Features

AISI: US steel mill raw output continues to grow
Written by Brett Linton
June 2, 2025
US raw steel production rose again last week, climbing to the highest weekly output recorded since last September, according to the American Iron and Steel Institute (AISI).
For the week ending May 31, domestic steel mills produced an estimated 1,757,000 short tons (st) of raw steel (Figure 1). Production increased 13,000 tons, or 0.7%, from the previous week.

Last week’s production was 4.5% above the year-to-date (YTD) average of 1,681,000 st per week and 2.8% higher than the same week in 2024.
The mill capability utilization rate rose to 78.2% last week, up from 77.6% the week prior and 76.9% one year ago. This is also the highest capability utilization rate witnessed since last September.
YTD production now totals 36,287,000 st with a capability utilization rate of 75.3%, 0.5% less tonnage than the same frame of 2024.
Raw production increased week over week (w/w) in three of the five regions defined by AISI:
- Northeast – 131,000 st (up 4,000 st w/w)
- Great Lakes – 532,000 st (down 19,000 st)
- Midwest – 235,000 st (down 19,000 st)
- South – 793,000 st (up 38,000 st)
- West – 66,000 st (up 9,000 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

It’s official: Trump proclamation doubles S232 on imported steel, aluminum to 50%
President Donald Trump on Tuesday evening signed a proclamation that officially doubled Section 232 tariffs on imported steel and aluminum from 25% to 50%. There was one exception: Section 232 tariffs on steel and aluminum from the United Kingdom will remain at 25%, according to a fact sheet published by the White House.

AISI annual meeting: Goncalves cheers higher S232. What’s next for Canada, Mexico, and automotive?
Cleveland-Cliffs Chairman, President and CEO Lourenco Goncalves offered full-throated support for Section 232 tariffs on imported steel being doubled to 50%. And the top executive of the Cleveland-based steelmaker said the steel industry wanted to see as few exceptions as possible to the tariffs.

Final Thoughts
We're about to hit 50% Section 232 steel tariffs. What could happen?

Canada claps back on Trump tariff news
Meanwhile, several US trade groups applauded the latest trade announcement.

Hassett: 50% S232 tariffs are set to go
Section 232 tariffs of 50% on imported steel will go into effect on Wednesday with few exceptions, according to a top White House official.