ST STLD Steel Dynamics Inc 로딩 중... : 애널리스트의 강세 및 약세 의견

Nucor's new West Virginia sheet mill is set to begin commissioning in Q2 2026, with a target of running at ~50% capacity by end of 2027, adding to domestic supply. — The new mill will ramp up supply in a key sheet-consuming region, increasing competition and potentially pressuring pricing over the medium term.

Nucor's steel mill backlogs are up nearly 40% year-over-year, and its structural group backlog is a record, signaling sustained strength in non-residential construction and infrastructure. — The record backlogs in steel mills and structural products indicate that demand for construction and infrastructure steel remains robust, which is a positive leading indicator for other producers.