Cleveland-CliffsElement Solutions

Cleveland-Cliffs vs Element Solutions

This page compares Cleveland-Cliffs and Element Solutions Inc., outlining how their business models, financial performance, and market context differ and interact. It presents neutral, accessible info...

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Published: October 13, 2025

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Hyundai's American Industrial Build-Out

Hyundai's American Industrial Build-Out

Hyundai Motor Group is boosting its U.S. investment to $26 billion, targeting automotive, steel, and robotics. This move creates a significant opportunity for American companies that supply, support, and innovate within these expanding industrial sectors.

Published: August 26, 2025

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America's Copper Advantage: Tariffs Reshape The Market

America's Copper Advantage: Tariffs Reshape The Market

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Published: July 31, 2025

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U.S. Protectionism: American Advantage

U.S. Protectionism: American Advantage

This carefully selected group of stocks represents companies set to benefit from the new 35% tariff on Canadian imports. Our professional analysts have identified these U.S. businesses as being uniquely positioned to capture greater market share and increase their pricing power as foreign competition becomes more expensive.

Published: July 14, 2025

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American Rare Earth Revival

American Rare Earth Revival

This carefully curated group of stocks focuses on companies positioned to benefit from the U.S. government's push to secure domestic supply chains for rare earths and critical minerals. These resources are essential for defense systems, electric vehicles, and advanced technologies.

Published: July 11, 2025

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Trump's Tariff Ripple Effect

Trump's Tariff Ripple Effect

These carefully selected stocks represent US companies likely to benefit from expanded tariffs on foreign imports. Our professional analysts have identified domestic manufacturers and steel producers positioned to gain market share as their international competitors face higher costs.

Published: July 11, 2025

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China's Manufacturing Rebound

China's Manufacturing Rebound

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Published: June 30, 2025

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Investment Analysis

Pros

  • Cleveland-Cliffs is the largest flat-rolled steel producer in North America with an integrated platform from mining to finished steel products.
  • Strategic acquisitions and capacity investments have strengthened its market position and enhanced fully integrated steel solutions offerings.
  • The company serves diverse industries including automotive, infrastructure, appliances, and manufacturing, providing a broad portfolio of specialized steel grades.

Considerations

  • The company reported a net loss of $1.68 billion in the trailing twelve months, indicating ongoing profitability challenges.
  • Revenue missed expectations in Q3 2025, reflecting potential operational or demand headwinds.
  • Its stock price has significant volatility and analysts maintain a hold rating with a price target below current levels, signaling cautious market sentiment.

Pros

  • Element Solutions is a speciality chemicals provider focusing on surface treatment solutions for several high-growth industrial end markets.
  • It has demonstrated resilience with steady revenue growth driven by innovation and expanded geographic footprint in chemicals.
  • The company’s products address critical industrial applications, benefiting from trends in electronics, automotive, and renewable energy sectors.

Considerations

  • Element Solutions faces exposure to raw material cost inflation, which could pressure margins if not managed effectively.
  • The business is somewhat cyclical, linked to end markets like automotive and electronics, which are sensitive to global economic fluctuations.
  • Competitive pressures within the specialty chemicals market may impact pricing power and market share over time.

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