Selected work

Films.

Film 01 · 48 seconds

Britain's Factory-Order Survey: The Minus Sign Matters

The order-book reading improved. The minus sign has not disappeared.

CBI UK manufacturing order-book survey balance: −25 in August to −9 in September 2026, an improvement of 16 balance points but still below normal. The 22 September survey covered 234 UK manufacturers. This is not a measured 16% rise in actual orders or proof of a steel-demand boom.

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Sources & credits

CBI — Industrial Trends Survey, 22 September 2026

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced beneath narration and faded at the end. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 02 · 50 seconds

Lower Crude. Different Fuel Bill.

A lower crude benchmark can help. It does not guarantee cheaper delivered steel.

IEA commentary dated 17 September 2026; figures accessed 22 September. Diesel’s premium to crude exceeded $100/bbl in September in Northwest Europe and the US Gulf Coast; combined Middle East and Russian diesel exports were 520 kb/d in August, 75% below August 2025. This is not a freight quote, delivered-steel cost, contract pass-through or forecast.

Sources & credits

International Energy Agency — Russian refining sector struggles amid intensifying Ukrainian attacks

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced beneath narration and faded over the final two seconds. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 03 · 51 seconds

Brent Fell. The Voyage Didn’t.

A lower oil benchmark is not proof that the delivered cargo got equally cheap.

21 September 2026 market explainer. Brent was $99.51/bbl at 17:16 GMT, down 4.2% on the day; Reuters, citing LSEG, reported Gulf-to-China VLCC freight above $30/bbl. The figures are separate, route-specific and not an all-in delivered price, a current quote for another route or a steel-price forecast.

Sources & credits

Reuters via MarketScreener — Oil hits over one-week low on hopes of boost to diplomacy in Iran war

Reuters via gCaptain — Hormuz shuttles keep oil flowing, but at a high cost

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced beneath narration and faded over the final two seconds. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 04 · 51 seconds

A Price Shock Is Not a CBAM Holiday

A price shock does not automatically create a CBAM holiday.

EU CBAM negotiating positions as at 16 September 2026. Parliament and Council positions still need negotiation; neither is final law. This explainer does not quantify a customer, commodity or JSW cost.

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Sources & credits

European Parliament Research Service — CBAM extension to downstream products

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced beneath narration and faded over the final two seconds. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 05 · 1 minute 1 second

Why a Met Coke Duty May Not Stop Imports

A duty changes the bill. The delivered-cost and usable-quality test still decides.

Notification 18/2026-Customs (ADD) sets USD 67.50/t for covered Indonesian low-ash met coke. The 2.2 Mt versus 1.3 Mt comparison is January–April pre-final-rule context; the cost comparison is illustrative, not a quote, margin or forecast.

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Sources & credits

DGTR — anti-dumping investigation: Low Ash Metallurgical Coke

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced beneath narration and faded at the end. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 06 · 4 minutes 36 seconds

A Tonne of Steel: From Rock to Revenue

From ore or scrap to a saleable tonne: steelmaking, costs, freight and cash.

Market references are dated August–September 2026; figures are illustrative teaching numbers, not a real mill’s accounts or investment advice.

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Sources & credits

World Steel Association — steelmaking resources

Original artwork and motion graphics.

Music: Cool Vibes — Kevin MacLeod (incompetech.com), CC BY 4.0; excerpted, level-balanced, crossfaded repeat and final fade. Licence. Official track.

Educational explanation, not an investment recommendation.

Film 07 · 55 seconds

A Route Is Not a Deal

A ship may move while the deal does not. Four questions beyond the line on a map.

A dated 13 September 2026 UKMTO incident report leads into a hypothetical execution check. No real vessel is depicted; no current route status, automatic price effect or shipment outcome is asserted.

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Sources & credits

UKMTO — incident-report locator, 13 September 2026

Original artwork and motion graphics.

Music: “Cool Vibes” by Kevin MacLeod (incompetech.com), licensed under Creative Commons Attribution 4.0. Excerpted, level-balanced beneath narration and faded at the end. Official track.

Educational explanation, not an investment recommendation.

Film 08 · 55 seconds

The Cost of Waiting

Same cargo. Same ninety days. What a quarter-point rate change can do to the bill.

An invented €20m, rate-only illustration using 90/365 simple interest. The ECB policy rate is not a company borrowing quote; no automatic pass-through or price forecast.

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Sources & credits

ECB — Monetary policy decision, 10 September 2026; effective 16 September

Original artwork and motion graphics.

Music: “Cool Vibes” by Kevin MacLeod (incompetech.com), licensed under Creative Commons Attribution 4.0. Excerpted, level-balanced beneath narration and faded at the end. Official track.

Educational explanation, not an investment recommendation.

Film 09 · 45 seconds

Budget Is Not Built

Committed, completed and supplying power are three different things.

The ECA’s April 2026 post-amendment funding snapshot, reported on 9 September. €54.3bn ÷ €300bn = 18.1% of the funding comparison, not a project-completion rate. The needs estimate runs through 2030.

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Sources & credits

European Court of Auditors — Special Report 21/2026

Original artwork and motion graphics.

Music: “Cool Vibes” by Kevin MacLeod (incompetech.com), licensed under Creative Commons Attribution 4.0. Excerpted, level-balanced beneath narration and faded at the end. Official track.

Educational explanation, not an investment recommendation.

Film 10 · 43 seconds

New Day. Old Price.

The arithmetic still works. The observation date has not moved.

A fictional £500-per-tonne worksheet, not actual Fastmarkets prices. The dated September notice provides context; this is not a claim about current suspension status or market direction.

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Sources & credits

Fastmarkets — Black Sea steel assessment notice, 7 September 2026

Original artwork and motion graphics.

Music: “Cool Vibes” by Kevin MacLeod (incompetech.com), licensed under Creative Commons Attribution 4.0. Excerpted, level-balanced beneath narration and faded at the end. Official track.

Educational explanation, not an investment recommendation.

Film 11 · 50 seconds

The Growth Trap

Sales rise. Profit falls. A closer look at what remains from each pound sold.

An illustrative business, not real company results. Comparable annual periods; costs exclude tax.

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Sources & credits

SEC — Beginners’ Guide to Financial Statements

Original artwork and motion graphics.

Music: “Cool Vibes” by Kevin MacLeod (incompetech.com), licensed under Creative Commons Attribution 4.0. Excerpted, level-balanced beneath narration and faded at the end. Official track.

Educational explanation, not an investment recommendation.