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Made in USA News, Oct. 23–26, 2026: U.S. Steel's $3 Billion Mill, Hyundai's Smaller U.S. Shift and Tariff 'Whiplash' at Port Milwaukee

U.S. Steel's nearly $3 billion Mon Valley mill, Hyundai scaling back a U.S. production shift, tariff whiplash at Port Milwaukee and a wind-turbine trade decision.

By Best of USA Store EditorialPresented by XENA Intelligence6 min read

Blast furnace and mill buildings of the Edgar Thomson Steel Works beside a road and a creek in Braddock, Pennsylvania
Edgar Thomson Steel Works, Braddock Avenue and Turtle Creek, seen from the George Westinghouse Bridge. Photo: Myrichiehaynes · CC BY-SA 4.0 · commons.wikimedia.org

Key takeaways

  • U.S. Steel's board approved nearly $3 billion for a new hot strip mill at Edgar Thomson Plant in Braddock, Pennsylvania, raising capacity from about 2.2 million to about 3.5 million tons a year, with first production expected in late 2029.
  • Hyundai and its Korean union agreed to cut a planned shift of Palisade hybrid production to the U.S. from 200,000 to 74,000 units, Korean outlets reported on October 26.
  • At Port Milwaukee, steel imports are down about 30% systemwide under a 50% tariff on foreign steel, and the port director calls the swings "whiplash," NPR reported.
  • A new Section 232 proclamation on wind turbines chose negotiations over new tariffs and gave officials 180 days to report back, Supply Chain Dive reported.

The biggest Made in USA story of the past few days comes from the Monongahela Valley outside Pittsburgh. U.S. Steel will spend nearly $3 billion on a new hot strip mill at its Edgar Thomson Plant in Braddock, Pennsylvania. Also this weekend: Hyundai sharply scaled back a plan to move SUV production to the United States, NPR reported on tariff "whiplash" at Port Milwaukee, and the White House chose trade talks over new tariffs on wind turbines. Every figure below comes from the linked release or report, with its date.

What did U.S. Steel announce for Mon Valley Works?

United States Steel Corporation, October 22, 2026. U.S. Steel's board authorized full funding of nearly $3 billion for a new hot strip mill at the Edgar Thomson Plant in Braddock. A hot strip mill takes thick steel slabs and rolls them into the thin coils that go into cars, appliances and cans. According to the company:

  • Capacity: Mon Valley's hot-rolling capacity rises from about 2.2 million to about 3.5 million tons a year.
  • Timing: initial production is expected in late 2029.
  • Economic impact: up to $1.7 billion over three years.

Mon Valley hot-rolling capacity, before and after

Approximate capacity, millions of tons per year

Mon Valley hot-rolling capacity, before and afterBar chart: Mon Valley Works hot-rolling capacity today, about 2.2 million tons a year; with the new Edgar Thomson hot strip mill, about 3.5 million tons a year.Today2.2With new mill (late 2029)3.5

Company figures. Capacity is what the mill can roll, not what it will actually produce in a given year.

Source: United States Steel Corporation, October 22, 2026

View the data
ScenarioCapacity (million tons/yr)
Today2.2
With new mill (late 2029)3.5

That's an increase of roughly 59% in capacity, if the mill runs as planned.

How does the mill fit into Nippon Steel's plans?

Manufacturing Dive, October 23, 2026. The project is part of the $11 billion that Nippon Steel has committed to invest in U.S. Steel by the end of 2028, Manufacturing Dive reported. Nippon Steel bought U.S. Steel for $14.9 billion last year. It first disclosed plans to upgrade or replace the Mon Valley hot strip mill in August 2024, for no less than $1 billion, and more than doubled that planned investment in June. Some more details from the report:

  • Edgar Thomson, opened by Andrew Carnegie in 1875, is U.S. Steel's oldest continuously operating plant. Today it makes slabs that are shipped to the nearby Irvin Plant in West Mifflin to be rolled.
  • The Irvin Plant's hot strip mill, running since 1938, will be decommissioned, though its finishing operations continue. A spokesperson said the new mill "will not result in job losses" and that affected jobs will be consolidated at Edgar Thomson.
  • An economic impact study by Parker Strategy Group, commissioned by U.S. Steel, estimates up to $58 million in state and local tax revenue over three years.
  • A $100 million slag granulator is already under construction at the site.

Nippon Steel also posted its own release on October 23. Pennsylvania has a long history of metalworking. You can see it in our products made in Pennsylvania, from Channellock pliers in Meadville to USA Pan bakeware in Crescent.

Why did Hyundai scale back its U.S. production shift?

Herald Business and The Investor, October 26, 2026. Hyundai Motor's management and Korean union signed an "Employment Stability Committee Agreement" on Thursday, after talks that began in June. It settles which models each plant builds while older lines at the Ulsan factory are rebuilt. Herald Business reported that Hyundai had sought the U.S. transfer to cope with U.S. tariff burdens and local demand, while the union pushed to protect Korean factory utilization and jobs. According to the reports:

  • The planned transfer of Palisade hybrid production to the U.S. was cut from 200,000 to 74,000 units, a reduction of 126,000 units, or 63%.
  • Ulsan Plant 4 in Korea stays the main Palisade plant.
  • The Genesis GV70 extended-range EV, which had been considered for U.S. production, will instead be built at the new Ulsan EV plant from March 2027.
  • North American-spec next-generation Kona production goes to Ulsan Plant 2 from August 2027, and the Asan plant will co-produce part of the North American Avante (Elantra) export volume from January 2027.

