Global CO2 Breakthrough (AM)

Global CO2 Breakthrough Technology
Council Update & Governance

March 13th 2023
W. Van der Stricht

Agenda
• Introduction and follow-up action points (A. Morelato/W. Van der Stricht) – 10 min
• Update on climate action plan: CAR3 – 10 min
• R&D update of Focus Groups (E. Hess/M. Rodriguez) - 60 min
– New initiatives or projects
– Update about the ongoing projects
• Various topics – 40 min
– Comment to the CO2 Competitors Benchmark (I. Bultinck)
– CO2 data platform (L. Milanez)
Page 2
13/03/2023
Confidential
Action points & Follow-ups
W. Van der Stricht
Action Comment
Alternative Reductants: A. Guilherme: there is a lot of experience in Monlevade on biomass injection in BF. This should OK
considered in the climate action plan development. L. Penne: more technical details can be provided by Monlevade team
and information on future plans. Compared to past investments will be needed on logistics and safety (self ignition!). Files
are being prepared for strategy/IAC(?). Action: JL Reboul invite the experts from Monlevade to Alternative Reductants
Steering Meetings (send email to L. Penne; he will forward to appropriate colleagues). Action: E Hess. From R&D side also
request meeting to exchange information.
Test results with cold plasma for biogas upgrading. Action E. Hess: share report with the test results with CTO team. OK. E. Hess checks with
Tatiana Rhozkova to
share the report.
Alternatives for remaining CO2-emissions. Request from JL Reboul to receive high level KPI’s to include in simulation OK. Model was
model. Action E. Hess: high level KPI’s with JL. Reboul transferred to R&D team
Various CO2 capture technologies are being investigated. A. Morelato: GCTO will organise a webimar on CO2 capture GCTO and R&D focus
technologies in cooperation with R&D and AM experts in 2023-Q1. Action W. Van der Stricht. was on Smart BF.
Webimar postponed to
2023-Q2
E. Hess: exchange with Saint-Gobain on small blast furnace test. GCTO and R&D management will be invited. Action E. Test will not be pursued.
Hess.
Decarbonization of EAF. Action E. Hess: check status with B. Farrand and update JL. Reboul
Digital power control system. Comment H. Silva: an IAC file is under review for AM Hamburg. R. Bastian: GE-solution has
been selected. This is comparable to Primetals solution, but is independent from EAF technology. JL Junque is well
informed from GCTO team, if needed separate call can be organised. Comment R. Bastian: SMS-Aura solution was not
investigated, but is possible alternative solution.
10
Action Comment
Net zero EAF: meeting is planned on fluidized bed solutions on 21/11. Additional meeting to be planned on ESF solutions. Update?
Action E. Hess.
Impact of Tramp Element on Slab Quality. Presentation from B. Rivaux. Comment P. Prendez: important that IP is
generated, since China is heavily generating IP on many steelmaking topics (DRI) and there is a risk AM will blocked on
future.
11
Planning
• Meetings in 2023
• 13 March
• 12 June
• 18 September
• 13 November
12
Status of the Climate Action Plan
Update technology actions
A. Morelato, W. Van der Stricht
Status Update – Climate Action Plan 3 – March 2023
CAR3 – Update Process
- Climate action plan 3 release postponed to 2024

- In Q1-2023 interaction with all segment representatives to update all CO 2 reduction initiatives in consolidation database
Next steps CAR3
- Assess status of meeting 2030 target with updated data

- Focus on roadmap to 2050. More details will be needed for CAR3
- Assess impact of scope changes (inclusion of JV’s, scop3 targets)
Page 14
13/03/2023
Confidential
R&D update of Focus Groups (E. Hess/M. Rodriguez)
Global CO2 Breakthrough Technology
Council
Global Research and Development
Monday March 13th, 2023
Global R&D Process
© ArcelorMittal 2023 - All rights reserved for all countries

Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal
CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information
Agenda
Global R&D CO2 OKRs

Reminder – Decarbonization R&D Projects Mapping
Global R&D Projects – Smart C route
Global R&D Projects – DRI-based route
Global R&D Projects – Finishing Decarbonization
Global R&D Projects – Energy Transformation
Page 17 © ArcelorMittal 2023 - All rights reserved for all countries

March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal
Confidential CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information
Global R&D CO2 OKRs

Global R&D CO2 OKRs
How does R&D contribute to our Decarbonization goal?
ArcelorMittal - To be the World Leader in Steel Making Decarbonization
2030 Group target to reduce 2030 Europe target to reduce World’s first full-scale zero Expectation is that public
CO2e emissions intensity by CO2e emissions intensity by carbon-emissions steel plant in
funding covers 50%
25% 35% Sestao of the Total Cost of
scopes 1 and 2 scopes 1 and 2 by 2025 decarbonization (Capex & Opex)
Strategic
Global R&D Inventing and enabling Net-Zero Low-Cost Steel production
Objective
To identify and assess Setting up relevant

Targets To consolidate
innovative emerging R&D CO2 projects with Public Funding
technologies IP differentiation
Initiatives • XCarb Fund: • Decarbonization of Mining • Secure on-going

Assessment of potential • Invention of new DRI–EAF-ESF route funding opportunities
emerging7 technologies • Development of Smart C route (e.g. IPCEI…)
• Invention of Electrolysis route • Focus on ambitious
• Decarbonization of Downstream project proposals
Page 19
March 13 th, 2023
• Meta program Product CO2 &
Sustainability
Global R&D – CO2 Priorities
Focal Points February 2023
Short Term
Revised Smart C Route
Scrap Deep cleaning
New CO2 Strategic IP: IP Roadmap development together with stakeholders in Q1
New White Paper Zoom in decarbonization of reheating furnace
New Concept White Paper energy plant of future
New EU Funding – Sprint to prepare projects by April-May
Medium and Long Term
MLT-1 Cold Agglomeration
MLT-2 Siderwin
MLT-3 Pellet Decarbonization
MLT-4 Decarbonized Steelmaking (Hybrid BOF/EAF, OBF-OSBF-ESF, EAF)
MLT-5 Decarbonized DRI
MLT-6 Decarbonization of Finishing

Update – CO2 Strategic IP: IP Roadmap development together with stakeholders
• Secure IP in strategic decarbonization technologies. The key target is not being blocked by competitors or others
• Proposal to launch WGs to explore ideas to protect. Launch 2 new WGs per month. 4 months per sprint. Participants Global
R&D + GCTO + Technical Specialists in domain
• Topics selected from CO2 Technological Map Gaps – Strategic IP
WG1 –Minimum defensive IP in DRI

