U.S. steel capacity utilisation at 78.5% for week ended Feb. 21 – AISI

U.S. steel capacity utilisation at 78.5% for week ended Feb. 21 – AISI

U.S. Steel Capacity Utilization Rises to 78.5% in Week Ended Feb. 21, Per AISI

The American Iron and Steel Institute (AISI) reported that U.S. steel capacity utilization reached 78.5% for the week ended February 21, 2026, reflecting sustained demand in key industrial sectors AISI data. This metric, which measures the percentage of potential production capacity being used, indicates the industry's operational intensity and aligns with seasonal trends as manufacturers prepare for spring construction and automotive cycles.

Capacity utilization rates above 75% are generally viewed as signs of a healthy industry, balancing supply with demand without overextending production capabilities. The 78.5% figure suggests that steel producers are operating efficiently while maintaining flexibility to meet potential demand surges. However, the rate remains below historical peaks observed during periods of robust economic expansion, such as the 85%+ levels seen in 2021 amid post-pandemic recovery efforts.

Market analysts note that the steel sector's performance remains influenced by global trade dynamics, input costs, and policy developments, including tariffs on imported flat-rolled steel and evolving environmental regulations. For investors, the utilization rate serves as a key indicator of industry profitability and competitive positioning, as higher utilization typically correlates with improved economies of scale.

The AISI data also highlights regional variations, with integrated mills in the Midwest and Gulf Coast regions reporting utilization rates slightly above the national average. These regions benefit from proximity to raw materials and established infrastructure, reinforcing their role as anchors of U.S. steel production.

Looking ahead, industry stakeholders will closely monitor weekly utilization trends for signs of capacity constraints or shifts in demand. The next AISI report, scheduled for February 28, will provide further insight into the sector's trajectory.

Data sourced from the American Iron and Steel Institute (AISI), February 21, 2026.