October Steel Shipments Fall 4.2% from September, But Show Yearly Growth

U.S. steel shipments in October 2025 totaled 7.69 million net tons, representing a 4.2% drop from September but a 9.2% increase compared to the same month last year, according to the latest data from the American Iron and Steel Institute (AISI). Despite the month-to-month decline, year-to-date figures show a positive trend, with shipments up 5.1% compared to the same period in 2024.

The October figures highlight both volatility and growth in the steel sector. Compared to October 2024, shipments increased by nearly 650,000 tons, but the month-over-month drop of over 300,000 tons signals the ongoing fluctuations in steel demand and supply dynamics.

Year-to-date steel shipments in 2025 reached 76.43 million tons, up from 72.73 million tons in the first ten months of 2024. The increase is mainly driven by higher demand for certain steel products, including corrosion-resistant sheets and strips, which rose by 4% year-to-date. In contrast, shipments of cold-rolled sheet and strip saw a modest 3% decline over the same period.

This latest data comes amid concerns in the industry over rising input costs and fluctuating demand in key markets like construction and automotive manufacturing. Despite this, analysts remain optimistic about the steel industry’s performance in the longer term, particularly as infrastructure investments in the U.S. continue to support steel consumption.

Industry leaders, however, have expressed caution. While steelmakers are benefiting from increased shipments year-to-date, challenges such as global supply chain disruptions and higher production costs could impact the sector’s profitability and growth trajectory in the near future.

The outlook for the steel industry remains positive, though uncertainties around market conditions and international trade policies could influence future trends.

Source: The American Iron and Steel Institute (AISI)

SUNSHINE Spotlight: October’s steel shipments reflect a strong yearly performance, but the sector faces ongoing challenges as monthly fluctuations continue to impact overall growth.