Mar-Jun23
WG2 – Minimum defensive IP in EAF and ESF
WG3 – Minimum defensive IP in Smart Carbon Route
Apr-Jul23
WG4 – Decarbonization of Pickling and Acid Regeneration – Eco-Pickling and ISARP process
WG5 – Energy Transformation. To PROTECT INTEGRATION in AM Process facilities/layout of alternative energy
May-Aug23 sources - Hybrid Reheating furnace combining electrical heating and combustion
WG6 – SIDERWIN - Iron ore preparation
WG7 – Mining – Production and use of Cold Bonded/Net Zero Pellets
Jun-Sep23 WG8 – Finishing - Reheating + Annealing Furnaces. Impact on products properties ( Scale formation, descaling) derived
from changes in heating technologies
WG9 – Energy Transformation. To PROTECT INTEGRATION in AM Process facilities/layout – Applicability of amine or
other CO2 separation in the steel making gas + flue gas streams (Blast Furnace, HSM, DRI, Finishing))
Jul-Oct23
WG10 – Energy Transformation. To PROTECT INTEGRATION in AM Process facilities/layout – Use of CO2 to CO
reforming: best technology to integrate with steelmaking

Reminder – Decarbonization R&D Projects Mapping

Present Production Facilities, 2021 Actual CO2 Emissions and CO2 Emissions Targets
Flat Products
BF-BOF
Long Products
ArcelorMittal Fact Book 2021

DRI-EAF
Metric Unit 2021
Absolute CO2e footprint (steel) million tons 136.8
− Scope 1 CO2e million tons 122.6

Long Products
CO2e intensity (steel) – scopes 1,2,3 - tCO2e/

2.02
historical portfolio ton of steel
Scrap-EAF
− CO2e intensity (BF only) tCO2e/ 2.36
− CO2e intensity (EAF only) ton of steel 0.50
CO2e intensity (steel) – scopes 1,2,3 – tCO2e/

2.02
adjusted to 2021 portfolio ton of steel
Europe carbon reduction target: 35% tCO2e/

1.66
reduction by 2030 (scope 1 & 2) ton of steel
Page 23 © ArcelorMittal 2023 - All rights reserved for all countries Group carbon reduction target: 25% by 2030 tCO2e/
March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal 2.04
(scope 1 and 2 steel and mining) ton of steel
Climate Action Report – Decarbonization Roadmap Specific to a production route
Transversal to all routes
Steelmaking and Energy Transformation
BF-BOF
Route
DRI-based
Route
(1)
Scrap-based
Route

March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal (1) The DRI-based route will be adapted to produce also flat products in addition to long products. The metallic charge of
Confidential CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information the melting/smelting furnace will include both DRI and scraps.
1. Primary Processes – Smart C Route Specific R&D projects
Transversal R&D projects
BF-BOF Based Steel Route – Decarbonization R&D Projects
BF-BOF
Route
Coal for coke PCI Scrap 1.1 Use of non-fossil C to replace fossil C at coke plant, sinter strand and BF
Raw Materials
1.2 Improvement of scrap quality and decrease of HMR in the BOF

1.1 1.1 1.2
Solid fuel for NG or COG
1.3 Cold bounded pellets
sinter at BF
1.4 VeLoSint* and non-fossil C – Next steps under discussion
1.1 1.1 1.5 H2-based tog gas recycling BF – Next steps under discussion
Technology
Net-Zero Net-Zero Net-Zero

Pelletizing** Sintering BF
1.3 1.4 1.5

March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal * Very Low C Sintering technology
Confidential CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information ** Mining R&D Portfolio initiative
2. Primary Processes – DRI Based Route Specific R&D projects
DRI-EAF/ESF Steel Route – Decarbonization R&D Projects
Raw Materials
Sinter for Net-Zero Low-quality Net-Zero Net-Zero Net-Zero
Technology
DRP Pelletizing* Scrap DRI EAF ESF
Upgrading
2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9
2.1 Sinter for DRP

DRI EAF
By-products
DRI-based
2.2 Use of biomass and H2 at pellet plant

Route
2.3 Cold bounded pellets

2.4 Deep cleaning of scraps
2.10 2.5 H2-based DRI in shaft furnaces
2.6 Decarbonization of EAF
DRI plant Scrap yard EAF 2.7 EAF to produce flat products
Digitalization
2.8 Digital power supply

2.9 Net-Zero ESF to produce flat products
2.10 DRI-EAF by-products management
2.11 2.12 2.13
2.11 DRI Expert System
Page 26 © ArcelorMittal 2023 - All rights reserved for all countries 2.12 Scrap yard Expert System
March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal * Mining R&D Portfolio initiative
2.13 EAF Expert System
3. Finishing Processes Specific R&D projects
Transversal Decarbonization R&D Projects
Technology
BF-BOF
Route
H2 H2
3.1 3.2 3.3
3.1 Decarbonization of reheating furnaces

DRI-based
Route
3.2 Decarbonization of pickling and acid regeneration

3.3 Decarbonization of galvanizing and annealing lines
Scrap-based
Route

4. Energy Transformation Specific R&D projects
Transversal Decarbonization R&D Projects
BF-BOF
Route
DRI-based
Route
Scrap-based
Route
4.1 Biogas and biochar as reductant or fuel

4.2 CCS/CCU
Page 28
March 13 th, 2023
4.3 Assessment of CO2 footprint
Decarbonization R&D Project Mapping
Smart C DRI-based Finishing Energy

Route Route Decarbonization Transformation
Use of non-fossil C to replace fossil Decarbonization of reheating Biogas and biochar as

1.1 C at coke plant, sinter strand and BF 2.1 Sinter for DRP 3.1 furnaces 4.1 reductant or fuel
Improvement of scrap quality and Use of biomass and H2 at Decarbonization of pickling
1.2 decrease of HMR in the BOF 2.2 pellet plant 3.2 and acid regeneration 4.2 CCS/CCU
Decarbonization of galvanizing
1.3 Cold bounded pellets 2.3 Cold bounded pellets 3.3 and annealing lines 4.3 Assessment of CO2 footprint
VeLoSint* and non-fossil C – Next
1.4 steps under discussion 2.4 Deep cleaning of scraps
2 H -based tog gas recycling BF –

1.5 Next steps under definition
2.5 H2-based DRI shaft furnaces
2.7 EAF to produce flat products
2.8 EAF digital power supply
2.9 ESF to produce flat products
DRI-EAF by-products
2.10 management
2.12 Scrap yard Expert System
1. Smart C Route




DRI-EAF by-products
2.10 management
1. Smart C Route
1.1 Use of non-fossil C to replace fossil C at coke plant, sinter strand and BF (1/2)
CARES. New tool for quick assessment of Carbon Alternative REductanS
• Objectives
– Development of a methodology to characterize and provide an initial assessment of the raw materials
– To simplify the assessment → Access to know-how for everybody
– To formalize definitions of the key parameters and standardize through a central repository
– To easily and consistently feed later value in use (ViU) and CO2 abatement calculations on each process
• Latest results & development
– webCARES database – Assessment module already include in the public link
– Definition of actions and features pending to be done in March for finish this webCARES version or to be done in future steps to robust the tool.
Some initial planned features are not possible to include in this version due to resources and time.
– Demo meetings with Sourcing team and some new CTOs of decarbonization
– Access to new users to tested the tool and give recommendations and feedback
• Next steps
– Planned future demo meetings to show the complete version after X5
– Close X5 and evaluate the best framework to continue development webCARES and add missing features and actions
– Including final characteristics as connection with some ViU analysis, export actions or new recommendations by the users

