Industry

Beat

Markets

Prices, benchmarks, and the demand signals moving steel.

• worldsteel holds 2026 steel demand flat, sees growth return in 2027

Beat

Production & Capacity

Output, capacity, mills opening, idling, and restarting.

• World crude steel output slips in August as China pulls back
• US mills run above 80 percent as October output climbs

Beat

Companies

Steelmaker results, investment, and strategy.

• Cleveland-Cliffs posts its strongest quarter in three years
• Steel Dynamics ships a record 3.8 million tons in the third quarter
• Nucor guides third-quarter earnings well above last year
• Cleveland-Cliffs puts $200 million into electrical steel at Butler Works

Beat

Trade & Policy

Tariffs, safeguards, carbon border rules, and trade flows.

• US keeps duty orders on Mexican welded wire mesh in place

Beat

Raw Materials

Iron ore, coking coal, scrap, and energy inputs.

Beat

Green Steel

Decarbonization, hydrogen, DRI, and electric steelmaking.