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Is The Steel Bubble About To Pop?

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Steel is essential. It’s in everything from dishwashers to cars. Since the start of the pandemic, steel prices have spiked 300% over pre-pandemic levels, pricing over $1,900 at one point. Some worry it’s a bubble that’s about to burst. Watch the video above to learn more about the biggest U.S. steel manufacturers, the impact of steel tariffs, whether the U.S. steel industry can keep up with demand and what happens when that “bubble” pops.

The Covid-19 pandemic threw supply chains into chaos, and steel — an essential metal used in everything from dishwashers to cars — was not immune to these disruptions.

“Steel is certainly one of those examples of shortages, higher prices, and growing frustration among customers,” Associated Builders and Contractors chief economist Anirban Basu told CNBC.

Demand for steel dropped at the beginning of the coronavirus pandemic, but then it quickly skyrocketed. At one point, steel prices were 300% above their pre-pandemic levels at more than $1,900 per ton. Before the pandemic, steel priced between $500 per ton and $800 per ton.

Steel’s high price tag hasn’t really dropped all that much, and some worry it’s a bubble that’s about to burst.

“They have turned into a bubble. So, they go higher because they go higher,” CRU Group analyst Josh Spoores told CNBC about steel prices.

Steel is a key material in infrastructure projects, making the Biden administration’s plan to inject billions into U.S. infrastructure a huge boon to manufacturers.

“We estimate that for every $100 billion of new investment in infrastructure, that’s going to mean 5 million tons of additional steel demand,” American Iron and Steel Institute CEO Kevin Dempsey said.

Globally, steel demand in 2021 is expected to increase by 3.8% over 2020, according to the World Steel Association.

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Is The Steel Bubble About To Pop?

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39 Comments

  1. @rugbyf0rlife

    January 10, 2024 at 6:38 pm

    Steel shortage meanwhile china has plenty of excess steel, but countries are slapping huge dumping tariffs on imports. Seemly like a self-created problem to me. Domestic steel producers are simply lazy, not innovative, and incapable of competition.

  2. @luisduron2722

    January 10, 2024 at 6:38 pm

    Update

  3. @user-vv7tx6gd9c

    January 10, 2024 at 6:38 pm

    Carbon emissions are a communist scam.

  4. @johnwilson9666

    January 10, 2024 at 6:38 pm

    Seen that back in the early 2000s Sold all of our steel over to China 🇨🇳

  5. @danielkelley3691

    January 10, 2024 at 6:38 pm

    That’s a lie. You dropped terriffs. U.S. steel is doomed because of democrats. Period

  6. @allenshaw6970

    January 10, 2024 at 6:38 pm

    Let's see; Let me think…China: No Osha, No EPA, No state EPD, No health insurance, No pension benefits, Lower wages. Got it! Let's move these companies out of USA and over to China! F*** the American worker.

  7. @88774

    January 10, 2024 at 6:38 pm

    We are short on steel because of the building of AI super soldiers and their weaponry has caused this shortage world-wide. No one will tell you until they want you to know.

  8. @adamnordinrogers

    January 10, 2024 at 6:38 pm

    Steel and aluminium demand is huge in Canada for sustainable building

  9. @GurpreetSingh-fw8wh

    January 10, 2024 at 6:38 pm

    America needs to be that america which was during ww2 or just after was to regain that pride.

  10. @MrBobochow

    January 10, 2024 at 6:38 pm

    Tough trying to compete against the government…

  11. @kingdomofbird8174

    January 10, 2024 at 6:38 pm

    Please 🙏 not steel

  12. @phil20_20

    January 10, 2024 at 6:38 pm

    Onsite Nuclear Mini Reactors

  13. @tophat2002

    January 10, 2024 at 6:38 pm

    News trying to pump stock

  14. @danno8852

    January 10, 2024 at 6:38 pm

    Wrong again

  15. @brucegeorge3361

    January 10, 2024 at 6:38 pm

    The Biden administration shut down drilling and the pipe line, now we are paying at pump. And also food prices.

