Will AK Steel be a steal or a raw iron deal for Cliffs?

Cleveland Cliffs AK Steel Acquisition FreightWaves Freight Intel Group

In episode 10 of Great Quarter, Guys Kevin Hill and Andrew Cox discuss Cleveland-Cliffs pending acquisition of AK Steel. Is Cleveland-Cliffs buying AK Steel as an opportunity to go from a supplier to a producer of steel, or is it a defensive move to bail out a troubled customer?

Then we dive into the Q1 Carrier Outlook and who has the pricing power between shippers and carriers and our long/short segment.