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    Chris Olin

    Research Analyst at Northcoast Research

    Chris Olin is Managing Director and Research Analyst at Northcoast Research, specializing in the Aerospace Supply Chain and Specialty Materials sectors with coverage of companies including Boeing, GE Aerospace, Hexcel, Howmet Aerospace, and TransDigm Group. Renowned for his stock picking accuracy, he has repeatedly ranked among the top Wall Street analysts, earning recognition by Forbes as the #1 Metals sector stock picker and sixth overall in 2006 and 2017. Olin began his research career more than 25 years ago, holds experience as President and Lead Analyst at Tier4 Research, and was a founding partner at both Cleveland Research Company and Longbow Research before joining Northcoast in 2023. He holds a Bachelor of Science in Economics from Eastern Michigan University and is frequently cited in industry publications and broadcasts.

    Chris Olin's questions to Metallus (MTUS) leadership

    Chris Olin's questions to Metallus (MTUS) leadership • Q2 2025

    Question

    Chris Olin from Northcoast Research asked about potential price increases for SBQ bars and how customer apprehension regarding tariffs might affect the upcoming 2026 contract negotiations.

    Answer

    CEO & Director Mike Williams stated he would not comment on future pricing but noted that historically, price follows demand. He explained that larger customers are in a 'wait and see' mode on tariffs, partly due to existing import inventory which is expected to be depleted by late Q3 or early Q4. Williams confirmed that about 70% of 2025 business is under contract, with 2026 negotiations expected to begin in late Q3 and continue through Q4.

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