Steel Industry Podcasts | SteelOnTheNet

Steel Industry Podcasts | SteelOnTheNet

By Dr. Andrzej M. KotasBusiness
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Steel Industry Podcasts | SteelOnTheNet episodes

  • Episode 012: Buying a Steel Mill – Red Flags in Due Diligence
    [SteelOnTheNet] A steel mill can look profitable on paper and still need tens of millions in unplanned spending within two years of changing hands. Dr. Kotas sets out six red flags in steel due diligence — demonstrated capacity, deferred maintenance, optimistic cost assumptions, trader sales near variable cost, legacy environmental liabilities and supply contracts — each with a practical test to apply before signing. 15-minute episode with Dr. Andrzej M. Kotas.

    Topics: Due Diligence | Acquisitions | Investment Risk | Global

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    16 min
  • Episode 011: Why Steel Mills Don't Close – What Finally Closes Them
    [SteelOnTheNet] 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

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    26 min
  • Episode 010: Busting Some Big Steel Myths – Three Industry Fallacies
    [SteelOnTheNet] 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

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    23 min
  • Episode 009: The Feasibility Study Trap – Why Steel Projects Fail
    [SteelOnTheNet] 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

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    25 min
  • Episode 008: China's Steel Flood – Overcapacity, Bankruptcies, and Promises
    [SteelOnTheNet] 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

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    20 min
  • Episode 007: Capacity Utilisation – The Steel Industry's Most Powerful Predictive Metric
    [SteelOnTheNet] 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

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    25 min
  • Episode 006: Understanding Steel Mill Yield Losses – From Hidden Costs to Profit Recovery
    [SteelOnTheNet] Yield losses quietly drain millions from bar mill profitability every year. Covers crop losses, cobbles, scale formation, batch size optimisation, and furnace atmosphere control. A 2% yield improvement on a 500,000 tonne mill generates €4–7 million additional profit annually. 18-minute episode with Dr. Andrzej M. Kotas.

    Topics: Plant Performance | Casting & Rolling | Technology

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    19 min
  • Episode 005: Steel Industry Investment Disasters – When Big Bets Go Wrong
    [SteelOnTheNet] Four of the most instructive investment disasters in global steel history: Ajaokuta Nigeria, Al Tuwairqi DRI Pakistan, Hunterston Scotland, and Perwaja Malaysia. Six hard lessons for investors and project finance professionals. 19-minute episode with Dr. Andrzej M. Kotas.

    Topics: Industrial Policy | Africa | Asia | India

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    19 min
  • Episode 004: Best Available Techniques – Your Roadmap to Efficiency and Profit
    [SteelOnTheNet] Discover how EU Best Available Techniques provide proven pathways to cut costs and reduce emissions. Covers scrap preheating deep-dive example and BAT implementation. 17-minute episode with Dr. Andrzej M. Kotas.

    Topics: Plant Performance | Decarbonisation | Technology | Europe

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    17 min
  • Episode 003: Hidden Value in EAF By-Products – Turning Waste into Profit
    [SteelOnTheNet] Discover how EAF operators can turn dust, slag, and waste heat into significant profit centers. Covers zinc recovery, scrap preheating, slag monetization, and energy optimization. 20-minute episode with Dr. Andrzej M. Kotas.

    Topics: Plant Performance | Electric Arc Furnace | Scrap & Recycling

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    20 min

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Expert analysis and strategic intelligence on the global steel industry. Episodes covering decarbonisation, market trends, policy impacts, and strategic insights for steel executives and professionals…