Strong steel fundamentals continue to build with the only weak spot coming from falling raw material prices. The import differentials remain ridiculously elevated, but where there should be an influx of import offers, instead the trade cases have shut out the biggest players while some decent global growth has limited the need for exporting steel for now. The supply curtailment by the US mills, relatively low inventory at the service center level and strong demand, especially for CRC and HDG, have led to relatively extended lead times.