Interesting how you know the cost of HBI is more using Zesty, given that there is no plant producing it. The only information we have is the study published by CXL that says it will be an equivalent cost to non green forms of production BEFORE any carbon credits or carbon border tax. The world is still going to use steel, but maybe not as much as when China was consuming huge amounts of it.
Ann: Calix Limited Results Presentation FY24, page-40
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