SM Energy Company
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Weekly Playbook: Capacity, CapEx, and Capital Relief (SMID, STLD, LARK)
Jul 5, 2026
As the summer construction season accelerates, the market is aggressively repricing how companies fund their next phase of growth. This week’s catalyst slate isolates that tension across heavy materia
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USMCA’s 50% Rule Hits Auto Supply Chains
May 30, 2026
The automotive trade landscape is facing a structural stress test. In a push to rewrite the integration of the North American supply chain, administration negotiators are proposing a requirement that
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The 25% Auto Wall: Girding for the May 8 Tariff Implementation
May 2, 2026
The clock is ticking for European automakers as the May 8 implementation date for a 25% U.S. tariff on EU-built cars and trucks approaches. This move, central to the current administration's shift tow
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