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Posted by
Two Blokes Jul 22 -
Filed in
Stock
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8 views
Steel Dynamics faces short-term headwinds from supplier issues and muted demand, but tariff support and backlog strength point to improving Q3 results. Tariffs on steel and aluminum are critical tailwinds, supporting domestic pricing and providing a competitive advantage for STLD's new and existing facilities. Despite near-term earnings pressure and higher costs from expansion projects, I view these as transitory and maintain a midcycle earnings estimate of ~$12.25.
