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The report argues that betting on long-term growth for metallurgical coal (met coal) is a losing strategy as demand plateaus due to China's economic shift and the rise of low-carbon steel production. It highlights the risk of stranded assets given the volume of planned mine expansions and recommends that governments accelerate the transition to green steel through subsidy reform and public procurement.

This report by RMI analyzes the demand for near-zero emissions steel in seven East and Southeast Asian countries by 2030, identifying a significant gap between projected demand and the current supply pipeline.

This report by Ember analyzes the potential for India's steel, cement, and aluminium sectors to integrate renewable energy (RE) via open access mechanisms. It identifies a 20 GW solar opportunity that could reduce emissions by 29 million tonnes annually and lower production costs for some steelmakers by up to 10%. While sourcing 50% RE is currently cost-effective, the report details the steep financial and technical challenges of reaching 24/7 renewable power, where costs can rise to 3.5 times the cost of standard RE generation due to massive storage and capacity requirements.

This policy brief, produced as part of T20 2023 hosted by India, outlines the role of the G20 and international financial institutions (IFIs) in facilitating the global transition to low-carbon steel production, specifically to ensure the inclusion of developing and emerging economies.

The report outlines a roadmap for decarbonizing India's steel industry to prevent a projected 200 percent increase in sectoral emissions by 2050, proposing five technical levers and six strategic policy objectives to transition toward a green steel economy.

This report by the NewClimate Institute examines the role of hydrogen in achieving 1.5 degrees of global warming and identifies four primary investment opportunities for Latin America, specifically Argentina, Brazil, and Peru, to integrate into the global hydrogen economy.

The policy brief argues that the 2020s represent a critical window for International Finance Institutions (IFIs) to prevent emerging economies—particularly India, Nigeria, Pakistan, and Indonesia—from locking in high-carbon steel capacity. It proposes five intervention areas: providing policy knowledge, facilitating green hydrogen roadmaps, de-risking first-mover investments (including SMEs), utilizing green procurement in IFI operations, and scaling scrap-based circular production to reach a target of 50% of global output.