[SMM Steel] The American Iron and Steel Institute (AISI) urged the USTR to impose cumulative tariffs under the Section 301 investigation targeting economies linked to global steel overcapacity. AISI highlighted record Chinese steel exports of 131 million mt in 2025 and rising shipments from India, Indonesia, South Korea, Japan, and Mexico. The institute argued that subsidized exports and redirected trade flows are pressuring the US steel market. If approved, additional Section 301 tariffs could be added on top of existing Section 232 duties, potentially lifting total US steel tariffs on some countries to 60-75%.

The American Iron and Steel Institute (AISI) reported that US steel mills shipped 7.74 million net tons in March 2026, marking a 10.9% increase from the 6.98 million net tons shipped in February, though down 0.6% compared to March 2025. Total shipments for the first quarter of 2026 reached 21.82 million net tons, a 1.6% decrease year-on-year. Specifically, shipments of corrosion-resistant steel rose by 12%, cold rolled sheets by 11%, and hot rolled sheets by 6% compared to the previous month. The significant monthly rebound indicates a seasonal recovery in manufacturing and construction demand, though the slight year-on-year decline suggests the market is still adjusting to broader economic cooling compared to the previous year.

[SMM Steel] According to American Iron and Steel Institute, US raw steel production totaled 1.83 mln net tons in the week ending April 25, 2026, down 1.0% week on week, with capacity utilization at 79.3%. Despite the weekly decline, output was up 8.7% year on year, reflecting stronger underlying demand. Year-to-date production reached 29.55 mln net tons, rising 6.0% YoY, with utilization at 77.8%, indicating stable operating conditions in the US steel sector.

[SMM Steel] American Iron and Steel Institute reported that US crude steel production reached 1.848 million net tons in the week ending April 18, 2026, up 0.3% week-on-week, with capacity utilization at 80.0%. Output increased 9.7% year-on-year, while year-to-date production totaled 27.72 million net tons, up 5.8% YoY, indicating steady recovery in US steel production.

[SMM Steel] According to American Iron and Steel Institute, US raw steel production reached 1.843 million net tons in the week ending April 11, 2026, with capacity utilization at 79.8%, up 0.7% WoW. Output increased 9.4% YoY, while year-to-date production rose 5.5% to 25.87 million tons. In the short term, steady output growth and high utilization indicate stable supply conditions.

According to the American Iron and Steel Institute (AISI), US domestic raw steel production for the week ending April 11, 2026, reached 1.843 million net tons, reflecting a capacity utilization rate of 79.8%. This represents a 0.7% increase from the previous week. Adjusted year-to-date production through April 11 stands at 25.871 million net tons at a 77.5% capacity utilization rate, up 5.5% compared to the 24.519 million net tons produced during the same period last year.