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SDI: Solid Demand, and Greater Contribution From Texas Mill, Drive Record Q3 Shipments
10/22/2025 - Steel Dynamics Inc. (SDI) reported record third-quarter steel shipments and began shipping biocarbon from its new facility in Mississippi, the company has reported.
In announcing its third-quarter earnings, SDI executives said healthy market demand and improved output from its Sinton, Texas, flat-rolled mill pushed shipments to 3.6 million tons during the quarter. Shipments from Sinton alone rose nearly 20%, executives said.
At the same time, underlying demand remains steady, they said, as they look for positive impacts from domestic trade policy.
SDI president and chief operating officer Barry Schneider, told analysts that SDI also is seeing its sales grow in the automotive sector on increased demand from European and Asian manufacturers with U.S. plants.
“We’ve become a supplier of choice due to our superior carbon content capabilities,” Schneider said. “We continue to grow market share in both flat-rolled and SBQ steels.”
Schneider also pointed to strong prospects in nonresidential construction, fueled by onshoring trends, domestic manufacturing projects, and infrastructure spending. In the energy sector, solar remains a bright spot as producers race to capitalize on expiring incentives, he said.
“We remain extremely optimistic concerning steel demand and pricing dynamics for domestic producers in the coming years based on the expected demand from new manufacturing and U.S.-produced steel content requirements,” he said.
On another front, SDI in September shipped its first batches of biocarbon from its Aymium joint-venture plant in Mississippi to the nearby Columbus sheet mill, which successfully used the product as a carbon replacement.
“We’re extremely excited to have this new tool in our decarbonization journey,” said SDI chief executive officer Mark Millett. “It will further reduce our carbon footprint from an already industry-leading low level.”
Theresa Wagler, executive vice president and chief financial officer CFO, said that biocarbon is already attracting interest from customers willing to pay premiums for lower-carbon steel, particularly from OEM users of flat-rolled steel.
“We believe it will open the door for even more opportunity on market share,” Wagler said. “There’s a lot more we’ll talk about as it relates to biocarbon in the future.”
At the same time, underlying demand remains steady, they said, as they look for positive impacts from domestic trade policy.
SDI president and chief operating officer Barry Schneider, told analysts that SDI also is seeing its sales grow in the automotive sector on increased demand from European and Asian manufacturers with U.S. plants.
“We’ve become a supplier of choice due to our superior carbon content capabilities,” Schneider said. “We continue to grow market share in both flat-rolled and SBQ steels.”
Schneider also pointed to strong prospects in nonresidential construction, fueled by onshoring trends, domestic manufacturing projects, and infrastructure spending. In the energy sector, solar remains a bright spot as producers race to capitalize on expiring incentives, he said.
“We remain extremely optimistic concerning steel demand and pricing dynamics for domestic producers in the coming years based on the expected demand from new manufacturing and U.S.-produced steel content requirements,” he said.
On another front, SDI in September shipped its first batches of biocarbon from its Aymium joint-venture plant in Mississippi to the nearby Columbus sheet mill, which successfully used the product as a carbon replacement.
“We’re extremely excited to have this new tool in our decarbonization journey,” said SDI chief executive officer Mark Millett. “It will further reduce our carbon footprint from an already industry-leading low level.”
Theresa Wagler, executive vice president and chief financial officer CFO, said that biocarbon is already attracting interest from customers willing to pay premiums for lower-carbon steel, particularly from OEM users of flat-rolled steel.
“We believe it will open the door for even more opportunity on market share,” Wagler said. “There’s a lot more we’ll talk about as it relates to biocarbon in the future.”
