Can confirm US Steel is going to use the tariff narrative as a means to increase the cost of their goods regardless of whether or not raw materials are impacted. Expecting 7% in April and a further 13% in the following 3 months.

Take this into account when the economists claim tariffs are the source of inflation.

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Will also say, these are the things competition corrects, and rather quickly. All it takes is one company to refuse in order to grow market share and the rest are forced back down.

Short term greed or long term marketshare.