Publication Investor handbook: Engaging with the steel sector

This handbook aims to support investors in company engagement, a key tool to drive value and enable emissions reductions in the steel sector.

8th April 2024

Introduction

This document is a resource for investors engaging with iron ore miners and steelmaking companies, developed alongside ACCR’s report, “Forging pathways: Insights for the green steel transformation”. It provides information to guide and support investor engagement with companies across four key areas:

technology pathways
capital allocation
emissions disclosure and targets
governance.

Each section outlines relevant questions for investors to ask during company engagements, and the best practice responses they should be looking for. It provides a list of common company responses, with supporting evidence and follow-up questions.

This handbook should be used in conjunction with the “Forging pathways” report, which includes a comprehensive summary of iron and steelmaking decarbonisation pathways and their potential; major global trends across the value chain; overview of relevant policies; and concrete recommendations for companies, investors and policymakers.

To provide a sense of broader investor sentiment we’ve also included highlights of a survey of 500 global investors, commissioned by ACCR. The survey asked respondents with investments in steelmaking, iron ore and/or metallurgical mining, a series of questions relating to the decarbonisation of the steel sector and its value chain. The results provide valuable insights into investor expectations for the sector.

Investors will play a major role in ensuring a decarbonised steel sector is a reality by 2050. This handbook aims to support investors in company engagement, a key tool to drive value and enable emissions reductions in the sector.

View downloadable PDF of Investor handbook: Engaging with the steel sector | 04/2024

Please read the terms and conditions attached to the use of this site.