ArcelorMittal (MT) Sustainability Presentation summary

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.