India's draft steel policy projects coking coal demand will triple while cutting emissions by 39%. The policy aims to balance output growth with decarbonization, but does not yet detail the technology mix or baseline assumptions behind the target. For anyone tracking industrial emissions, this is a key document. Steel is hard to abate, and the plan's success depends on whether it pushes scrap usage, hydrogen, or carbon capture at scale. The coal demand jump also raises questions about import reliance and domestic supply. The final policy will need clear timelines and incentives to make the 39% cut credible. Right now the headline numbers are useful, but the implementation details are what matter.
