钢制模块框架决策时间

Steel Module FramesDECISION TIMEIt’s Decision Time2Are Steel Frames Inevitable?Value vs. Risks1.Pricing2.Supply Chain3.Decarbonization4.Module strength3Domestic Steel vs. Domestic Aluminum Total United States Steel Supply136 Million Metric Tonnes/Year55 MMT81 MMTCSi Module Frame Demand: 0.33%Total United States Aluminum Supply3.35 Million Metric Tonnes/Year0.92 MMT2.43 MMT80% ImportedCSi Module Frame Demand: 28%5001,0001,5002,0002,5003,0003,5004,0002024202520262027202820292030SHFE cash (Alum)LME Midwest (Alum)Midwest Steel (CR)$/tGlobal Aluminum & Steel Pricing Trends2023 Long Term Market OutlookSimply put...•kg steel v aluminum–1.8x•$$aluminum v steel – 3.0xWe can all do that mathAluminumSteel+30%-15%When the Curves CrossSteel vsAluminum6Steel Frames: The Obvious ChoiceSteel is 100% Domestic7Domestic, multi-site1-2 day supply chain100% transparentand auditableITC domestic content readyDecarbonizedEfficiencies extendwith scaleOverseas45-55 day supply chainDifficult to auditTariffs, dut