From: Polinski, Raymond [mailto:Raymond.Polinski@ATImetals.com]  

Sent: Monday, October 03, 2011 5:07 PM

To: Brian Coffey

Cc: Matthew Nardotti; Pamela Costello; Bishop, Jamie A.

Subject: RE: Steel Competitiveness Discussion

Brian,

The email feedback that I submitted to the MV Working Group is attached.  I have no problem discussing

the below issue.  However, once we have validated the Navigant analysis then I believe that the CSL in

which M‐3 remains competitive with amorphous for each design line will be easy to determine for a

given set of assumptions.   The table that I included in my attached email reveals the threshold CSL for

M‐3 for each design line based on the current Navigant analysis.  How to perform the sensitivity analysis

around a given set of assumptions (A and B factors, transformer load, cost of copper, cost of

transformer oil, cost of the core material, etc) is something that is best established by the transformer

producers as this is what their optimization programs evaluate for every transformer they quote.    I am

a metallurgical engineer by degree and not a transformer engineer, so I am not sure if I can be of much

help in resolving this issue, but I am willing to discuss this topic.  Please supply the dial in phone number

and we can have a general discussion on this topic at 1PM this Wed (10‐5‐11).     Thanks

Ray

Raymond J. Polinski.

General Manager, Grain‐Oriented Electrical Steel (GOES)

ATI Allegheny Ludlum

585 Silicon Drive.

Leechburg, PA 15656‐1237

P: 724.845.0259

F: 724 845 0696
“This electronic message contains information from Allegheny Ludlum Corporation that may be

privileged and confidential.  The information is intended to be for the sole use of the intended recipients

only.  If you are not an intended recipient, please contact the sender and delete all copies.  Do not

forward, copy, distribute, or use the contents of this message without my permission.”

NOTICE:  My email address has been changed to Raymond.Polinski@ATImetals.com  

From: Brian Coffey [mailto:brian.coffey@navigant.com]  

Sent: Monday, October 03, 2011 2:20 PM

To: Polinski, Raymond

Cc: Matthew Nardotti; Pamela Costello; Bishop, Jamie A.

Subject: RE: Steel Competitiveness Discussion

Ray,

Actually, I wasn’t so much planning on drilling through a list of questions as I was interested in hearing

your thoughts on what sort of standards would allow a market where grain‐oriented and amorphous

were “competitive,” to quote the negotiation committee. This might be an ongoing discussion as we and

LBNL try to hone in on a good metric for establishing that. Today’s standard clearly allows grain‐oriented

to compete, and our highest efficiency levels in each design line obviously wouldn’t. We’re wondering

how you would calculate how much room DOE has to increase efficiency before grain‐oriented is no

longer a competitive option in the marketplace. Does that sound ok?

Best,

Brian

  
______________________________________________________________

Brian Coffey | Senior Consultant | Energy | Navigant Consulting, Inc.

1801 K Street NW | Suite 500 | Washington, DC 20006

+1.202.481.7521 Office

From: Polinski, Raymond [mailto:Raymond.Polinski@ATImetals.com]  

Sent: Monday, October 03, 2011 2:12 PM

To: Brian Coffey

Cc: Matthew Nardotti; Pamela Costello; Bishop, Jamie A.

Subject: RE: Steel Competitiveness Discussion

Brian,

This time works for me and Jamie Bishop.  Please send us the dial in phone number information.

Also, please send in advance of the call a list of topics and questions, so that we can be fully prepared

for the call.

Thanks,

Ray

Raymond J. Polinski.

General Manager, Grain‐Oriented Electrical Steel (GOES)

ATI Allegheny Ludlum

585 Silicon Drive.

Leechburg, PA 15656‐1237

P: 724.845.0259

F: 724 845 0696
“This electronic message contains information from Allegheny Ludlum Corporation that may be

privileged and confidential.  The information is intended to be for the sole use of the intended recipients

only.  If you are not an intended recipient, please contact the sender and delete all copies.  Do not

forward, copy, distribute, or use the contents of this message without my permission.”

NOTICE:  My email address has been changed to Raymond.Polinski@ATImetals.com  

From: Brian Coffey [mailto:brian.coffey@navigant.com]  

Sent: Monday, October 03, 2011 1:56 PM

To: Polinski, Raymond

Cc: Matthew Nardotti; Pamela Costello

Subject: Steel Competitiveness Discussion

Ray,

We had mentioned the possibility of setting up a time to discuss steel competiveness. Do you have any

availability this week? I’ll start by proposing this Wednesday, 5 October at 1:00 pm.

Best,

Brian

______________________________________________________________

Brian Coffey | Senior Consultant | Energy | Navigant Consulting, Inc.

1801 K Street NW | Suite 500 | Washington, DC 20006

+1.202.481.7521 Office
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Company Registration Number: UK Ltd. 3641719

Registered in Delaware, USA

Registered Office Address: 30 South Wacker Drive, Suite 3400, Chicago, Illinois 60606

This communication is from Navigant Consulting Inc. E‐mail text or attachments may contain

information which is confidential and may also be privileged. This communication is for the exclusive use

of the intended recipient(s). If you have received this communication in error, please return it with the

title "received in error" to NCISecurity@navigant.com, and then delete the email and destroy any copies

of it. In addition, this communication is subject to, and incorporates by reference, additional disclaimers

found in Navigant Consulting's "Email Disclaimer" section at www.Navigant.com.  

Navigant Consulting, Inc.

Company Registration Number: UK Ltd. 3641719

Registered in Delaware, USA

Registered Office Address: 30 South Wacker Drive, Suite 3400, Chicago, Illinois 60606