📰🎧 ▶️ In This Episode
In this episode, we explore Nucor’s remarkable nine-week streak of consistent $10-per-ton price increases for hot-rolled coil, bringing pricing to $950 per short ton in December 2025 - the highest levels since May.
Discover the three key drivers behind this surge: the 50% Section 232 steel tariffs implemented in June 2025, robust construction and infrastructure spending hitting $2.17 trillion annualized, and coordinated pricing discipline across the U.S. steel industry.
We break down financial implications for Nucor shareholders, analyze how global steel pricing compares when tariff protection is factored in, and examine what downstream customers - from automotive suppliers to construction fabricators - should expect in 2026.
Whether you’re a supply chain manager, investor, or industry professional, this episode provides the critical context you need to navigate an increasingly tariff-driven and geopolitically complex steel market.
We also explore the risks: seasona…
