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The Wide Bandgap Chips — Silicon Carbide & Aluminum · The Rocks & Powders — Critical Materials

CLF

Cleveland-Cliffs
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Largest US flat-rolled steel + iron ore — auto + appliance + defense

What they do

Lost the Nippon Steel / US Steel deal in 2024 but remains the only fully integrated US flat-rolled producer . Volatile, cyclical, but uniquely positioned in any defense/auto/appliance reshoring scenario. Trades like a deep value name today. Optionality on Section 232 tariffs and a potential US Steel re-do under different ownership.