Steel shipments to the US fell by 6.6% m/m in April

In April, US steel mills reduced shipments of steel products by 6.6% month-on-month to 7.66 million short tonnes, according to the American Iron and Steel Institute (AISI).

Compared with the same period last year, this figure rose by 1.1%.

Shipments in January–April 2026 totalled 30.84 million tonnes, up 3.6% year-on-year. Supplies of corrosion-resistant sheet and strip increased by 13% year-on-year over the period, while hot-rolled steel rose by 4% year-on-year. Shipments of cold-rolled steel in the first four months of this year fell by 4% compared with the same period in 2025.

It should be noted that shipments of steel products from US steel mills rose by 4.9% in 2025 compared to 2024, reaching 90.95 million short tonnes. Compared to 2024, shipments of corrosion-resistant sheet rose by 4%, hot-rolled sheet by 1%, whilst cold-rolled sheet fell by 4%.

As reported by GMK Center, Trump’s 50% steel tariffs, introduced in June 2025, have yielded mixed results. Officials predicted that this move would revive the country’s industrial base and protect domestic producers from cheap imports. Today, steelmakers have indeed gained significant advantages, whilst consumer sectors have faced rising costs.

Thanks to the tariffs, steel imports into the United States have fallen sharply. This has allowed domestic prices to outpace global prices, and enabled American mills to gradually increase production and capacity utilisation, despite unchanged demand.