The key for them is cracking alumina. The two incumbents there, FLS smidth and metso, have nothing substantial on the table for zero emissions calcination, and while a few sites are testing hydrogen calcination nobody really wants to use it because it's an absolute headache. If they can get some decent sized pilots up they might have a good chance for 2030
The key for them is cracking alumina. The two incumbents there,...
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