绿色(低碳)钢铁的全球市场(2025年~2035年)
市场调查报告书
商品编码
1639560

绿色(低碳)钢铁的全球市场(2025年~2035年)

The Global Market for Green (Low-Carbon) Steel 2025-2035

出版日期: | 出版商: Future Markets, Inc. | 英文 107 Pages, 40 Tables, 16 Figures | 订单完成后即时交付

价格

绿色钢铁是采用与传统生产方法相比可显着减少二氧化碳排放的技术和製程生产的钢铁。随着世界各国制定雄心勃勃的脱碳目标,钢铁业面临着采用更清洁的技术和工艺的压力。这一转变推动了低碳炼钢技术的快速发展,重点是基于氢的生产、碳捕获、利用和储存(CCUS)以及使用再生能源的电气化。

许多大型钢铁製造商已宣布计划在未来几年投资数十亿美元用于低碳生产能力。目前,欧洲处于领先地位,安赛乐米塔尔、SSAB 和蒂森克虏伯等公司都在大力推动绿色钢铁发展。作为全球最大的钢铁生产国,中国也制定了2030年碳排放达到高峰、2060年实现碳中和的目标,预计将在低碳炼钢方面进行大规模投资。

随着越来越多的企业采用清洁生产技术和政府实施支援政策,绿色钢铁市场预计将快速成长。这一成长将受到汽车、建筑和消费性电子产品等主要终端产业需求成长、碳价格上涨和排放法规趋严的推动。欧盟雄心勃勃的气候变迁目标和碳边境调整机制(CBAM)的推出预计将推动区域需求,该机制将根据进口钢铁的碳含量对其进行定价,使欧洲成为未来十年绿色钢铁的主要市场。

儘管前景乐观,但绿色钢铁市场仍面临着可能影响其成长轨蹟的若干课题。与传统炼钢製程相比,最大的障碍之一是低碳生产技术的成本较高。儘管随着技术的成熟和规模的扩大,成本预计会下降,但目前绿色钢铁的价格可能仍高于传统钢铁。其他课题包括再生能源和绿氢的供应有限、监管的不确定性以及某些低碳生产流程的技术限制。总体而言,随着各行业转向更永续的生产方式,绿色钢铁市场预计将在未来十年大幅成长。随着世界各地的钢铁製造商计划进行大规模投资以及主要终端使用领域的需求不断增加,低碳钢将在全球脱碳努力中发挥关键作用。然而,要充分发挥绿色钢铁的潜力,还需要克服与成本、基础设施和技术成熟度相关的多重课题。

本报告分析了全球绿色(低碳)钢铁市场,并提供了有关低碳生产技术、主要参与者、市场趋势、课题和机会的资讯。

目录

第1章 简介

  • 目前製铁流程
  • "双碳" (碳达峰、碳中和)目标和超低排放要求
  • 所谓绿色钢铁
    • 特性
    • 脱碳目标与政策
    • 清洁生产技术的进步
  • 生产技术
    • 氢的作用
    • 比较分析
    • 氢气直接还原铁 (DRI)
    • 电解
    • 碳捕获、利用和储存 (CCUS)
    • 生物炭作为焦炭的替代品
    • 氢气高炉
    • 基于再生能源的工艺
    • 闪速炼钢
    • 氢等离子体铁矿石还原
    • 铁生物过程
    • 微波处理
    • 积层製造
    • 技术成熟度层级(TRL)
  • 绿色钢铁的尖端材料
    • 复合电极
    • 固体氧化物材料
    • 氢贮存金属
    • 碳复合钢
    • 涂料,薄膜
    • 永续的黏合剂
    • 铁矿石催化剂
    • 碳回收材料
    • 废天然气(气体)利用
  • 绿色钢铁的优点与缺点
  • 市场与用途
  • 钢铁生产的节能和降低成本
  • 数位化
  • 生物质钢铁生产与永续的绿色钢铁生产连锁

第2章 绿色钢铁的全球市场

  • 全球钢铁生产
    • 钢铁价格
    • 绿色钢铁价格
  • 与绿色钢铁厂房生产,现在和计划中
  • 市场地图
  • SWOT分析
  • 市场趋势与机会
  • 产业的发展,资金筹措,革新(2022年~2025年)
  • 市场成长的推动要素
  • 市场课题
  • 最终用途产业
    • 汽车
    • 建设
    • 家电
    • 机器
    • 铁路
    • 包装
    • 电子

第3章 全球市场的生产和需求

  • 生产能力(2020年~2035年)
  • 生产和需求(2020年~2035年)
  • 收益(2020年~2035年)
    • 各最终用途产业
    • 各地区
  • 竞争情形
  • 今后的市场预测

第4章 企业简介(46公司的企业简介)

第5章 调查手法

第6章 缩写的清单

第7章 参考文献

Green steel refers to steel produced using technologies and processes that result in significantly lower CO2 emissions compared to conventional production methods. As countries around the world set ambitious decarbonization targets, the steel sector is under increasing pressure to adopt cleaner technologies and processes. This shift is driving rapid advancements in low-carbon steelmaking, with a focus on hydrogen-based production, carbon capture utilization and storage (CCUS), and electrification using renewable energy.

