1. Steel - the road forward Nicholas Walters

2. Steel: A key driver of the worlds economy

3. Steel is everywhere in your life

4. Sustainable steel: steel at the heart of the green economy

5. Life Cycle Assessment (LCA): New solutions for new times

6. Environmental impact: use phase often dominates % contribution of each life cycle phase 6 The use phase of products often has the greatest environmental impact Aim of regulations: to reduce use phase impacts Steel industry involvement to improve use phase Material production and end-of-life become more important Move to lighter weight, higher strength steels

7. Environmental impact: use phase often dominates % contribution of each life cycle phase 7 The use phase of products often has the greatest environmental impact Aim of regulations: to reduce use phase impacts Steel industry involvement to improve use phase Material production and end-of-life become more important Move to lighter weight, higher strength steels

8. Global economic trends

9. Global growth expected flat in 2013 but developing economies outlook improving 9 Source: Global Insight (January 15, 2013), worldsteel Global GDP developments (%, Real 2005 USD billions) 2009201020122013 EU27-4.32.0-0.20.1 NAFTA-3.22.62.31.9 S.America-0.36.02.33.3 CIS-6.84.93.6 Africa2.74.75.04.4 Middle East1.35.93.32.2 Asia1.87.74.94.7 Global -1.94.22.62.5

10. Emerging markets drive steel demand at the margin 2012 another record year for apparent steel use Chinas share of global demand at peak levels Source: worldsteel Source: Global Insight & worldsteel 10 28 % 45 % 26% 56 % 16 % 27 % Structure of real GDP & Apparent steel use DevelopedDeveloping ex ChinaChina GDPASCGDPASCGDPASC 2000 78%56%18%27%3.6%16% 2005 75%40%20%26%5.0%33% 2010 70%24%22%31%7.6%45% 2012 69%23% 32%8.5%45% Global apparent steel use (Billions of tonnes, finished)

11. Other key trends shaping the industry

12. Demographics and its impact on demand 12 Source: United Nations, worldsteel

13. Urbanisation trends indicate concentration to larger cities 13 Distribution of urban population by type of city: 19702010 Source: United Nations

14. Urbanisation trends in developing countries contribute to significantly higher steel intensity vis-a-vis developed countries. While developing countries are less steel intensive in both industrial and consumer goods. Developing regions more steel intensive in important use sectors Source: worldsteel 14

15. What future for the Chinese automotive sector? 15

16. Volatility of raw materials 16

17. Steelmaking capacity Source: OECD 17

18. Changes in technology 18

19. The future

20. Design requirements 20

21. Efficient and optimised production processes 21

22. Sustainability must apply over the life cycle of steel - Not possible without supply chain collaboration 22

23. worldsteel.org