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

Episode 009: The Feasibility Study Trap – Why Steel Projects Fail

[Steelonthenet.com] 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 Kotas. Topics: Investment Appraisal | Project Management | CAPEX | Global ---------------------------------------- ✅ Steel industry podcasts by Steelonthenet.com [https://www.steelonthenet.com]. View all Steel Podcasts [https://www.steelonthenet.com/insights/podcasts/]. Listen on Apple Podcasts → [https://podcasts.apple.com/us/podcast/steel-industry-podcasts-steelonthenet-com/id1891396187]

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. Topics: China | Overcapacity | Trade Policy | Global ---------------------------------------- ✅ Steel industry podcasts by Steelonthenet.com [https://www.steelonthenet.com]. View all Steel Podcasts [https://www.steelonthenet.com/insights/podcasts/]. Listen on Apple Podcasts → [https://podcasts.apple.com/us/podcast/steel-industry-podcasts-steelonthenet-com/id1891396187]

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. Topics: Overcapacity | Plant Performance | Blast Furnace | Electric Arc Furnace ---------------------------------------- ✅ Steel industry podcasts by Steelonthenet.com [https://www.steelonthenet.com]. View all Steel Podcasts [https://www.steelonthenet.com/insights/podcasts/]. Listen on Apple Podcasts → [https://podcasts.apple.com/us/podcast/steel-industry-podcasts-steelonthenet-com/id1891396187]

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. Topics: Plant Performance | Casting & Rolling | Technology ---------------------------------------- ✅ Steel industry podcasts by Steelonthenet.com [https://www.steelonthenet.com]. View all Steel Podcasts [https://www.steelonthenet.com/insights/podcasts/]. Listen on Apple Podcasts → [https://podcasts.apple.com/us/podcast/steel-industry-podcasts-steelonthenet-com/id1891396187]

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. Topics: Industrial Policy | Africa | Asia | India ---------------------------------------- ✅ Steel industry podcasts by Steelonthenet.com [https://www.steelonthenet.com]. View all Steel Podcasts [https://www.steelonthenet.com/insights/podcasts/]. Listen on Apple Podcasts → [https://podcasts.apple.com/us/podcast/steel-industry-podcasts-steelonthenet-com/id1891396187]