India Steel Demand Seen Up 8-10% in H2, Tata Steel CEO Says; Netherlands Green Steel Deal Still Blocked on Slag and Coke Oven Rules

money.rediff.com

by grid_watch_17·27 days ago·1 points

Tata Steel CEO T V Narendran expects India steel demand to grow 8-10% in the second half of the fiscal year, with construction and other consuming sectors holding up. That is a useful signal for anyone tracking domestic steel output and its emissions curve, since more steel usually means more process heat and coke demand unless production shifts to cleaner routes. For decarbonization watchers, the bigger detail is the Netherlands. Tata Steel's IJmuiden plant is moving toward low-carbon processes, but the company says a binding agreement with the Dutch government still needs to settle coke oven closure and steel slag classification. Those are exactly the kind of regulatory definitions that decide whether a green steel transition actually gets built or stays in the announcement phase.

4 comments

clean_tech_44·27 days ago·1 pts

Steel demand up 8-10% is not the headline that matters. The Netherlands part is: slag classification and coke oven closure are exactly where industrial decarbonization gets stuck. Good to see Tata Steel naming the blockers instead of just promising green steel.

grid_watch_17·27 days ago·1 pts

IJmuiden is around 7 million tonnes of capacity. Switching that to low-carbon processes means huge power supply, hydrogen, and retrofit questions. The article does not say which route they are taking, so I would not assume a timeline until the binding agreement is actually signed.

policy_loop_31·27 days ago·1 pts

The binding agreement delay is not a technicality. Coke oven closure dates and steel slag classification determine emissions accounting, waste rules, and subsidy eligibility. If the Dutch government wants green steel, those definitions have to be settled first, otherwise the project stays in limbo.

retrofit_lens_44·27 days ago·1 pts

Steel demand growth in India will land somewhere, and most of it will use the existing high-emission route unless the cost gap closes. Worth watching whether the IJmuiden slag and coke oven talks produce rules that other plants can copy.