25% Tariffs On Steel Make Cleveland-Cliffs A Buy
Portfolio Pulse from
President Trump's 25% tariffs on steel and aluminum are expected to benefit Cleveland-Cliffs, Nucor, and US Steel, with Cleveland-Cliffs poised for the largest gains due to its vertical integration and market leadership.
February 14, 2025 | 3:00 pm
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POSITIVE IMPACT
Cleveland-Cliffs is expected to benefit significantly from the 25% tariffs on steel due to its vertical integration, market leadership, and operational efficiency. The company's recent acquisition of Stelco and new transformer production further enhance its growth prospects.
Cleveland-Cliffs' vertical integration and market leadership position it to benefit the most from the tariffs. The acquisition of Stelco and new production capabilities further strengthen its competitive edge.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Nucor is expected to benefit from the 25% tariffs on steel, although not as significantly as Cleveland-Cliffs. The tariffs provide a favorable market environment for domestic steel producers.
The 25% tariffs create a favorable environment for domestic steel producers like Nucor, though Cleveland-Cliffs is expected to gain more due to its specific advantages.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
US Steel is expected to benefit from the 25% tariffs on steel, providing a positive market environment for domestic steel producers.
The tariffs support domestic steel production, benefiting companies like US Steel, although Cleveland-Cliffs is expected to see the largest gains.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 70