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The Productivity Argument Gains Institutional Weight
A Turnaround Gaining Traction
Key Highlights
Beijing Bound: A Summit Freighted With Consequence
The Convergence of War and Electoral Arithmetic
A Debt Problem Too Large to Ignore
Key Highlights
Strong steel pricing, resilient domestic demand, and a recovering fabrication backlog powered Steel Dynamics to its most productive quarter in shipment history. Aluminum remains a work in progress, but the broader capital allocation story holds firm.
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