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Jul 21, 2026
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1 min read
Vote now: HRC sits at $1,135/ton today. Tell us where it lands by the of end of Q1 2027.
Jul 20, 2026
7 min read
Nucor held its CSP HRC base price flat the week of July 20th even as Galvanized lead times stretched to their highest since December 2023, with neutral raw material inputs and resilient data center and multifamily demand keeping the market firm.
Jul 17, 2026
3 min read
Nucor ends a two-week pause with a $5/ton increase as lead times extend, and three industrial technology developments point at the automation layer many operations now runs downstream of.
Jul 15, 2026
11 min read
A recap of the industrial technology developments from the first half of 2026, covering robotics capital, digital twins, physical AI, and quantum manufacturing.
Jul 13, 2026
12 min read
Two Weeks of Pauses Ended. Backlog and Lead Times Told the Mills Everything They Needed to Know.
Jul 10, 2026
Nucor's base holds flat for a second straight week as Section 122 nears a July 24 lapse, and the USMCA non-renewal puts Section 232 steel tariffs back on a twelve-month clock.
Jul 8, 2026
6 min read
The United States blocked a quick USMCA renewal on July 1, opening a rolling annual review that keeps Section 232 steel tariffs in active negotiation through 2036. What the non-renewal means for cross-border steel buyers? What is each country is fighting for? What contract clause neutralizes the resulting procurement risk?
Jul 6, 2026
10 min read
Nucor holds its CSP HRC base price at $1,130/ton for a second straight week, ending months of increases. With Section 122 tariffs set to expire July 24 and consumer confidence softening, buyers face a four-week test that may define second-half procurement strategy.
Jul 3, 2026
A hot rolled import category more than doubled in May even as the mill base held flat, plus a three-signal framework for reading conflicting data into the second half.
Jul 1, 2026
A mid-year informational framework for organizing three independent steel market signals - price momentum, demand structure, and trade policy timing - heading into H2 2026 planning.
Jun 29, 2026
CSP HRC base holds at $1,130/ton for June 29 as imports surge, billings weaken, and Q1 GDP raises demand concerns for H2 2026.
