Nucor is the dominant US EAF steel producer benefitting from Section 232 tariff continuation, CBAM-equivalent measures under discussion, and reshoring infrastructure spend. New mill capacity (West Virginia plate, Brandenburg) ramping into a tightening US market. Low-carbon steel premium pricing emerging as a structural tailwind.
Thesis reviewed May 29, 2026
Nucor Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ§±Materials18WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NUE | Nucor Corporation | 24 | +11% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 24 | +1% | β7% | NEUTRAL |
| ECL | Ecolab Inc. | 24 | +2% | β7% | NEUTRAL |
| DOW | Dow Inc. | 24 | +1% | β7% | NEUTRAL |
| SHW | The Sherwin-Williams Company | 24 | +2% | β7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 24 | +6% | β7% | EARLY |
| LIN | Linde plc | 24 | +10% | β7% | EARLY |
Investors who hold NUE may also have indirect exposure through these country funds.
US announces extended Section 232 tariffs on imported steel; Nucor capacity additions accelerate
Nucor West Virginia plate mill commissioning Q3 2026; pre-sold through 2027
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | +48.0% |