From: Rosenstock, Steven [mailto:SRosenstock@eei.org]

Sent: Tuesday, November 29, 2011 6:08 PM

To: Eric.Petersen@aksteel.com; richardparkerdc@gmail.com

Cc: Aaron.Meyers@cooperindustries.com; adelaski@stan dardsasap.org; ahofmann@publicpower.org; Aris Marantan; artrosenfeld@gmail.com; august.esch@ gmail.com; BermanEconomics@gmail.com; Brian Coffey; bruce.r.hirsch@bge.com; bsmith@federalpa cific.com; cabolduc@lbl.gov; Caitlin Johnson; carlos.gaytan@ge.com; carlosgsiqueiros@eaton.c om; chad.kennedy@us.schneider-electric.com; charlied@uss.org; chuck.simmons@pgnmail.com; Cla_Silcox@nema.org; cstephens@neea.org; Daniel.Cohen@hq.doe.gov; dave.millure@met glas.com; DYoung@energy-solution.com; eduardorobles@eaton.com; gbf1@pge.com; gjrose nquist@lbl.gov; greg.coulter405@gmail.com; James.Lass@cleco.com; Jennifer.Tiedeman@hq.doe.com; Jeremiah.Freeman@ee.doe.gov; jerry.corkran@cooperindustries.com; jerry.s choen@aksteel.com; jhodge@howard-ind.com; Jim.creevy@nema.org; Jim.Raba@e e.doe.gov; jmauer@standardsasap.org; Joh_Caskey@nema.org; john.cymbalsky@ee.doe.gov; jrossetti@mlgw.org; kcoughlin@lbl.gov; kwinder@mleainc.com; maheshsampat@bellsouth.net; mark.stoer ing@xcelenergy.com; Matthew Nardotti; mhyland@appanet.org; Michael Rivest; mwaltner@nrd c.org; Paul.Ryan@hitmet.com; phil@pjharter.com; phopkinson@hvolt.com; pkumar@publicpower. org; Raymond.Polinski@atimetals.com; rgreeson@federalpacific.com; rick.anderson@fayp wc.com; robert.saint@nreca.coop; rroy@nrdc.org;
ScottB@lvmetals.com; Nadel, Steve; tballo @earthjustice.org; Teckman@nwcouncil.org; thomas.patzner@us.schneider-electric.com; vijay.tendulkar@onyxpower.com; Zhimei Luo; Jerry_W_Schoen@aksteel.com Subject: RE: Projected US Demand for Core Materials

Eric,

Thanks. The report is very interesting, and I (and other utility people) hope that this report can be part of

the discussion tomorrow.

Steve

From: Eric.Petersen@aksteel.com [ mailto:Eric.Petersen@aksteel.com ]

Sent: Fri 11/18/2011 4:33 PM

To: richardparkerdc@gmail.com

Cc: Aaron.Meyers@cooperindustries.com ; adelaski@standardsasap.org ; ahofmann@publicpower.org ; amarantan@navigant.com ; artrosenfeld@gmail.com ; august.esch@gmail.com ; BermanEconomics@gmail.com ; brian.coffey@navigant.com ; bruce.r.hirsch@bge.com ; bsmith@federalpacific.com ; cabolduc@lbl.gov ; Caitlin.Johnson@navigant.com ; carlos.gaytan@ge.com ; carlosgsiqueiros@eaton.com ; chad.kennedy@us.schneider-electric.com ; charlied@uss.org ; chuck.simmons@pgnmail.com ; Cla_Silcox@nema.org ; cstephens@neea.org ; Daniel.Cohen@hq.doe.gov ; dave.millure@metglas.com ; DYoung@energy-solution.com ; eduardorobles@eaton.com ; Eric.Petersen@aksteel.com ; gbf1@pge.com ; gjrosenquist@lbl.gov ; greg.coulter405@gmail.com ; James.Lass@cleco.com ; Jennifer.Tiedeman@hq.doe.com ; Jeremiah.Freeman@ee.doe.gov ; jerry.corkran@cooperindustries.com ; jerry.schoen@aksteel.com ; jhodge@howard-ind.com ; Jim.creevy@nema.org ; Jim.Raba@ee.doe.gov ; jmauer@standardsasap.org ; Joh_Caskey@nema.org ; john.cymbalsky@ee.doe.gov ; jrossetti@mlgw.org ; kcoughlin@lbl.gov ; kwinder@mleainc.com ; maheshsampat@bellsouth.net ; mark.stoering@xcelenergy.com ; matthew.nardotti@navigant.com ; mhyland@appanet.org ; mrivest@navigant.com ; mwaltner@nrdc.org ; Paul.Ryan@hitmet.com ; phil@pjharter.com ; phopkinson@hvolt.com ; pkumar@publicpower.org ; Raymond.Polinski@atimetals.com ; rgreeson@federalpacific.com ; rick.anderson@faypwc.com ;robert.saint@nreca.coop ; rroy@nrdc.org ; ScottB@lvmetals.com ; Nadel, Steve; Rosenstock, Steven; tballo@earthjustice.org ; Teckman@nwcouncil.org ; thomas.patzner@us.schneider-electric.com ; vijay.tendulkar@onyxpower.com ; zhimei.luo@navigant.com ; Jerry_W_Schoen@aksteel.com Subject: Projected US Demand for Core Materials

Mr. Parker,

Please find attached a report that addresses our conc erns regarding the DOE's projection of the US
distribution transformer market. Our concern is that the market will be driven by the need for replacement transformers, as our model forecasted 2008-2011 tran sformer replacements comprised 75-80% of total deliveries and that beyond 2015, replacements will comprise over 50% of total deliveries.

As we have stated within committee meetings, transf ormer replacements is a real issue and needs to be considered as it has the potential to substantially diminish life cycle, energy savings, and environmental benefits of higher efficiency standards.

Regards,

Eric Petersen

Director
Customer Technical Services and Research AK Steel Corporation

Confidentiality Notice This message is intended exclusively for the individual or entity to which it is addressed and may contain privileged, proprietary, or otherwise private information. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.