Many industries ā production of steel, aluminium and cement being the most obvious ā require high heat processes that today can only be achieved commercially using fossil fuels. Paige Bennett at EcoWatch, writing for WEF, describes a new process using solar thermal trapping to reach temperatures of a little over 1,000Ā°C, hot enough to smelt metal. Scientists used semi-transparent materials, including synthetic quartz, to capture sunlight that … [Read more...]
To make Clean Industry stick, the United States needs new trade mechanisms
The industrial sector throughout the world needs to decarbonise. At the same time, no one country wants to incur the costs and risk losing market share to rivals who decarbonise slowly (or not at all!) Hence the EUās Carbon Border Adjustment Mechanism (CBAM) that imposes costs on carbon-intense imports. This protects clean EU industries while incentivising importers to get going with decarbonisation or lose their European customers. Allegra Dawes … [Read more...]
New Concentrated Solar Power system delivers 1,000Ā°C for industrial processes + more
Zach Winn at MIT describes a new method of building high-temperature concentrated solar power systems. The solar receiver heats air to around 1,000Ā°C at atmospheric pressure. The system circulates the hot air with no combustion or emissions to drive a turbine. The system can deliver daytime power and overnight thermal energy storage to provide round-the-clock power. More interestingly, it can provide industrial-grade heat. Itās being … [Read more...]
Green Steelmakersā global future: importing the Iron from where Renewables are cheap, the Ore abundant
Governments in Europe have allocated around ā¬5bn to 10 commercial-scale hydrogen-ready DRI (direct reduced iron) facilities for steelmaking, but even with these generous subsidies steelmakers are struggling to reach final investment decisions, citing high costs for domestic hydrogen as a barrier. And when you consider that over ā¬400bn is needed to transition the entire European sector to hydrogen-based steelmaking, a totally new way of thinking … [Read more...]
Green Steel: pathways for the new hydrogen-powered DRI-EAF projects
H2-DRI-EAF uses hydrogen (H2) to produce direct reduced iron (DRI), which is then processed in an electric arc furnace (EAF) to produce steel. The two main challenges are ensuring an adequate supply of DR-grade iron ore, and cutting the end-to-end cost of making hydrogen. But right now, clean green hydrogen production is in its infancy, and therefore so are green steel plans. Soroush Basirat at IEEFA surveys the landscape, looking at the U.S., … [Read more...]
Buildings: how can Europe reduce emissions from Construction?
11% of global energy-related carbon emissions are embedded in the construction of buildings. Though focus has been on reducing operational emissions (28%, from heating and cooling, power etc.) there is not enough attention paid to construction, explains Carolina Kyllmann at CLEW. She looks at all the issues, including production of materials, transport to the site, construction, renovations, demolition and reuse of materials, and more. Kyllmann … [Read more...]
Iron Ore miners try different multi-billion strategies to lower emissions for Steel producers
2024 should see a further acceleration in steelās transition away from coal, with increasing pressure on companies in the value chain to act on their Scope 3 (indirect) emissions, explains Simon Nicholas at IEEFA. Old coal-fired blast furnaces that use low-grade iron ore are already being replaced with the direct reduced iron (DRI) process in Europe and China. That means the ābig fourā iron ore miners have to ramp up production of high-grade iron … [Read more...]
Will EU decarbonisation policies shift the Fertiliser industry into making Ammonia for energy (but outside the EU)?
The EUās fertiliser industry must face up to the regionās ambitious decarbonisation rules, making its carbon-intensive processes much more costly. But a door of opportunity is also being opened: the industry already produces ammonia which is increasingly being seen as an alternative clean fuel, explains Hyung-Ja de Zeeuw at Rabobank. The problem for EU nations is that it will be cheaper for the industry to relocate and make that ammonia somewhere … [Read more...]
Just Transition: UKās Port Talbot steelworks are closing. What can be learnt from the Netherlands and Sweden?
A classic ājust transitionā story is being played out in the UK, a high income nation and Europeās second biggest economy. Tata Steel plans to cut almost 3,000 jobs at the UKās largest steelworks. The location, Port Talbot, is one of the most deprived places in the UK and the steelworks there are its largest private sector employer. Tata is under pressure to decarbonise its steel production, so will switch to an electric arc furnace that recycles … [Read more...]
U.S. and EU: vastly different approaches to trade and climate put a transatlantic deal at risk
Uncertainty over the results of this yearās elections in the U.S. and the EU have effectively postponed trade deals between the two blocks. That means when talks restart in 2025 there will be even less time to find the best compromises. As Gautam Jain, Noah Kaufman, Chris Bataille and Sagatom Saha at the Center on Global Energy Policy explain, itās why this time should be taken to better understand the differences and lay out the possible … [Read more...]
Buying carbon allowances while decarbonising: whatās the best strategy for an EU industrial firm?
EU industrial companies affected by the big changes to their carbon costs that come from the new EU ETS rules and the Carbon Border Adjustment Mechanism (CBAM) must create strategies to deal with them, if they havenāt started already. Otherwise they will fall behind those that have. Pablo Ruiz at Rabobank summarises their analyses and conclusions. Ruiz presents a map for each of the different starting positions. The study looks at the critical … [Read more...]
Another chapter in Offshore Windās stop-go story: New York
New York State should be leading the offshore wind ambitions of the U.S. The region enjoys high capacity factors for offshore wind, especially during the peak winter heating season. And New York is used to being a leader in so many things. Thatās why it put its climate reputation at risk in October when the state government announced it would not renegotiate contracts with offshore wind providers Ćrsted, Equinor and BP, explains Joseph Webster at … [Read more...]
Carbon Footprints for every product: the need for sector-specific, comprehensive granular data and accounting
As governments and consumers increasingly want to know the carbon footprints of individual products, all actors in the global supply chain are under pressure to measure them, and accurately. But existing voluntary emissions reporting frameworks need to greatly improve the quality of their data and accounting processes, explain Nicole Labutong, Wenjuan Liu and Iris Wu at RMI. Blind spots can lead to meaninglessly inaccurate measurements. Itās far … [Read more...]
Middle East & Africa to export Hydrogen to Europe? Better to make green Iron & Steel and export that
The MENA region (Middle East and North Africa) is well suited to making green hydrogen. Thereās huge potential for powering green hydrogen production with cheap solar. And Europe wants to import it. But Soroush Basirat and Simon Nicholas at IEEFA argue that MENA should use the green hydrogen to make green iron and steel and export that. It already has an established direct reduced iron (DRI) sector: now powered by gas which can be swapped out for … [Read more...]
Cost vs Resilience: Europeās sourcing strategy will shape the regional Hydrogen economy
The upcoming EU Hydrogen Bank pilot auction and trilogue discussions are focussing minds on the future of hydrogen. Jonas Lotze and Massimo Moser at TransnetBW and Janina Erb, Roman Flatau, Felix Greven and Max Labmayr at d-fine present the results of their modelling of two hydrogen sourcing scenarios: "Global Market" (GM) where the import of hydrogen into Europe is unrestricted, and "Energy Resilient Europe" (ERE) where almost all hydrogen is … [Read more...]
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