SLX VanEck Steel ETF Loading... : Bullish and Bearish Analyst Opinions
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22:15
Aug 31
Aug 31
Tariffs on aluminum and steel raise costs.
Tariffs on Canadian aluminum, steel, and cars raise the cost of these inputs and components, making anything that uses them more expensive in the US domestic economy.
MED
16:42
Aug 31
Aug 31
Steel rally hard to extend.
Steel equities have doubled and steel prices are high enough to attract imports despite 50% tariffs; with seasonality, imports and new domestic capacity coming, it is hard to argue for much more upside from here.
MED
11:35
Aug 27
Aug 27
Tech data centers boost steel, copper demand.
Technology demand and the data-center buildout are creating a flywheel of demand for commodities such as steel and copper, and that demand is adding to underlying inflation pressures.
MED
06:07
Aug 26
Aug 26
Tariff fight pressures steel, aluminum, dairy, autos
Canada's dollar-for-dollar retaliation is hitting about $20 billion of US goods across steel, aluminum, dairy, and autos, and the trade fight is expected to be prolonged—potentially lasting through the US midterms or Trump's term—which will keep pressure on businesses in those tariff-exposed industries.
MED
20:18
Aug 25
Aug 25
Tariffs threaten key US-Canada commodity flows.
Ford warns that tariff escalation threatens major US-Canada trade in steel, aluminum, oil, potash and high-grade nickel; Canada is a top buyer or supplier in these inputs, and the disruption will hurt American industry and consumers.
MED
21:19
Aug 24
Aug 24
US targets Canadian steel and aluminum
The U.S. negotiating position seems aimed at removing autos, steel, and aluminum as areas where Canada can thrive, creating a structural policy headwind for Canada's steel and aluminum industries even beyond the current tariff measures.
LOW
19:11
Aug 21
Aug 21
Steel tariff details remain critical.
Steel quota and derivative details are critical to the US-Canada tariff negotiations, and the administration has been very tough about easing steel tariffs partly because it believes there were too many exemptions last time; this makes steel tariff policy a key watch for steel markets.
LOW
20:03
Aug 20
Aug 20
Physical grid buildout drives industrial metals.
The US grid buildout, reshoring, and self-sufficiency push are physical endeavors that cannot be financed with dollar swap lines. Gromen likes silver, copper, iron ore, and steel because building real infrastructure and manufacturing capacity requires these commodities, especially as the US tries to catch China on electricity generation and industrial capacity.
MED
15:08
Aug 18
Aug 18
Steel demand remains resilient and growing.
Steel has been resilient and is holding up better than forecasters predicted. China has produced about one billion tons of steel for seven years and that trend is expected to hold, while India's GDP growth around 7% per annum should drive further steel demand growth. China is shifting from infrastructure and residential construction toward higher-end manufactured goods and exports.
HIGH
20:43
Aug 17
Aug 17
AI buildout extends to commodities and energy
The AI buildout is broadening beyond tech: it requires energy for data centers, cybersecurity for data, grid connections, and commodities such as aluminum, copper and steel; companies across the physical AI buildout are already generating revenue.
HIGH
23:50
Aug 14
Aug 14
Manufacturing and homebuilding are booming.
Manufactured housing is expanding, homebuilders are busy, and his local steel mill says it has never been busier; he argues the U.S. is at the start of a manufacturing and factory renaissance.
MED
20:00
Jul 20
Jul 20
AI infrastructure boosts industrial metals demand.
The massive buildout of AI infrastructure, robotics, and data centers will drive growing demand for industrial metals, including copper, silver, and steel.
MED
23:30
Jul 01
Jul 01
Double mining GDP share in 4 years
Brazil's mining sector can double its share of GDP within 4 years by adopting a Canadian-style legal framework that respects the environment and local populations, while improving regulatory certainty. This represents a massive growth opportunity.
HIGH
21:00
Jun 28
Jun 28
Mineração dobra com novo marco legal.
Adotando legislação mineral moderna nos moldes canadenses, o Brasil pode dobrar a participação da mineração no PIB em quatro anos, com respeito ao meio ambiente e às comunidades locais.
MED
17:00
Jun 10
Jun 10
Infrastructure boom drives metals demand.
Trillions of dollars of global infrastructure projects, including data center build-outs, grid improvements, and EV production, are driving massive demand for raw materials. This translates directly into strong flows for iron ore, bauxite, steel, and aluminum, which are essential for these construction and manufacturing activities worldwide.
HIGH
09:28
May 27
May 27
Buy SLX — speaker rotated personal capital out of silver (sold at higher levels) and into steel.
Buy SLX — speaker rotated personal capital out of silver (sold at higher levels) and into steel, signaling a tactical preference for steel over precious metals at current levels.
MED
19:52
May 25
May 25
The tweet asks for historical APY data on the SLX airdrop without expressing any.
The tweet asks for historical APY data on the SLX airdrop without expressing any forward-looking market opinion or trade idea.
LOW
17:08
May 01
May 01
Entering commodity super cycle, go long.
The US and its allies are rearming, which requires vast amounts of raw materials, and geopolitical risks (Iran war, Strait of Hormuz) are disrupting supply. This is driving a commodity super cycle where prices of hard assets will trend up with spikes. Specific commodities like ferro vanadium, molybdenum, lithium, tantalum, aluminum, tin, steel are already surging.
HIGH
22:30
Apr 27
Apr 27
US steel and aluminum will benefit from tariffs.
The president's objective is steel and aluminum tariffs to support domestic production. The administration wants to build steel and aluminum business in America, which is important for national security. Tariffs will boost domestic industry.
MED
15:45
Mar 03
Mar 03
"We're long steel stocks... We're long water. I think water is a big idea long term." Despite the tech selloff, "unexciting" cyclical and thematic trades are working. The speaker explicitly names Steel and the Water ETF (AQWA) as current long positions based on his signals. Long Niche Real Assets. Global industrial slowdown hurting steel demand.
20:28
Feb 13
Feb 13
Buy steel ETF SLX on a pullback within an ongoing cyclical uptrend.
Buy steel ETF SLX on a pullback within an ongoing cyclical uptrend; speaker frames current dip as a rare near-term entry point after an "epic" cyclical ramp in steel stocks.
MED
15:09
Feb 04
Feb 04
Author discloses an active long position in steel ETF $SLX.
Author discloses an active long position in steel ETF $SLX, framing it as a conviction holding suitable for retirement accounts, though no specific catalyst is articulated.
MED
About SLX Analyst Coverage
Buzzberg tracks SLX (VanEck Steel ETF) across 9 sources. 15 bullish vs 0 bearish calls from 18 analysts. Sentiment: predominantly bullish (65%). 23 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Phil Magness, Timna Tanners, Jeff Schmid.