58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

Steel and cement with their 2,000 mills and 3,000 kilns, together currently emit 15% of the world’s CO2. So far, they’ve been exempted from carbon trading or carbon pricing, which means no significant reductions have been implemented. But in a 1.5degree and Net Zero scenarios, they start to feel the pressure.

We brought Dolf Gielen, Director Innovation and Technology at IRENA (International Renewable Energy Agency) into the conversation to try to understand why those industries are so hard to decarbonise. And we are focusing the debate on a very simple choice: do you fix the fuel (with CCS – Carbon Capture and Storage of CO2) or do you switch the fuel (with – for example Hydrogen or Biomass)?

There are a lot of hurdles to overcome, such as: bad economics, international competition (especially for steel, not so for cement), and regulators who don’t seem to be very interested.

Some promising options are now on the table, but they will require massive governments interventions.

References:
Engineering with Rosie (Youtube) on CCS technologies: https://www.youtube.com/watch?v=fC388uNJhUY

An excellent blog on cement emissions:
https://www.linkedin.com/pulse/co2-emission-from-cement-industry-whats-best-estimate-claude-lorea/

McKinsey on decarbonizing Steel:
https://www.mckinsey.com/industries/metals-and-mining/our-insights/decarbonization-challenge-for-steel

Dolf Gielen: https://www.linkedin.com/in/dolf-gielen-852ab514/

And, last but not least, a hilarious video explaining really how CCS/CCUS works
https://www.youtube.com/watch?v=MSZgoFyuHC8

Many Thanks to Aquila Capital for supporting the show
https://www.aquila-capital.de/en/

Avsnitt(184)

193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

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192. How AI will revolutionise Energy

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191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of Ho...

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190. Solar and Flex – Solar Power Summit 2025

190. Solar and Flex – Solar Power Summit 2025

This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”.The Speakers were:Andrea Wechsler, Mem...

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189.  Energy Disruptions - (Gerard on "Clean Titans")

189. Energy Disruptions - (Gerard on "Clean Titans")

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188.  US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine we...

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187. Texas: Power Surge or Power Splurge? - Jul25

187. Texas: Power Surge or Power Splurge? - Jul25

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the po...

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186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company als...

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