Rethink Energy Research
Rethink Energy is the only service specifically designed to explain and forecast the changing energy landscape and its investment possibilities as renewables begin to take over from conventional fossil fuels
Report Summary
- US and China are able to produce the cheapest green steel today at around $980/ton
- Both are set to produce green steel at just under $700/ton in 2030
- The IRA will make the US the leader in this space as soon as 2024 due to the $3/kg hydrogen subsidy but low raw material costs in China will always keep it into play
- Europe’s IRA response will only allow it to undercut today’s prices 4 years later, in 2027, at around $930/ton, and it will still lag behind in 2030 and rely on imports
- Huge incentives for more pilots as the hydrogen market has caught manufacturers by surprise
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