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
Assertion Supported
Naam: Steel accounts for 8% of global carbon emissions, tripling aviation
“Steel is like eight percent of global carbon emissions. It's three times aviation.”
Ramez Naam Nov 11, 2021 ▶ 29:40 Can 'deeptech' venture capital solve climate change?
Jan 24, 2022
Assertion Supported
Petrochemicals Are the Third-Largest Source of Industrial Greenhouse Gas Emissions
“They're already the third largest source of industrial greenhouse gas emissions behind steel and cement.”
Shayle Kann Jan 24, 2022 ▶ 4:02 The many pathways to decarbonizing chemicals
Jun 2, 2022 neutral
Assertion Supported
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 …”
Andy Lubershane Jun 2, 2022 ▶ 28:44 Climate tech’s surprising bottleneck – land access
Nov 17, 2022 negative
Assertion Supported
Kann: Cement generates 6% to 8% of global greenhouse gas emissions
“It's responsible for something on the order of six to eight percent of global greenhouse gas emissions, right up with steel for the largest source of industrial emissions in the world.”
Shayle Kann Nov 17, 2022 ▶ 4:43 Fixing cement’s carbon problem
Dec 1, 2022 bullish
Prediction Held up
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.”
Jenny Chase Dec 1, 2022 ▶ 43:15 Unpopular solar opinions, 2022 edition
Dec 15, 2022
Assertion Contradicted
Iron and steel production drives India's emissions growth faster than coal
“India's largest source of emissions growth. It's not coal power. It's steel, iron and steel.”
Varun Sivaram Dec 15, 2022 ▶ 24:57 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 neutral
Assertion Supported
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…”
Shayle Kann Dec 15, 2022 ▶ 2:58 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 bullish
Assertion Contradicted
Inflation Reduction Act erases green premiums across most heavy industrial sectors
“In all of our different sectors now, cement, steel maybe not aviation fuels entirely, in almost all of our sectors, it is now as inexpensive to build the clean alternative as it is the dirty one, thanks to the IRA.”
Varun Sivaram Dec 15, 2022 ▶ 45:21 Advance market commitments to decarbonize heavy industry
Aug 2, 2024 neutral
Assertion Supported
Dell: Every metal requires more energy to manufacture than steel
“Every metal besides steel requires more energy to make it than steel does”
Rebecca Dell Aug 2, 2024 ▶ 45:31 Pathways to decarbonizing steel
Aug 2, 2024 negative
Assertion Supported
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…”
Rebecca Dell Aug 2, 2024 ▶ 16:43 Pathways to decarbonizing steel
Aug 2, 2024
Assertion Supported
Dell: Steel is the most recycled material in the world
“Steel is actually the most recycled material of all, full stop.”
Rebecca Dell Aug 2, 2024 ▶ 6:21 Pathways to decarbonizing steel
Aug 2, 2024 neutral
Assertion Supported
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…”
Rebecca Dell Aug 2, 2024 ▶ 44:14 Pathways to decarbonizing steel
Jan 2, 2025 bullish
Assertion Supported
Kann: Lithium is a smaller market than major commodities but grows faster
“It's a much smaller market than any of the others I just mentioned, I should note, but the demand growth trajectory is also steeper, and it's got all the makings of a super volatile commodity landscape.”
Shayle Kann Jan 2, 2025 ▶ 2:21 Lithium’s wild ride
Mar 13, 2025 bullish
Opinion
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…”
Shayle Kann Mar 13, 2025 ▶ 3:22 An ode to electrochemistry
May 28, 2026 neutral
Disclosure
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…”
Garth Sheldon-Coulson May 28, 2026 ▶ 22:18 Building inference data centers on the high seas
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