直接还原的铁矿石供应：前景和挑战.pdf

1、CLASSIFICATION C0-PUBLICIron Ore Supply for Direct Reduction:Outlook and ChallengesThis presentation is intended for information purposes only and is not intended as commercial material in any respect.The material is not intended as an offer or solicitation for the purposes of any financial instrume

2、nt,is not intended to provide an investment recommendation and should not be relied upon for such.The material is derived from published sources,together with personal research.No responsibility or liability is accepted by the author or International Iron Metallics Association or any of its members

3、for any such information or opinions or for any errors,omissions,mis-statements,negligence or otherwise for any further communication,written or otherwise.Disclaimer2 Introduction and the opportunity for DRI The iron ore challenge DR grade pellets supply demand balance Responses to the iron ore chal

4、lengePresentation Overview34DRI Based Carbon Neutral Steelmaking Pivotal pointSource:CRUSource:Danieli presentation,Estad 2023Background and contextSource:International Energy Agency:Energy Technology Perspectives 2020SDS=Sustainable Development ScenarioSTEPS=Stated Policies Scenario5115157174162922

5、511437981410802133504711161672694115406380100200300400500600700201920302040205020602070Commercial DRI with CCUS100%H DRItotProduction Trends6Source:MidrexCountries with existing DR plants using merchant pellets:Argentina,Trinidad,USA,Germany,Algeria,Libya,Egypt,Saudi Arabia,Qatar,UAE,Oman,Malaysia+B

6、ahrain which uses pellets based on purchased pellet feed10 year DRI production scenario(merchant iron ore-based)732.033.234.434.334.635.035.435.635.835.835.936.00.31.12.13.66.714.624.533.336.840.142.932.033.535.536.438.241.750.060.169.172.676.078.90102030405060708020222023202420252026202720282029203