United States Steel Corporation(X)
HQ US12% share
Integrated steelmaker; flat-rolled hot-dip galvanized, Galvalume and pre-painted (PPGI) coated sheet. Acquired by Nippon Steel in 2025.
manufactured · input
Steel Casing Sheet (HVAC cabinet)
Pre-painted Galvalume or galvanized steel sheet for HVAC outdoor unit and air handler cabinets. US HVAC OEMs largely source domestic (US Steel, Nucor) under Section 232 tariff protection. Low concentration risk; widely available commodity.
12
Source countries
5
Companies
1
Goods affected
0
Claims on record
What depends on it
Goods that need this input
1 essential American goods rely on steel casing sheet (hvac cabinet) somewhere upstream in their supply chain.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 55% |
| CACanada | 20% |
| MXMexico | 15% |
| TWTaiwan | 15% |
| KRSouth Korea | 7% |
| IDIndonesia | 3% |
| CNChina | 3% |
| BRBrazil | 3% |
| THThailand | 2% |
| ZASouth Africa | 2% |
| AEUnited Arab Emirates | 2% |
| PKPakistan | 1% |
Who makes it
Supplier companies
5 companies produce steel casing sheet (hvac cabinet).
NLMK USA
HQ US5% share
U.S. flat-rolled steel arm of Russia-linked NLMK Group; hot-rolled, cold-rolled and coated sheet from Pennsylvania/Indiana mills.
Cleveland-Cliffs Inc.(CLF)
HQ US
Cleveland, Ohio-based integrated steel producer (NYSE: CLF); formed through acquisitions of AK Steel (2020) and ArcelorMittal USA (2020) — now the largest flat-rolled steel producer in North America. Key plate facilities: Burns Harbor, Indiana (carbon/HSLA plate + heat treating); Gary, Indiana (same grade mix); Coatesville, Pennsylvania (EAF-based, 800,000 tons/year, 450+ steel chemistries including military alloy, quench-and-temper capability). Also serves automotive as AK Steel legacy. The Coatesville PA facility is one of the most technically capable US plate mills — produces complex alloys including military armor plate. Iron ore mining operations in Minnesota/Michigan (Minorca Mine, Tilden Mine, Empire Mine) provide integrated raw material supply from Great Lakes region.
Nucor Corporation(NUE)
HQ US
Charlotte, NC-based steel company (NYSE: NUE); largest US steel producer by volume; all EAF (electric arc furnace) production. Plate Mill Group: three facilities — Hertford County (Cofield) NC, Brandenburg KY, Tuscaloosa AL. Combined ~3.5 million tons/year plate capacity (cut-to-length and discrete plate). Products: carbon, HSLA, alloy, and pressure vessel-quality steel plate. Markets served include heavy equipment, dump bodies, on-highway trucks, rail cars, barges, ships — fire apparatus structural steel falls in this category. Buy America compliance: all domestic EAF production qualifies. Nucor also owns David J. Joseph (scrap procurement) and various downstream fabricators. Largest US recycled-content steel producer.
Steel Dynamics, Inc. (SDI)
HQ US
Third-largest US steel producer; second-largest domestic heavy rail producer via Columbia City, Indiana Structural and Rail Division. Rail capacity: ~300,000 tons/year; heat-treating capacity for 350,000 tons of head-hardened premium rail. Produces 320-foot long rails (same as Pueblo). All major US Class I railroad approvals. SDI's Columbia City facility also produces structural steel (wide-flange beams). SDI expanded Columbia City from 1 million to 1.6 million tons/year total capacity. First domestic US rail producer to receive simultaneous approval from all Class I railroads.