Widnell of Navigate Commodities, who explains how satellite technology and thermal imagery provide real-time insights into global steel mill utilization and ferris scrap demand. The discussion also covers the impact of international conflicts on market sentiment, inflation trends in the U.S. and Turkey, and China’s significant role in global scrap generation.

Produced by Recycled Media.

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The Trade – Episode #16 with Brett and Mike | February 9th, 2026

On this episode of The Trade – A Scrap Life, Brett is joined by Mike Anderson, VP of Materials Trading at Schupan & Sons, to analyze the current state of the aluminum market, focusing on how Section 232 tariffs and record-high Midwest premiums are impacting domestic scrap pricing and international trade flows. The discussion also explores the future of the industry, highlighting the impact of potential interest rate changes and the role of advanced separation technologies in upgrading scrap value.

Produced by Recycled Media.

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The Trade – Episode #15 with Brett and Aldo | February 6th, 2026

On this episode of The Trade – A Scrap Life, Brett is joined by Aldo Jordan to discuss the unprecedented volatility in the copper market and how financial speculation is increasingly decoupling prices from physical supply and demand. This episode provides expert insights into shifting Chinese consumption while offering essential advice for scrap business owners on managing insurance, credit lines, and operational risks.

Produced by Recycled Media.

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