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.
🇺🇸United States82EXITView United States risk detail →🧱Materials20WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 26 | +6% | ↓7% | EARLY |
| PPG | PPG Industries, Inc. | 26 | +1% | ↓7% | NEUTRAL |
| DOW | Dow Inc. | 26 | +1% | ↓7% | NEUTRAL |
| NUE | Nucor Corporation | 26 | +11% | ↓7% | EARLY |
| ECL | Ecolab Inc. | 26 | +2% | ↓7% | NEUTRAL |
| APD | Air Products and Chemicals, Inc. | 26 | -9% | ↓7% | AVOID |
| SHW | The Sherwin-Williams Company | 26 | +2% | ↓7% | NEUTRAL |
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 · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | +48.0% |