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Pathways to decarbonizing steel
Little-known fact: The primary product of steel mills is CO2.
A conventional blast furnace produces almost two tons of carbon dioxide (rmi.org/wp-content/uploads/2019/09/green-steel-insight-brief.pdf) for every ton of steel. And with almost two billion tons (www.spglobal.com/commodityinsights/en/market-insights/latest-news/metals/012524-global-crude-steel-production-remains-flat-in-2023) of steel produced annually - roughly 500 pounds for every human, every year - that’s a lot of carbon: about 8% (www.iea.org/reports/emissions-measurement-and-data-collection-for-a-net-zero-steel-industry/executive-summary) of global energy system emissions. And yet, steel is vital for vast parts of the economy, including the energy transition itself.
So why does steel production emit so much CO2? And what are the pathways to fixing it?
In this episode, Shayle talks to Rebecca Dell (www.climateworks.org/people/rebecca-dell/) , senior director of the industry program at the Climateworks Foundation. They cover topics like:

• How steelmaking generates emissions from both heat and the production process itself

• Why coal is so useful for blast furnaces, and why natural gas can’t fully replace it

• Why recycling cuts emissions but hits a ceiling

• Direct reduced iron, which uses methane or hydrogen and requires high-quality ore

• Less-developed but promising alternatives: molten oxide electrolysis and aqueous electrolysis, which can use low-quality ore

• The limits of carbon capture and storage and material substitution

• The major players building DRI facilities, like SSAB, ThyssenKrupp, and Salzgitter

Recommended resources
Canary Media (www.canarymedia.com/articles/clean-industry/us-pledges-up-to-1b-for-two-pioneering-green-steel-projects) : US pledges up to $1B for two pioneering ​‘green steel’ projects
Latitude Media (www.latitudemedia.com/news/will-the-green-steel-tide-lift-all-boats) : H2's $5B fundraise is a 'test case' for financing green steel
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zhlédnutí: 48

