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Agora Industrie @agoraind.bsky.social · 19d

🌍 Explore the interactive publication: www.agora-industry.org/publications...

Head to our EU-focused slide deck based on a German case study: www.agora-industry.org/fileadmin/Pr...

Other country-specific slide decks will follow soon – stay tuned! 11/11

The role of green iron trade in accelerating competitive steel transformation

Turning climate ambition into industrial opportunity. How developing partially decoupled industrial supply chains in heavy industries like steel can achieve deep decarbonisation in the sector and crea...

www.agora-industry.org

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Agora Industrie @agoraind.bsky.social · 19d

The analysis was conducted with close engagement with members of International Network of Energy Transition Think Tanks (INETTT) across Brazil, South Africa, China, Germany, Japan and South Korea. 10/x

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Agora Industrie @agoraind.bsky.social · 19d

3. Forge strategic international partnerships to diversify supply chains, lower costs and mitigate hydrogen buildout risks. 9/x

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Agora Industrie @agoraind.bsky.social · 19d

2.Develop intra-EU green iron value chains, with harmonised standards, credible labelling and demand from sectors like automotive and construction to strengthen the EU Single Market for clean steel. 8/x

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Agora Industrie @agoraind.bsky.social · 19d

1. Replace blast furnaces with H₂-DRI plants, while scaling renewables and hydrogen infrastructure. 7/x

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Agora Industrie @agoraind.bsky.social · 19d

For the #EUindustry, this approach offers a forward-looking strategy to maintain its competitive edge as the global shift toward green steel gains momentum. Our analysis sets out a three-phase approach: 6/x

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Agora Industrie @agoraind.bsky.social · 19d

🔹 Strategic partnerships or offtake mechanisms can diversify supply chains, reduce geopolitical risks and ensure Global South producers’ development priorities are reflected, making #greeniron trade a pillar of a just and competitive steel transition. 5/x

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Agora Industrie @agoraind.bsky.social · 19d

🔹 Likely exporters like Brazil and South Africa can thus move up the value chain, creating jobs and trade gains. Likely importers such as Germany, Japan and South Korea can reduce steel production costs by 12-15% by 2040, while safeguarding downstream value chains and related jobs. 4/x

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Agora Industrie @agoraind.bsky.social · 19d

Key takeaways:
🔹 Producing and exporting hydrogen-based direct reduced iron (H₂-DRI) from renewable-rich regions to industrial centres enables the most energy-intensive step to occur where #renewables are abundant, while final steel is manufactured in the importing countries. 3/x

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Agora Industrie @agoraind.bsky.social · 19d

Our new report shows how #greenirontrade can accelerate #decarbonisation and turn climate ambition into economic opportunity.

🌍 With smart industrial policy and international cooperation, a global market for green iron can emerge – cutting costs, lowering emissions and boosting resilience. 2/x

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Agora Industrie @agoraind.bsky.social · 19d

🌱 NEW ANALYSIS: How green iron trade can bolster resilience and competitiveness in #cleansteel

🔩 The #steel sector – responsible for around 9% of global #emissions – is shifting away from fossil fuels.⬇️ 1/x

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Agora Industrie @agoraind.bsky.social · Aug 19

👋 You are passionate about shaping the global transition to climate-neutral #industry and have strong #communication skills in 🇩🇪 🇬🇧, experience in media outreach & a knack for crafting compelling messages?

Apply now and join us as Manager #Press & Communications (f/m/d): bit.ly/3HExAKL

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Agora Industrie @agoraind.bsky.social · Jul 24

📺 Did you miss our webinar, including key takeaways of the analysis? You can watch the recording online: www.agora-industry.org/news-events/...

From furnace to future: enabling low-carbon steel manufacturing in Southeast Asia

Driving Southeast Asia’s transition to low-carbon steel through clean energy, policy change and regional collaboration (Partner event with Agora Energiewende)

www.agora-industry.org

Agora Industrie @agoraind.bsky.social · Jul 24

🔗 Head to our website to download the report: www.agora-industry.org/publications...

Decarbonising steel in Southeast Asia

Pathways, opportunities and enablers

www.agora-industry.org

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Agora Industrie @agoraind.bsky.social · Jul 24

The next 15 years offer a unique chance for Southeast Asia to shape a strategy for clean #steelmaking, delivering a triple win: avoid massive #emissions, enhance the economic #resilience of local industries and improve export readiness. 9/x

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Agora Industrie @agoraind.bsky.social · Jul 24

💡 Extend ASEAN strategy to key partners: A unified ASEAN+3 strategy, extending to cooperation to China, Japan and South Korea is vital to support the region's development amid geopolitical and market pressures and can help overcome challenges of the transition. 8/x

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Agora Industrie @agoraind.bsky.social · Jul 24

🌍 Strengthen regional cooperation and joint efforts: Regional cooperation such as harmonised carbon standards and regional #carbonpricing framework can drive comprehensive #transformation and unlock opportunities. 7/x

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Agora Industrie @agoraind.bsky.social · Jul 24

🌱 Creating enabling markets or conditions: Smart and coordinated policies across the whole value chain can build domestic demand for low-carbon steel. Construction and electric vehicles can offer a starting point to drive the early adoption of #greenmaterials. 6/x

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Agora Industrie @agoraind.bsky.social · Jul 24

⚙️ Scale and build out low-emission technologies: Southeast Asia's steel sector can transition to low-carbon production through gradual #investments in clean technologies like scrap-fed #netzero electric arc furnaces and hydrogen-based direct reduced iron. 5/x

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Agora Industrie @agoraind.bsky.social · Jul 24

🔄 Shift from coal to #cleantechnologies: Halting addition of new coal-based blast furnaces and replacing existing capacity with lower-emission alternatives can cut #emissions up to 120 million tonnes by 2040. 4/x

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Agora Industrie @agoraind.bsky.social · Jul 24

Our new analysis explores how the region can transition to low-carbon #steel technologies – cutting emissions, enhancing #resilience and #competitiveness and attracting green investment.

Key levers for the transformation towards low-carbon steelmaking include: 3/x

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Agora Industrie @agoraind.bsky.social · Jul 24

Yet, steel production remains coal-reliant, with its #emissions set to double by 2030. With 90 percent of coal-based blast furnaces needing reinvestment by 2040, Southeast Asia stands at a turning point. 2/x

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Agora Industrie @agoraind.bsky.social · Jul 24

📝 By shifting to low-carbon steelmaking, #SoutheastAsia can avoid 120 mio t of CO₂ by 2040 & boost its global competitiveness

Steel demand is rising fast in Southeast Asia, making countries like Viet Nam, Indonesia, Malaysia, Thailand & the Philippines a major hub for #steelmanufacturing. 1/x

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Agora Industrie @agoraind.bsky.social · Jul 22

⏳ Just a few days to go! Don’t miss our webinar: From furnace to future – enabling low-carbon steel manufacturing in Southeast Asia
🗓️ Thursday, 24 July 2025
🕒 14:30–16:00 (ICT) | 09:30–11:00 (CEST)

✅ Not registered yet? There’s still time!
👉 Sign up: www.agora-industry.org/news-events/...

Promotion Card for the Event, with Event title time and date (also in the post)

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Agora Industrie @agoraind.bsky.social · Jul 16

🔗 Zur zugehörigen Analyse: www.agora-industrie.de/publikatione... 10/10

Klimaneutraler Wirtschaftsstandort 2045

Handlungsbedarfe zwischen Konsens und Kontroverse

www.agora-industrie.de