Features

AISI: Raw steel production takes a breather after reaching 3-year high
Written by Brett Linton
June 16, 2025
Domestic mills continue to produce record volumes of steel, according to the latest figures released by the American Iron and Steel Institute (AISI). Last week, raw steel output stood at the second-highest weekly total recorded in the past three years. Mill output has trended higher since April, increasing in six of the last eight weeks.
Through the week ending June 14, domestic steel mill production was estimated to be 1,783,000 short tons (st) (Figure 1). Output eased by 2,000 tons, or 0.1%, from the previous week, when production was at the highest since May 2022, according to AISI’s data.

Last week’s production was 5.5% above the year-to-date (YTD) weekly average of 1,690,000 st and 4.7% higher than the same week a year ago.
The overall mill capability utilization rate was 79.4% last week. This was down slightly from 79.5% the previous week (the highest rate recorded since September 2024) but up from 76.7% one year ago.
YTD production totals 39,855,000 st with a capability utilization rate of 75.5%. This is just 13,000 st (<0.1%) below the same period of 2024.
Raw production increased week over week (w/w) in three of the five AISI-defined regions:
- Northeast – 129,000 st (up 1,000 st w/w)
- Great Lakes – 556,000 st (up 21,000 st)
- Midwest – 253,000 st (up 1,000 st)
- South – 780,000 st (down 22,000 st)
- West – 65,000 st (down 3,000 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

More appliances added to downstream S232 tariff list
The Trump administration has expanded the list of derivative steel products covered by the now 50% Section 232 tariff.

May service center shipments and inventories report
Flat rolled = 57.1 shipping days of supply Plate = 55.7 shipping days of supply Flat rolled US service centers reined in flat roll supply in May, coinciding with declining shipments. At the end of May, service centers carried 57.1 shipping days of supply, according to adjusted SMU data. That’s down slightly from 57.6 shipping […]

Final Thoughts
We just wrapped another Steel 101 Workshop, where you take what you learned in the classroom into the steel mill.

Leibowitz: Tariffs are the trade version of going nuclear
In short, when tariffs go up, jobs in consuming industries go down. There is conclusive evidence from past actions: safeguard tariffs in 2002 and Section 232 tariffs in 2018. It is happening again in 2025. The Trump administration wants foreign producers (and US retailers) to absorb tariff increases (except in antidumping cases, where foreign absorption of tariffs is illegal).