Features

AISI: Raw steel production ticks back up
Written by Brett Linton
July 28, 2025
US raw steel output rebounded last week, according to the American Iron and Steel Institute (AISI). Mill production remains historically strong, with output holding at or near multi-year highs since early June.
Domestic mills produced an estimated 1,777,000 short tons (st) of raw steel for the week ending July 26 (Figure 1). Output increased 9,000 st, or 0.5%, week over week (w/w), which is just 10,000 st below the three-year high set five weeks ago.

Last week’s production was 4.1% above the year-to-date (YTD) weekly average of 1,708,000 st and 4.8% higher than the same week one year prior. Production for the year now totals 50,527,000 st, up 0.9% from the same period last year. Prior to June, 2025 output had been trailing 2024 levels.
The mill capability utilization rate was 78.4% last week. This is up from 78.0% one week prior and well above the 76.4% rate seen one year ago. The capability utilization rate has averaged 76.3% so far this year.
Raw production increased w/w in three of the five AISI-defined regions:
- Northeast – 113,000 st (down 5,000 st)
- Great Lakes – 559,000 st (down 2,000 st)
- Midwest – 232,000 st (up 9,000 st)
- South – 802,000 st (up 4,000 st)
- West – 71,000 st (up 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

Final Thoughts
Is this just a severe case of the summer doldrums? Will demand improve in the fall, as it often does? Or has uncertainty around tariffs and the economy created a more lasting impact?

Price: Which countries get a ‘zonk’ in Trump’s primetime ‘Let’s Make a (Trade) Deal’ show?
As the president’s August 1 tariff deadline approaches, the “Let’s Make a Deal” game show returns to primetime (the Monty Hall version, of course). As the administration begins rolling out trade deals, we are starting to see what’s behind door number one and who is getting a “zonk.”

SMU Community Chat: Tariff-induced panic purchases, inflation, and calculating costs
Chief executive of the Institute for Supply Management (ISM), Tom Derry highlighted how reactive buying behavior has shifted the market into a quiet demand period. Derry presented ISM data during the weekly SMU community chat.

USS, Nippon continue to press lawsuit against Cliffs, USW chief
U.S. Steel and Nippon Steel are not done settling scores with those who opposed their historic, $14.9-billion partnership.