Steel Industry Podcasts | Steelonthenet.com

Dr. Andrzej M. Kotas

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 worldwide.

Episodes

  1. 4d ago

    Episode 008: China's Steel Flood – Overcapacity, Bankruptcies, and Promises

    [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.

    20 min

  2. May 1

    Episode 007: Capacity Utilisation – The Steel Industry's Most Powerful Predictive Metric

    [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.

    25 min

  3. Apr 2

    Episode 006: Understanding Steel Mill Yield Losses – From Hidden Costs to Profit Recovery

    [Steelonthenet.com] 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 Kotas.

    19 min

  4. Mar 2

    Episode 005: Steel Industry Investment Disasters – When Big Bets Go Wrong

    [Steelonthenet.com] 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 Kotas.

    19 min

  5. Feb 10

    Episode 004: Best Available Techniques – Your Roadmap to Efficiency and Profit

    [Steelonthenet.com] 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 Kotas.

    17 min

  6. 12/06/2025

    Episode 003: Hidden Value in EAF By-Products – Turning Waste into Profit

    [Steelonthenet.com] 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 Kotas.

    20 min

  7. 11/24/2025

    Episode 002: Profit Improvement Programmes in the Steel Industry

    [Steelonthenet.com] Strategic framework for improving steel company profitability through production asset optimization, revenue enhancement, and cost reduction. 20-minute episode with Dr. Andrzej Kotas.

    20 min

  8. 10/16/2025

    Episode 001: Steel Scrap Supply – Strategic Implications for Decarbonisation

    [Steelonthenet.com] Expert analysis of steel scrap supply challenges as the industry transitions to EAF production. Covers BOF vs EAF economics, global trade flows, and strategic responses. 22-minute episode with Dr. Andrzej Kotas.

    22 min
  • 8 Episodes

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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 worldwide.

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