August domestic mill shipments, using some actuals and estimates, were up just a bit and, combined with fairly flat import levels, resulted in the shipment chart on the next page with a slight upward trend. All shipments levels this year remain below the same periods in 2019. It has been pretty hard to read incoming imports as earlymonth licenses have been heavy, the past few months, only to fall flat later in the period. If that trend continues then we would expect near future imports to be flat. That said, license so far in September do suggest an 8-9 increase in import levels over August, should they bear out.
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