1. Smart C Route
1.3 Cold Bonded Pellets
• Cold bonded pellets for BF
– Mont Wright concentrate (15% >75µm);
– Cement A (Lafarge-Holcim) – Batch November 2022
– Steam curing conditions: 7.2 h @ 65ºC.
• Drop test before curing → quality needs to be improved
• All KPI are compared to standard pellets
– Cold strength ISO-T → values in line with standard pellets
– Hot strength – LTD test → values not at the level of standard
pellets
– Hot strength – RDI test → values in line with standard pellets
– Reducibility – RI test → ongoing
• Count current tests (BORIS trial) will be carried out soon

1. Smart C Route
1.4 VeLoSint* and non-fossil C
• Use of non-fossil C at sinter plant – Performance of industrial test at Gent sinter plant
– Based on sinter pot trials material pyrolyzed olive pits have been chosen
– 100 ton of material have been supplied to Gent
– 10% of fossil solid fuel have been replaced and an industrial trial for 3.5 days was performed
• Results indicate no detrimental impact on sinter process KPIs
• Measurements in process flue gas showed an increase in Volatile Organic Carbon during the trial period
• Significant decrease of NOx and dioxins is observed
– Further analysis to understand abatement mechanism to be done

1. Smart C Route
1.5 H2-based BF
• Meeting with Saint-Gobain Pont-à-Mousson on February
22nd 2023 with upper management of both companies
– Decarbonized BF CAPEX endorsement by Pont-à-Mousson?
– Waiting for Pont-à-Mousson feedback
• Physical meeting on Smart H2 BF at Global R&D
Maizières-Process lab
– Participants
• Global CTO: I. Bultinck, E. de Coninck, W. Van der Stricht, L.
Milanez, A. Morelato, R. Fisher, P. Negro
• Flat Europe CTO: JL Reboul
• Global R&D: M. Rodriguez (partly), D. Sert, R. Santos
Ferreira, M. Fanjul, F. Lago, M. Cano, E. Hess, P. Prendes, O.
Nechyporuk
– Definition of the action plan and next steps on the main technical
items to be developed and possible funding
• Funding opportunities and strategy
• Hydrogen separation
• Gas injection
• Sorption enhanced water gas shift (SEWGS) technology
• Gas heating
• Potential site for implementing the technology

2. DRI-based Route




DRI-EAF by-products
2.10 management
2. DRI-based Route
2.1 Sinter for DRP
• Sintering process role in the (partial) transition to the
Direct Reduction Route – TRANSinter RFCS funded
project
– For the 2030 CO2 reduction target, only a part of the existing BF's
will be replaced by DR shafts. TRANSinter investigates solutions
to support this 1st transition step based on the valorization of the
existing sinter plants (and of their existing efficient fumes de-
dusting).
– Following solutions will be investigated :
• Adapted sinter for use in DR shafts : as an alternative to DR
grade pellets in line with the future low availability of the
required iron ores.
• Increased recycling rate : due to closure of sinter plants, by-
products input in the remaining ones will need to increase but
also new by-products (from the DR route) will have to be
recycled. Impact on the process will be assessed and
countermeasures investigated.
– All those solutions will be investigated using the facilities available
amongst the consortium, consisting in lab trials, modeling work
and finally at pilot scale (sinter pot trials) followed by an
exhaustive characterization (standards and more representatives)
of the produced sinter for full understanding of the impact on BF
and DR processes.
2. DRI-based Route
2.3 Cold Bonded Pellets
• Cold bonded pellets for DRP
– Ore: Mont Wright (Fe >65%, low level of contaminants)
– Binder system*: Organic binders + silicates (<2%).
– Drying: 2h @ 150°C.
• Promising results in terms of compression strength
• Metallurgical characterization are ongoing
• Work ongoing in parallel with pellets and briquettes

2. DRI-based Route
2.4 Deep Cleaning of Scraps (1/3)
• Assessment of the existing available technologies to get expected scrap quality
– Single vs. double shredding of HMS scrap (Heavy melting steel)
• Results obtained by ROLANFER and PROFER showed that a single shredding produces scrap at the expected quality (Cu=0.15%)
• Same trials scheduled at ALBAL end of March
• Assessment of capabilities of scrap processing companies acquired by ArcelorMittal
– Visit of sites: ALBA in November 2022
– ZLOMEX (Poland), RIWALD (Netherlands) to be visited
• Assessment of capabilities of external scrap processing companies
– Visit of MTM, LINDEMANN and TOMRA done
• Additional scrap processing tools to be included in the existing scrap processing lay-outs
– Test of ballistic-magnetic tool TaPo machine ongoing
– Tests of other machines foreseen (SteelMaster machine from Steiner by Galloo)
– Test of the LIBS sorting machine of TOMRA to be done by the end of 2023
• Specific project on Deep Scrap Cleaning to be presented to AMNS & Flat Europe CTO

2. DRI-based Route
• Reminder – Hot shortness defect
– During high T mechanical working processes, such as hot rolling or forging, Cu-bearing steels experience a kind of surface defect appearing as
intermittent, longitudinal, arrow-shaped marks, which tend to lift and become detached from the surface, harming productivity and causing
significant loss of metal.
– Mechanism of hot shortness
  Fe atoms at the surface are selectively oxidized at high T
 This causes Cu enrichment at the steel–scale interface. Continuous oxidation promotes local enrichment of Cu in steel in the vicinity of the
surface. When Cu content exceeds its solubility, a Cu-rich phase that is liquid at typical deformation T is formed at the steel–scale interface
 This liquid phase penetrates into the grain boundaries during deformation and causes cracking under the influence of stress. This
phenomenon is known as surface hot shortness.
   

2. DRI-based Route
• Knowledge on impact of tramp element & reheating conditions on hot shortness
1. Impact of Cu on the slab surface at continuous casting (CC) step
• To avoid surface cracks on the as-cast product, maximal value of the Cu content is between 0.054% & 0.10% for grades with Si < 0.04%
2. Impact of tramp elements on hot shortness (at slab reheating step)
• Sn – No impact of Sn if no Cu. Negative impact if Cu content higher than a threshold value
• Ni – Positive impact of Ni
• As – Low effect of As
• Si - Positive impact due to presence of fayalite than limit Cu infiltration. Si can better mitigate the presence of Cu at metal/oxide interface than
Ni. The level of Si required has to be quantified
• S – Positive impact due to presence of Fe-Cu-P-S-O phase than can subtract Cu from infiltration. The level of S required has to be quantified.
• Nb – Positive impact (to be confirmed)
• P – Low impact
3. Impact of the slab reheating conditions
• Even short reheating time can lead to tramp element infiltration
• Longer reheating time do not lead necessarily to a drastic increase of Cu infiltration
• Higher reheating temperature (1250C compared to 1150C) can lead to a decrease of Cu infiltration (observed on DD11 grade)
• Next steps
– Renew the hot shortness prediction formula (Wolf) in function of tramp elements & process parameters
– Develop CC process solutions to reduce/avoid hot shortness
– Investigation of other possible tramp element impact

