Chemicals and Materials Ag and Steel

What is the EAF utilization backdrop? USGS. 82 million tons in 2025e against about 105 million tons of capacity. Nucor and Steel Dynamics are electric-arc-furnace producers. Copper miners are not on this page.

How much of the steel tape is still blast-furnace pig iron? USGS. Pig iron is the integrated-mill tape. Raw steel includes electric-arc furnaces. USGS: integrated mills that use metallurgical coke accounted for about 28% of domestic steel production.

How much finished and semifinished steel is imported? USGS total mill-product imports were 28.5 million tons in 2021 and 24.0 million in 2025e. Exports stayed near 7 to 8 million tons. Copper cathode is not on this chart.

Where are annual DAP, urea, and potash? Annual averages from the August 2026 Pink Sheet. DAP is US Gulf. Urea is Middle East. Potash is CFR Brazil. The 2022 spike is outside this window.

Did the 2026 spring tape spike? Quarterly Pink Sheet averages from 2025 Q2. Urea jumped to $693.50 in 2026 Q2. This window is not a reprint of the annual chart. Precious-metal prices are not here.

Where is the US nitrogen price versus 2022? USGS Gulf Coast ammonia averaged $1,070 per short ton in 2022 and $450 in 2025e. This is ammonia, not World Bank urea, and not industrial-gas pricing.

Did Corteva follow the fertilizer spike? CF and Mosaic 2022 is the price year. Corteva is seeds and crop protection and did not print that spike. Nucor and Steel Dynamics stay on the steel charts.

How did CF, Mosaic, Corteva, Nucor, and Steel Dynamics print? CF and Mosaic 2022 is the fertilizer spike. Corteva is seeds and crop protection. Nucor is shown only in years where FMP has all four quarters.