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# SLX: Steel Tailwinds Galore (Archive)
- URL: https://www.huntingalphas.com/slx-slx-steel-tailwinds-galore-archive/
- Published: 2023-01-20T10:09:00.000Z
- Updated: 2026-02-26T17:02:33.000Z
- Description: Steel tailwinds from China, India, and U.S. infrastructure position SLX for outperformance.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, ETF, SLX

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Drawing upon my previous analysis of China, India, US infrastructure, and the Russia- Ukraine war, I now form a bullish view of the SLX steel ETF.
- Supply tailwinds for the global steel industry include subdued Chinese production and persisting supply-side shocks from the Russia-Ukraine war.
- Demand tailwinds for the global steel industry include a rebound in Chinese demand, an uptick in Indian construction activity, and rising US demand driven by the Infrastructure Investment and Jobs Act.
- Some incremental supply expansions are beneficial for some components of the SLX ETF, but too much supply-side expansion can spell a downturn in the steel sector, making this a key monitorable.
- Technical analysis also suggests bullishness, and I anticipate SLX to outperform the S&P 500.

Read the full article [here](https://seekingalpha.com/article/4571137-slx-etf-steel-tailwinds-galore?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*