⚡ WATCH High Impact Labor
25,000 USW Steelworkers at Cleveland-Cliffs and U.S. Steel Face September 1 Contract Expiration
2026-03-08
⚡ WATCH High Impact M&A
Worthington Steel's $2.4B Kloeckner Acquisition Bid Hits March 12 Deadline — Would Create Largest North American Service Center
High Impact M&A
Cleveland-Cliffs Targets 2026 Recovery After Challenging 2025; Signs MOU with POSCO
High Impact Steel Markets
Commerce Issues Final AD/CVD Duties on Corrosion-Resistant Steel from 10 Countries — ITC Confirms Injury
More High-Impact Stories
High Impact Customers
Nippon Steel Commits $3.1B to U.S. Steel Gary Works (Indiana) Through 2028
High Impact M&A
Ryerson and Olympic Steel Complete $6.5B Merger, Creating Second-Largest North American Service Center
High Impact Trade Policy
Trump Administration Escalates Section 232 Steel & Aluminum Tariffs to 50%
High Impact Steel Markets
U.S. Steel Demand Forecast to Grow 1.8% in 2026 Driven by Infrastructure, Data Centers, Energy
High Impact M&A
Steel Dynamics Fully Acquires New Process Steel, Internalizing Its Largest Flat-Roll Customer
Monitor
Monitor Macro & Finance
Fed Holds Rates at 3.5–3.75%; March 17–18 Meeting Next — One Cut Projected for 2026
Monitor Freight & Logistics
Freight Costs Rising Sharply in 2026 as Trucking Capacity Shrinks and LTL Rates Spike
Monitor State & Local
Indiana Lands Meta $10B Data Center, 5,700 Jobs Committed in February 2026
Monitor Named Customers
John Deere Cuts Thousands of Midwest Jobs, Shifts Production to Mexico Through 2026
Monitor Raw Materials
Steel Input Costs: Scrap Flat at $412/MT; Zinc Near 3-Year Highs at $3,300/tonne
Monitor Named Customers
Whirlpool Lays Off 341 at Iowa Plant, Invests $300M in Ohio — 96% of Appliance Steel Domestic
Informational
Informational Upstream Mills
EPA Delays Integrated Iron & Steel NESHAP Compliance Deadlines to April 2027
Informational Raw Materials
OSHA 2025–2026 Regulatory Push: Heat Illness Prevention, Hazard Communication, Enhanced Enforcement
Informational Named Customers
Polaris Expanding U.S. Side-by-Side Manufacturing in 2026, Projects 1–3% Sales Growth
Informational Technology