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zhlédnutí 76Před dnem
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zhlédnutí 61Před 14 dny
In March, Nvidia announced a new microchip designed for AI that is 25 times (nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing) more energy efficient than its predecessor. Two months later, Google announced one with a 67% efficiency improvement (cloud.google.com/blog/products/compute/introducing-trillium-6th-gen-tpus) . Today, the rest of the semicondu...
The reshoring of American solar trackers [partner content]
zhlédnutí 23Před 21 dnem
While we were all at home during Covid desperately trying to get our hands on toilet paper, exercise equipment, and home furnishings, solar executives like Dan Shugar were trying to get steel and power electronics to massive PV farms under development. As equipment and workforce disruptions spiraled due to lockdowns, the cost of installed solar started going up for the first time in nearly a de...
Our final episode: The top stories of 2024 so far
zhlédnutí 45Před 21 dnem
Some news: this will be our final installment of The Carbon Copy. But don’t go anywhere! Later this fall, the feed will be transformed into a new show that will profile the people architecting the clean energy economy. We promise it will be a valuable part of your media diet. For our last episode, we brought back some old friends: Jigar Shah, director of the DOE’s loan programs office, and Kath...
Decarbonizing the high seas
zhlédnutí 73Před 21 dnem
While aviation may be converging on one main pathway to decarbonization - sustainable aviation fuel (www.latitudemedia.com/news/deltas-chief-sustainability-officer-on-the-early-days-of-buying-sustainable-aviation-fuels) - maritime shipping may require a more diverse set of solutions: a portfolio of fuels, energy efficiency, and on-board carbon capture and storage. But each technology has operat...
Going deep on next-gen geothermal
zhlédnutí 133Před měsícem
Investment is on the rise (www.latitudemedia.com/news/geothermal-startups-are-suddenly-raising-a-lot-of-money) in geothermal, where advances in drilling techniques are driving down the cost of generation right as the grid needs more clean, firm, dispatchable power to meet rising load growth (www.latitudemedia.com/news/four-technologies-for-surviving-the-electricity-gauntlet-for-utilities) . And...
Avoiding mistakes from the first smart meters
zhlédnutí 38Před měsícem
When millions of smart meters rolled out across the country at the turn of the last decade, many people hoped it would create the backbone of a digital grid. Today, you’ll find few who think meters lived up to expectations. One survey (www.utilitydive.com/news/97-of-smart-meters-fail-to-provide-promised-customer-benefits-can-3b-in/632662/) found only 3% of advanced meters supported by the 2009 ...
Demystifying the Chinese EV market
zhlédnutí 55Před měsícem
New electric vehicles - including both battery electric and plug-in hybrid vehicles - make up nearly half of new car sales in China. Compared to slowing EV sales in Europe and the U.S. the Chinese market is booming. So what’s going on? In this episode, Shayle talks to TP Huang (tphuang.substack.com/) , who writes a Substack about EVs, clean energy, and other tech focused on China. (Editor's not...
Why ditching aluminum is key to securing the US solar supply chain
zhlédnutí 29Před měsícem
Solar is the fastest growing electricity-generating technology in history. That rapid scaling was a result of squeezing cost reductions out of every step of production. But there's one critical piece that hasn't changed much: frames. Aluminum frames now make up one-quarter of the cost of a PV module. And that metal mostly comes from China, a country that controls nearly 60% of the world’s smelt...
Under the hood of data center power demand
zhlédnutí 60Před měsícem
Driven by the AI boom, data centers’ energy demand could account for 9% of U.S. power generation (www.epri.com/about/media-resources/press-release/q5vU86fr8TKxATfX8IHf1U48Vw4r1DZF) by 2030, according to the Electric Power Research Institute. That's more than double current usage. So how do we meet that demand? And what impacts will it have on the grid and decarbonization? In this episode, Shayl...
AI-fueled geothermal and ‘the edge of the possible’
zhlédnutí 15Před měsícem
A lot of climate tech investors are still trying to figure out how to invest in artificial intelligence. Will it become a unique investment category? Or just a natural enhancement of what many startups are already building? There’s an emerging class of startups with AI at the center of their business. Citrine Informatics is using generative AI to speed up discovery of new materials (www.latitud...
Drew Baglino on Tesla’s Master Plan
zhlédnutí 65Před měsícem
Tesla’s Master Plan Part 3 (www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf) lays out the company’s model for a decarbonized economy - and makes the case for why it's economically viable. It outlines a vision for extensive electrification and a reliance on wind and solar power. In this episode, Shayle talks to one of the executives behind the plan, Drew Baglino, who was senior vice preside...
A macro view on the state of climate tech
zhlédnutí 40Před měsícem
We need to invest many trillions of dollars every year to build a climate-positive economy. We know what those technologies are - but they're all at very different levels of readiness. So what would it take to scale critical climate technologies? That was the simple-but-complicated question (www.mckinsey.com/capabilities/sustainability/our-insights/what-would-it-take-to-scale-critical-climate-t...
Heavy duty decarbonization
zhlédnutí 18Před měsícem
Batteries are making their way into more passenger cars and commercial vehicles than ever before, but the limits of electrification mean that we’ll likely need alternative fuels to decarbonize heavy transport like ships, planes, and trucks. So what are those fuels and what modes of transport do they suit best? In this episode, Shayle talks to his colleague Andy Lubershane (www.linkedin.com/in/a...
With Great Power: Why dynamic rates are gaining momentum
zhlédnutí 1Před měsícem
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Could VPPs save rooftop solar?
zhlédnutí 13Před měsícem
Could VPPs save rooftop solar?
Energy is now the ‘primary bottleneck’ for AI
zhlédnutí 22Před měsícem
Energy is now the ‘primary bottleneck’ for AI
Understanding SAF buyers
zhlédnutí 11Před měsícem
Understanding SAF buyers
Tesla’s extremely hardcore pivot
zhlédnutí 9Před měsícem
Tesla’s extremely hardcore pivot
The news quiz episode!
zhlédnutí 8Před měsícem
The news quiz episode!
The news quiz episode!
zhlédnutí 9Před měsícem
The news quiz episode!
CO2 utilization
zhlédnutí 12Před měsícem
CO2 utilization
Political Climate: Is the IRA under political threat?
zhlédnutí 20Před měsícem
Political Climate: Is the IRA under political threat?
Building a supply chain for rare earth elements
zhlédnutí 56Před měsícem
Building a supply chain for rare earth elements
How an obscure, 100-year old law is disrupting U.S. energy
zhlédnutí 35Před měsícem
How an obscure, 100-year old law is disrupting U.S. energy
An influx of EVs. Surging peaks. Can AI help?
zhlédnutí 9Před měsícem
An influx of EVs. Surging peaks. Can AI help?
The Big Switch: Are Batteries the New Oil?
zhlédnutí 14Před měsícem
The Big Switch: Are Batteries the New Oil?
The rise of heat batteries
zhlédnutí 30Před měsícem
The rise of heat batteries
The world of battery recycling
zhlédnutí 32Před měsícem
The world of battery recycling

Komentáře

  • @jimmyrtle69
    @jimmyrtle69 Před měsícem

    Good. Get congress on the record. Let's see who votes for more expensive, less reliable "green energy".

