steel
15 statements across 10 episodes · 4 bullish · 2 bearish · 7 people on the record · first statement Nov 11, 2021 by Ramez Naam · across every show →
Everything said about steel, oldest first
Nov 11, 2021 neutral
Jan 24, 2022
Jun 2, 2022 neutral
Lubershane: Wind requires 7-8x more steel and cement per GWh than gas
“It takes more steel. It takes more cement to build a wind farm than it does on, on a, you know, a normalized basis that the amount of material to produce a gigawatt hour, say of energy per year it, you know, we're on the order of probably something like seven …”
Nov 17, 2022 negative
Dec 1, 2022 bullish
Jenny Chase: Solar will be built for green hydrogen production by 2030
“And that's even before you start thinking about, are we going to build solar to make hydrogen? And I suspect that by 2030 we are, just because we've got no idea how else to manage the problems of intermittency and how to decarbonize steel and fertilizer.”
Dec 15, 2022
Dec 15, 2022 neutral
Seven heavy industrial sectors represent one-third of global greenhouse gas emissions
“Steel, aluminum, cement, chemicals, aviation, shipping, and trucking. Add them up, and they represent about a third of global greenhouse gas emissions, and they're the sectors where the existing, fully commercialized, mature, and ready-to-deploy technology wil…”
Dec 15, 2022 bullish
Aug 2, 2024 neutral
Aug 2, 2024 negative
Dell: Almost Every Steel Mill Produces More CO2 Than Steel
“So if you look at, like, the total process Of the iron making and the steel making together for a vet, just like a very typical conventional blast furnace facility, you're usually going to end up with more than two tons of CO two per ton of steel, which is kin…”
Aug 2, 2024
Aug 2, 2024 neutral
Dell: Buildings use 50% to 100% more structural material than codes require
“When people do studies on these type of thing, they typically find that buildings use between 50 and a hundred percent more structural material than is required to comply with building codes, and they do that because the structural material, mainly steel and c…”
Jan 2, 2025 bullish
Mar 13, 2025 bullish
Kann: Electrochemistry holds massive decarbonization potential in heavy industry
“In the greatest hits album of electrochemistry, you'd have a lot of tracks focused on batteries, for sure, and for good reason. But there are deeper cuts, too, and some new music with pretty extraordinary potential. Anyway, think tracks on cement and steel and…”
May 28, 2026 neutral
Sheldon-Coulson: Panthalassa node CapEx is half steel, one-quarter powertrain
“In a system where if we just exclude the battery for the minute it's most, it's basically half steel, and then you've got about a quarter is your powertrain. And then about a little less than a quarter is your marine coatings, and then you've got other, you kn…”