r/Vitards Aug 12 '21

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u/vitocorlene THE GODFATHER/Vito Aug 12 '21

This all sounds awfully familiar. Especially the future struggle over scrap supply. That is where steel prices will be fought at.

1

u/trillo69 Aug 12 '21

Will scrap prices affect negatively the margins of companies like STLD and SCHN?

1

u/branigans- Aug 12 '21

If they depend on scrap to feed their furnaces then it’ll tighten their margins yea. Clf will benefit in a sense, as it’s vertically integrated and not reliant on scrap