    • @Mensch2229
      @Mensch2229 Před měsícem

      So every country on earth is wrong, but your..........right?

    • @jimmyrtle69
      @jimmyrtle69 Před měsícem

      @@Mensch2229 If we waste...err...invest $1 trillion in solar energy today, how much cooler will the Earth be in 2100? Show your work.

  • @listondavis
    @listondavis Před měsícem

    AI is using magnitudes more energy than EVs ever will. AI is the reason tons of coal fire plants will not go offline as planned. It's ironic that you think AI is going to somehow help the energy crisis.

  • @ptarslatinum2806
    @ptarslatinum2806 Před měsícem

    अति उत्तम |

  • @TATTOOBILL
    @TATTOOBILL Před měsícem

    😅😅lp NM😊

  • @yomoseo
    @yomoseo Před měsícem

    What is this

  • @GTrainRx7
    @GTrainRx7 Před měsícem

    I thought there would be graphs etc, not a straight to YT podcast copy. Bit disappointing. People don't come to YT to listen to podcasts.

  • @Exodus26.13Pi
    @Exodus26.13Pi Před měsícem

    Green crap

  • @volta2aire
    @volta2aire Před 6 měsíci

    wow... NRC has a single mandate and is accountable to Congress only.

  • @CaptainDickGs
    @CaptainDickGs Před 7 měsíci

    What a joke! “Pointing a sheet of glass at the sun is the cheapest way to produce energy” Bahhaha This guy lost any credibility he had & any I was going to give him. Either he’s uninformed, lying or just stupid!

  • @Helpyourselfs
    @Helpyourselfs Před 7 měsíci

    Thank you so much for this video! This is just what I needed. We are on the right path.

  • @aidanforrest5957
    @aidanforrest5957 Před 7 měsíci

    Beef is often grown on land thats not good to drive tractors on and farm corn on. Beef can be grown without using fossil fuels. Beef done right is key. This was a great video! Loved it 😊

  • @adwayne3377
    @adwayne3377 Před 8 měsíci

    "promo sm" 🤪

  • @pratikmadrecha
    @pratikmadrecha Před 10 měsíci

    Please do put chapters here! I prefer CZcams version only when there are chapters! Otherwise better on the podcast app

  • @pratikmadrecha
    @pratikmadrecha Před 11 měsíci

    This podcast needs to be more popular!!

    • @LatitudeMediaInc
      @LatitudeMediaInc Před 11 měsíci

      We totally agree! Thank you for listening to the show. Spread the word and share with anyone you think would enjoy it 🎧

  • @JosiahLuscher
    @JosiahLuscher Před rokem

    There is no debate! There should be no incentives at all until/unless there is are multiple revolutionary scientific breakthroughs that some how make hydrogen power economical. -- But that's not likely, stop shill'ing this garbage green washing balloney!!! -- Anyone with half a brain can see that we have known global warming was coming for over 45 years now, even longer since the initian concerns were raised. Why haven't we done anything? Partly/Mostly it's because of efforts like this from petrochemical companies to distract, delay, and sow doubt. YOU ARE MAKING YOURSELF CULPABLE FOR THE DEATHS OF MILLIONS BY PROMOTING THIS GARBAGE!

  • @ramiroflowers5960
    @ramiroflowers5960 Před rokem

    😉 "Promo sm"

  • @-Animal_
    @-Animal_ Před rokem

    where could i get the python notebook and code for this to play around with?

    • @-Animal_
      @-Animal_ Před rokem

      nevermind ... i found it

  • @rinkaan
    @rinkaan Před rokem

    Code shows up at 43:40

  • @michaeltrigg5524
    @michaeltrigg5524 Před rokem

    It just is fucking better.

