Analysis
September 23, 2025
Written by Ethan Bernard
The fighters have gone to their corners to prepare for the bout. OK, it’s not quite that dramatic. The fellow North American partners in the USMCA agreement are gearing up to retool the trade pact next summer.
The US has kicked off the consultation process ahead of the joint review of the agreement on July 1, 2026.
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.