Nucor Corporation (NUE - NYSE)
Why Invest: A leading U.S. steel producer, Nucor thrives under tariffs that protect domestic steel from cheap imports (e.g., Section 232 tariffs). Rising infrastructure spending amplifies this.
Upside: Strong pricing power and U.S. focus.
Risk: Steel price corrections.
Caterpillar Inc. (CAT - NYSE)
Why Invest: Caterpillar’s heavy machinery benefits from reduced foreign competition and potential U.S. infrastructure boosts tied to tariff-driven domestic growth.
Upside: Global reach with U.S.-centric gains.
Risk: Trade war escalation hurting exports.
ExxonMobil (XOM - NYSE)
Why Invest: If tariffs disrupt Canadian or Mexican oil imports, ExxonMobil’s domestic production and refining capacity could see higher utilization and profits.
Upside: Energy price stability and U.S. focus.
Risk: Oil market volatility.
Comments