Begin production at the Sinton Steel Mill
Delivered after the deadline
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 19 Apr 2021
- Due
- 30 Sep 2021
- Delivered
- by 1 Jan 2022
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“Sinton Steel Mill that is planned to begin production in late summer 2021.”
What we found
Evidence strength A What the grades mean
The company stated in its 2022 10-K that while certain coating operations began in late 2021, the rest of the Sinton Steel Mill operations commenced in early 2022, missing the late summer 2021 target.
-
A Steel Dynamics 8-K filed 2021-10-21
“Actual steel production is still planned to start before the end of 2021” ✓ confirmed on the page
-
A Steel Dynamics 10-K filed 2022-02-28
“Southwest-Sinton Flat Roll Division is nearing the conclusion of construction, with certain coating operations commenced in late 2021, and the rest of operations commencing in early 2022.” ✓ confirmed on the page
Market reaction: the shares moved +2.4% against the S&P 500 over the three sessions around the disclosure (20 Oct 2021 to 25 Oct 2021). What this measures
Checked 18 Oct 2026.
Commitment lineage
Every time the company restated this commitment. The original is never changed, and the outcome is always measured against version 1.
- Deadline drift +92 days
- 2 versions
-
Version 1 · original · stated 19 Apr 2021
Deadline 30 Sep 2021 (“late summer 2021”) · wording expected
-
Version 2 · stated 21 Jul 2021
Deadline 31 Dec 2021 (“mid fourth quarter 2021”) · wording expected
“actual steel production will be delayed and is now planned to start mid fourth quarter 2021.”
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Production start
- Indicative materiality
- High rules
- Action
- Begin
- Deliverable
- Sinton Steel Mill
- Where
- Texas
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- High
- Specificity
- High
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: disagreesClaude (Anthropic) re-read the evidence blind and read it as “Not met”.
- Tie-breakA stronger model read the evidence and both earlier answers, without knowing which was recorded, and agrees with the recorded outcome.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2021-STLD-015426 · Corrections policy