Make steel at industrial efficiency.
Mini-mills, integrated mills, specialty steel, aluminum, green-steel pioneers, scrap processors, and Level-2 mill OEMs — seven firm sectors on one continuous-control stack. EAF energy RL captures the largest single chunk of melt-shop economics. CBAM Jan 2026 makes carbon-intensity attestation the gate to EU exports.
Seven firm sectors. One melt-to-ship stack.
Mini-mills are the EAF energy wedge — closed-loop RL on tap-to-tap, electrode wear, and chemistry captures 5–15% energy reduction. Scrap processors feed charge-model optimization upstream. Integrated, specialty, and aluminum operators run full-stack closed-loop on every melt + heat-lot. Green-steel pioneers get a dedicated FM trained on H₂-DRI / EAF / direct-reduction processes.
CBAM Jan 2026 cascades carbon-intensity attestation through every EU-exporting metals shipment. Expanse assembles the CBAM packet as the heat moves from charge to cast. Level-2 mill OEMs participate as channel partners — canonical DCS + Level-2 schemas plug into mixed-vendor control rooms.
Mill economics
Where the value lives
Three firm-sector wedges.
Across the seven firm sectors served, three patterns concentrate the value: mini-mills on EAF energy RL, integrated + specialty + aluminum on full-stack closed-loop, and green-steel pioneers + Level-2 OEMs on emerging-process FMs and channel partnerships.
Mini-mills + scrap processors
The EAF energy wedge. Continuous-control RL on tap-to-tap, electrode wear, O₂ + carbon profile, and chemistry. Scrap charge-model optimization upstream. 5–15% energy reduction is on the table inside the SIS envelope.
- EAF energy RL — tap-to-tap + electrode + chemistry
- Scrap charge-model + bundle-spec optimization
- CBAM carbon-intensity attestation per heat-lot
- Mill schedule + ladle metallurgy continuous coordination
Integrated + specialty + aluminum
Full-stack closed-loop on every melt, heat-lot, and rolling pass. Alloy + heat-lot genealogy from charge to ship. Specialty grades route through dedicated FMs; aluminum runs on a parallel continuous-cast + rolling stack.
- Blast-furnace + BOF + LD-converter continuous-control
- Specialty grade routing + alloy-genealogy traceability
- Aluminum continuous-cast + rolling closed-loop
- AS9100 + IATF + ASTM material-cert attestation
Green-steel pioneers + Level-2 OEMs
H₂-DRI, direct-reduction, electrolysis-based steelmaking — dedicated Green-Steel FM trained on emerging processes. Level-2 mill OEMs ship canonical DCS schemas for cross-vendor coordination at customer sites.
- Green-Steel FM — H₂-DRI + direct-reduction + EAF integration
- CBAM Jan 2026 + EU CSRD audit-pack assembly
- Level-2 DCS canonical schema + cross-vendor coordination
- Hydrogen + electrolysis supply-chain attestation
From scrap to heat-lot
The full melt shop, in a single loop.
A scrap bundle enters provenance, tunes the EAF energy + chemistry profile via CLO, and seals the heat-lot with CBAM-ready carbon attestation — continuously, safely, exportably.
A scrap bundle becomes a CBAM-ready heat-lot
Charge-model spec, EAF energy + chemistry RL, heat-lot genealogy with CBAM carbon attestation — sealed in under two seconds.
Steel feeds defense, energy, construction, capital
Specialty alloys feed F-35 and B-21 supply chains. Mini-mill output flows into construction and contract manufacturing. Embedded Trading captures spot margin; Theorem underwrites the capital.
Specialty grades, titanium alloys, casting + heat-treat — heat-lot genealogy plugs into AS9100 + DFARS supply chains for F-35, B-21, hypersonic.
Mini-mill output feeds tech-enabled mfg, mid-market shops, automotive supply — CBAM attestation rides the same provenance schema downstream.
Iron ore, alloying elements (Ni, Cr, Mo, V), refractories, lime — upstream provenance and §45X eligibility flow through the same chain-of-custody.
Green-steel project finance, CBAM-cascade forecasting, IRA §45X-eligible primary-steel credits — every heat-lot becomes a financeable and forecastable artifact.
Deploy on a single melt shop.
One EAF, one rolling line, one CBAM-eligible export flow — energy RL or carbon attestation in 30 days.