Many major steel producers have announced plans to invest billions of dollars in low-carbon production capacity over the coming years. Europe is currently leading the charge, with companies like ArcelorMittal, SSAB, and Thyssenkrupp all pursuing green steel initiatives. China, the world's largest steel producer, has also set targets to peak carbon emissions by 2030 and achieve carbon neutrality by 2060, which is expected to drive significant investments in low-carbon steelmaking.

Looking ahead, the green steel market is projected to grow rapidly as more companies adopt clean production technologies and governments implement supportive policies. This growth will be driven by increasing demand from key end-use industries such as automotive, construction, and consumer appliances, as well as rising carbon prices and stricter emissions regulations. In terms of regional demand, Europe is expected to be a key market for green steel over the next decade, driven by the EU's ambitious climate targets and the implementation of a carbon border adjustment mechanism (CBAM) that will put a price on imported steel based on its carbon content.

Despite the positive outlook, the green steel market faces several challenges that could impact its growth trajectory. One of the biggest barriers is the high cost of low-carbon production technologies compared to conventional steelmaking processes. While costs are expected to come down over time as technologies mature and scale up, green steel is likely to remain more expensive than traditional steel in the near term. Other challenges include limited availability of renewable energy and green hydrogen, regulatory uncertainty, and technical limitations of some low-carbon production processes. Overall, the market for green steel is expected to grow significantly over the next decade as the industry transitions towards more sustainable production methods. With major investments planned by steel producers around the world and increasing demand from key end-use sectors, low-carbon steel is poised to play a critical role in the global decarbonization effort. However, the industry will need to overcome several challenges related to costs, infrastructure, and technology readiness in order to fully realize the potential of green steel.

"The Global Market for Green (Low-Carbon) Steel 2025-2035" is a comprehensive market report analyzing the rapidly evolving green steel industry, focusing on current and emerging low-carbon production technologies, key players, market trends, challenges, and opportunities.

The report provides an in-depth look at the global green steel market, starting with an introduction to current steelmaking processes and the industry's decarbonization targets and policies. It explores the properties of green steel, and analyzes various clean production technologies including their advantages, limitations and technology readiness levels (TRLs). Key technologies covered include hydrogen DRI, molten oxide electrolysis, CCUS, biochar, hydrogen plasma reduction, and more.

The market for green steel is segmented by major end-use industries such as automotive, construction, consumer appliances, machinery, rail, packaging and electronics. For each industry, the report provides an overview, green steel applications, and case studies. Profiles of more than 40 producers and technology providers are included.

Current and planned green steel production capacity is mapped globally, with a focus on key players and projects in regions including Europe, North America, China, India, Asia-Pacific, Middle East & Africa, and South America. The competitive landscape is analyzed, highlighting major steel producers, technology providers, and partnerships across the value chain.

The report includes market forecasts to 2035, with projections for green steel production capacity, volumes, market value, and regional demand. Granular data is provided for production versus demand through 2035, as well as forecast revenues by end-use industry and region. This enables industry stakeholders to identify target markets and applications where green steel demand is predicted to surge over the coming decade.

Beyond an analysis of market drivers and trends, the report delves into the challenges facing the green steel industry as it scales up novel technologies and competes with incumbent production processes. Regulatory and cost barriers are examined, as well as issues around technology readiness and raw material availability.

The report serves as an essential resource for companies across the green steel value chain, including iron and steel producers, hydrogen and renewable energy providers, technology developers, plant equipment suppliers, end-users, investors, and government stakeholders. It provides the data and insights needed to make informed decisions as the green steel market grows from a niche to the mainstream over the next decade.