2. DRI-based Route
2.5 H2-based DRI Shaft Furnaces (1/4)
• Support to Dofasco plant to analyze and review the
proposal from Tenova on the lay-out and operating
conditions of the new direct reduction facility
• Main results & present status
– Ghambas heat & mass balance model has been validated to
describe Tenova’s Energiron process in addition to Midrex using
first AMLZC data and then PFD available for Hamilton project
– Ghambas has been used to analyze the scenarios proposed for
AM Dofasco (operation with 2 and 3.5 % C) – the model allows
to validate the coherence of the proposed data set from Tenova
for both cases and estimate some unknown variables like hot
reducing gas
– Ghambas will be used to validate the next scenarios for AM
Dofasco including H2 injection and use of steelmaking gases
– Others: specific support has been provided to analyze the
detailed energy balances provided by Tenova

2. DRI-based Route
• A Batch Pilot Under Construction at CRM to produce higher
Batch DRI Production
amount of DRI
• A simplified small fixed bed batch reduction reactor, similar DR pellets
to HUGE reactor, is under construction in the frame of a
European Union project (RFCS, HBI C-Flex)(1)
• The amount of DRI produced per test is around 80-100 kg
• The equipment is designed in such a way that several Vessel-2 Vessel-1
consecutive trials can be carried out (e.g. few vessels
available with the raw materials to be implemented in the
furnace, etc.)
• Potentially, around 400 kg of DRI could be produced within Hot reducing
1 day and so roughly 1 to 1.5 tons of DRI per week gas injection
• This material is supposed to be tested in the new CRM 2-
ton flexible plasma pilot (EAF, by-products recycling, etc.)
• The amount of DRI necessary to carry out a 6-ton pilot EAF
T
trial, depending on the sharing between scrap and DRI, is Operating conditions
around 4 to 7 tons
H2/H2O
(1) The original idea was to use the HUGE reactor, but this was not operational, and so a new small pilot is under construction in the frame of the EU project
2. DRI-based Route
Impact of high H2 atmosphere on DRI shaft refractory
• Objectives
– Determine the impact of high H2 atmospheres on existing shaft refractory materials & refractory grades ranking based on its resistance to the
attack
– Prepare the upcoming refractory revamps having in mind the transition NG towards H2 by defining the most suitable grades
• Pilot plants: Hamburg, Acindar
– Bibliographic Review: identification of H2 main attack
– Composition of shaft atmospheres for 50% & 70 of NG substitution by H2

2. DRI-based Route
2.5 H2-based DRI Processes (4/4)
• New idea under investigation – Sponge Iron from Raw
Ore & Gas - SIROGas
– Adaptation of the existing sinter plants to produce DRI
– Laboratory studies were carried out in the past with the same
concept but with some gasified cola (Sponge Iron from Raw Ore
& Coal – SIROCo) with promising results
• High quality DRI (metallization degree > 92%)
• High productivity (10-20 t DRI/m².day)
– Main strengths
• Lower CAPEX than DR-EAF route
• Possibility to valorize iron-bearing by-products
– Main unknowns
• Profitability vs. DRI shaft furnace?
• KPI’s values with H2/reformed CH4?
• Industrial safety issues (H2 resistant materials etc.)
• Pre-project (January to June 2023)
– Preliminary economical assessment of selected scenarios (ore
quality) + comparison to relevant alternatives (DR EAF, …)
– Feasibility trials with existing equipment (mechanical properties
and metallization rate)

2. DRI-based Route
2.6 Decarbonization of EAF (1/3)
• Objective – Displace fossil carbon in the EAF (injection carbon and charge
carbon) with GHG neutral biocarbon
– Target ~36,000 mtpy by 2028 for ~118,000 mtpy CO2 reduction
• Major Progress Updates
– 1.5 Tonne trial completed at AMD replacing 20% of charge carbon with biocarbon (~14
heats). No impact on process
• Aiming to source material for longer term trials.
• Working with AMPLC and AMMC to coordinate trial tonnes between Canadian sites
– 1.5 Tonne trial of injection carbon completed at AMPLC replacing 9% total carbon
• No technical issues observed
• Some insights into material handling and grindability will inform future trial plans
– Canadian federal funding secured by HRD to support industrial trials at AMD - $4M
CAD over 4.5 years
– Active work underway to secure material for trials – targeting CHAR Technologies as
supplier.
CHAR Technologies Plant Opening
• Roadblocks
(Thorold, ON)
– Biomass supply chains in Ontario are not developed to the scale required to support
AMD.
– Actively engaged with regional forestry industry

2. DRI-based Route
• Intermittent Carbon Capture of EAFs for Net-Negative CO2 Steelmaking
– The research goal is to advance novel low TRL carbon capture technologies to mid TRL technologies, so that intermittent and dynamic EAF flue
gas could be effectively captured for its biogenic CO2 value.
• This would make any outputs generated a potentially good target for XCarb Investment
– The project is seeking to develop hollow fibre membrane and/or pressure swing adsorption systems from TRL 3 to TRL 6
– An Expression of Interest (EoI) has been submitted by research leads at the University of Alberta, with partnership from the University of Calgary
and University of Ottawa.
– This EoI has been submitted to the Natural Resources Canada (NRCan) call for R&D on Carbon Capture (CC)
• This grant can be leveraged up to 75%, and the balance of 25% is not all ArcelorMittal making effective AM leverage even greater
– UPDATE: The EoI was accepted and a full project proposal has been submitted – final approvals are anticipated in Q3.

2. DRI-based Route
• Objectives – Determine the mechanism and kinetics of melting of carbon-
free direct reduced iron (DRI) made using hydrogen reduction, and its
impact on the EAF steelmaking process and chemistry
• Background – C necessary in EAF processing, especially for DRI operation
Slag
– Reducing oxygen ([O] and FeO) to minimize yield loss / Slag foaming to cover arc to
foaming
minimize energy loss and hot spot in panels/refractory / Removing [N] by C/[O]
reaction at the bath
– Traditional DRI contains 2–3 % carbon to optimize process and chemistry control.
Zero C in H-DRI will impact the process and chemistry control a. C-DRI b. H-DRI
Foaming No foaming
• Major Progress Updates with X-ray fluoroscopy (Fig. 1)
– Completed the evaluation of impact of H-DRI on slag foaming
• No slag foaming was observed during melting of H-DRI Fig. 1 Experiment set up & slag foaming
• Adding coke to slag when melting H-DRI can help slag foaming; however, with less Total C consumption
C consumption, kg/tls
effectiveness
Minimum total C
• Next phase – proposal of 1 year collaboration research work with consumption
McMaster approved – Work to commence Q2 2023 C for DRI plant
– Impact of H-DRI on EAF steel chemistry (N, O, P, S…): - Melting test with multiple DRI
pellets EAF C consumption
– Effect of C addition to slag foaming – type of C (Coke, bio-carbon…), weight/efficiency
– Optimum C content in H-DRI - to achieve minimum C for DRI/EAF process (Fig. 2) C in DRI, %

