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U.S. Steel 101

Date: October 12, 2023
Presenters: Wen Li, CFA, Senior Metals and Mining Analyst


Wen Li, Senior Metals and Mining Analyst, provides a comprehensive overview of the domestic steel industry. He highlights key themes driving the sector, including:

  • Increased trade protectionism, fiscal stimuli, and industry consolidation
  • Impacts of a potential recession
  • Decarbonization and the adoption of clean energy
  • EAF market share

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