US Steel capacity utilization reaches 78% for week ending September 19
Summary
US Steel's capacity utilization was reported at 77.9% for the week ended September 19, according to the American Iron and Steel Institute (AISI). This figure reflects ongoing concerns about global steel overcapacity, a key advocacy point for AISI as they push for stronger North American trade rules, including through organizations like the USMCA. Additionally, AISI supports legislation like the Water Resources Development Act, which aims to improve U.S. waterways and increase the demand for domestic steel products.
Analysis
AISI: The American Iron and Steel Institute (AISI) is the leading trade association representing North American steel producers, focusing on industry data reporting, technical standards, and advocacy on trade, regulatory, and infrastructure policies. It regularly releases weekly raw steel production figures and engages with U.S. government bodies on issues like tariffs and international trade compliance. In 2026, AISI has submitted letters supporting permitting reform for energy infrastructure and legislation addressing foreign automotive technologies in the steel supply chain. Trade Policy: AISI actively advocates for measures to address global steel overcapacity and strengthen North American trade rules through organizations like USMCA. Infrastructure Support: AISI endorses legislation such as the Water Resources Development Act to improve U.S. waterways and create demand for domestic steel products.
Categories
macro
Related sources
- https://www.facebook.com/AISISteel/posts/today-patrick-bloom-executive-vice-president-of-government-relations-for-clevela/1435287961968731/
- https://www.steel.org/2026/09/aisi-releases-august-sima-imports-data-7/
- https://www.steel.org/2026/08/aisi-releases-annual-statistical-report-for-2025/
- https://insidetrade.com/daily-news/official-bis-decisions-new-steel-aluminum-inclusions-punted-2026
- https://www.steel.org/all-press-releases/
- https://x.com/i/status/2102127065520849312
- https://www.steel.org/2026/05/aisi-announces-2026-institute-medal-awardees/
- https://pipexch.com/aisi-press-release-on-latest-u-s-imports-of-steel-products-september-2026/
- https://x.com/i/status/2101932664676589932
- https://www.steelmarketupdate.com/2026/09/19/plate-supply-squeeze-tightens-as-demand-presses-higher/
- https://globalenergymonitor.org/sites/default/files/2026-05/Pedal%20to%20the%20Metal%202026.pdf
- https://x.com/i/status/2102127153148248149
- https://www.facebook.com/AISISteel/posts/americas-future-depends-on-reliable-energy-resilient-infrastructure-and-continue/1433640282133499/
- https://x.com/i/status/2102081551949234452
- https://www.steel.org/industry-data/
- https://www.steel.org/public-policy/resources/aisi-letters/
- https://www.steelmarketupdate.com/2026/09/14/aisi-us-raw-steel-output-climbs-as-capability-utilization-hits-multi-year-high/
- https://steelindustry.news/
- https://x.com/i/status/2102098893999669417