Amrith Ramkumar

speaker

860 appearances 16 recordings 1 series first heard May 2018 last heard Sep 2021

Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Sanctions on Russian Aluminum Spook Market · 8 May 2018 podcast

Yeah, steel and then nickel and palladium. voice-verified

I mean, Russell is a big part of Norilsk Nickel, a huge producer of nickel and palladium. voice-verified

Palladium is basically catalytic converters that scrub emissions and diesel engines. voice-verified

And aluminum, you mentioned, why do we use everything from jet engines, beer cans, same thing with nickel. voice-verified

So, this is really having a profound effect on all metals markets and, again, the companies that use them. voice-verified

So, voice-verified

People are really on edge. voice-verified

I mean, Friday, there were reports that Russell's April exports were down 70% year over year. voice-verified

So even though aluminum had fallen back down after hitting those six and a half year highs, because people thought, you know, there will be a path for Russell to escape sanctions, people aren't really sure and aren't really touching the metal in a lot of cases. voice-verified

So we'll definitely have to see how it plays out in the coming weeks. voice-verified

Right. voice-verified

Yeah. voice-verified

And people were already reeling from the start of the year when these tariffs on steel and aluminum were announced. voice-verified

I think, like you're saying, there was more of an effect on steel given the duties. voice-verified

But some people are kind of concerned. voice-verified

You know, short term, there are these domestic price spikes for steel and aluminum and some of these other metals. voice-verified

But long term... voice-verified

They think the end result might be slower global economies, then that translates to slower commodity consumption. voice-verified

And so in the end, for a lot of these producers, they think the short term might be positive, but longer term, because of all this uncertainty, we might end up in a worse place for some of them. voice-verified

Yeah, thanks for having me. voice-verified

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