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Research · Apr 10, 2026

Steel Tariffs 25%: STLD Hits Shipment Record and AA Margins Surge on Trump Overhaul

WSJ-reported Trump tariff overhaul proposes 25% duties on finished steel/aluminum, boosting STLD's shipment records and AA's EBITDA rebound. Stocks popped on news, with analysis showing margin tailwinds outweigh risks. Bullish stance with specific upside targets.