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Sep 2, 2026
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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
4 min read
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
10 min read
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.
Aug 19, 2026
14 min read
Private ownership and family ownership are not the same problem. Owners who confuse them spend years applying the right remedy in the wrong system.
Aug 17, 2026
9 min read
The Nucor CSP base price moved again this week. Domestic output fell to its lowest weekly level since March, while Zinc extended another week of inventory drawdown and pushed the Galvanized spread wider against hot rolled.
Aug 14, 2026
The Nucor HRC CSP extends its run for a third straight week, though the increment tells a different story than the direction does, and a federal action closes the United States market to new foreign-made mobile robots overnight.
Aug 12, 2026
The FCC blocked new foreign mobile robots on July 28. One category was excluded by name.
Aug 10, 2026
Monthly Shipments hit a 20-year high, and the amount of the price increase changed but the continued upward trend is the signal.
