steel industry analyst at https://xitter.cf/t.co/STkVjhNTFE / based in Vienna / PhD thesis 'Steel Beyond Coal' / born at 358 ppm / he/they

Vienna, Austria
Joined January 2014
This Friday I'm defending my PhD thesis 'Steel Beyond Coal'. With nearly 6 years of research on steel decarbonisation coming to an end, here comes a very long 🧵about steel, coal and what we can do radically reduce carbon emissions in line with a just transformation.
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Good news everyone: The Cumbria coal mine project has been blocked by the High Court. Very likely the end to new metallurgical coal extraction projects in the UK, a huge sign to the world
BREAKING: High court blocks Cumbria plan for first new UK coalmine in 30 years theguardian.com/environment/…
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everything you need to know about petchems and climate in a once in a lifetime thread by the wonderful @JPTilsted
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Today begins a 3-day court hearing over a large new coal mine in Cumbria. The Government has conceded that the grant of permission was unlawful but the mining company continues to defend the claim. We represent @slacctt ; Read SLACC's grounds of claim here lnkd.in/dzSrdguk
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The Uk‘s new Labour gov has just dropped the Cumbria Coal Mine. Looks like its fate might be handed back to them next week, when they have the chance to end the job on phasing out coal in the UK friendsoftheearth.uk/climate…
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Good news that China seems to be building more electricity-based steelmaking technology. Unfortunately, the country still handed out permits the scale of the entire Austrian steel industry in the form of coal-guzzling blast furnace technology in the first half of this year
This is big: it seems China stopped permitting new coal-based steel mills in the first half of 2024! Steel is the second-largest emitter in China after electricity, due to the industry's vast size and heavy reliance on coal. In recent years, China has been permitting hundreds of millions of tonnes of new coal-based steel capacity. While these have been "replacement" projects, i.e. an equal or slightly larger amount of old capacity has to be closed, this continued investment has extended the sector's reliance on coal. The potential to reduce emissions from steelmaking over the  next decade is probably larger than from any other sector. As the construction sector shrinks, steel demand plateaus or falls, and the availability of scrap steel increases rapidly. This will enable electric arc steelmaking to replace a significant share of coal-based primary steelmaking. xitter.cf/laurimyllyvirta/status… The halt to permits also indicates a broader change in political priorities, from the promotion of all kinds of industrial projects to prop up economic growth to promoting cleaner and higher-value growth. This has been apparent at least since the issuance of the energy saving and emissions reduction action plan in May. xitter.cf/laurimyllyvirta/status… Read the full report here: energyandcleanair.org/public…
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This is big: it seems China stopped permitting new coal-based steel mills in the first half of 2024! Steel is the second-largest emitter in China after electricity, due to the industry's vast size and heavy reliance on coal. In recent years, China has been permitting hundreds of millions of tonnes of new coal-based steel capacity. While these have been "replacement" projects, i.e. an equal or slightly larger amount of old capacity has to be closed, this continued investment has extended the sector's reliance on coal. The potential to reduce emissions from steelmaking over the  next decade is probably larger than from any other sector. As the construction sector shrinks, steel demand plateaus or falls, and the availability of scrap steel increases rapidly. This will enable electric arc steelmaking to replace a significant share of coal-based primary steelmaking. xitter.cf/laurimyllyvirta/status… The halt to permits also indicates a broader change in political priorities, from the promotion of all kinds of industrial projects to prop up economic growth to promoting cleaner and higher-value growth. This has been apparent at least since the issuance of the energy saving and emissions reduction action plan in May. xitter.cf/laurimyllyvirta/status… Read the full report here: energyandcleanair.org/public…
🇨🇳 NEW REPORT | Turning point: China permitted no new coal-based steel projects in H1 2024 as policies drive decarbonisation👇 ⚠️ No new permits for coal-based steelmaking projects issued in first half of 2024 for first time since ‘dual carbon goals’ announced in September 2020
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Everyone's favourite steel plant in Taranto is BIG on the news again today. Prosecutors raided AdI based on allegations of EU ETS fraud in 2022 and 2023. In 2022 and 2023, AdI was still a joint venture between ArcelorMittal (62%) and the IT gov (38%) lagazzettadelmezzogiorno.it/…
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Acciaierie d'Italia (AdI) is the company operating the notorious ILVA steel works in Taranto, one of the most polluted cities in Europe. The raid was part of a larger investigation into air pollution and neglectful maintenance of the asset.
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The unions seem particularly furious: «The investigations that led to the searches by the Bari financial police today cast new shadows on Mittal's disastrous management of the former Ilva. - Rocco Palombella, Uilm general secretary.
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What a sad day for the climate movement. Rest in peace Samson
Our friend, colleague and comrade, Samson passed away on Friday, 28 June. Samson was a founding member of the Fair Steel Coalition. His work and life has been a source of immense inspiration, fighting for dignity and justice. Rest in Peace. Rest in Power.
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Our friend, colleague and comrade, Samson passed away on Friday, 28 June. Samson was a founding member of the Fair Steel Coalition. His work and life has been a source of immense inspiration, fighting for dignity and justice. Rest in Peace. Rest in Power.
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🔓: While rapid emission reductions are technically possible in the steel sector, overcapacity and trade conflicts risk impeding the transition. Targeted phase-out policies are needed to overcome the sector’s barriers to exit, say @JonasAlgers & @AhmanMax➡️bit.ly/44I7nlJ
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Steel has just gotten way more interesting folks: shiny.claims/ Looks like the climate movement is discovering that heavy industry is way off track for the Paris Agreement
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Valentin Vogl retweeted
⚡BIG news! 📍We will be hosting an event in Luxembourg on April 29 to call for responsible steel making. Oh, it's happening right before @ArcelorMittal's AGM. Total coincidence. Anyone that wants clean and fair steel production can join! Register now 👉🏻shorturl.at/qrsH8
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Steel start-ups are keeping incumbents on their heels. But for radical start-ups to succeed they must first survive within the existing industry structure before they go on to transform it. Nuanced take by @AkshatRathi and featuring @jp_attwood bloomberg.com/news/features/…
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A quite remarkable graph in the new @CREACleanAir report showing how construction and infra decelopment tanked and the manufacturing sector is booming
Replying to @CREACleanAir
📈 China’s crude steel production broke 1bn tonnes again in 2023, the 4th year in a row Increase in domestic steel consumption in manufacturing & infrastructure + strong demand from Asia & Africa compensated for China's year-by-year real estate decline - down to 18.8% in 2023
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