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Jul 15, 2026
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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
3 min read
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
7 min read
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.
Jun 26, 2026
A smaller $5/ton mill move as homebuilder confidence stays below the neutral threshold, plus the Section 232 and 301 pipeline staged to replace the expiring global tariff.
Jun 24, 2026
13 min read
The temporary global tariff expires in July, with a pipeline of Section 232 and 301 investigations and a December EU steel deadline set to reshape costs for steel buyers.
Jun 22, 2026
9 min read
CSP hot rolled coil opened the week of June 22nd at $1,130/ton on a $5/ton increase, the smaller end of the range since January, as flat input costs and weak housing data raise the question of whether the market is nearing a ceiling.
