India’s net-zero target & changing share of iron production routes

Deep decarbonisation of the global steel industry is not possible without the eventual transition away from fossil fuels to renewables and, especially, hydrogen (H2). However, there is a tendency to think that H2-based technologies are far out into the future and will take a long time to materialise. This may not always be the case. For example, ArcelorMittal has raked in nearly EURO 2 billion in subsidies from the French, German, and Spanish governments to make the transition away from coal-guzzling BF-BOF technology to NG (and eventually H2)-based DRI technologies paired with EAF to advance decarbonisation goals. H2 Green Steel has already pre-sold 1.5 million tonnes (mnt) of very low-CO2 steel in 7-year offtake agreements with buyers willing to shell out a premium even before the commencement of commercial operations.