The Mill Floor

Written by active DRI-EAF operators. Anonymous by necessity, specific by design.

Jul 27, 2026

One point of metallic yield is $3-4 per tonne of liquid steel. FeO in the slag is where it goes.

Jul 20, 2026

Metallization and carbon decide your heat before the first kWh — most shops never read them.

Jul 13, 2026

An hour off-power doesn't cost you its kWh. It costs you the tonnes you'd have made in it.

Jul 6, 2026

PdM is sold as a plant-wide platform. It returns as three or four assets — the rest is dashboard.

Jun 29, 2026

A €120/t gap between BF-BOF and scrap-EAF isn't a rounding error. It's a structural moat that widens every year.