绿色钢铁的宏伟征程——以技术为生存战略.pdf

1、Restricted Primetals Technologies 2021-2025.All rights reserved.The Grand Quest for Green SteelTechnology as Survival StrategyWSA Technology Breakthrough ConferenceDec.3-4,2025;SingaporeDr.Alexander Fleischanderl,Group CTODr.Alexander Fleischanderl,CTODecember 2025Restricted Primetals Technologies 2

2、021-2025.All rights reserved.2Dr.Alexander Fleischanderl,CTODecember 2025Green Steel TransitionGovernments incentivizing companies to invest in a green transformation(IRA,Green Deal,EU Clean Industrial Deal)but also punish producers implementing CBAM,ETS and carbon taxes Global circular economy enfo

3、rced to produce close to zero waste.Global economic slowdown,Huge installed overcapacity(640 MT*)mainly in China.High energy prices and inflation,Geopolitical instability,US tariffs causing supply chain disruptions.Decoupling of iron&steel due to energy scarcity to MENA,Australia,Americas or Brazil.

4、*OECD Report May 2025Dynamics Affecting the Metals Industry Higher needs for electrification and cleaner sources of energy are stimulating hydrogen as replacement for fossil fuels.Availability of hydrogen is seen as a critical path to making a successful industrial transition.G-H2 FID reaches 4.2Mtp

5、a by 2030,5x increase on 2024(IEA).Digital assistants and autonomous plants will improve plant performance,reliability and flexibility and reduce skilled resource issue.“People”will remain an important factor,new skills are required(AI,etc.).Limited qualified human resources and tight labor market.R

6、estricted Primetals Technologies 2021-2025.All rights reserved.THREE PHASES TO GREENSTEEL THE SUSTAINABLE METALS REVOLUTION3Dr.Alexander Fleischanderl,CTODecember 2025Restricted Primetals Technologies 2021-2025.All rights reserved.4Green Steel TransitionSteel production mtpy*includes coal based DRI,