In this special edition of Cup o Joe, Nick breaks down the latest twists in the U.S.–China tariff saga and what it means for the metals market. After a surprise weekend announcement slashed tariffs on Chinese imports from as high as 145% back down to 10%, metal buyers are left wondering: is this a reprieve or just the calm before another storm?

He walks through the economic ripple effects—from falling volatility and rebounding metals prices to what this means for reshoring and near-term inflation. Plus, insights on how the U.K. trade deal may serve as a blueprint for what's next and what buyers should expect across aluminum, copper, nickel, and carbon steel.

Whether you’re watching for price shifts or supply chain shakeups, this is the quick-hit briefing you need to stay ahead.