Thread by @DanWoy

An interesting piece on Stelco theglobeandmail.com/business/artic… by @willis_andrew - the co says it plans to upgrade to become the “most efficient” steel producer in N. America. But I can’t find any details about what this means. This could be important #climateaction or a big 1/ #cdnpoli

@willis_andrew missed opportunity. The #oilsands & coal-fired power get the headlines, & dominate the top-15 emitting facilities (2018 data open.canada.ca/data/en/datase…) in Canada. But the 3 facilities from Ontario that crack the top-15 are steel producers, including Stelco. 2/

@willis_andrew “Green Steel” has been getting more attention around the world. Just last week a big study dropped in Australia theguardian.com/business/2020/… describing a multi-billion export opp creating 10s of 1000s of jobs w a pivot to steel produced using renewable (green) hydrogen. 3/

@willis_andrew Also last week, Sweden saw the 1st commercial steel production with hydrogen. popularmechanics.com/science/a32460… As researchers @RockyMtnInst concluded in a 2019 study, the disruptive potential of green steel is significant—& it’s an essential #climatesolution. rmi.org/insight/the-di… 4/

@willis_andrew In March @CSPA_ACPA announced the Cdn steel industry had "Set A Goal to Achieve Net Zero CO2 Emissions by 2050” canadiansteel.ca/media/release/… To achieve that will require step-wise changes, like a shift to hydrogen. Is Stelco planning something of this scale, or just planning to 5/

@willis_andrew @CSPA_ACPA deliver a more efficient version of conventional steelmaking? The latter would be a missed opportunity to ensure Canadian steel finds a foothold in the global competition to deliver green steel & achieve #netzero by 2050. Would love more details on your plans @StelcoCanada 6/6