March 13 th, 2023
Confidential
Fig. 2 C consumption in DRI/EAF
A
2. DRI-based Route
2.7 EAF to Produce Flat Products
• Workshop organized by Global R&D on November 7th
2022 with Flat Europe, Global CTO and DOFASCO on
“Low Nitrogen Steelmaking – Mechanisms & Practices”
– Reminder – N content of steel decreases with increasing rates of
DRI in the metallic charge of the EAF (see beside A, experience
from Dofasco)
• 6-ton EAF trials to determine practices and technologies
to get low N steel in EAF
– Phase-1 – Charge C
• Decarburization of steel with O2 blowing leads to the
decrease of the N content (see beside B, part 1) B
– Phase-2 – C injection in the liquid steel with a specific lance & N
1 2
injection in the steel
• Decarburization of steel with O2 leads to similar decrease of
N than during Phase-1 (see beside B, part 2)
• Test, adaptation, development of technology for
immersed C injection → existing design used 20 years
ago in Warsaw (Poland)

2. DRI-based Route
2.8 Digital Power Control (1/2)
• The new EAF to be implemented in the company should be equipped with a digital power control system
• Background (1)
– A classical AC EAF is suffering from low arc control, resulting in operational issues such as high energy consumption, electrode consumption,
etc. and leading to important electrical grid “pollution” (flickers, etc.)
– The nature of the electric arc (fast moving, appearing/disappearing within few ms) requires fast electrode current loop control (max 1 ms step
response time), which makes the difference between "being in control of the arc" and "undergo the arc"
– During last decade with the development of fast and high-power semiconductors (insulated-gate bipolar transistor, IGBT), this fast 1 ms arc
control became feasible allowing to capture important operational gains and to open new areas for operational improvements, never accessible
before. This is important to achieve the required performance of a Jumbo EAF.
– Danieli took patents on their Q One low voltage AC technology in 2015 for a 20 years period, other suppliers had to focus on other solutions
• Present technologies available on the market
– SMS Aura (also CISDI developed this technology for China) created a DC EAF solution with response time below 1 ms
• Very good potential / No reference
– ABB Arcare exists for 10 years
• Limited potential as current control is limited to 20 ms: reactor and trafo still in actuator path / One reference since 2011 in Bluescope Northstar Ohio US
– Primetals (with Siemens) Actifeed
• Overall medium potential expected in electrode current control, as indirect power control at 66 kV level, trafo still in actuator path and only 2 fixed frequencies (40 and 60 Hz,
no 50 Hz) / No reference: first operational experience by mid of 2024 (in case of a Hamburg project)
– Danieli Q One
• Technology operational, proven, wide range 20-90 Hz and modular in 10 units for a high MTBF and low MTTR / References: 2016 Flag Marcon Italy 5 t EAF, 2019 AFC
Cividale Italy 35 t EAF, 2019 Sisak Croatia 78 t EAF, 2021 Tokyo Steel 125 t LF and in Nov 2021 order for 2 EAF of 270 t at Algoma Canada

March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal (1) ArcelorMittal, EAF New technologies – Comparison, AM FE CTO Primary
Confidential CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information Team, January 2022
2. DRI-based Route
2.8 Digital Power Control (2/2)
• Some of the technologies proposed by the suppliers will be assessed
– Potentially at industrial scale on an operating EAF, Hamburg
– Potentially at pilot scale on the Global R&D 6-ton EAF
• SMS Advanced unit rectifier assembly AURA system
• Discussion to define haw such a system could be implemented are ongoing
• The target is to have the system in operation in 2023
• Decision to continue pending

2. DRI-based Route
2.9 Net-Zero ESF to Produce Flat Products (1/2)
Trials with the 6-ton pilot EAF have confirmed that the furnace
1 Open Arc 2 Brush Arc
can be operated in the different electrode operation modes
1 Open arc
− Standard electrode operation mode of the conventional EAF
− Electrodes are at a certain distance from the slag
− Heat is transferred through radiation and slag foaming is
mandatory to have an efficient heat transfer
Slag
2 Brush arc
− Electrode operation mode of the open slag bath furnace Steel
− Electrodes are close to the slag
− Heat is transferred by radiation (15%) and resistance heating
(85%) 3 Immersed Arc
3 Immersed arc
− Electrode mode of the smelter
− Electrode are slightly immersed in the slag and heat
− Heat is transferred exclusively by resistance heating

2. DRI-based Route
2.9 Net-Zero ESF to Produce Flat Products (2/2)
ESF is a continuous process with a
regular steel and slag tapping 1 Existing Batch operation Potential continuous operation
Present 6-ton EAF pilot is operated in
1 Slag
batch mode with a tapping via a spout
door Spout
− 6-ton EAF could be modified to include an
eccentric bottom tapping device for the Slag
steel tapping, while the slag could be tapping
tapped through the existing slag door
− The pilot could then be operated in a
continuous mode Eccentric Steel
ESF has several top charging feeders to bottom tapping
burden the DRI tapping
2 material feeders will be Ongoing – ESF material
2 2 Ongoing – EAF DRI charging
implemented in the 6-ton EAF charging/pilling
− 1 material feeder to charge the DRI in the EAF top view
center of the electrodes to simulate DRI-
based EAF
Electrodes
− 1 material feeder to charge DRI along the
walls to simulate ESF
Material Material
feeder feeder
2. DRI-based Route
2.10 DRI-EAF by-products management (1/2)
To open new internal recycling routes - Secondary Raw Materials by 2025

• By-products cold agglomeration strategies (NUGGET) -> to open new recycling route through BF +
DRI to partially replace Sinter/BOF current recycling
• BF: Validated at Pilot Plant recipes capable to meet BF requirements
2 recipes: BOF Sludge + Scale + 1% new polymeric binder + 10% Magnetite or 5% High Alumina Cement
Less CO2 emissions in BF: ByPs will replace Coke/Sinter: initial est. 180-230 kg Coke/t briquettes (30 - 35 Kg coke/t HM),
1250 – 1325 kg Sinter/t briquettes
Next steps: Industrial BF trials Tata (Nov23)

DRI: To continue Pilot Plant recipes optimization. To start trials Hambourg
• SIMIS ByPs Mgt – Simulation and Optimization of Transition + New footprint
Rotary Hearth Furnace - To start simulations of scenarios 2023 – Q2

2. DRI-based Route
2.10 DRI-EAF by-products management (2/2)
Decarbonization – Management of new ByPs (Short Term: 2025, Medium-Long Term)

