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12:57
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Originally posted by That Fundamental Guy:
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I agree that the "Overview and Outlook" was definitely the part of the quarterly that is worth a read - so keep reading or skip to page 5.As a result, the EAF share of global steel production will increase from the current 28% to almost 50% by 2050, according to our base-case scenario, requiring at least 550 million tonnes of new EAF capacity" low risk way for those looking to secure suitable EAF feedstock. By low risk , I mean mining in a low risk country combined with low risk production of green steel meaning that all stages of mining, ore processing and steel making would use current technology and processes to make green steel (as opposed to working out how to process Pilbara hematite ore to suitable feedstock and produce steel using hydrogen).
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What is not to like about Hawsons for our potential strategic partners? Well I have No power, No Water, No port, No transport to port, and quite a few others on my S.W.O.T., "Weaknesses" list, nor to mention WW3 destroying any interest in Climate issues in my "Threats" bucket.
