Aluminum Rallies After Gulf Smelter Strikes Aluminum jumped ~6% on Mar 30, 2026 after Gulf smelter strikes; Gulf capacity is ~3–5% of global supply and China accounted for ~57% of primary output (USGS 2024).

Aluminum Rallies After Gulf Smelter Strikes: Aluminum jumped ~6% on Mar 30, 2026 after Gulf smelter strikes; Gulf capacity is ~3–5% of global supply and China accounted for ~57% of primary output (USGS 2024). 👈 Read full analysis #Aluminum #SteelMarket #CommodityTrading #SupplyChain #GlobalEconomy

🚨🎄The season’s forecast brings little cheer for #steel watchers: #SteelMarket Outlook – Q4 2025 released.

👁️‍🗨️ For more details, read our press release: www.eurofer.eu/press-releas...

🔎 Full report 👉 www.eurofer.eu/publications...

𝗥𝗲𝗮𝗱 𝗙𝘂𝗹𝗹 𝗔𝗿𝘁𝗶𝗰𝗹𝗲: lnkd.in/dFPRvvcy

#GlobalSteel #SteelMarket #SteelOutput #ChinaSteel #EuropeanSteel #GlobalMarkets #Commodities #IndustrialMetals #SupplyChain #SteelDemand

🚨 #SteelMarket Q3 2025: 🇪🇺 steel stuck in long autumn 🍂

🔴 Recession again in 2025, Q1 import share 25%

🟡 Weak manufacturing

🟢 Uncertain rebound only in 2026

👉www.eurofer.eu/press-releases/steel-mar...

Wells initiates steel coverage, sees pricing benefit at Commercial Metal, AZZ Investing.com -- Wells Fargo began coverage of four major U.S. steelmakers amid opportunities from recent price hikes, import declines, and potential tariff effects, while cautioning that construction demand recovery may not come until 2027. The brokerage rated Commercial Metals Co and AZZ Inc Overweight, Nucor Corp and Cleveland-Cliffs Inc Equal weight. Price targets are $61 for Commercial Metals, $128 for AZZ, $145 for Nucor, and $10 for Cleveland-Cliffs. Wells Fargo sees CMC benefiting from recent U.S. rebar price increases, supported by steady demand, fewer imports, and supply discipline, with EBITDA expected to improve sharply in 2026. AZZ was cited for its stable tolling model, resilient margins, and potential to gain share from imported painted products, as well as reshoring-driven demand. For Nucor, Wells Fargo pointed to balanced near-term steel price risks but said key catalysts such as large project returns and free cash flow improvement are more a 2027 story. Cleveland-Cliffs was viewed as having high leverage to sheet prices and some near-term price support, but with risks from elevated debt, competition, and possible tariff changes. The analysts noted that President Trump’s late-May announcement of a 50% Section 232 tariff on imported steel should help limit imports, which have represented roughly 10–15% of U.S. consumption. They expect CMC to take share as imports fall, AZZ to benefit from reshoring, and sheet-focused producers like CLF and NUE to see near-term pricing support. Wells Fargo’s outlook assumes some erosion of recent price gains but said persistent strength, additional cost cuts, or accretive M&A could provide upside across the group.

Click Subscribe #SteelMarket #Investing #WellsFargo #CommercialMetals #AZZInc

𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝗮𝗹 𝗦𝘁𝗲𝗲𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗲𝗲𝘀 𝗣𝗿𝗶𝗰𝗲 𝗨𝗽𝘁𝗶𝗰𝗸 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟱 – 𝗪𝗵𝗮𝘁 𝗕𝟮𝗕 𝗕𝘂𝘆𝗲𝗿𝘀 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄

𝗥𝗲𝗮𝗱 𝗳𝘂𝗹𝗹 𝗽𝗼𝘀𝘁 𝗵𝗲𝗿𝗲:- www.linkedin.com/feed/update/...

#ElectricalSteel #SteelMarket #RawMaterials #EVManufacturing #SupplyChainInsights #EnergySector #B2BManufacturing #ProcurementTrends #IndustrialMaterials

