德勤： 重塑全球钢铁业-成本较低的天然气及其影响（英文，12页）

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重塑全球钢铁业-成本较低的天然气及其影响

 

This report outlines some of the strategic implications for the global steel industry arising from a low-cost and long-term supply of natural gas. The bounty of natural gas rapidly being extracted from shale fields in the United States (U.S.) is serving as a catalyst. While major shale gas deposits can also be found in other parts of the world including China, Australia and Canada, exploration and extraction may not yet be as advanced as in the U.S., however the industry is likely to also evolve. Given that energy accounts for up to 40 percent of the cost of the finished steel product, global developments in shale gas will continue to be of significant interest to the industry.

Direct-reduced iron (DRI) is a potential area to benefit from increased access to natural gas. The article takes a closer look at this example and outlines some of the operational benefits of DRI. It explains how steel manufacturers that have access to DRI may be able to use less scrap and make better quality steel at more competitive prices and with improved environmental performance.

该报告概述了一些全球钢铁行业从一个低成本和长期的天然气供应产生的战略影响。赏金迅速被提取的天然气从页岩字段在美国（美国）作为催化剂。虽然主要的也可以发现在世界各地，包括中国，澳大利亚和加拿大的页岩气勘探和开采可能尚未在美国，如先进的，但行业也可能演变。鉴于成品钢材产品的成本高达40％，能源占全球页岩气的发展将继续成为行业的重大利益。

直接还原铁（DRI）是一个潜在的区域受益于增加使用天然气。本文以仔细看看这个例子，并列出了一些直接还原铁的运营效益。它解释了如何即有机会向DRI的钢铁制造商可能能够使用更少的废料和更具竞争力的价格和提高环保性能更好的优质钢材。

在产业资本投资的情况很少发生的小规模，决定何时以及如何利用天然气是一个复杂的过程，需要钢铁企业评估其当前的情况（如资产足迹，产品，目标市场，供应和销售合同等）。文章强调使用的分析工具，如德勤MarketBuilder的帮助与任意数量的情况下，可能会发挥出一个广泛的风险评估和计划。