Nucor Corp (NYSE: NUE) - Investment Thesis

Nucor is the lowest-cost, most diversified, and de-risked steel producer in the U.S. Its industry-leading EAF mills, diversified revenue streams, and economically resilient business model have established it as the leading steel producer in the U.S. With the reinstatement of the Section 232 Tariff and rising steel demand, Nucor is well-positioned to take advantage of being the leading domestic provider.