[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![100xCompounding Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1625692183234764804.png) TheDailyCompounder [@100xCompounding](/creator/twitter/100xCompounding) on x 3404 followers
Created: 2025-07-21 14:10:15 UTC

$CLF

Earnings Notes

$35/t price increases

Q2 Cost Improvement

Record Steel shipments

Slab contract set to roll off in December of 2025 (HRC is significantly higher priced to due to integrated raw material chain

-Slab contract set to roll off in December of 2025 (HRC is significantly higher priced - $XXX HRC vs $XXX slab)

$3.2B of secured note capacity

released $200M of working capital

Capex guide of $600M significantly decreased from the $1B+ in 2022 - capex guide cut from $625M in May, SG&A cut to $575M from $600M

![](https://pbs.twimg.com/media/GwYxQ4CXkAAJwh2.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947298076529402070/c:line.svg)

**Related Topics**
[$200m](/topic/$200m)
[$32b](/topic/$32b)
[$35t](/topic/$35t)
[$clf](/topic/$clf)
[stocks basic materials](/topic/stocks-basic-materials)

[Post Link](https://x.com/100xCompounding/status/1947298076529402070)