Be sure to pick up your copy of the Steel Market Update Yearbook 2026—the official companion to the SMU Steel Summit and a go-to reference on the year in steel.

Created for Summit attendees and the wider steel community, the Yearbook combines practical event information with CRU market intelligence, SMU survey findings, exhibitor spotlights, a map of US sheet and plate mills, a Mexico market feature, and executive perspectives from across the supply chain.

This year’s market analysis, Tariffs, tight supply and the new rulebook for US sheet steel, examines how Section 232 tariffs, constrained imports, extended mill lead times, lean service-centre inventories and selective demand are affecting US sheet pricing and margins. It draws on CRU research and SMU indicators, including buyer sentiment, inventory and lead-time data, and ferrous scrap survey results.

The Yearbook also features executive interviews from across the steel value chain, including Geoff Gilmore of Worthington Steel on integration and growth; George Adams of SA Recycling on scrap supply and domestic steelmaking; Sree Patlola and Casey Timko of Felux on AI-enabled demand analytics; Bruce Margolin of Ace Steel Supply on customer-led growth and leadership; Kiara Nirghin of Emanate on AI for commercial teams; Taylor St Germain of ITR Economics on the economic outlook; Nathan Frankel of Linus Analytics on scrap-market transparency; and Robert Simon of JSW Steel USA on operational transformation, investment and profitability.

Digital downloads of the Steel Market Update Yearbook 2026 will be available soon. SMU subscribers and SMU Steel Summit attendees should look out for an email with access links.