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- 2026-10-13 发布于山西
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Mc
sey
GlobalInstitute
Investmentcase
EAFsteel:Beyond
theblastfurnace
Globalsteelinvestmentisflat,butDRI-EAFproduction
isgainingshareinadvancedeconomies
byKarelEloot,JeffreyLorch,DirkDurinck,AnnaKortis,andOlivierBus
June2026
Steelisthebackboneoftheglobaleconomy.Itistheskeletonofmostofourinfrastructure,
buildingsandfactories,andacriticalcomponentofmanyproductshouseholdsrelyon,fromcars
todishwashersandbedframes.Inindustrializedcountries,in-usestocksofsteelrangefrom
11tonsand16tonspercapita.1
Theglobalsteelmarketisagameofcosts,shapedbyenergyprices
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