Steel shipments to the US in 2025 increased by 4.9% y/y

Shipments of steel products from US steel mills in 2025 increased by 4.9% compared to 2024, reaching 90.95 million short tons, according to the American Iron and Steel Institute (AISI).

In December 2025, US steel companies shipped 7.45 million tons of steel, which is 3.5% more than in December 2024 (7.21 million tons). On a monthly basis, the figure increased by 5.4% compared to November 2025, when shipments amounted to 7.07 million tons.

Overall, shipments in 2025 exceeded the 2024 level (86.70 million tons) by almost 4.25 million tons, indicating a gradual recovery in domestic demand and increased steel consumption in key sectors of the economy.

The structure of shipments by product type shows uneven dynamics. Compared to 2024, shipments of corrosion-resistant sheet increased by 4%, hot-rolled sheet by 1%, while cold-rolled sheet decreased by 4%.

The AISI notes that the growth in annual supply volumes reflects market stabilization after weaker performance in previous periods. At the same time, mixed dynamics in individual segments indicate continued cautious demand from consumers, especially in areas sensitive to financing costs and investment activity.

As a reminder, the US reduced its imports of rolled products by 15.4% in January-November compared to the same period in 2024, to 17.5 million tons. Total steel imports amounted to 23.66 million tons (-11.5% y-o-y).

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