June was a better shipment month than May thanks to an increase in imports which, of course, makes up almost 80 of the product sector supply. Domestic shipments fell just a bit. This all leads to year-to-date shipments that are below 2019 by about 18.2 at the halfway point. The outlook for increased import shipments appears to be good based on license information and forecasts. Improved volumes will not make up the shortfall in the year-over-year comparison however. Domestic mill shipments are flat to last year as the reasons for buying that product have not changed - shorter lead time and products competitive with import on the price scale.
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