Steel Industry Podcasts | Steelonthenet.com

[Steelonthenet.com] Why do loss-making steel mills stay open? Because closing costs more than continuing: operating defers pensions, redundancy, decommissioning, remediation and take-or-pay commitments, while exit crystallises all of them at once. Dr. Kotas sets out three reasons mills stay open and the five triggers that actually force closure, drawing on Redcar, Port Talbot, Scunthorpe, Granite City, Rohrwerk Maxhütte and Smederevo. 26-minute episode with Dr. Andrzej M. Kotas. Topics: Plant Closure | Restructuring | Industrial Policy | Global ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →

[Steelonthenet.com] Three persistent steel industry myths, examined and debunked: that steel in general is a strategic material, that developing economies need their own steel industry to industrialise, and that G7 countries need to preserve virgin, iron-ore-based steelmaking. Dr. Kotas draws on current examples including British Steel's 2026 nationalisation, Sheffield Forgemasters, Nigeria's Ajaokuta Steel Company, and SNCF's switch to EAF-sourced rail steel in France. 22-minute episode with Dr. Andrzej M. Kotas. Topics: Trade Policy | Industrial Policy | Electric Arc Furnace | Global ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →

[Steelonthenet.com] Why do so many steel projects fail before they start? Dr. Kotas examines seven classic failure modes in steel feasibility studies — from demand overestimation and logistics blindspots to technology misjudgement, CAPEX underestimation, cost competitiveness, optimism bias, and governance weakness. 25-minute episode with Dr. Andrzej M. Kotas. Topics: Investment Appraisal | Project Management | CAPEX | Global ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →

[Steelonthenet.com] China exported a record 131 million tonnes of steel in 2025 — more than the entire EU produces annually. Global excess capacity reached 640 million tonnes and keeps rising. Dr. Kotas examines the property market collapse, the wave of mill bankruptcies, and why Beijing's capacity pledges are undermined by provincial governments. Conclusion: Chinese overcapacity is structural, not cyclical. 19-minute episode. Topics: China | Overcapacity | Trade Policy | Global ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →

[Steelonthenet.com] One number predicted every major steel crisis of the last fifty years — before it arrived. Dr. Kotas explains why published capacity utilisation figures are frequently misleading, why BOF and EAF operations face fundamentally different danger thresholds, and how investors, companies, and governments should use the metric correctly. Topics: Overcapacity | Plant Performance | Blast Furnace | Electric Arc Furnace ✅ Steel industry podcasts by Steelonthenet.com. View all Steel Podcasts.Listen on Apple Podcasts →