BlueScope & Steel Dynamics Strategic Outlook is a 13–17.5% ROIC Trajectory
BlueScope & Steel Dynamics Strategic Outlook: 13–17.5% ROIC Trajectory Amid Rising Asia Steel Energy Costs and Infrastructure Demand Escalation
Author: Grace B.
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SLB Acquires S&P Global Energy Software – ROI in Asian Steel Green Transition
SLB’s significant acquisition of S&P Global’s energy software on April 24, 2026, supercharges digital AI tools for energy optimization, promising high ROI amid geopolitical challenges. Explore impacts on energy, steel production energy sourcing worldwide and in Asia, investment appeal, and future outcomes for sustainable manufacturing.
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Indonesia’s 100 Million Ton Steel Ambition
Major infrastructure projects like IKN and the Trans-Java toll network are driving projections of national steel demand to 100 million tonnes by 2045. This sevenfold increase in consumption demands significant structural transformation to enable domestic producers to meet the surge in demand. The success of this vision depends heavily on the industry’s ability to overcome logistical constraints and accelerate the expansion of national production capacity.
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EU Regulations Motivate Indonesia’s Pivot to Green Steel
The EU’s CBAM regulations are pushing Indonesian steel producers to pivot from bulk commodities to certified low-carbon products. By leveraging carbon capture technology and vast nickel reserves, Indonesia aims to transform environmental challenges into a competitive advantage in the global market.
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Krakatau Steel’s 2026 Turnaround: From “Zombie” to National Champion
A representation of a steel production facility in Indonesia — The state-backed transformation of Krakatau Steel (KRAS) under Danantara oversight. Krakatau Steel (KRAS) menargetkan produksi sebesar 1,3 juta ton pada tahun 2026 — lonjakan 38% dari realisasi tahun sebelumnya — sebuah ambisi yang bertumpu pada jaminan pinjaman senilai Rp 2,9 triliun dari Danantara dan komitmen…
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Aluminum Smelting Boom: Doubling Output to Challenge Global Prices
An impression of Indonesia’s aluminum smelting expansion — Massive investments from MIND ID and Adaro Minerals are set to double Indonesia’s primary aluminum production to 1.6 million tonnes in 2026. Produksi aluminum primer Indonesia akan hampir berlipat ganda menjadi 1,6 juta ton pada 2026 — lonjakan yang didorong oleh ramp-up simultan dari dua proyek smelter…
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PSN Steel Demand: The 100 Million Ton Vision for 2045
A representation of construction at IKN — National Strategic Projects (PSN), including the 3-million-house program and IKN, are driving a structural shift in steel demand that requires a 7-fold increase in production by 2045. IKN, program 3 juta rumah, 44 kawasan industri baru, dan jaringan tol Trans-Jawa yang terus memanjang — semua proyek ini memiliki…
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Steel Smuggling and Document Fraud: The HRC “Plate” Modus Operandi
An illustration of a steel facility in Indonesia — Massive volumes of HRC are flooding the Indonesian market through document falsification, bypassing 40% anti-dumping duties. Impor baja Hot Rolled Coil (HRC) asal Tiongkok sedang membanjiri pasar Indonesia melalui skema pemalsuan dokumen yang terorganisir — dan bea masuk anti-dumping (BMAD) sebesar 40% yang dirancang untuk melindungi…
