Companhia Siderurgica Nacional · BMFBOVESPA:CSNA3
Companhia Siderurgica Nacional — National Steel — Corporate Update (March 2018)
8 slides from Companhia Siderurgica Nacional's corporate update, Mar 15, 2018
Slide 1: Section 232 — Implications: Market & CSN
SECTION 232 —IMPLICATIONS : MARKET & CSN SECTION 232 mar/2018
Slide 2: Disclaimer
Disclaimer Certain statements contained herein are speculation or trends and forward-looking statements based on Management’s current estimates regarding future performance that may result in material differences regarding future results, performance and events, which do not constitute actul project
Slide 3: Steel Market NAFTA: Balance Supply x Demand
STEEL MARKET NAFTA BALANCE SUPPLY x DEMAND BENEFITS OF FEWS, TO DETRIMENT OF MANY Gross steel production from Canada, the United States and Mexico reached 115Mt in 2017, lower than NAFTA demand in the same year. J 2007 US semi-integrated mills should be ~* heavily impacted by the measure, which ~ fo
Slide 4: US Market Import by Country and Product
Canada Brazil South Korea Mexico Russia Turkey Japan Taiwan Germany India China Others US Commerce Department I Comercial Partner Oversupply risk of flat steel 7,6Mt Semi Pipes Long Flats Finished Stainless US MARKET IMPORT US TOP 5 Brazil — Import per products - 9M17 Canada South Korea Mexico Turke
Slide 5: Impact and Opportunities
IMPACT AND OPPORTUNITIES CSN Exports to US (Kt) 17% 8% 5% 4 Estimate 2 201: 2014 201: 2016 2017 8% 3 01s 0: 0: Forecast 2018 Apparent Consuption -_ : J 2. Mili tannes of le Sales 2018 Fat and auto parts Fenabrave 1% coated products
Slide 6: Semi-finished and Longs Exports
SECTION 232 Wi total 1 i 5,103 5,562 yccy 5,023 1,974 2,795 3,96 ee Oe ee Ym 2007 2008 2009 2010 2011 2012 ! 2013 2014 2015 2016 2017 A 616 ! eee 2013 2014 2015 2016 2017 2013 2014 2015 2016 2017 SEMI-FINISHED LONGS . ed
Slide 7: Flat Products Exported to US (Kt)
FLAT PRODUCTS EXPORTED TO US (Kt) - Semi-finished 3 6 aaa Tin Plate Estimate / 46 / s 350 / | 3 i) a a a 3 s t 2013 2014 2015 2016 | 2017 | 85% Reais HDG Total Others CSN
Slide 8: Signature
SIGNATURE Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. Date: March 14, 2018 COMPANHIA SIDERÚRGICA NACIONAL By: / S / Benjamin Steinbruch Benjamin Steinbruch Ch