green steel
3 statements across 3 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 29, 2023 by Katherine Hamilton · across every show →
Everything said about green steel, oldest first
Sep 29, 2023 neutral
Hamilton: Inflation Reduction Act lacks production tax credits for green steel
“There are also requirements in some of the other provisions like thirty-D for domestic iron and steel production, but there's no production tax credit for green iron and steel. There really isn't anything for industrial emission reductions.”
Dec 22, 2023 neutral
May 6, 2026 bearish
Su: Climate tech models assuming €100 carbon prices carry major political risk
“If you're building, I don't know if you're a crazy person, and you're unfortunately building a DAC company right now, or Green Steel, and your revenue model assumed a 100 euro per ton carbon price in perpetuity, You're taking on political risk whether you ackn…”