The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Peter Steyn - Macquarie Research - Analyst
: Sorry, it was -- further questions around the raw material supply actually in the range of them have been answered. But I was particularly keen just
linking at yesterday's conversation around carbon intensity. If Pat could just give us a bit of a sense of where carbon intensity could go, if you've
got more obsolete into your mix or more HBI into your mix? What are the sort of optimal outcomes for emissions there?
Question: Peter Steyn - Macquarie Research - Analyst
: Pat, yes, that does make sense. And you would be in the 0.6 tonnes you're fully accounting for the emissions of the raw feed particularly in pig iron.
Question: Peter Steyn - Macquarie Research - Analyst
: Yes, yes. Okay. And then I was sort of curious a little bit of a follow-on question on the Nucor gold comment you made, Pat. So would your view be
on the basis of the fact that are presented relatively early stage at this point by Nucor that it wouldn't represent particular disruption to your market
if they were more integrated and more value added in their focus?
Question: Peter Steyn - Macquarie Research - Analyst
: I just wanted to put to John, just around the cost competitiveness of ASP. You mentioned, John, that you don't believe that there's any sort of
structural change to how you would think about the managing of the business to the bottom of the cycle spread outcomes. But just curious whether
you would be thinking about it differently in the medium- to longer-term sense given there's obviously a significant structural adjustment that's
occurred in the Pan APAC steel market. And then thinking about some of the energy transition aspects of the business over the medium to longer
term and obviously some of the investments that you may make but also cost implications of some of those, how are you thinking about the sort
of puts and takes around cost competitiveness in the medium to longer term?
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SEPTEMBER 20, 2021 / 11:30PM, BSL.AX - BlueScope Steel Ltd Investor Briefing Day 2
Question: Peter Steyn - Macquarie Research - Analyst
: I just had one slightly more nitty gritty question around TRUECORE. John, to what extent do you believe that you've benefited specifically from
lumber shortages? And how sustainable do you think the transition is that you've made as a consequence of those shortages? And then probably
an attached question is builders that have transitioned to you, if they're thinking about carbon footprint, can you sort of really argue that TRUECORE
is ultimately a better solution from a carbon footprint point of view? I'm just sort of particularly keen on that, the sustainability angle of TRUECORE
versus the wood alternative.
Question: Peter Steyn - Macquarie Research - Analyst
: Yes. That's all from me.
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