Cleveland-Cliffs is partnering with peer Nucor to prepare a potential bid for U.S. Steel, CNBC reported on Monday, citing sources.
According to the report, Cleveland-Cliffs would purchase U.S. Steel in an all-cash deal and then sell the company's Big River Steel subsidiary to Nucor.
Shares of U.S. Steel rose 8.9% in afternoon trading.
The report came after the Biden administration delayed an order for Nippon Steel to abandon its $14.9 billion bid for U.S. Steel until June.
Nucor declined to comment, while Cleveland-Cliffs, U.S. Steel and Nippon did not immediately respond to Reuters' requests for comment.