BlueScope Steel Well Placed to Benefit From U.S. Tariffs -- Market Talk

Dow Jones

02-03

2118 GMT - Beneficiaries of President Trump's tariff moves could include Australia's BlueScope Steel, says Jefferies. That's because BlueScope owns the North Star steel mill in Ohio. Analyst Ramoun Lazar notes that U.S. steel spreads have been rangebound over the past six months. High service center inventories and sluggish macro data have been pushing out a restocking-led recovery in prices, Jefferies says. But the bank expects North Star's spreads to recover to $400/ton by FY 2026 as activity rebounds. Tariffs mean the rebound could be even stronger, Jefferies suggests. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

February 02, 2025 16:18 ET (21:18 GMT)

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That's because BlueScope owns the North Star steel mill in Ohio. Analyst Ramoun Lazar notes that U.S. steel spreads have been rangebound over the past six months. High service center inventories and sluggish macro data have been pushing out a restocking-led recovery in prices, Jefferies says. But the bank expects North Star's spreads to recover to $400/ton by FY 2026 as activity rebounds. Tariffs mean the rebound could be even stronger, Jefferies suggests. 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That's because BlueScope owns the North Star steel mill in Ohio. Analyst Ramoun Lazar notes that U.S. steel spreads have been rangebound over the past six months. High service center inventories and sluggish macro data have been pushing out a restocking-led recovery in prices, Jefferies says. But the bank expects North Star's spreads to recover to $400/ton by FY 2026 as activity rebounds. Tariffs mean the rebound could be even stronger, Jefferies suggests. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2025 16:18 ET (21:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7129","symbol_name":"钢铁","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2508538156","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2508538156","pubTimestamp":1738531080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2118 GMT - Beneficiaries of President Trump's tariff moves could include Australia's BlueScope Steel, says Jefferies. That's because BlueScope owns the North Star steel mill in Ohio. Analyst Ramoun Lazar notes that U.S. steel spreads have been rangebound over the past six months. High service center inventories and sluggish macro data have been pushing out a restocking-led recovery in prices, Jefferies says. But the bank expects North Star's spreads to recover to $400/ton by FY 2026 as activity rebounds. Tariffs mean the rebound could be even stronger, Jefferies suggests. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7129":"钢铁","BSL.AU":"BLUESCOPE STEEL LTD"},"translate_title":"博思格钢铁有望从美国关税中受益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BSL.AU":0.9},"content_text":"2118 GMT - Beneficiaries of President Trump's tariff moves could include Australia's BlueScope Steel, says Jefferies. That's because BlueScope owns the North Star steel mill in Ohio. Analyst Ramoun Lazar notes that U.S. steel spreads have been rangebound over the past six months. High service center inventories and sluggish macro data have been pushing out a restocking-led recovery in prices, Jefferies says. But the bank expects North Star's spreads to recover to $400/ton by FY 2026 as activity rebounds. Tariffs mean the rebound could be even stronger, Jefferies suggests. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 02, 2025 16:18 ET (21:18 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1}}}