  • @praterjay5188
    @praterjay5188 Před rokem

    That's enough internet for me today.

  • @danielhaas9612
    @danielhaas9612 Před rokem

    As a Chef, I hands down prefer gas ranges, it's not even close.

  • @chipram23
    @chipram23 Před rokem

    I just bought a gas stove right before liberals decided I can’t have one 😮 I also bought some bars of soap 😢

  • @aleksandrulyanov1903

    Imagine telling humans thousands of years ago it will be illegal to cook with fire.

  • @princeakeem215
    @princeakeem215 Před rokem

    I’ll never not cook w gas electric stoves fucking suck!! I’ll take the Wolf stove for 12000 bob lol

  • @shannonjohnson2530
    @shannonjohnson2530 Před rokem

    And every time a new product comes along they vilify the existing product!

  • @tiananman
    @tiananman Před rokem

    gas stoves are superior to electric and they have the bonus of being able to work when the electricity goes out.

  • @pepelives3175
    @pepelives3175 Před rokem

    All lies. They want to control you through controlling your access to electricity. Electric cars, all electric homes….

  • @mathewcaldwell4108
    @mathewcaldwell4108 Před rokem

    What are you sniffing? ÇO2 is not a problem. The problem is that tyrants who want control over our lives want to be able to shut off our stuff if we don't do whatever they want us to do, like where we want to go and eat. You need mental health care.

  • @jhogan1960
    @jhogan1960 Před rokem

    Leave the gas stoves alone. Venting will mitigate it. I like gas. Grow up

  • @chancelost
    @chancelost Před rokem

    All I need to know is I've cooked with both and electric sucks! I haven't seen any marketing. I just know from cooking on both. I currently cook on electric and i hate it

    • @MynameIsnotforsell
      @MynameIsnotforsell Před rokem

      Do you hate it? OR just bad at cooking

    • @DOLfirst
      @DOLfirst Před rokem

      @@MynameIsnotforsell ugh...I hate it too... yes...HATE it. Can you name a 5 star restaurant that cooks with an electric cooktop?

  • @gtbr8134
    @gtbr8134 Před rokem

    Electrical wages are too low compared to other much easier less stressful jobs

    • @DaOriginalMurdah
      @DaOriginalMurdah Před 11 měsíci

      yup and the funny part is they are one of the highest paid trades. just imagine the other trades that get paid less. Only go union because non union is shit wages without benefits

  • @philkeh
    @philkeh Před rokem

    Amyris has developed a remarkable technology platform. Crazy potential for becoming one of the most sustainable disruptors in the chemical industry.

  • @oskarlundrasmussen4814

    Great, great interview!

  • @laurencesherwood9872

    Thank you for a most interesting interview!

  • @deanfowles3707
    @deanfowles3707 Před rokem

    Bah will anything happen in time though? Probably not. The permafrost is melting, the Arctic will be ice free in summer probably sooner rather than later and at that stage climate change will crush human civilization like a bug. At every turn climate change has proven itself to be quicker and more severe than the experts predicted. We've tons of great ideas now, the only problem is we didn't have them 50 years ago. Solar geoengineering is our last possible hope of buying the time to do all the other stuff we should have been doing 50 years ago. Ps boomers can go to heII

  • @shaunmitchell9851
    @shaunmitchell9851 Před rokem

    Keep making this enlightening content 🙏🏼!!! Get the stats you deserve = 'promo sm'!!

  • @daisyetc
    @daisyetc Před rokem

    Wish more companies had this mindset

  • @mdzmura
    @mdzmura Před rokem

    This rather goofy discussion of heat pumps seems to exist outside the zone in which there will be widespread adoption of technologies such as home PV solar power, battery-based home energy storage with demand response, super insulation of existing buildings and regulation-mandated construction of new energy efficient buildings. All of these technologies and others - combined with the innate efficiency advantage of heat pumps - should combine to make full function electricity-powered heat pumps by far the preferred HVAC solution for new and existing homeowners. Just one example with existing technology - the Trane heat pump in my mother's climate zone 5 home, a 4 ton unit installed in the early 2000's, was cost neutral for 3 seasons and added 30-40% (NOT 3X!!) to the electric bill in the winter - but was ALWAYS cheaper than the earlier natural gas solution, because the gas cost even more than the electricity!