# How Green Steel Is Breaking the Carbon Cost Barrier

Page: https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-green-steel-is-breaking-the-carbon-cost-barrier
Text version: https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-green-steel-is-breaking-the-carbon-cost-barrier.md
Podcast: [Climate Economics with Fexingo: Carbon Pricing, Green Policy, and Sustainability Costs](https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781)
Published: 2026-07-09T19:26:11+00:00
Episode link: https://audio.fexingo.com/business/climate-economics/episode-0101.mp3
Audio file: https://audio.fexingo.com/business/climate-economics/episode-0101.mp3
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JSON: https://stenobird.com/v1/public/podcasts/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/episodes/how-green-steel-is-breaking-the-carbon-cost-barrier
Duration seconds: 591

## Resource

Steel production accounts for roughly 8 percent of global carbon dioxide emissions. But a handful of companies are now producing green steel at a cost premium that's shrinking faster than almost anyone predicted. In this episode, Lucas and Luna look at the Swedish startup H2 Green Steel, which broke ground on a fossil-fuel-free plant in 2024 and is now contracting with automakers at volumes that suggest the green premium has fallen below 20 percent. They dig into the economics: how the cost of green hydrogen, cheap hydropower, and a shift in automaker willingness to pay are combining to make green steel a viable industrial product rather than a niche experiment. They also discuss what this means for the $900 billion global steel market, the risk of stranded coal-based assets in China, and whether the European Union's carbon border tax will accelerate the transition or just create a two-tier market. #GreenSteel #H2GreenSteel #Decarbonization #SteelIndustry #CarbonEmissions #HydrogenEconomy #IndustrialDecarbonization #GreenPremium #EUClimatePolicy #CarbonBorderTax #ClimateEconomics #SustainableMaterials #AutomotiveSupplyChain #Economics #ClimatePolicy #FexingoBusiness #BusinessPodcast #ClimateEconomics Keep every episode free: buymeacoffee.com/fexingo

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