Sub-category 18.3
Steel
DC construction, rebar, structural — plus transformer-grade electrical steel (GOES) which has its own tight supply story.
Players
Players: Nucor NUE, Steel Dynamics STLD, US Steel X, Cleveland-Cliffs (electrical steel) CLF, ArcelorMittal MT, POSCO PKX, Nippon Steel 5401.T, JFE Holdings 5411.T, Commercial Metals CMC, Worthington Steel WS
Analysis coming soon — this page is scaffolding for deeper research into steel.