Episode
How Green Steel Is Breaking the Cost Barrier
- Published
- Jun 29, 2026
- Duration seconds
- 718
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Summary
Lucas and Luna unpack the economics of green steel production, focusing on Sweden's HYBRIT project and its recent breakthrough: producing fossil-free steel at a cost premium of only 15 percent over traditional blast-furnace steel. They explain why that premium is shrinking faster than analysts predicted, how European carbon pricing via the EU Emissions Trading System is closing the gap, and what it means for global steel markets. The hosts also discuss the role of green hydrogen in the process, the looming oversupply of steel in China, and whether green steel can scale without permanent government subsidies. A concrete look at how one heavy industry is decarbonizing without destroying its margins. #GreenSteel #HYBRIT #FossilFreeSteel #Decarbonization #CarbonPricing #EUTaxonomy #GreenHydrogen #SteelIndustry #IndustrialPolicy #ClimateEconomics #EUETS #HardToAbate #SSAB #LKAB #Vattenfall #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo