Raw Material Prices Are Up Eighty Percent (with Will Alverson) | ReForge 027
In this episode, Matthew Chang and Colin Russ talk with Will Alverson (Managing Partner at Accurate Metal Products) about running a second generation steel plate business with no leverage through a demand boom he thinks is real, driven almost entirely by AI CapEx, and fragile enough to have a single point of failure.
If you care about manufacturing, capital, supply chain, workforce, policy, this one is for you.
What we cover
Copper as a macro barometer
CapEx without leverage
Raw material prices up about 80 percent
Why the bull run is fragile
MIT's technologist role between technician and…
The skinny
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