Philip Bell Pt. 1 - Why Strong Countries Need Strong Steel Industries
Episode 54 · Aug 05, 10:00 AM
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Shep sits down with Philip Bell, President and CEO of the Steel Manufacturers Association, the largest steel industry trade association in the U.S. Phil's mission is straightforward: fight for domestic steel producers in Washington, advocate for free and fair trade, and make sure a strong country keeps a strong steel industry.
In Part 1, they break down how the U.S. quietly surpassed Japan to become the 3rd largest steel producer in the world, what Section 232 tariffs have actually done at street level, the $30 billion in domestic investment that followed, and why permit reform is the real limiting reagent. They also get into AI's role in the steel mill, covering digital twins, predictive maintenance, and geospatial safety mapping, and why Phil believes "actual intelligence" off the shop floor is the one thing no large language model has figured out yet. Part 2 coming soon!
In Part 1, they break down how the U.S. quietly surpassed Japan to become the 3rd largest steel producer in the world, what Section 232 tariffs have actually done at street level, the $30 billion in domestic investment that followed, and why permit reform is the real limiting reagent. They also get into AI's role in the steel mill, covering digital twins, predictive maintenance, and geospatial safety mapping, and why Phil believes "actual intelligence" off the shop floor is the one thing no large language model has figured out yet. Part 2 coming soon!