Analysis
February 11, 2025
Written by Michael Cowden
If you’re a mill with melt capacity in the United States, it’s Christmas in February. Section 232 is back – no quotas, no exclusions – and then some.
Before we dive into the details here, I encourage you to check out the official documents posted on the White House website. The text of the executive order (EO) that President Trump signed late on Monday is here. And a fact sheet summarizing the EO is here.
Fresh off SMU Steel Summit 2026, we are already looking ahead to Tampa. Join industry peers on March 7–9, 2027, for the 38th annual Tampa Steel Conference in Tampa, Florida. The event brings together steel producers, distributors, service centers, ports, logistics providers, and market experts to connect, exchange perspectives, and take the pulse of the […]
US sheet buyers have grappled with supply scarcity in both the spot and contract markets throughout 2026. Now the supply squeeze is spilling over into 2027, according to market participants.
This October, SMU is introducing a new way to keep you informed on the latest steel market news and insights: the Daily Digest. Beginning in mid-October, our new Daily Digest will replace the three newsletters currently delivered each week.
The US Commerce Department has raised the anti-dumping duties (AD) on imports of oil country tubular goods (OCTG) from South Korea.
The import market for pig iron may have bottomed out, according to sources in Brazil.