Cleveland-Cliffs stock rocketed 26% in after-hours trading following Trump's latest tariff announcement, but this could be just the beginning. With the new 50% rate taking effect Wednesday, early movers may position themselves ahead of what industry experts are calling the most significant steel market shift in decades.
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President Donald Trump announced plans to double steel and aluminum tariffs from 25% to 50% starting June 4th, sending domestic steel stocks soaring as investors rushed to position themselves ahead of the new protections. The announcement, made during remarks at U.S. Steel's facility in Pennsylvania, immediately triggered massive moves in steel equities with Cleveland-Cliffs surging 26% in after-hours trading.
Steel stocks rallied across the board on Monday, with Cleveland-Cliffs soaring more than 24% during regular trading hours, while Nucor and Steel Dynamics each climbed 10%. The sector-wide surge demonstrates investor confidence that domestic producers will benefit significantly from the increased protection against foreign competition. Trump stated that at the previous 25% rate, foreign producers "can sort of get over that fence," but at 50%, "they can no longer get over the fence."
The United States remains the world's largest steel importer, excluding the European Union, with a total of 26.2 million tons of imported steel in 2024 according to the Department of Commerce. This massive import volume means the tariff doubling will have widespread impact across the entire industry, potentially driving significant price advantages for domestic producers. The new import duties will cover both raw metals and derivative products, affecting 289 product categories worth $147.3 billion in 2024 import value.
The tariff announcement comes amid deteriorating trade relations, with China pushing back against U.S. accusations of violating their temporary trade agreement. European Commission officials have already indicated they are prepared to retaliate against the increased duties, adding another layer of uncertainty that could benefit domestic steel producers insulated from international supply chain disruptions. The escalating tensions suggest this tariff increase may be just the beginning of broader trade protection measures.
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Domestic steel companies are positioned to capitalize on both the immediate tariff protection and longer-term supply chain advantages as companies seek to reduce dependence on foreign suppliers. The tariff structure under Section 232 national security authority reinforces the strategic importance of maintaining domestic steel production capacity for defense systems, military vehicles, and critical infrastructure. This national security angle provides additional political support for maintaining high tariff levels beyond the current announcement.
With the June 4th implementation date creating immediate urgency, investors who act quickly may position themselves ahead of what could be a sustained period of outperformance for domestic steel producers. The combination of tariff protection, supply chain reshoring trends, and potential for additional trade measures creates a compelling setup that early analysts are comparing to major sector rotations of the past. However, timing will be critical as the market has already begun pricing in these advantages, and late entrants may find themselves chasing momentum rather than capturing the initial wave of opportunity.
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