October 16, 2025 12:00 AM GMT Steel | North America Views From the Trenches #26: Soft Demand Yet Little Downside to Prices The view of the executive we hosted: Prices will remain Industry View In-Line relatively muted over the next 6 months as soft demand counters an anticipated fall in imports. Market dynamics are likely to improve in 2Q26 as inventories fall and steel consumption rises due to interest rate cuts & OBBBA tax benefits. Morgan Stanley's Americas Metals & Mining team hosted a lunch with a stee ...