# How Green Steel Is Breaking the 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-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-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: 2026-06-29T07:12:41+00:00 Episode link: https://audio.fexingo.com/business/climate-economics/episode-0080.mp3 Audio file: https://audio.fexingo.com/business/climate-economics/episode-0080.mp3 Processing state: not_requested 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-cost-barrier Duration seconds: 718 ## Resource 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 ## Actions - request_transcript: `POST 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-cost-barrier/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/climate-economics-with-fexingo-carbon-pricing-green-policy-and-sustainability-costs-7871781/how-green-steel-is-breaking-the-cost-barrier.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.