Metals

Cleveland-Cliffs has entered a three-year AI partnership with Palantir to modernize steel production, offering potential efficiency gains amid complex manufacturing challenges. However, Palantir’s controversial reputation with labor unions prompts questions about how this deal might affect Cliffs’ relationship with the United Steelworkers as contract talks approach.

Contract negotiations often fail not at the bargaining table but under the pressure of tight timelines. The long history of West Coast port talks shows that short negotiation windows increase the risk of disputes, a challenge now facing U.S. Steelworkers amid their 2026 contract talks.

GE Vernova is investing $166 million to expand its manufacturing facilities in Western Pennsylvania, with plans to create over 700 new jobs and retain more than 700 existing positions, supported by a $6 million state investment.

Linde’s $1 billion investment to expand its Arizona industrial gas operations, in collaboration with a major semiconductor manufacturer, showcases a significant development in the metals industry. This expansion not only highlights a strategic move for Linde but also signifies potential growth opportunities for American workers and the broader manufacturing sector.