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CMC Arizona Steel Plant Ramps Up EAF Production Amidst Rising US Steel Output

The CMC Arizona steel plant, located in Arizona, USA, is increasing electric arc furnace (EAF) production. Owned by CMC, the plant has a 354,000-tonne annual crude steel capacity and primarily produces bar and rebar for sectors including energy, building & infrastructure, and transport.

Detailed Activity Observations:

The following table details the monthly thermal activity changes observed at the CMC Arizona steel plant over the past six months.

Satellite map and production activity chart for CMC Arizona steel plant

Analysis: From January to June 2025, Electric Arc Furnace (EAF_0) shows a consistent increase in thermal activity, rising from 81.0 to 99.0. Conversely, EAF_1 shows a gradual decline, and the activity in the ‘Other’ category has decreased significantly.

Market Implications:

The observed increase in EAF_0 activity at CMC Arizona suggests a ramp-up in production, potentially contributing to the overall rise in US raw steel production reported in US raw steel production is up 0.2 percent week-on-week. With the share of EAF steel production increasing globally (The share of EAF in global steel production in 2024 increased to 29.1%), this trend could indicate a strategic shift towards more EAF-based steelmaking at the plant. The rise in production from EAF_0 could help meet regional demand, while the declining activity in EAF_1 could be due to maintenance, upgrades or strategic recalibration.