Beyond AI data centers, solar energy projects continue to drive steel demand, while orders for gas-fired power generation units, transformers, power distribution equipment, and energy storage systems are also on the rise. 

With tight supply from US steel mills, prices for galvanized steel (GI) remain high. The market holds a positive outlook for related steel products through the first half of 2027, and Taiwanese steelmakers are seeing favorable trends in export orders. Consequently, the US market for coated steel is no longer solely dependent on the traditional construction sector. Its reach has expanded into supply chains related to power generation, distribution, and industrial electromechanical equipment. 

However, the recent steel price surge in the US is not driven entirely by demand; it is partly due to operational issues, such as facility and production line problems, compounded by constraints on imported supply. As a result, US distributors anticipate that imports may gradually increase in the first half of next year. Should domestic steel mills restore their production capacity, the potential for further price increases will likely be limited.