How did U.S. steel shipments perform in February 2026?

Shipments increased 5.1% year-on-year to 7.39 million net tons.

What was the month-on-month trend?

Shipments fell 2.5% compared to January 2026.

Which steel products saw the strongest growth?

Corrosion-resistant sheet (+10%) and hot-rolled sheet (+9%).

AISI: U.S. Steel Shipments Rise 5.1% in February 2026; YTD Up 3.5% Despite Monthly Dip

Steel News | 2026-04-06 05:36:19

Year-to-date figures present a more optimistic outlook.

By Paul Ploumis

Summary

U.S. steel shipments reached 7.39 million net tons in February 2026, up 5.1% YoY.
Monthly shipments dipped 2.5% from January, signaling short-term moderation.
Corrosion-resistant and hot-rolled steel led gains, while cold-rolled shipments declined.

SEATTLE (Scrap Monster): The American Iron and Steel Institute (AISI) has reported a notable year-on-year increase in U.S. steel shipments for February 2026, signalling continued resilience in the domestic steel sector despite short-term fluctuations. According to the latest data, U.S. steel mills shipped 7.39 million net tons during the month, marking a 5.1% rise compared to 7.03 million net tons recorded in February 2025.

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However, on a month-on-month basis, shipments declined by 2.5% from January 2026 levels of 7.58 million net tons, indicating some moderation in demand or seasonal adjustments.

Year-to-date figures present a more optimistic outlook. Total shipments for the first two months of 2026 reached 14.98 million net tons, representing a 3.5% increase over the 14.47 million net tons shipped during the same period in 2025.

Product-wise performance remained mixed. Corrosion-resistant sheet and strip shipments led growth with a 10% increase, followed by hot rolled sheet and strip, which rose by 9%. In contrast, cold rolled sheet and strip shipments declined by 8%, highlighting uneven demand trends across steel product categories.

Overall, the data reflects steady growth momentum in key segments of the U.S. steel industry.