demand / volume
“DRI is particularly important for operational flexibility when demand for prime scrap increases due to increased domestic steel production.”
NUE 10-Q
Confirmed
Steel Producers
2 names are moving together; 100% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| STLD | Steel Dynamics, Inc. | Basic Materials | +0.9% | Group member |
| NUE | Nucor Corporation | Basic Materials | +1.0% | Most structurally connected |
Why we believe this
Cohort
2 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
2/2 membersrestructuring
“Excluding the prior year impairment charge, the raw materials segment’s earnings increased in 2025 due to the improved performance of our DRI facilities and DJJ’s brokerage operations and insurance recoveries recorded in the fourth quarter of 2025.”
NUE 10-K
input costs affecting expense
“Earnings in the steel products segment decreased slightly in the first quarter of 2026 compared to the first quarter of 2025 primarily due to margin compression caused by increased steel input costs.”
NUE 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.