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Reline or Revitalize: The Narrowing Window to Modernize the US Steel Industry
This report by RMI argues that the US steel industry faces a critical decision point regarding seven aging coal-based blast furnaces in the Great Lakes region. The author contends that investing hundreds of millions of dollars to 'reline' these furnaces to extend their life by 20 years risks creating stranded assets, perpetuating severe local pollution, and missing the transition to low-emissions steel. Instead, the report advocates for a transition to Hydrogen-Ready Direct Reduced Iron (DRI) coupled with Electric Arc Furnaces (EAF) to ensure long-term competitiveness and align with climate goals.
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Document type: Report