Key topics covered in the report include:

  • Introduction to green steel, its properties and emissions reduction potential
  • Decarbonization targets, policies and carbon pricing impacting the steel industry
  • Analysis of low-carbon production technologies including hydrogen DRI, CCUS, electrolysis, etc.
  • Segmentation of the green steel market by end-use industry
  • Profiles of major green steel producers and clean technology providers. Companies profiled include Algoma Steel, Aperam BioEnergia, ArcelorMittal SA, Blastr Green Steel, Boston Metal, China Baowu Steel Group, Compania de Aceros del Pacifico (CAP), Electra Steel, Emirates Steel Arkan, GravitHy, Georgsmarienhutte Holding GmbH, Greeniron H2 AB, HBIS Group, Helios, Hybrit Development AB, Hybar LLC, Hydnum Steel, Hyundai Steel, JFE Steel, Jindal Shadeed Group, JSW Steel, Kobe Steel, Ltd., Liberty Steel Group, Limelight Steel, Magsort Oy, Meranti Green Steel, Mitsui, Nippon Steel Corporation and more
  • Global mapping of low-carbon steel production capacity and investments to 2035
  • Challenges and barriers to market growth
  • Granular market forecasts for green steel supply, demand and revenues by end-use and region
  • Future green steel market outlook to 2035

The green steel revolution is just beginning, and this report is an invaluable guide to help navigate the rapidly evolving market landscape through 2035. It is a must-read for anyone looking to understand and capitalize on the sustainable transformation of one of the world's most carbon-intensive industries.

TABLE OF CONTENTS

1. INTRODUCTION

  • 1.1. Current Steelmaking processes
  • 1.2. "Double carbon" (carbon peak and carbon neutrality) goals and ultra-low emissions requirements
  • 1.3. What is green steel?
    • 1.3.1. Properties
    • 1.3.2. Decarbonization target and policies
      • 1.3.2.1. EU Carbon Border Adjustment Mechanism (CBAM)
    • 1.3.3. Advances in clean production technologies
  • 1.4. Production technologies
    • 1.4.1. The role of hydrogen
    • 1.4.2. Comparative analysis
    • 1.4.3. Hydrogen Direct Reduced Iron (DRI)
    • 1.4.4. Electrolysis
    • 1.4.5. Carbon Capture, Utilization and Storage (CCUS)
    • 1.4.6. Biochar replacing coke
    • 1.4.7. Hydrogen Blast Furnace
    • 1.4.8. Renewable energy powered processes
    • 1.4.9. Flash ironmaking
    • 1.4.10. Hydrogen Plasma Iron Ore Reduction
    • 1.4.11. Ferrous Bioprocessing
    • 1.4.12. Microwave Processing
    • 1.4.13. Additive Manufacturing
    • 1.4.14. Technology readiness level (TRL)
  • 1.5. Advanced materials in green steel
    • 1.5.1. Composite electrodes
    • 1.5.2. Solid oxide materials
    • 1.5.3. Hydrogen storage metals
    • 1.5.4. Carbon composite steels
    • 1.5.5. Coatings and membranes
    • 1.5.6. Sustainable binders
    • 1.5.7. Iron ore catalysts
    • 1.5.8. Carbon capture materials
    • 1.5.9. Waste gas utilization
  • 1.6. Advantages and disadvantages of green steel
  • 1.7. Markets and applications
  • 1.8. Energy Savings and Cost Reduction in Steel Production
  • 1.9. Digitalization
  • 1.10. Biomass Steel Production and Sustainable Green Steel Production Chain

2. THE GLOBAL MARKET FOR GREEN STEEL

  • 2.1. Global steel production
    • 2.1.1. Steel prices
    • 2.1.2. Green steel prices
  • 2.2. Green steel plants and production, current and planned
  • 2.3. Market map
  • 2.4. SWOT analysis
  • 2.5. Market trends and opportunities
  • 2.6. Industry developments, funding and innovation 2022-2025
  • 2.7. Market growth drivers
  • 2.8. Market challenges
  • 2.9. End-use industries
    • 2.9.1. Automotive
      • 2.9.1.1. Market overview
      • 2.9.1.2. Applications
    • 2.9.2. Construction
      • 2.9.2.1. Market overview
      • 2.9.2.2. Applications
    • 2.9.3. Consumer appliances
      • 2.9.3.1. Market overview
      • 2.9.3.2. Applications
    • 2.9.4. Machinery
      • 2.9.4.1. Market overview
      • 2.9.4.2. Applications
    • 2.9.5. Rail
      • 2.9.5.1. Market overview
      • 2.9.5.2. Applications
    • 2.9.6. Packaging
      • 2.9.6.1. Market overview
      • 2.9.6.2. Applications
    • 2.9.7. Electronics
      • 2.9.7.1. Market overview
      • 2.9.7.2. Applications

