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ArcelorMittal (MT) investor relations material
ArcelorMittal Sustainability Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Safety and operational transformation
A 3-year transformation plan is underway, with visible progress in key safety KPIs and the global rollout of a new audit tracking tool in Q3 2025.
Process safety management pilots have started, and a contractor-focused fatality prevention standard will launch in Q4 2025.
Over 30 level 2 audits completed, with level 3 audits now in progress; group LTIFR improved to 0.68 for 9M'25.
Safety audit recommendations focus on operational risk, assurance, safety culture, contractor management, and process safety best practices.
Climate and decarbonization progress
Emissions intensity is decreasing faster than the World Steel Association average, with significant reductions since 2018.
Investments in state-of-the-art EAFs and renewable energy (2.3GW in India, Brazil, Argentina) support the energy transition.
XCarbⓇ products and certificates help customers reduce Scope 3 emissions, supporting sustainability strategies.
The Renault Emblème project demonstrates a 90% CO2 reduction over the vehicle's lifetime using low-carbon steel.
Trade policy and market competitiveness
The EU Steel and Metals Action Plan and a new tariff proposal aim to restore fair competition and increase domestic capacity utilization from ~65% to 80-85%.
The new trade tool sets import quotas at half of 2024 levels, with a 50% out-of-quota tariff and comprehensive country coverage.
An effective CBAM is required to level the carbon cost playing field, with adjustments due by end of 2025.
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