The SECRET to Steel Investing Revealed

There's a niche sector internally in the steel industry that's still off the radar for many, which is growing very quickly, and that's green steel. That's the corner that we're excited about. We think it's revolutionizing the industry.

Instead of using old blast furnaces, which have to be fed with coal and traditional products, which are very energy intensive, the newer electric arc furnaces are fed from recycled products and direct reduced iron, or DRRi feed.

The green steel sector is more energy efficient. It's cheaper and faster to build. It has lower operating costs, way lower emissions, and lower regulatory hurdles. So that's the corner of the steel market that we're particularly excited about. The fact that you can marry the economic benefits with much lower emissions really makes it a nice win-win.