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A small group of global steel producers has emerged as an unlimited winners of the unpleasant import tariff by Donald Trump, as the US President expands his commercial war in an attempt to protect American manufacturing industries.

US steel prices have increased since Trump has been 25 percent of the steel imports – a major component of auto, construction and packaging industries – from all commercial partners.

The customs duties entered into force on Wednesday, although Trump retreated from proposals that were briefly described to obtain an additional 25 percent tariff on steel and aluminum imports from Canada.

High customs duties are designed to be a blessing for American steel makers who have been disturbed, which have been subjected to low demand and high inflation. “The only thing we know is that the short -term winners are the American producers,” said James Campbell, head of the final steel analysis at Consultance Cru.

But a group of European and Asian manufacturers that have significant feet in America also benefit from the fees. External companies with American manufacturing facilities that can benefit from BluesCope in Australia and Japanese Yamato Kogyo.

The shares in BluesCope, which generates nearly half of their profit in the United States and owned the North Star Steel mill in Ohio, has increased more than 20 percent since the beginning of 2025.

The price of the Yamato Kogyo arrow, which produces steel through its local joint project with North Carolina, has increased by 5 percent this year as the steel tariff gave it a boost against Chinese competition.

“The imposition of this 25 percent tariff means competition in the local market with imported materials that will be mitigated,” Yamato Kogyo Mikio Kobayashi President told the Financial Times.

Boris Bardit, an analyst at Kepler Cheyviro in Paris, said other European players who have US operations such as SSAB’s SSAB and Acerinox in Sweden, who makes steel alloys and stainless steel products, will benefit. KLOECKNER listed in Germany, a steel distributor with most of its operations in the United States, can appear as a winner.

The stocks rose in US steel producers on Tuesday, even when Trump’s war was shook with Canada Stock markets.

The great American producers, especially NUCOR and USS Steel, gathered more than 10 percent this year – a sharp transformation of an industry that has suffered from its worst year since the first time of Trump, where profits suffered amid weak demand.

Philip Bell, President of the American Trade Group, welcomed the Steel Manufacturers Association, saying that they would “correct the mistakes of” previous duties. During the first period of Trump, and after that, at the time of President Joe Biden, the United States negotiated exemptions from important commercial partners and individual companies.

Bell said that the American steel industry “is subject to a lot of unfairly circulating steel” and should be seen by the last rise in prices as “normalization”.

The wealth of potential winners contrast to the expected negative impact on other steel makers.

The definitions will be “especially painful” for Korean steel factories, which have benefited from generous shares free from customs tariffs, although the high American steel prices can reduce the strike.

Arceelormitt, the second largest player in the world, runs a joint project in the United States but has great production in Mexico and Canada.

The group’s Canadian operation is an important resource for the American auto sector, while its American facilities use semi -designed steel products from Mexico.

Genino Christino, the financial manager of Arcelormittal, last month reduced the potential effect. He said that the company achieved great success about $ 100 million per quarter in 2018. However, these high costs were compensated at higher prices.

Cullen Richardson, head of the ARGUS Media price reporting agency, said Mills in Türkiye will get gains.

He said that the United States gets rid of all exemptions, as imports from groups such as çolakoğlu, Tosyali and Erdmir will now compete in a flat stadium with European competitors who have benefited from sculpture, noting that shipments from Turkey have started to rise in the past two weeks.

Despite the fair winds for parts of the steel industry, economists have warned the high prices of minerals that would raise production costs for manufacturing industries such as cars and can enlarge in the United States.

Bardit said that customs duties are “really dedicated to China” and could serve as an operator to reduce the increase in the global offer from that country. “With definitions all over the planet, it will be easy for China to export steel,” he said.