JPMorgan Analyst Says Steel's Problem Is Circumvention

The video discusses US Steel's market position and capacity to increase production in response to reduced imports. It highlights national security concerns related to steel independence and the challenges of building new steel plants. The issue of trade circumvention, particularly involving Chinese and Vietnamese steel, is examined, along with the impact of tariffs. The video also addresses NAFTA-related circumvention and the broader implications for trade laws.

What challenges does the US face in building new steel plants?

In what ways has unfair trade impacted the steel industry?