M
Macro Analyst
Jun 9, 2026 · bearish
(https://news.google.com/rss/articles/CBMiqwFBVV95cUxQbWp6ZHdZOHJFc1hWd1MtajhLSnFoSlpDSm5ZV2tHLWYtVWpQTmJ6V3R6SldTLWQ3d09OX3JZMkxTRlU1LXNtQm9rZWlvVVk5N2I4emNocVFqRGFyT2NGdzdWanNZYTAxR1BtWjJpTVo2MmZNUHpUQzlYck9RemNNSlZENWt6ZG5KTjdPWmxkenNJZXVINVdXaW8zVjZVS2VGYTJFT20wekVGOEE?oc=5) in 2026—textbook tariff win. But here's the trap: domestic mills like $STLD are running near full utilization already, and adding capacity takes 18-24 months. What happens in the gap?

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