  16. @brucegeorge3361

    January 10, 2024 at 6:38 pm

    Why gas prices so high? Why the food so high? Bad decision by Biden.

  17. @sea9994

    January 10, 2024 at 6:38 pm

    Hmm coinsides all over Jez Louise.

  18. @rangerdon8195

    January 10, 2024 at 6:38 pm

    Fraud reporting

  19. @joesphreiley7757

    January 10, 2024 at 6:38 pm

    China steel is garbage. The tariffs on China are needed to keep them from flooding our country with their crap. We have a trade agreement with Canada and Mexico so we don’t need tariffs.

  20. @gman8760

    January 10, 2024 at 6:38 pm

    TRUMP 2024!!!!! FJB!!!!!!!

  21. @trump1678

    January 10, 2024 at 6:38 pm

    Good

  22. @ryanb1874

    January 10, 2024 at 6:38 pm

    Low prices ahead?

  23. @Allison-cy5gj

    January 10, 2024 at 6:38 pm

    Despite the Economic crisis it's a good time to start up an investment..

  24. @primestoragescumbags379

    January 10, 2024 at 6:38 pm

    I'd like to see what can be done about Prime Storage price gouging longtime customers, causing hatdships, and then selling off their stuff frim under their noses. https://youtu.be/1hI0T9Aj3ps

  25. @tommyjohansen1887

    January 10, 2024 at 6:38 pm

    Ruin it all Joe,your on a roll

  26. @splix85

    January 10, 2024 at 6:38 pm

    Steel is in high demand but it's not essential.

  27. @phillipellison4758

    January 10, 2024 at 6:38 pm

    I remember prior to covid metal scrap price was low . We had so much of it we were selling it to China . The industry made the choice to sell off the scrap , then buy back the steel from China . Again the American worker gets stinky end of stick . I don't throw metal in with the garbage to end up in a landfill . WE already dug it out of the ground . I take our metal "garbage" to work with me and throw it in the metal scrap bin . Been doing that for 20 years . Stop making BS excuses . We already had the metal here . We shipped it off .

  28. @waltwilliams6012

    January 10, 2024 at 6:38 pm

    $1900 ? ? ? per ton?

  29. @Mr123bman456

    January 10, 2024 at 6:38 pm

    2 months later, I can say it has not.

  30. @mese600

    January 10, 2024 at 6:38 pm

    It all started with the trade war.

  31. @frost381

    January 10, 2024 at 6:38 pm

    You should talk about Aluminum. The Aluminum supply is 100x worse than Steel. We build Custom Aluminum Truck Bodies & Aluminum prices are going up for us WEEKLY! Not to mention the distributors are rationing what they have, so we cant even buy what we need per month.

  32. @srobart

    January 10, 2024 at 6:38 pm

    If only Obama hadn't done cash for clunkers, which sent millions of tons of usable steel to China, at taxpayers' expense.

    Oh wait, not allowed to talk about that. Disregard.

  33. @jonathanterranova448

    January 10, 2024 at 6:38 pm

    Go back to work AMERICA.

  34. @richardfoister1877

    January 10, 2024 at 6:38 pm

    I haul steel coils in a 18 wheeler. I've been to more than 20 facilities that make , sell and house these coils. All of them are completely full of coils. The buildings are huge. Football field wide. Three fields long. The coils are stacked floor to ceiling. I don't want y'all buying into this steel shortage crap. Because it's a complete lieeee

  35. @andersand6502

    January 10, 2024 at 6:38 pm

    å

  36. @g37fy68

    January 10, 2024 at 6:38 pm

    It’s a Artificial shortage of goods the docks have been holding all the containers

  37. @redmioman1413

    January 10, 2024 at 6:38 pm

    Ok

  38. @edwardh50g

    January 10, 2024 at 6:38 pm

    "the cure for high prices – is high prices". Well said.

  39. @mikel9656

    January 10, 2024 at 6:38 pm

    i work for a big steel producer, we are putting so much money into out plants this year, and next year. Upgrades and much needed repairs, its been awesome, and a lot of work…

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