Palisade hybrids shifting to U.S. production

Units to be transferred, original proposal vs. union agreement

Palisade hybrids shifting to U.S. productionBar chart: Hyundai originally proposed moving 200,000 Palisade hybrid units to U.S. production; under the October 2026 labor agreement, 74,000 units.Original plan200,000Agreed with union74,000

As reported by Korean media. Hyundai has not published these numbers in an English release we could verify.

Source: Herald Business, October 26, 2026 · The Investor, October 26, 2026

View the data
PlanUnits
Original plan200,000
Agreed with union74,000

Herald Business quoted Professor Kim Pil-su, who noted that gasoline and hybrid Tucson models are already built in Alabama. For U.S. buyers, the takeaway is that more Hyundais will still be built here than before, but fewer than first planned. See products made in Alabama.

Why is Port Milwaukee feeling tariff "whiplash"?

NPR, October 24, 2026. NPR's report from Wisconsin shows what tariffs look like at the dock. Port Director Benji Timm described the constant changes as "whiplash." Key points:

  • Steel imports are down about 30% systemwide, with a 50% tariff on foreign steel.
  • Milwaukee imports steel beams from Luxembourg and tinplate from the Netherlands, which is used to make food cans.
  • The port handles 300+ ships a year. Its top import is salt, much of it from Canada. Salt was removed from the tariff list after lobbying from members of Congress.
  • Canada is Wisconsin's largest trading partner, and the Great Lakes regional economy is about $9 trillion, NPR reported.

Milwaukee Mayor Cavalier Johnson criticized what he called "this peanut butter spread of tariffs." The tinplate detail matters for shoppers too: a can made in the U.S. may still start as imported steel. That's one reason labels like "Made in USA" are held to a strict "all or virtually all" standard. Our explainer on what "Made in USA" means under FTC rules has the details.

Did the U.S. put tariffs on wind turbines?

Supply Chain Dive, October 23, 2026. No. A Section 232 proclamation President Trump signed Thursday on wind turbine imports chose negotiations instead of new tariffs. Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer must report on the talks within 180 days. The Commerce Department opened the investigation in August 2025. Some turbines and parts already face levies on steel, copper and aluminum, and those are not affected. The proclamation also says the president could consider other remedies depending on how talks go. The report also noted that "the vast majority" of inverters are made abroad, a reminder of how much energy equipment still depends on imports.

What does this week's news mean for American shoppers?

The steel mill is years from rolling its first coil, and the Hyundai shift happens over the next year or more. Neither changes what's on store shelves this week. But together they show that tariffs and investment decisions keep moving where things get made, sometimes toward the U.S. and sometimes less than promised.

If you want to buy American-made today, start with brands that already make their goods here:

Channellock pliers and Crayola crayons are made in Pennsylvania, and Thorogood work boots come from Wisconsin. Browse products made in Wisconsin or our American-made tools. For last week's stories, see our Audi Georgia roundup.

Sources

  1. U.S. Steel Board Authorizes Nearly $3 Billion Investment in New Hot Strip Mill at Mon Valley WorksUnited States Steel Corporation, October 22, 2026
  2. US Steel to invest nearly $3B in hot strip mill near PittsburghManufacturing Dive (Nathan Owens), October 23, 2026
  3. U. S. Steel Board Approves Nearly $3 Billion Investment for New Hot Strip Mill at Mon Valley WorksNippon Steel Corporation, October 23, 2026
  4. Hyundai Motor reaches final deal on Ulsan factory rebuild, cuts US production transfer to 74,000 unitsHerald Business (Jung Kyung-su), October 26, 2026
  5. Hyundai Motor scales back US production shift after union talksThe Investor (Byun Hye-jin), October 26, 2026
  6. Trade tariffs cause whiplash at Port MilwaukeeNPR (Sacha Pfeiffer and Henry Larson), October 24, 2026
  7. Trump eschews tariffs for trade talks on wind turbine importsSupply Chain Dive (Phil Neuffer), October 23, 2026

#news#steel#Pennsylvania#tariffs#Wisconsin#automotive#Hyundai#trade

Answers

Frequently asked questions

What is U.S. Steel building at Mon Valley Works?

A new hot strip mill at Edgar Thomson Plant in Braddock, Pennsylvania. U.S. Steel's board authorized nearly $3 billion for it on October 22, 2026. The company says it will lift Mon Valley's hot-rolling capacity from about 2.2 million to about 3.5 million tons a year, with initial production expected in late 2029.

Will the new U.S. Steel mill cost jobs at the Irvin Plant?

Manufacturing Dive reported that the Irvin Plant hot strip mill, operating since 1938, will be decommissioned once the new mill is running, and that U.S. Steel said the change will not result in job losses.

Is Hyundai moving Palisade production to the United States?

Partly. According to Herald Business and The Investor (October 26, 2026), Hyundai and its union agreed to transfer 74,000 units of Palisade hybrid production to the U.S. instead of the 200,000 originally proposed. Hyundai's Ulsan Plant 4 in Korea remains the main Palisade plant.

How are tariffs affecting Port Milwaukee?

NPR reported on October 24, 2026 that steel imports are down about 30% systemwide, with a 50% tariff on foreign steel. Port Director Benji Timm described the constant changes as 'whiplash.' Salt, the port's top import, was taken off the tariff list after lobbying from Congress.

Did the U.S. put new tariffs on wind turbines?

No. Supply Chain Dive reported on October 23, 2026 that the Section 232 proclamation on wind turbines opted for trade negotiations rather than new tariffs. Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer must report within 180 days. Existing steel, aluminum and copper levies are unaffected.