Nippon Steel shares rise after Trump approves $14.9 billion US Steel bid By Yuka Obayashi and Noriyuki Hirata TOKYO (Reuters) -Nippon Steel shares rose on Monday after U.S. President Donald Trump approved its $14.9 billion bid for U.S. Steel, clearing a key hurdle in its 18-month pursuit and securing access to a vital market for its growth strategy. The approval capped a tumultuous process marked by union resistance and two national security reviews. Shares of Nippon, the world’s fourth-largest steelmaker, gained 3% to 2,915 yen by the mid-day break after being untraded with a glut of buy orders earlier in the day. They outperformed Tokyo’s benchmark Nikkei 225 index, which was up about 1%. On Friday, Trump signed an executive order allowing the tie-up to proceed, contingent on an agreement with the Treasury Department addressing national security concerns. The companies then announced they had signed the agreement, effectively clearing the deal. The agreement includes $11 billion in new investments by 2028, along with commitments on governance, production and trade. Nippon Steel also confirmed plans to acquire 100% of U.S. Steel’s ordinary shares. "Investors have welcomed the resolution of uncertainty surrounding the deal," said Shinichiro Ozaki, senior analyst at Daiwa Securities. "Overall, the agreement appears relatively reasonable in both investment size and timeframe," he said, noting the acquisition is central to Nippon Steel’s medium- to long-term growth strategy. The deal would boost Nippon Steel’s annual production capacity to 86 million metric tons from 63 million tons. "Shares rose on long-term growth expectations, driven by preferential access to the U.S. market, where steel demand is expected to increase," said Masayuki Kubota, chief strategist at Rakuten Securities. Still, some investors remain concerned about near-term financial strain from the sizable investments. Also, the U.S. government’s ownership in the combined company, known as the "golden share", has raised questions of the degree of control it can exert. "While the risk of a capital increase hasn’t completely receded, it may be less severe than expected," Ozaki said, referring to Trump’s earlier comment that the steelmaker plans to invest $14 billion in the next 14 months. Ozaki downplayed management risk linked to the golden share, saying "Nippon Steel anticipates growth in the U.S. market for high-end products, making production cuts and job reductions unlikely." Should you invest $2,000 in X right now? Before you buy stock in X, consider this: ProPicks AI are 6 easy-to-follow model portfolios created by Investing.com for building wealth by identifying winning stocks and letting them run. Over 150,000 paying members trust ProPicks to find new stocks to buy – driven by AI. The ProPicks AI algorithm has just identified the best stocks for investors to buy now. The stocks that made the cut could produce enormous returns in the coming years. Is X one of them?

Click Subscribe #NipponSteel #TrumpApproval #SteelMarket #StockMarket #InvestmentNews

UBS warns steel stock outlook dims amid new tariffs President Trump unveiled new tariffs, including a 10% increase for all countries starting from April 5, and additional reciprocal tariffs ranging from 10-50% across 185 countries, effective April 9. However, steel products, which are already subject to a 25% tariff under Section 232, including automobiles and their parts, will not be affected by the new reciprocal tariffs. Canada and Mexico are also exempt from these tariffs, with USMCA-compliant goods continuing to enjoy a 0% tariff. UBS has indicated that the new "Liberation Day" tariffs are likely to be a net negative for U.S. steel stocks, such as Nucor Corporation (NYSE:NUE) and Steel Dynamics , Inc. (NASDAQ:STLD), which saw a decline of 2-3% after the market closed. This reaction comes contrary to market and investor expectations that the tariffs would be cumulative, adding the new 10% Liberation tariffs on top of the existing 25% Section 232 tariffs. The tariffs are also anticipated to have a more severe impact on demand than previously expected, with predictions of GDP growth between 1.5-2% and inflation nearing 5% if the tariffs are not rolled back. The exemptions granted to Canada and Mexico regarding reciprocal tariffs are seen as a positive in terms of demand, but they also limit the potential for U.S. hot-rolled coil (HRC) price increases. Canadian and Mexican imports accounted for approximately 55% of the 2024 HRC imports into the U.S. The tariffs are set to remain in place until the concerns regarding trade deficits and nonreciprocal treatment are resolved. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Click Subscribe #SteelMarket #Tariffs #StockOutlook #UBS #TradeWar

French steelmaker Aperam to seek potential exemptions from US tariffs (Reuters) - French steel producer Aperam (AS:APAM) said on Thursday it would explore potential exemptions from announced U.S. tariffs, along with its U.S. customers. The long-term impact of the tariffs on the U.S. economy remains uncertain and could influence any investment decisions, the Luxembourg-based steel group told Reuters in an emailed statement. The group stressed the "need for an appropriate and proportionate response from the European Union", urging the 27-nation bloc to protect the region’s steelmakers from the negative impact of U.S. trade policies.

Click Subscribe #Aperam #SteelIndustry #USTariffs #TradeExemptions #SteelMarket

کمپنیوں نے خام اسٹیل کی قیمتوں میں 111 گنا اضافہ کیا

مزید پڑھیے: www.aaj.tv/news/30446604/

#AajNews #SteelMarket #CartelExposed #CompetitionCommission #PriceHike

After a six-month downturn, the country's steel market is showing signs of recovery, with prices of mild steel (MS) rods, a key construction material, surging by Tk5,000-6,000 per tonne over the past three weeks.

Link in Comments

#rodprices #PriceHike #steelmarket #SteelPrices #TBSNews

steel manufacturing, steel sheets, steel production

Steel is still Today the most recycled material in the world. Approximately 85% of all steel is recycled annually, making it a sustainability champion in industrial materials!
Read this: www.reportprime.com/steel-r251
.
#SteelMarket #Steel #SteelDemand #SteelProduction