Russian iron and steel sector review including data for 2007 steel demand volume, flat product demand, supply; and outline of oligarch involvement in industry ownership
4. FLAT PRODUCT DEMAND † Figures are Russian finished steel demand estimates for 2007. Source: MCI assessments. Source: MCI assessments. † : For corresponding Russian or other CIS steel long product figures, please contact MCI. 19145 Demand 9778 Export 3507 Import 25416 Production 000's t 2007 data 19145 Total 766 Other coated 383 Tin 2106 Galvanised 4212 Cold rolled 8615 Hot rolled 3063 Plate 000's t Product
5. FLAT PRODUCT SUPPLY Source: MCI estimates. NLMK data exclude semis for sale, and their cold rolled steel production figures include electrical steel. Plate is >10mm gauge. Figures are for 2007 net Russian supply only [i.e. with downstream production stripped out]. 25416 8877 12033 4506 Total 1622 -68 821 869 Others 700 200 0 500 Asha 937 0 0 937 Urals Steel 4618 3069 1549 0 NLMK 8181 2707 4474 1000 Severstal 9358 2969 5189 1200 MMK Total CR/Coated HRC Plate Supplier
6. OLIGARCH INVOLVEMENT (1) Cold rolling joint venture with Atakas in Turkey; stake in Fortescue Metals Group; Kazankovskaya coal mine; Bakal Ore, Belon Coal Magnitogorsk Iron & Steel Rashnikov Viktor Tagmet, Seversky, Sinarsky, Volzhsky pipe plants TMK Pumpyanskiy Dmitriy Dzerzhynsky Electric Steel Works, Izhorsk, Orlovsky Rolling Mill, Rouge Industries, Lucchini, Sparrows Point, Vorkutaugol, Vorgashorskaya Coal Mine, Kuzbassugol, Olkon Iron Ore, Karelskiy Okatysh, Vtorchermet Severstal Mordashov Alexei Serov Iron & Steel Works; stake in Kuzbassrazrezugol coal mine; Bogoslovsk Iron Ore Mine; JSC Metmash bearings / wheel plant; historic involvement with Trans-World Group UGMK Makhmudov Iskander DanSteel, VIZ-Stal, Stoilensky GOK iron ore mine, Altai Koks Novolipetsk Lisin Vladimir Azovstal, Yenakiyevski I&S, Khartsyzk T&P, Zaporizhkoks, Donetskkoks, Italy's Ferriera Valsider; Severny GOK and CGOK ore mines. SCM also acquired the Smart Group (see below) end-2007 System Capital Management Akhmetov Rinat NTMK, Zapsib, NKMK, Palini e Bertoli, Vitkovice Steel, Oregon Steel, Claymont Steel, Dneprovsk I&S, Ipsco Canada. Stakes in Evrazruda, Kachkanarsky (KGOK) and Vysokogorsky (VGOK) ore mines and in Dniprkoks; Raspadskaya, Yuzhkuzbassugol and Mezhdurechenskaya coal and in Highveld Steel & Vanadium in South Africa EvrazHolding Abramov Alexander Principal steel industry / related assets Company Surname First name
7. OLIGARCH INVOLVEMENT (2) Beloretsky Steel, Vyartsilya Steel, Bratskiy Ferroalloy Works, Izhstal; Southern Kuzbass and Razrez Tomusinsky / Olzherassky / Krasnogorsky Coal; Yakutugol and Elgaugol coal mines Mechel Zyuzin Igor Industrial Metallurgical Holding, Tulachermet, Uchastok Koksovy coal mine, Berezovskaya coal enrichment plant, Kruglogorsky ore mine KOKS Group Zubitski Boris Former large shareholder of Mechel [together with Igor Zyuzin] Mechel Yorikh Vladimir Zlatoust Metallurgical Works, Novosibirsk Metallurgical Works, Engels Pipe, Gurievsky Metallurgical Plant, Rostovsky Electric Metallurgical Plant, Nytva Metallurgical Plant, Volgograd Small Diameter Pipe Works Estar Holding Veremeenko Sergey Russky Ugol (Russian Coal), Estar Holding, Istil (acquired Jan 2008) Mirinvest Varshavsky Vadim Oskol, Urals Steel (formerly Nosta); Ribnita Steel Works in Moldova; Lebedinsk & Mikhailovsky ore mines, UralMetCom, Hamriyah Steel Metalloinvest / Gazmetal Usmanov Alisher 30% ownership stake with Usmanov (50%) and Anisimov (20%) Metalloinvest Skotch Andrei Vyksa Steel Works, Chusovoy, Almetyevsk Steel Works, Trubodetal, Shchelkovo Metallurgical Works, Troitckaya coal mine, Gubakha Coke UMC [OMK] Sedykh Anatoly Principal steel industry / related assets Company Surname First name
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