钢制模块框架决策时间.pdf

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1、Steel Module FramesDECISION TIMEIts Decision Time2Are Steel Frames Inevitable?Value vs.Risks1.Pricing2.Supply Chain3.Decarbonization4.Module strength3Domestic Steel vs.Domestic Aluminum Total United States Steel Supply136 Million Metric Tonnes/Year55 MMT81 MMTCSi Module Frame Demand:0.33%Total Unite

2、d States Aluminum Supply3.35 Million Metric Tonnes/Year0.92 MMT2.43 MMT80%ImportedCSi Module Frame Demand:28%5001,0001,5002,0002,5003,0003,5004,0002024202520262027202820292030SHFE cash(Alum)LME Midwest(Alum)Midwest Steel(CR)$/tGlobal Aluminum&Steel Pricing Trends2023 Long Term Market OutlookSimply p

3、ut.kg steel v aluminum 1.8x$aluminum v steel 3.0 xWe can all do that mathAluminumSteel+30%-15%When the Curves CrossSteel vs Aluminum6Steel Frames:The Obvious ChoiceSteel is 100%Domestic7Domestic,multi-site1-2 day supply chain100%transparentand auditableITC domestic content readyDecarbonizedEfficienc

4、ies extendwith scaleOverseas45-55 day supply chainDifficult to auditTariffs,duties&inspection delays90%+more carbonScaled.Cost reductioncomes with tradeoffsImported Aluminum Domestic SteelMajor Ports AffectedThe strike,the first at these ports since 1977,could cost the economy up to$5 billion a day,

5、and upend holiday shopping for millions of Americans.100%Domestic Supply ChainTaking orders and ready to supply YOU!8 Up to 5x more corrosion resistant than galvanized steel Greater tensile&yield strength compared to aluminum Formability without compromising its protective coating Self-healing on cu

6、t edges Abrasion resistant to extend the life of the product Sustainably made with verdeX steel containing up to 90%recycled steel content Made in America for a strong and reliable domestic supply chainBuilt to challenge imported aluminum 100%Domestic Supply C