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 engineer Chapters 00:00 Welcome and Guest Intro  01:55 Will's Midwest Manufacturing Story  04:14 Family Business Origins and Rite Hite  06:52 Running Profitable Growth and CapEx  17:28 Bull Run Signals and Market Risks  30:37 MIT Workforce Program and Wrap-Up Hosts: Matthew Chang and Colin Russ  Guest: Will Alverson, Managing Partner at Accurate Metal Products Find Will Alverson: https://x.com/will_alverson | https://www.linkedin.com/in/william-alverson/ | https://ampflame.com/ Find Matthew Chang: https://x.com/MatthewChang | https://www.linkedin.com/in/matthewachang/ Find Colin Russ: https://x.com/ThaaatColin | https://www.linkedin.com/in/colinruss/ Find Chang Robotics: https://changrobotics.ai | https://www.linkedin.com/company/changrobotics/ Seven Steps to Reindustrialize America: https://www.thereforgepodcast.com/7steps Follow ReForge LinkedIn: https://www.linkedin.com/company/the-reforge-podcast/ X: https://x.com/thereforgepod Instagram: https://www.instagram.com/thereforgepod/ TikTok: https://www.tiktok.com/@thereforgepod Website: https://thereforgepodcast.com/ Want to be a guest or partner? If you're building, funding, operating, or shaping the future of U.S. manufacturing, we'd love to hear from you.  Email: [email protected] About ReForge ReForge is a podcast featuring conversations with the leaders reindustrializing America.  This show exists to prove American reindustrialization is possible, pivotal, and pressing.  Hosted by Matthew Chang and Colin Russ. Produced by Chang Robotics.