Features

AISI: Raw steel production stable at reduced levels
Written by Brett Linton
January 27, 2025
Raw steel mill production edged down slightly last week, according to recent figures released by the American Iron and Steel Institute (AISI). Prior to January, domestic production had modestly recovered following the large drop seen in October. Last week’s production figure represents the second-lowest rate recorded in the last two months.
Total US mill output was estimated at 1,641,000 short tons (st) through the week ending Jan. 25 (Figure 1). Production eased 3,000 tons or 0.2% from the previous week.

Raw production was 0.2% lower than the year-to-date average of 1,645,000 st per week. Production is 0.7% higher than the same week last year (1,629,000 st).
Last week’s mill capability utilization rate was 73.7%, slightly lower than the prior week’s 73.8% rate. Utilization rates remain slightly above those seen this time last year (73.3%).
Year-to-date production now stands at 5,878,000 st at a capability utilization rate of 73.9%. This is 1.0% greater than the same period of last year, when 5,818,000 st had been produced at a capability utilization rate of 73.3%.
Weekly regional production data and week-over-week (w/w) changes are as follows:
- Northeast – 123,000 st (up 5,000 st w/w)
- Great Lakes – 505,000 st (up 10,000 st)
- Midwest – 245,000 st (up 4,000 st)
- South – 703,000 st (down 28,000 st)
- West – 65,000 st (up 6,000 st)
Editor’s note: The raw steel production tonnage provided in this report is estimated and should be used primarily to assess production trends. The graphic included in this report shows unadjusted weekly data. The monthly AISI “AIS 7” report is available by subscription and provides a more detailed summary of domestic steel production.

Brett Linton
Read more from Brett LintonLatest in Features

Final Thoughts
If I could change something, it’d be this: Political news would get more boring. And news about steel prices and steel demand would get a little more exciting.

US and Canada expect positive outcomes from tariff negotiations
Canadian Prime Minister Mark Carney and US President Donald Trump told reporters at the White House on Tuesday that they’ll be formulating a trade deal that works for both nations.

Final Thoughts: Survey says edition
SMU’s latest survey results indicate that steel market participants think sheet prices are at or near a bottom. But most also think there is limited upside once they inflect higher.

SMU Scrap Survey: Current and Future Sentiment tick down
SMU’s Current Sentiment Index for scrap decreased this month, a move mirrored by our Future Sentiment Index, according to the latest data from our ferrous scrap survey.

Leibowitz: When the shutdown should end
There is no doubt that the current government shutdown reflects the vast divisions between the extremes of American politics, society, and even geography. Almost all Americans agree that government is necessary, but voters disagree...