Features

AISI: Raw steel production climbs to second-highest rate of the year
Written by Brett Linton
March 11, 2025
Raw steel mill output rebounded last week after falling to one of the lowest levels of the year, according to the American Iron and Steel Institute (AISI). Production is now at the second-highest weekly rate recorded so far in 2025.
Through the week ending March 8, domestic steel mill production was estimated at 1,671,000 short tons (st) (Figure 1). Production increased by 30,000 tons, or 1.8%, week over week (w/w).

Last week’s production was 1.0% above the year-to-date average of 1,655,000 st per week. Compared to this time last year, production this week is down by 1.5%.
The latest mill capability utilization rate was 75.0%, higher than the previous week (73.7%), but lower than the same week last year (76.4%).
Year-to-date production now stands at 15,850,000 st with a capability utilization rate of 74.4%. This is 1.3% less than the same period of last year, when 16,055,000 st had been produced at a rate of 75.8%.
Raw production increased this week in four of the five regions, as reported by AISI:
- Northeast – 128,000 st (up 6,000 st w/w)
- Great Lakes – 472,000 st (up 8,000 st)
- Midwest – 237,000 st (up 8,000 st)
- South – 762,000 st (down 1,000 st)
- West – 72,000 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

Final Thoughts
We just wrapped up another Steel 101 workshop, easily the most hands-on industry workshop on steelmaking and market fundamentals.

Leibowitz: Renewed trade war with China over rare earths
On Oct.10, President Trump announced major increases in tariffs on Chinese goods. The trigger was a new regime of export controls on rare earth metals and products using those elements, including magnets, capital equipment, and catalysts for catalytic converters in cars and trucks.

CRU: Soft demand weighs on sheet imports into the US
US domestic sheet prices have remained rangebound in recent weeks as supply tightness met weak demand. Demand for steel produced in the US increased among some Mexican industrial buyers....

SMU flat-rolled market survey results now available
SMU’s latest steel buyers market survey results are now available on our website to all premium members.

SMU Survey: Current Sentiment sinks to lowest level since May 2020
SMU’s Steel Buyers’ Sentiment Indices both fell this week, with Current Steel Buyers’ Sentiment notching the lowest reading since May 2020.