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In this clip, Nick walks through a 5-year chart comparing steel prices in the U.S., Europe, and China, noting a convergence between these markets. He also mentions the front-month futures contract for steel prices. 💲📈 The discussion touches on the effect of the United Auto Workers' strike on the steel market and how it's expected to drive fuel prices higher. On the supply side, Nick discusses how U.S. mills are more consolidated and can adjust production and do maintenance when faced with auto
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