当今钢铁行业的碳中和主题.pdf

1、CLASSIFICATION C1-INTERNALCarbon Neutrality Themes in the Steel Industry TodayPrepared forCarbon neutrality themes in the Steel industry todayOctober 14,2024Prepared forDr.Kirill KozenyashevEY-Parthenon Strategy Lead Partner for the State of QatarPage 2As a response to emerging global consensus on c

2、limate change,steelmakers are seeking options to embark upon a decarbonization journeysPage 24 pillars of greener steelmakingMaterial efficiencyCircular economyDecarbonizationEnergy intensityMost steel players have highly efficient systems to manage co-products;material efficiency reached 98%in 2023

3、Improving energy intensity has been on the rise and intensity has decreased by 3%over the last decadeBreakthrough technologies required for further improvementShift from integrated plants to more efficient EAFs,using scrap as feedstockScrap demand likely to grow further as EAF share increasesSource:

4、EY-Parthenon analysisPage 3Steelmakers are evaluating different pathways to reduce emissions;CCUS and green hydrogen will play a key role in producing low carbon steelSource:EY-Parthenon analysisCO2 reduction potentialSource:Global Markets analysis of“Carbon Performance assessment of steelmakers:Dis

5、cussion Paper”,Transition Pathway Initiative,dated July 2023Low(Up to 30%)High(80-100%)BF/BOF with top gas recyclingBF/BOF with biofuelSectorwide deploymentCommercial implementationDemonstrationLaboratoryPilotConceptScrap based EAFIron electrolysisMedium(30-80%)Technology maturityGreen hydrogen DRIS

6、melting reductionSmelting reduction with CCUSNatural gas DRITop gas recycling with CCUSBF/BOF with CCUSEAF-dominantBF/BOF-dominantSource:Global Markets analysis of“Carbon Performance assessment of steelmakers:Discussion Paper”,Transition Pathway Initiative,dated July 2023Page 4Investment in hydrogen