• CELEST_deCarbonisation strategy_new routes for dust, sludge and scale valorization
Technological assessment of high TRL technologies: RHF + Rotary Kiln.
Alternative technologies under exploration + EU Funding to accelerate activities/collaborations (Apr/May):
• Pilot plant to test Green Iron Technology – ArcelorMittal Cluster Germany (EHS) -> to treat zinc-rich ByPs and scales from EHS,
DK, Hamburg with technology (reduction with H2). Positive initial feasibility tests .
• Recuperate iron from EAF dust using pyrometallurgy (Waelz technology, RHF) + Evolve to Carbon Neutral – CISDI technology ->
Emergent technology in China. Less footprint, 100% recycling (Zn – Galva, Metallic Iron)
• New Slags (NERO): Characterization and valorization routes of EAF Slag
• On-going inventory - characterization of EAF slags in AM Group. Initial database (Apr23)
EU Funding to accelerate activities/collaborations (Apr/May):
• EAF Slag – 100% funding. Implement high efficiency technologies to recover metal (iron and non-ferrous metals) and mineral
fractions from in-plant steel making residues. Focus in Vanadium (Critical Raw Material, now limitation for valorization in slag
markets)
• To investigate valorization of Steel Slag to replace limestone in Precipitated Calcium Carbonate (PCC) production - – 100%
Funded – Successful tests done in standard PCC conventional route to produce high quality Slag with BOF slag. Needed to make
tests with higher volumes, and investigate how to manage residual slag (ceramics, construction…), and CO2 LCA of
Lime/Slag/PCC Cycle.
2. DRI-based Route
• Overall heat & mass balance model GHAMBAS was
initially developed for the MIDREX technology but has
been now adapted for the TENOVA ENERGIRON
technology and validated with the data from Tenova in the
frame of the project in Dofasco
• Off-line version of GHAMBS implemented at Contrecoeur
since end of 2022
– Off-line validation ongoing
• Development of the 1st version of DRI RMDS (Remote
Monitoring Data & Standardization) by the end of 2023

2. DRI-based Route
• 2023 Q1 | Focusing on the solution of the Reception Module → High interest from FE CTO
• AM Sestao | Pilot plant – complete Scrap Expert System approach
– Footbridge for sensors installation | DONE
– Auto truck tracking solution | On-going
• Access to reception data information | DONE
• Definition of logic communication between Level 3 and Scrap Expert System | On-going
• Generation of regular meetings between plant and R&D (follow-up, needs, support, identification of roadblocks…) | On-going
– Scrap density control for trucks (2D and 3D) | Mechanical-electrical 2D assembly work on-going
– Integration of SCOT STD in R&D Platform (Scrap yard Management Module) | Analysis and architecture improvements on-going
• Other plants – some solutions installed | Reception at DK
– Density control (2D) - Density measurement + load distribution alert algorithm | Final commissioning end March
– Auto classification | Pipeline version 1 (object detection + scrap classification) already implemented with density control

March 13 th, 2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal (1) ArcelorMittal, EAF New technologies – Comparison, AM FE CTO Primary
Confidential CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information Team, January 2022
2. DRI-based Route
• Differdange → Online Mass and
Energy balance
– GSMPM EAF model: Installed on
Differdange server, tuned for
Differdange case, communication
with llevel 2 done.
– Shadow mode starting: evaluation of
diagnosis mode on 1 month of
production
• The possibility to connect the
model to other existing models
will be considered
– ESCHOR: to calculate back some
scrap composition based on actual
steel chemistry,
– Etc.

3. Finishing Decarbonization




DRI-EAF by-products
2.10 management
3.1 Decarbonization of Reheating Furnaces
Decarbonization of Sestao HSM tunnel furnace (HYDROFLAME project)
– Objective: evaluate different technologies to decarbonize the tunnel furnaces of the CSP mill
– Adaptation of current self-recuperative 240 kW burners for H2-combustion. 240 kW burner long-term trials in
GasLab with H2 and NG (trials running) - Electro-heating: finalization of the analysis of suppliers’ proposals
– Next steps: Global conclusions and specification for the investment
Decarbonization of Bremen, Eisenhüttenstadt & Dofasco HSMs (DECAF project)

– Objective: support preparation to CAPEX files for Bremen, Dofasco and Eisenhüttenstadt HSMs (Design of
the slab thermal boxes, assessment of induction heating, …)
– Comparison of different scenarios to (1) increase drastically the hot charging ratio and hot charging
temperature (2) To reduce the discharging temperature using additional actuator (induction heating) - White
paper published
– Next steps: Support the CAPEX files for the Bremen slab thermal boxes (Q1 2023): top priority for Flat
Europe. Coupling of existing thermal models to describe the cooling pattern of the slab from the exit of the
caster till the entry of the finishing mill
H2 heating at Belval Sheet Pile Mill II (FULLH2REHEAT project)

– Objective: investigate during semi-industrial trials impact of full reheating furnace combustion with H2 on
process (reheating furnace lifetime, productivity, reliability, …) and sheet piles products performance.
– To investigate H2 combustion impact on other long products at lab scale: sections and rails.
– EU project FULLH2REHEAT accepted
– Next steps: Preparation of IAC file (June 2023)

3.2 Decarbonization of Pickling & Acid Regeneration
Electrical radiant tubes
– Objective: replace gas fired radiant tubes by electrical heated radiant tubes.
– Adaptation of the R&D pilot for radiant tubes testing. Electrical heating panel designed in collaboration with
Bisson.
– Next steps; Simulation of the electrical heating panel on R&D pilot. Testing, comparison and evaluation of
commercial solutions at Sagunto CGL
Hybrid (Electrified) Direct Fired Furnace

– Objective: evaluate decarbonization scenario (with intermediate step of partial decarbonization) for two
business cases with Direct Fired Furnaces (Bregal2 & Eisenhüttenstadt1) based on lay-out & orderbook.
– Perform Process/Product risks assessment of DFF-decarbonization scenarios
– Inductor section installed at Bregal2.
– Next steps: Optimization of inductor/DFF balance + validation trials at Bregal2. Updated state-of-the art
(Literature review & watch) on regenerative/recuperative technologies and H2-heating.
Batch Annealing
– Objective: evaluate technologies for full decarbonization of batch annealing furnace
– White paper published
– Next steps: Improve process simulation to optimize BAF performance (coupling thermal with metallurgical
models, optimize heating curves). Assess electrical heating hoods at industrial scale
Pickling and Acid regeneration

– Objective: evaluate alternative pickling (acid-free pickling, …) and acid regeneration technologies (chemical
processes, …) to reduce of CO2 and acid emissions - White paper has been published
– Running trials with Eco-pickling technology
– Next steps: Develop an innovative acid regeneration chemical process to replace hydro- pyrolysis: H2S04 +
Distillation + Crystallization (ISARP
Cannot be disclosed, used, or reproduced project)
without prior written specific authorization by ArcelorMittal
Page 63
4. Energy Transformation




DRI-EAF by-products
2.10 management
4.1 Biogas and Biochar as Reductant or Fuel (1/2)
Thermo-Chemical processes for CO2 Conversion
• Objectives
– To develop & optimize alternative CO2 transformation processes and to test them with real process gases (i.e.: Boudouard Reforming) comparing
them with more mature reforming route (i.e. dry methane reforming (DMR))
– Process understanding: Temperature, Pressure, residence time, limitations on the feedstock.
– Process optimization: Energy consumption and potential CO2 reduction when integrated with BF or DRI
– X3 Validated in December 2022 involving:
• Tool able to assess the potential CO2 savings of any given syngas composition in BF (both in tuyeres and shaft) and combustion.
• Report analyzing the carbon source properties for Boudouard
• Report assessing and comparing different CO2 transformation processes: Composition of the product gas, requirement or not of feedstock,
TRL, energy consumption...
• Report of a Methodology for CO2 Transformation Technologies Route Comparison. To analyze how the CO2 transformation and its product
gas re-injection affects to the main process (Key Deliverable).
• Fundamental Research on Boudouard Process in a 5 kWth pilot plant by TU Wien. More 90% of CO2 transformation under realistic process
conditions was achieved (Key Deliverable).
• Pilot Plant: Purchasing of main equipment for the new pilot plant (on going)
• Related activities: Prosynteg RFCS project
• Nest steps
– Assessment of the implementation of Boudouard Process in the steelmaking industry during 2023:
– SIMIS Calculations
– Second part of the collaboration with TU Wien

