Oct 15, 2026 — US Trade & Tariff Policy Strategy Update
Chart by TradingViewThe schedule
- Thu15Oct
Market focus shifts to potential new trade protections under President Trump, which could heavily impact pricing dynamics for BlueScope's North Star operations in the US, tracked from a $22.00 baseline.
- Tue16Feb
BlueScope reports half-year earnings anchored at $24.00, capturing the initial impacts of the Fed's rate cut cycle on US construction demand and overall mill utilization rates.
- Wed12May
A projected inflection point evaluated from $26.50 where new Asian steel capacity comes online, potentially pressuring international benchmark steel spreads and compressing BlueScope's margin profile.
Past
- Mon24Aug
BlueScope reports its full-year fiscal 2026 results from a base of $24.50, directly at its 52-week high, presenting a scenario where perfection is heavily priced in.