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Sep 14, 2026
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10 min read
Weekly flat-rolled analysis covering the latest CSP HRC base price move, the flattening raw material components, and what the newest construction and inflation data signal for the durability of current pricing.
Sep 11, 2026
3 min read
The HRC CSP base moved higher again as three of four tracked inputs rose, Canadian countermeasures doubled the duty on US steel, and weekly capacity utilization eased from the prior week.
Sep 9, 2026
11 min read
A complete status update on US tariff authority after the Supreme Court struck down IEEPA, covering Section 232 metals changes, the derivative expansion, Canadian retaliation effective September 8, and the agreements and threats still outstanding.
Sep 8, 2026
Weekly flat-rolled pricing coverage: the CSP HRC base price announcement | Surges across iron ore, coking coal, and zinc | What the August manufacturing PMI reading signals for near-term steel demand and the economy.
Sep 4, 2026
4 min read
Six straight weeks of increases in the published base, both tracked inputs at multi-year levels, and two automation programs crossing from pilot work into contracted jobs.
Sep 2, 2026
13 min read
A status report on U.S. humanoid robotics and autonomous trucking as of late August 2026
Aug 31, 2026
8 min read
The CSP Hot Rolled base price was hits, a sixth consecutive increase. Zinc held at a May 2022 high, coking coal advanced for a fourth week, carbon flat rolled imports fell 32.4% year over year, and USW contract talks reached the September 1 expiration without an agreement.
Aug 28, 2026
The published base advanced again with a widening mill-level differential underneath it, and the January tariff announcement names a rate that Canadian steel already carries.
Aug 26, 2026
12 min read
New duties took effect August 22, Canada responds September 8, and an announced January increase names steel at a rate steel already carries. Where the sequence actually stands.
Aug 24, 2026
Four more sectors moved this week. One of them is not a cost input at all.
Aug 21, 2026
The published Nucor HRC CSP base moved higher for a fourth consecutive week and the consolidation cycle now underway is exposing which private steel companies can afford to stay independent.