4.1 Biogas and Biochar as Reductant or Fuel (2/2)
New initiatives – Gasification
• Objectives
– Analyze the feasibility of integrating gasification of wastes in steelmaking process, by producing a syngas with good reduction potential for its
injection in DRI plant or Blast Furnace
– Identification and analysis of main variables of influence of final syngas quality and main challenges for the management of the obtained syngas
without issues
– Guidelines for gasification technologies as complementary information for whitepaper report
– Construction of the 1st version of gasification model, initially based on equilibrium reactions and adjusted then with experimental trial results
reported on literature
– Active contribution to Xcarb technologies assessment on gasification and pyrolysis
– Construction of simplified model tool to estimate CO2 emissions associated to gasification, depending not only on utilities, but on biogenic nature
of feedstock or emissions associated to power consumption
– Support in technological assessment for plants considering gasification strategies (Asturias, Fos)
– Approval of regional funded project (GRAO) that will include SRF characterization and gasification pilot tests during 2024, together with hot tar
transformation mass and energy balance
• Nest steps
– -Continue the support to Xcarb on gasification supplier strategy analysis
– -Foresee inclusion of preliminary tar balance in the gasification modelling tool
– -Preparation of new project proposal in the field of alternative reductants, including pilot trials for SRF gasification
– -Analysis of the required gas conditioning for its use in the steelmaking industry

4.2 CCS/CCU (1/4)
C4U - Advanced Carbon Capture for steel industries integrated in CCUS Clusters
• Objectives
– Elevate two promising CO2 solid based capture technologies, known as DISPLACE and CASOH, from TRL5 to TRL7 & design for optimal
integration in steel plants
– Analyze the impacts and opportunities for integration of these two technologies in ArcelorMittal steel plant in Gent as part of the North Sea Port
while develop and approach with stakeholders and end-users to advance societal readiness for CCUS in industrial clusters.
– Two different approaches are being considered in CASOH layout:
• Thermal energy production (calculations are being finalized)
• Maximization of hydrogen production (calculations are being conducted
• Construction of pilot plant is being finalized. Piping it is expected to be finished in March 2023
and electrical connection and programming in April 2023
– Start up tests expected to commence in May 2023
• Next steps
– Finalization of the pilot plant expected by April of 2023
– Commence first heating tests

4.2 CCS/CCU (2/4)
SEKISUI
• Objectives
– To accelerate the practical application of development and promotion of CO 2 reduction technology and increase the options other than capture
and storage of CO2
– In order to do this is necessary to recover CO2 from BF gas and converts it into synthesis gas consisting of Carbon Monoxides and Hydrogen
using Sekisui chemical looping technology.
– Purchase of the CO2 separation systems completed
– Reactor construction is finished, and transport is completed.
– Steelmaking scenario for Sekisui technology is being developed
– Meeting with universities for LCA has been conducted and figures for LCA given
– Commissioning of Sekisui reactor was done on week 3 2023 (first CO2 conversion tests and
regeneration with H2).
– Commissioning on CO2 capture pilot in Japan was successful.
– VSA CO2 capture pilot has arrived to Gaslab
Sekisui Reactor
– Full initial tests (CO2 capture + conversion) are expected to be finalized by March 2023
• Next steps
– BFG application to the CO2 VSA commissioning in Spain.
– Desulfurization system commissioning in Spain
– Start-up experimental testing
4.2 CCS/CCU (3/4)
Carbon Capture in Direct Reduction Layouts
• Objectives
– Definition of the optimal layouts for CO2 removal from a direct reduction layout. To ensure this, it is necessary.
• A condensed definition of the different CO2 capture possibilities for Midrex conditions
• A deep characterization of gases (including impurities) considering the use of functional materials (absorbents, adsorbents, membranes, etc.)
• Definition of CO2 capture in Midrex layout, considering also Tenova scenarios . Define the Impact in the final CO 2 emissions
• Balance calculation tool development and application of commercial absorption process for direct reduction layouts. Techno-economic
assessment
• CO2 quality for transport, storage and utilization.
• Definition of new CO2 capture technologies to be implemented either in Tenova or Midrex layouts
• Write a white paper to analyze specific situations on carbon capture project
– Bibliographical research on carbon capture
– Discussions with gas suppliers in CO2 capture from steelmaking gases
– Continuous update on CO2 novel CO2 capture technologies that are under development

4.2 CCS/CCU (4/4)
Corpus Christi HBI plant (Texas, USA) – Life cycle
analysis – LCA
• Objectives
– LCA of the carbon capture & sequestration scenario of the HBI
plant vs. use of green or blue H2 in the DRI plant
– 1st meeting held on February 15th 2023 with the Global R&D
LCA team
– Several scenarios defined and the work plan defined

A
4.3 Assessment of CO2 footprint
• Revision and integration of the Decarb model developed
by Flat Europe CTO which takes into account the OPEX
and CAPEX assessment should be completed end of
2022 or beginning 2023
– Weekly meeting with Jean-Luc Reboul to follow the development
• Web-SIMIS development (see beside A)
– v1.5.0 released in Q4 2022 to key tester
– v2.0 released in Feb. 2023 for Dunkirk
• Metallurgical development of SIMIS (see beside B)
– Secondary Metallurgy module B
– Aim of the model
• Convert steel out of BOF/EAF to targeted steel for each
grade family (based on metallurgical constraints)
• Calculate Heating, Al. Killing, desulf, vacuum, Mn and Ti
alloying needs
• Results: costs + CO2-

EPOD. Electrically POwered and energy storage technologies as key to heat Decarbonization
• Objectives
– Study about future electrification in current fluid heating processes aiming reducing CO2. Definition of road map of electrification process for fluid
heating. Technology survey based on electricity. Build business case for the different heating possibilities. Suppliers scouting for future
implementation of the technology. Project not focused on heating steel product (Other R&D projects on-going).
– Flat carbon Europe and Energy Corporate CTO team agreed to pilot the activity. Validation of X2 proposal on Dec GETC (2021). Project stopped
due to lack of resources (Feb 2022). Re-launched in September 2022. Project pilots informed of the re-scheduling of the activities.
– Periodic communication of the project updates to the energy and finishing portfolio
– 1st deliverable already distributed: “Technological scouting of electrical technologies for heating auxiliary fluids in finishing mills”.
– Business cases from Asturias plant under consideration: condensates recovery from pickling line, steam supply guarantee to nitrogen production
plant, hot air for strip drying in tinplate, lubrication tanks heating in HSM.
– Statement of work already established with EPRI for scouting an analysis of electrical heating technologies for ladles.
• Nest steps
– Update on business case of EPOD in next GETC (March 14th) for feedback and deployment.
– Data collection of business cases and analysis of the technology together with suppliers.
– EPRI: Service Agreement review by legal team and signature

