Valentin Vogl

The World Has Too Much Steel, but No One Wants to Stop Making It

Remarkable that the @nytimes.com can publish a long read titled The World Has Too Much Steel and entirely confuse excess steel production with excess capacity.

Ocf they have a point, there's too much steel & geopolitical rivalry means no one wants to produce less. But they're off by a factor of 5

Steel, not energy, is key to coal’s future growth. Here’s why. Thermal coal may retire for good in the U.S., but metallurgical coal could see “healthy” growth, says analyst.

The US coal industry's hopes for a metallurgical coal revival are pretty misguided. No one is considering building new blast furnaces domestically, which is entirely uneconomical even in the US.

www.marketwatch.com/story/steel-...

sure, steel is pretty niche. but not that niche! did you figure out what's happening?

My story about Europe's largest steel firm backtracking on its climate commitments has received ... 281 views in total.

French unions urge nationalization of ArcelorMittal in bid to save hundreds of jobs French unions believe Macron's government can follow the lead of its British counterpart, which last month passed a law allowing it to take control of ailing British Steel.

The debate on French nationalisation of Europe's biggest steelmaker is heating up. ArcelorMittal is struggling in Europe, but investing heavily in coal-based production in India. French trade unionists want "Metal without Mittal!"

www.barrons.com/news/french-...

Hot off the press from the brilliant @jonasalgers.bsky.social & @chrisbataille. A plan for 14,000 jobs, emission savings of 16% of Canada's total and a leading diplomatic role for Canada in the global shift to a green iron industry

lucris.lub.lu.se/ws/portalfil...