麦肯锡 -电弧炉炼钢:告别高炉时代 EAF steel Beyond the blast furnace.docxVIP

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麦肯锡 -电弧炉炼钢:告别高炉时代 EAF steel Beyond the blast furnace.docx

June2026

Mcsey

GlobalInstitute

Investmentcase

EAFsteel:Beyondtheblastfurnace

Globalsteelinvestmentisflat,butDRI-EAFproductionisgainingshareinadvancedeconomies

byKarelEloot,JeffreyLorch,DirkDurinck,AnnaKortis,andOlivierBus

EAFsteel:Beyondtheblastfurnace2

Steelisthebackboneoftheglobaleconomy.Itistheskeletonofmostofourinfrastructure,

buildingsandfactories,andacriticalcomponentofmanyproductshouseholdsr

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