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Mark Millett

Co-Founder, Chairman & Chief Executive Officer, Steel Dynamics

Search every verified Mark Millett interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Mark Millett, co-founder, chairman and CEO of Steel Dynamics, stated during the company’s Q4 2024 earnings call that the steel industry has undergone a “paradigm shift” driven by a “pervasive sense of mercantilism” and reshoring of manufacturing, which he said would support non-residential construction, data centers, and AI-related infrastructure. He also described the company’s aluminum investment as paralleling its earlier entry into the steel industry, citing an environment of older assets and high legacy costs among competitors. On the Q2 2026 earnings call, Millett reiterated his view that the steel industry has experienced a “fundamental paradigm shift” supported by trade enforcement mechanisms. He noted that the United States faces a “significant structural supply deficit” of more than 1.4 million metric tons of aluminum sheet, which he said is forecast to widen. Millett also reported that the company’s aluminum flat-roll products team had “outperformed all expectations” in transitioning from construction to production, and that the ramp-up of a second cash house would be delayed until the first half of 2027, with incremental costs related to logistics and inflation.

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