Features

AISI: Raw steel output slips following six-month high
Written by Brett Linton
April 7, 2025
The volume of raw steel produced by US mills dipped last week after hitting a six-month high, according to the American Iron and Steel Institute (AISI). Despite this decline, production remains in line with the average rates seen so far this year.
Domestic steel mill production was estimated at 1,656,000 short tons (st) for the week ending April 5 (Figure 1), down 41,000 tons or 2.4% from the previous week.

Last week’s production was 0.2% below the year-to-date weekly average of 1,659,000 st per week. Compared to levels one year ago, production this week was 2.4% lower.
The mill capability utilization rate last week was 74.4%. This is down compared to both the prior week (76.2%) and the same week last year (76.3%)
Year-to-date production totals 22,524,000 st at a capability utilization rate of 74.5%. This is 1.4% lower than the same period of last year, when 22,838,000 st had been produced at a rate of 75.8%.
This week’s decline was primarily driven by reduced output in the Southern region, according to AISI:
- Northeast – 117,000 st (down 9,000 st w/w)
- Great Lakes – 534,000 st (up 26,000 st)
- Midwest – 245,000 st (up 14,000 st)
- South – 694,000 st (down 65,000 st)
- West – 66,000 st (down 7,000 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

Price: Reciprocal tariff changes and potential new tariffs for Brazil, Canada, others
Trade issues do not seem poised to leave the headlines anytime soon. And as recent developments show, the administration’s tariff policy remains ever-changing.

SMU Scrap Survey: Sentiment Indices rise
Both current and future scrap sentiment jumped this month, though survey participants reported responses before key trade news was announced.

HVAC equipment shipments bounce back in May
Heating and cooling equipment shipments grew from April to May, according to the latest data released by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI).

US drilling activity falls further, climbs in Canada
US oil and gas drilling activity continued to decline for the 11th consecutive week, while Canadian counts climbed for the sixth week in a row, according to the latest data from Baker Hughes.

SMU Survey: Sentiment splits, buyers have better view of future than the present
SMU’s Steel Buyers’ Sentiment Indices moved in opposite directions this week. After rebounding from a near five-year low in late June, Current Sentiment slipped again. At the same time, Future Sentiment climbed to a four-month high. Both indices continue to show optimism among buyers about their company’s chances for success, but suggest there is less confidence in that optimism than earlier in the year.