🎙️ StaalX Construction & Steel Podcast | Episode #8
Welcome to Episode 8 of the StaalX Construction & Steel Podcast.
In this episode, we explore how the Federal Reserve is adapting to gaps in government data by turning to real-time private and AI-driven sources—and what this means for industries that depend on reliable information.
We also unpack how the steel market is responding to ongoing trade policy uncertainty, including the Supreme Court’s review of “Reciprocal Tariffs,” while construction remains a tale of two sides: a slowing Dodge Momentum Index but booming data center investment and a resilient job market.
💡 Key Insights
📊 The Fed is testing AI-powered data sources to guide policy during federal data disruptions.
⚖️ The Supreme Court’s tariff ruling could redefine presidential trade authority.
🏗️ Despite a cooling index, construction is being buoyed by record data-center builds.
🧱 Section 232 tariffs continue to stabilize U.S. steel prices amid market volatility.
📌 Topics Covered
• How AI and private-sector data are reshaping Fed decision-making
• The legal and market implications of the Reciprocal Tariffs case
• Why data-center construction is anchoring steel demand
• What mixed indicators mean for contractors entering 2026
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🎙️ StaalX Construction & Steel Podcast | Episode #7
Welcome to Episode 7 of the StaalX Construction & Steel Podcast.
In this episode, we discuss how the Federal Reserve’s latest interest rate cut is boosting contractor confidence and reactivating stalled projects across the U.S. construction market. We also look at how strong demand for steel long products—especially rebar—is holding firm, driven by the AI economy, data center construction, and public infrastructure investment.
💡 Key Insights
🏗️ Fed rate cuts are encouraging developers to restart projects with renewed confidence.
📈 Strong demand for long products like rebar continues despite market discipline from domestic mills.
⚙️ Data center and infrastructure projects are sustaining consumption and backlogs into 2026.
📊 Flat-rolled steel prices have softened but are expected to rebound in Q1 as inventories normalize.
📌 Topics Covered
• How monetary policy shifts are influencing construction project momentum
• Why the “AI economy” is keeping steel demand resilient
• Key differences between long and flat-rolled steel market performance
• What to expect as we approach 2026 construction planning cycles
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🎙️ StaalX Construction & Steel Podcast | Episode #6
Welcome to Episode 6 of the StaalX Construction & Steel Podcast.
In this episode, we break down the latest data from the Dodge Momentum Index and other market indicators to uncover what’s driving U.S. construction planning. Private-sector momentum and the AI/data-center boom are setting the stage for long-term growth — even as public projects face short-term funding stress and delays.
💡 Key Insights
📊 Early-stage construction planning surged for commercial and institutional projects.
🏗 Private construction remains resilient, with project stress levels declining.
💰 Public-sector activity weakens due to funding issues and government shutdown risks.
🤖 AI and data-center demand are sustaining steel consumption and widening producer margins.
📌 Topics Covered
• How early-stage planning is shaping the 2027 construction outlook
• Why private projects are thriving while public ones stall
• The link between AI/data-center growth and steel-market resilience
• What these shifts mean for steel pricing and lead times
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🎙️ StaalX Construction & Steel Podcast | Episode #5
Welcome to Episode 5 of the StaalX Construction & Steel Podcast.
In this episode, we explore how the data center boom continues to fuel record steel demand — and why the next wave of activity could come from the recovering office sector. From rising rebar prices to shrinking vacancies, two very different recoveries are shaping the future of construction and commercial real estate.💡 Key Insights
🏗️ Data centers are sustaining steel consumption and keeping supply tight.
🏢 Office markets are showing the first real signs of revival since 2019.
📈 Construction activity is shifting as both sectors compete for limited resources.
⚙️ Steel buyers face extended lead times and growing cost pressures heading into 2026.
📌 Topics Covered
• How data center construction is driving steel demand and prices
• Why the office sector’s rebound could reshape commercial development
• Lead times, supply shortages, and import price trends
• What to expect for steel buyers as construction activity diversifies
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Welcome to Episode 4 of the StaalX Construction & Steel Podcast.
In today’s episode, we explore how government shutdown uncertainty and the data center boom are reshaping the construction landscape — from public infrastructure spending to private-sector steel demand.
💡 Key Insights
🏗️ Data centers are booming — driving record demand for steel and power.
🏛️ Government shutdown risks are stalling public projects and contracts.
⚡ The economy is splitting between high-tech expansion and policy paralysis.
📌 Topics Covered
• How AI-driven data centers are transforming construction priorities
• What a government shutdown means for infrastructure funding
• How steel producers are balancing private vs public demand
• Market signals to watch heading into 2026
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Welcome to Episode 3 of the StaalX Construction & Steel Podcast. In today’s episode, we unpack the growing pressures on the construction industry and the steep drop in steel imports.
🚨 Steel imports are collapsing
🚧 Construction activity is cooling
What’s behind these shifts — and what does it mean for steel buyers, fabricators, and suppliers?
📌 Topics Covered
• Why imports of long products like rebar and wire rod are drying up
• How interest rates and permit delays are slowing construction projects
• What market signals to watch as Q4 approaches
• Tips for staying proactive in a tightening market
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Welcome to the second episode of the StaalX Construction & Steel Podcast. In today’s episode, we explore one of the most puzzling trends in the construction world:
📈 A boom in data center construction
🏘️ A slowdown in housing starts
Why are tech builds skyrocketing while housing lags? What does this divergence mean for steel buyers, fabricators, and suppliers?
📌 Topics Covered
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#SteelMarket #ConstructionTrends #DataCenters #HousingMarket #StaalX #SteelPodcast #Rebar #WireRod #Infrastructure #Procurement
Welcome to the first episode of the StaalX Construction & Steel Podcast. In this edition, we break down the shifting dynamics of the U.S. steel market — from rising rebar prices to new tariff impacts and labor shortages reshaping the construction landscape.
📌 Topics Covered:
Whether you're a fabricator, buyer, or market observer, get ahead of the curve with expert insights from the front lines.
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