1. A MID-TERM OVERVIEW OF IRON ORE SUPPLY/DEMAND DYNAMICS
Mr . Pavan Ku. Kakani, Aditya Birla Group

2. Global Steel & Iron Ore

3. World’s Steel making Capacity (Nominal)
2, MnT
World’s Steel making Capacity (Nominal)
170,000 MnT
World’s Crude Iron ore Reserve (Estimated)
5.35%
Growth rate of World’s Iron ore Production (Last 16 yrs CAGR)
Source:- OECD Steel Committee , U.S. Geological Survey, World Steel

4. World Steel in a Glimpse
6.4%
1.9%
Source:- World Steel Association

5. China’s Steel Volume Statistics
Source:- Mysteel, World Steel Association , Internal Estimates

6. China’s Steel Trade IMPORT EXPORT Long ( 12%) Flat (81%) Long (45% )
Tubular
(7%)
Flat (81%)
Long ( 12%)
EXPORT
Tubular (11%)
Flat ( 44% )
Long (45% )
Increase in Domestic consumption of steel by China
Acceleration of mega infrastructure projects “OBOR”
Migration from Midgrade steel to High Quality steel
Adverse trade taxations by importing countries like Antidumping ,Safeguard duty , import duty
Closure of secondary outlets of Chinese steel
Source:- Myteel, World Steel Association, Internal Estimates

7. China’s Ironore Demand vis-a vis availibility
Importer’s Share
Source:- CLSA, U.S. Geological Survey, Internal Estimates

8. WORLD STEEL DEMAND OUTLOOK

9. Indian Steel & Raw Material

10. Indian Steel Performance
2 %
Source:- Joint Planning Committee , MOS, PIB

11. Steel Trade Scenario
Source:- Joint Planning Committee , MOS

12. Iron Ore Production
Source:- IBM, MOM

13. Pellet Industry
Source:- PMAI, Internal Estimates

14. You can reach me at Pavan.kakani@adityabirla.com
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