Analysis
July 1, 2025
Written by Ethan Bernard
People who’ve participated in our surveys or who read our newsletters are familiar with a question we ask regularly: What’s going on in the market that nobody is talking about?
For the last 2-3 years, there have been two recurring questions from our readers: What’s the latest on the U.S. Steel sale? And who might buy Evraz North America (NA)?
The US Department of Commerce has preliminarily determined that critical circumstances exist in the countervailing duty (CVD) investigation of imports of large-diameter graphite electrodes (LDGEs) from China.
SMU’s Steel Demand Index rose to 69.5 in mid-September, its highest reading in more than five years.
SMU’s Mill Order Index (MOI) accelerated in August for a fourth consecutive month, reaching its strongest reading in nearly five years.
Worthington Enterprises reported higher fiscal first-quarter sales and earnings while citing rapidly growing data center demand and continued tightness in the steel market.
Sheet and plate prices continued to tick mostly higher this week amid a supply squeeze that shows no signs of loosening its grip on the US market.