Filed by USX Corporation Pursuant to Rule 425 under the Securities Act of 1933 And deemed filed pursuant to Rule 14a-12 Of the Securities Exchange Act of 1934 Subject Company: USX Corporation Commission File No. 1-5153 [Slide 1] - Industry Outlook [Slide 2] - Domestic Steel Prices at 20-Year Lows Hot Roll Price Trend 21 Year Averaged $340/Ton 2nd Quarter 2001 Averaged $230/Ton Difference of $110/Ton Source: Purchasing Magazine [Slide 3] - Domestic Steel Prices at 20-Year Lows Cold Roll Price Trend 20 Year Averaged $447/Ton 2nd Quarter 2001 Averaged $333/Ton Difference of $114/Ton Source: Purchasing Magazine [Slide 4] - Domestic Steel Prices at 20-Year Lows Hot Dipped Galvanized Price Trend 20 Year Averaged $550/Ton 2nd Quarter 2001 Averaged $343/Ton Difference of $207/Ton Source: Purchasing Magazine [Slide 5] - The Outlook for Steel Sector is Improving - Improving Capacity Outlook - Declining Inventory Levels - Reduced Import Levels - Government Trade Initiatives - Continued Fed Action and Outlook for an Improving Domestic Economy [Slide 6] - Key Performance Indicators - Sensitivity Analysis Key Domestic Performance Indicators Estimated Impact on EBITDA $10/ton increase in steel price $140 mm 100,000 tons changed in volume (Domestic only) $10 mm $1/mmbtu decrease in natural gas price (Domestic only) $50 mm [Slide 7] - Improving Domestic Capacity Outlook - Industry Capital Expenditures are below depreciation in 2001 - Industry Capacity Reductions of 6.5% announced - LTV, Trico, Gulf States - No Recent Announcements of Greenfield Capacity [Slide 8] - Government Trade Initiatives - On June 5, 2001 the Bush Administration announced a three part program to address steel imports - Negotiations with foreign governments to eliminate inefficient excess production - Negotiations with foreign governments to establish rules that will govern future trade - Investigation by the ITC under Section 201 of the Trade Act of 1974 We believe this action could lead to a reduction in imports, which would benefit steel prices. [Slide 9] - Investment Highlights - Largest N. American Integrated Steel Producer, eleventh largest global player - Diversified Value-Added Product Mix Serving a Broad Range of end markets - a critical link in the N. American Steel Supply Chain - Positioned to generate significant cash flow from improving current domestic supply side conditions and improving steel prices - Significant asset value with numerous monetization opportunities - Strong liquidity position - Focused on improving leverage - committed to regaining investment grade ratings [Slide 10] - U. S. Steel Competitive Strengths - Strong Balance Sheet - Fully-funded pension plan - Significantly funded VEBA - Significant leverage to steel price recovery - Broad Product Line - Sales to all three Major Auto Companies - Raw Materials Business - Tubular Business - U. S. Steel Kosice - U. S. Steel Reputation [Slide 11] - United States Steel - Thomas J. Usher