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Try the Free AI Search EngineNorth American Steel Market: Mexican Trade Deficit Widens Amid Tariff Uncertainty; AM/NS Calvert Activity Remains High
North American steel markets face uncertainty due to shifting trade dynamics in Mexico. Specifically, the news articles “Mexico president confirms tariff pause after call” and “Mexico trade deficit widens in Sep on record imports” highlight ongoing trade negotiations and a widening trade deficit. These articles cannot be directly related to plant activity changes.
The average steel plant activity in North America experienced a notable decrease in October, dropping to 28.0 from 42.0 in September.
Algoma Steel, an integrated BF/BOF steel plant in Ontario, Canada, producing 2.8 million tonnes of crude steel annually, shows a steady decline in activity from 41.0 in May to 27.0 in October. The activity decrease at Algoma Steel cannot be directly linked to any of the provided news articles.
AM/NS Calvert, an EAF steel plant in Alabama with a 1.5 million tonne capacity, producing hot-rolled, cold-rolled, and coated products, consistently operates at high activity levels, reaching 82.0 in October. This high activity could indicate strong demand for its products, particularly in the automotive sector, although no direct connection to the news articles can be established.
Nucor Steel Plymouth, an EAF bar producer in Utah with a 908,000 tonne capacity, shows a gradual increase in activity, reaching 39.0 in October. The increased activity level cannot be directly linked to any of the provided news articles.
Given the widening trade deficit in Mexico, as indicated in “Mexico trade deficit widens in Sep on record imports” and “Mexico’s trade deficit widened in September amid record imports“, and the uncertainty surrounding US-Mexico trade relations highlighted in “Mexico president confirms tariff pause after call“, North American steel buyers should closely monitor the ongoing trade negotiations. Due to the consistently high production rate reported by satellite data, buyers sourcing hot-rolled, cold-rolled, and coated products should consider AM/NS Calvert in Alabama as a stable supply source. There is no evidence to explicitly support actions related to the other two facilities.