Commercial Metals Company Results Presentation Deck

Rebar Consumption by End Market (% of 2021 Total) Long-Term Outlook Supported by Powerful Structural Trends Breakdown of U.S. Rebar Consumption¹ and Potential Influences on Demand End Markets 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% T CMC 35% high interest rate sensitivity 65% low to moderate interest rate sensitivity 55% of rebar consumption to benefit directly from federal legislation Other residential Single-family housing Other non-residential Office Healthcare Educational Public Utilities Commercial and Industrial Other public Sewer and waste Highways Residential inventories for sale are structurally low in most geographic markets. Despite higher interest rates, housing starts have been stable at rates above pre-pandemic levels since July 2022 Less than 10% of rebar consumption is unsupported by structural factors and at high-risk from tighter lending standards $250B Federal Support for Green Energy from the Inflation Reduction Act CHIPS Act and re-shoring; ~$350B in major projects announced across semiconductors, electric vehicles, and EV batteries Infrastructure Investment and Jobs Act provides $550B in federal funding over five years; expected to create 1.5 million tons of rebar consumption at full run-rate Public Infrastructure The outlook for rebar consumption is supported by significant structural trends, strong corporate balance sheets, and meaningful levels of federal funding The construction end markets receiving increased levels of investment are the most rebar-intensive and least sensitive to interest rates and bank lending Rebar Consumption Intensities² (5-yr avg: tons of rebar consumed per $ million of value put-in-place) 30 26.4 20 10 0 Residential Private Non-Residential [1] Rebar consumption data for calendar 2021 from Concrete Reinforcing Steel Institute [2] Rebar intensities equal to consumption by market segment per Concrete Reinforcing Steel Institute divided by total construction spending by market segment per the U.S. Census Bureau 3.6 Residential 5.2 Non-Res Infrastructure Q3 FY23 Supplemental Slides June 22, 2023 8

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