3. GLOBAL MARKET PRODUCTION AND DEMAND

  • 3.1. Production Capacity 2020-2035
  • 3.2. Production vs. Demand 2020-2035
  • 3.3. Revenues 2020-2035
    • 3.3.1. By end-use industry
    • 3.3.2. By region
      • 3.3.2.1. North America
      • 3.3.2.2. Europe
      • 3.3.2.3. China
      • 3.3.2.4. India
      • 3.3.2.5. Asia-Pacific (excl. China)
      • 3.3.2.6. Middle East & Africa
      • 3.3.2.7. South America
  • 3.4. Competitive landscape
  • 3.5. Future market outlook

4. COMPANY PROFILES. (46 company profiles)

5. RESEARCH METHODOLOGY

6. LIST OF ACRONYMS

7. REFERENCES

List of Tables

  • Table 1. Properties of Green steels
  • Table 2. Global Decarbonization Targets and Policies related to Green Steel
  • Table 3. Estimated cost for iron and steel industry under the Carbon Border Adjustment Mechanism (CBAM)
  • Table 4. Hydrogen-based steelmaking technologies
  • Table 5. Comparison of green steel production technologies
  • Table 6. Advantages and disadvantages of each potential hydrogen carrier
  • Table 7. CCUS in green steel production
  • Table 8. Biochar in steel and metal
  • Table 9. Hydrogen blast furnace schematic
  • Table 10. Applications of microwave processing in green steelmaking
  • Table 11. Applications of additive manufacturing (AM) in steelmaking
  • Table 12. Technology readiness level (TRL) for key green steel production technologies
  • Table 13. Coatings and membranes in green steel production
  • Table 14. Advantages and disadvantages of green steel
  • Table 15. Markets and applications: green steel
  • Table 16. Green Steel Plants - Current and Planned Production
  • Table 17. Industry developments and innovation in Green steel, 2022-2025
  • Table 18. Summary of market growth drivers for Green steel
  • Table 19. Market challenges in Green steel
  • Table 20. Supply agreements between green steel producers and automakers
  • Table 21. Applications of green steel in the automotive industry
  • Table 22. Applications of green steel in the construction industry
  • Table 23. Applications of green steel in the consumer appliances industry
  • Table 24. Applications of green steel in machinery
  • Table 25. Applications of green steel in the rail industry
  • Table 26. Applications of green steel in the packaging industry
  • Table 27. Applications of green steel in the electronics industry
  • Table 28. Low-Emissions Steel Production Capacity 2020-2035 (Million Metric Tons)
  • Table 29. Low-Emissions Steel Production vs. Demand 2020-2035 (Million Metric Tons)
  • Table 30. Low-Emissions Steel Market Revenues 2020-2035
  • Table 31. Demand for Low-Emissions Steel by End-Use Industry 2020-2035 (Million Metric Tons)
  • Table 32. Regional Demand for Low-Emissions Steel 2020-2035 (Million Metric Tons)
  • Table 33. Regional Demand for Low-Emissions Steel 2020-2035, NORTH AMERICA (Million Metric Tons)
  • Table 34. Regional Demand for Low-Emissions Steel 2020-2035, EUROPE (Million Metric Tons)
  • Table 35. Regional Demand for Low-Emissions Steel 2020-2035, CHINA (Million Metric Tons)
  • Table 36. Regional Demand for Low-Emissions Steel 2020-2035, INDIA (Million Metric Tons)
  • Table 37. Regional Demand for Low-Emissions Steel 2020-2035, ASIA-PACIFIC (excluding China) (Million Metric Tons)
  • Table 38. Regional Demand for Low-Emissions Steel 2020-2035, MIDDLE EAST & AFRICA (Million Metric Tons)
  • Table 39. Regional Demand for Low-Emissions Steel 2020-2035, SOUTH AMERICA (Million Metric Tons)
  • Table 40. Key players in Green steel, location and production methods

List of Figures

  • Figure 1. Share of (a) production, (b) energy consumption and (c) CO2 emissions from different steel making routes
  • Figure 2. Transition to hydrogen-based production
  • Figure 3. CO2 emissions from steelmaking (tCO2/ton crude steel)
  • Figure 4. CO2 emissions of different process routes for liquid steel
  • Figure 5. Hydrogen Direct Reduced Iron (DRI) process
  • Figure 6. Molten oxide electrolysis process
  • Figure 7. Steelmaking with CCS
  • Figure 8. Flash ironmaking process
  • Figure 9. Hydrogen Plasma Iron Ore Reduction process
  • Figure 10. Green steel market map
  • Figure 11. SWOT analysis: Green steel
  • Figure 12. Low-Emissions Steel Production Capacity 2020-2035 (Million Metric Tons)
  • Figure 13. ArcelorMittal decarbonization strategy
  • Figure 14. HYBRIT process schematic
  • Figure 15. Schematic of HyREX technology
  • Figure 16. EAF Quantum