Join Energy Tracker Asia for a high-level briefing on the structural shifts redefining the steel and raw materials industry. Thermal coal-based power generation is falling out of favour globally but it is metallurgical coal markets where impacts could greatly alter assumptions in the next decade.
The effects of Europe’s Carbon Border Adjustment Mechanism is already showing that coal-based steelmaking, though cheap, is unlikely to remain competitive as markets shift. China is moving to transition its steel industry with scrap steel-based Electric Arc Furnace manufacturing even as the global geopolitical situation creates economic downturns that could structurally affect steel demand.
India and South East Asia’s growing economies will generate demand for metallurgical coal but this is unlikely to surpass the deficit from China’s lack of demand. Through all of this, we are also seeing an acceleration of carbon reducing technologies and solutions coming online that could transform the global markets rapidly once scale is achieved.
We bring together a unique panel of experts with deep knowledge in energy markets, finance, China and India industry, international trade law, and the climate transition who provide a distinct view of what we can expect in the next decade whilst navigating global steel supply chains.
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Chris Wright: Principal Analyst at CarbonBridge Consultancy.
He is an independent climate strategy and sustainability expert. Chris is also a PhD candidate in Environmental Policy at Macquarie University and was previously a Senior Analyst at Ember.
Nick Hedley: Energy Transition Research Analyst at Zero Carbon Analytics.
His work focuses on clean energy and electricity grids. He previously worked in the energy access sector developing financial models for solar projects and started his career as a financial journalist.
Tim Buckley: Founder and Director of Climate Energy Finance (CEF).
He has 30 years of financial market experience covering Australian, Asian, and global equity markets. He was formerly the Managing Director and Head of Equity Research at Citigroup for 17 years.
Wenbo Zhao: Advisor, China Industry at Agora Energiewende.
His expertise includes industrial ecology, decarbonization, and sustainability evaluation. He is currently pursuing a PhD focused on sustainable built environments and industrial decarbonization.