Martin Englert

“I think the volume guide for 4Q implied something at the midpoint around 6% sequential, and that roughly seems to align with the five-year average. Are there any indications from customers that there could be a more muted seasonal decline this 4Q versus a normal year?”

“I wanted to come back to a question in the release here. You noted potential supply availability as a headwind in non-residential construction, I believe. I just wanted to see, could you provide some more color?”

“Kind of a follow-up question on moving this lab facility, but related to the rolling mill in Columbus. If there was some greater upstream slab capability at the Columbus location or elsewhere, what's the maximum capacity of the rolling asset if there were no slab constraints upstream?”

“You had discussions with the U.S. and or EU governments regarding potential grant opportunities for growth when it comes to critical materials. And then if you could just touch on what specific metals or alloys you're most strongly considering maybe pursuing here.”

“Some questions on the guidance here and just looking at the current quarter FIFO gross profit margins improved to about 30% from the 28.5% last quarter. Even accounting for the new DHS contract in the mix for 2Q, given the improving broader price backdrop as well as volumes.”