Noah Hanners

“I love Leon's energy around this because he's so proud of what our team is accomplishing, and we can produce the full suite of what auto demands from us, and I'll tell you, our customers are pumped about doing more business with us.”

“So if you back up to 2024, we saw sheet imports at 9 million tons. Today, we look forward, we see probably 4.5 million tons this year. So 4.5 million tons of additional addressable market for domestic suppliers.”

“You know, we like slow and steady and our customers are liking slow and steady, and let's take a little time to unpack that. The fundamental supporting pricing right now are really strong, and I'd say the rally we're in is probably the strongest kind of fundamentals we've seen for some time.”

“One, we feel great about the strategy to get into higher value-added products. And specifically at West Virginia, that's about a third of that production going into the automotive market.”

“It gives me a good opportunity to congratulate, recognize the team on the progress there. I'd tell you, we're at about 75% on the build. And in terms of capital spending, we're about to that same point now.”