Various topics
• Comment to the CO2 Competitors Benchmark (I. Bultinck)
• CO2 data platform (L. Milanez)

Competitors Benchmarking – Decarbonization Strategies
• Initial input to CAR3
• Compilation of public information from the main competitors in each segment

– Review of competitor carbon reduction commitments by 2030
– Competitor technology pathways
– Snapshot January 2023
• Although it is obvious that different decarbonization pace in each region, one can also notice a clear acceleration in all
geographies
• We have also listed the current announcements of new plants from competitors where the main motivation is the
production of decarbonized products
DISCLAIMERS
a. data from our competitors are not always directly comparable to our own data, and not always competitors are clear about it.
b. the decarbonization scenario has been very dynamic, therefore, you may find missing information in your specific geography,
please let us know by sending it to @Bultinck, Isabelle
c. this report is produced based on public information, however, please do not forward it outside our organization
13/03/2023 Cannot be disclosed, used, or reproduced without prior written specific authorization by ArcelorMittal
Tracking CO2
Initiatives
March 2023
1 Introduction

PwC CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information 77
Introduction
‘CO2 Improvement Initiatives Tracking System’ will be a one stop solution for all the stakeholders to track all the decarbonization and CO2
reduction initiatives. This platform act as a source of information for the Climate Action Report (CAR2) as well as the Net Zero Improvement
Initiatives.
Key Features Outcomes & Benefits
• Create a new initiative • Bridge analysis of changes in CO2 reduction Single Source of Truth
impacts across years, quarters, months etc.
• Update existing initiatives
• Dashboard to monitor progress on initiatives Role based access to data
• Approval workflow for initiative’s each status and provide oversight on pending actions
change Approval based workflow
• Dashboard to monitor and track changes in the for tracking changes
• Enable Approver to seek an expert’s advice initiative status
Monitor and track all the
• Update log for historical analysis of each • Detailed report of all the existing improvement initiatives
initiative initiatives and its impact on CO2 savings.
Streamlined process and
• Role based access control on user level per data flow across org.
plant
CO2 Initiatives © ArcelorMittal 2022 - All rights reserved for all countries
CONFIDENTIAL - Privileged Information - ArcelorMittal proprietary information 78
Process Flow
Initiative Registration Workflow Overall Initiative Approval Workflow
CO2 Initiatives © ArcelorMittal 2022 - All rights reserved for all countries
2 Application Screens

Illustrative
view of the
landing
page

Illustrative
view of the
home page
of Initiative
Owner

Illustrative
view of the
home page
of Initiative
Approver

Illustrative
view of the
form to be
filled by the
Initiative
Owner for
adding a
new
initiative

Illustrative
view of the
historical log
initiative
status

Illustrative
view of the
home page of
Administrator

3 Dashboard Mock ups

Illustrative
view of the
sample
dashboard
displayed to
the admin

Illustrative
view of the
sample
dashboard
for Climate
Action
Review

Thank you
pwc.com
© 2023 PwC. All rights reserved. Not for further distribution without the permission of PwC. “PwC” refers to the network of member firms of PricewaterhouseCoopers
International Limited (PwCIL), or, as the context requires, individual member firms of the PwC network. Each member firm is a separate legal entity and does not act as
agent of PwCIL or any other member firm. PwCIL does not provide any services to clients. PwCIL is not responsible or liable for the acts or omissions of any of its
member firms nor can it control the exercise of their professional judgment or bind them in any way. No member firm is responsible or liable for the acts or omissions of
any other member firm nor can it control the exercise of another member firm’s professional judgment or bind another member firm or PwCIL in any way.

Global CO2 Breakthrough (AM)

Uploaded by

Copyright:

Available Formats

Global CO2 Breakthrough (AM)

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Global CO2 Breakthrough (AM)

Uploaded by

Copyright:

Available Formats

Global CO2 Breakthrough Technology

Council Update & Governance

W. Van der Stricht

CAR3 – Update Process

- Climate action plan 3 release postponed to 2024

Next steps CAR3

- Assess status of meeting 2030 target with updated data

© ArcelorMittal 2023 - All rights reserved for all countries

Global R&D CO2 OKRs

Page 17 © ArcelorMittal 2023 - All rights reserved for all countries

Page 18 © ArcelorMittal 2023 - All rights reserved for all countries

To identify and assess Setting up relevant

Initiatives • XCarb Fund: • Decarbonization of Mining • Secure on-going

Page 20 © ArcelorMittal 2023 - All rights reserved for all countries

WG1 –Minimum defensive IP in DRI

Page 21 © ArcelorMittal 2023 - All rights reserved for all countries

Page 22 © ArcelorMittal 2023 - All rights reserved for all countries

ArcelorMittal Fact Book 2021

Metric Unit 2021

Absolute CO2e footprint (steel) million tons 136.8

− Scope 1 CO2e million tons 122.6

− Scope 2 CO2e million tons 6.3

− Scope 3 CO2e million tons 7.9

CO2e intensity (steel) – scopes 1,2,3 - tCO2e/

− CO2e intensity (BF only) tCO2e/ 2.36

− CO2e intensity (EAF only) ton of steel 0.50

CO2e intensity (steel) – scopes 1,2,3 – tCO2e/

Europe carbon reduction target: 35% tCO2e/

Page 24 © ArcelorMittal 2023 - All rights reserved for all countries

1.2 Improvement of scrap quality and decrease of HMR in the BOF

Net-Zero Net-Zero Net-Zero

1.3 1.4 1.5

Page 25 © ArcelorMittal 2023 - All rights reserved for all countries

Sinter for Net-Zero Low-quality Net-Zero Net-Zero Net-Zero

2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9

2.1 Sinter for DRP

2.2 Use of biomass and H2 at pellet plant

2.3 Cold bounded pellets

2.8 Digital power supply

3.1 3.2 3.3

3.1 Decarbonization of reheating furnaces

3.2 Decarbonization of pickling and acid regeneration

Page 27 © ArcelorMittal 2023 - All rights reserved for all countries

4.1 Biogas and biochar as reductant or fuel

Smart C DRI-based Finishing Energy

Use of non-fossil C to replace fossil Decarbonization of reheating Biogas and biochar as

2 H -based tog gas recycling BF –

Page 30 © ArcelorMittal 2023 - All rights reserved for all countries

Smart C DRI-based Finishing Energy

Use of non-fossil C to replace fossil Decarbonization of reheating Biogas and biochar as

2 H -based tog gas recycling BF –

Page 32 © ArcelorMittal 2023 - All rights reserved for all countries

Page 33 © ArcelorMittal 2023 - All rights reserved for all countries

Page 34 © ArcelorMittal 2023 - All rights reserved for all countries

Page 35 © ArcelorMittal 2023 - All rights reserved for all countries

Page 36 © ArcelorMittal 2023 - All rights reserved for all countries

Smart C DRI-based Finishing Energy

Use of non-fossil C to replace fossil Decarbonization of reheating Biogas and biochar as

2 H -based tog gas recycling BF –

Page 39 © ArcelorMittal 2023 - All rights reserved for all countries