Lecture 01 Nov 16, 2025 MIFUS • Steel decarbonisation

## China is Running Fast — Will Europe Run as a Team as Fast?

Abstract

Course presentation / foundation document. Frames steel decarbonisation as a strategic race (speed, coordination, policy design), contrasting China’s acceleration with Europe’s need to act as a coherent “team”.

📄 Open PDF
Lecture 02 Nov 17, 2025 MIFUS • Steel decarbonisation

## Hydrogen-Based Steel Production in China: Current Projects and Development

Abstract

China (≈54% of global crude steel output) faces major decarbonization challenges. This note reviews hydrogen-based steelmaking routes and current projects in China, in the context of national carbon-neutrality goals.

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Lecture 03 Nov 17, 2025 MIFUS • Steel decarbonisation

## BIG STEEL vs MINIMILLS — Christensen + systems view of steel transitions

Abstract

Work-in-progress lecture linking disruptive innovation (minimills vs integrated mills) to the steel decarbonization challenge. Use it as a conceptual lens to interpret technology switching, investment lock-in, and policy-driven transitions.

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Lecture 04 Nov 18, 2025 MIFUS • Steel decarbonisation

## Speed Run vs Marathon — Who is running for steel decarbonization and the green steel race?

Abstract

Work-in-progress synthesis distinguishing near-term pragmatic decarbonization (“speed run”) from longer-horizon pathways (“marathon”). Compares national strategies and constraints (energy prices, infrastructure, capital cycles) that shape real-world speed.

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### Country / aggregate documents (PDF)

Ordered list (tentative alphabetical progression as provided).
A — Global overview
A_Global.pdf
Open
B — Global appendix
B_GlobalAppendix.pdf
Open
C — China steel policy deep dive (01)
C_ChinaSteelPolicyDeep01.pdf
Open
China — Hebei (provincial analysis)
ZI_Hebei.pdf
Open
China — Jiangsu (provincial analysis)
ZJ_Jiangsu.pdf
Open
China — Shandong (provincial analysis)
ZK_Shandong.pdf
Open
China — Liaoning (provincial analysis)
ZL_Liaoning.pdf
Open
D — India
D_India.pdf
Open
E — Japan (Claude)
E_ClaudeJapan.pdf
Open
F — USA (Claude)
F_USASteelClaude.pdf
Open
G — Russia (Claude)
G_RussiaSteelClaude.pdf
Open
H — Germany
H_Germany.pdf
Open
I — Italy
I_Italy.pdf
Open
J — European Union
J_EuropeanUnion.pdf
Open
K — South Korea
K_South_Korea.pdf
Open
L — Turkey (Perplexity)
L_TurkeyPerplexity.pdf
Open
M — Brazil (Claude / André / Fabio)
M_Brasil_ClaudeAndreFabio.pdf
Open
N — Iran
N_Iran.pdf
Open
O — Vietnam
O_Vietnam.pdf
Open
P — Egypt
P_Egypt.pdf
Open
Q — Oman
Q_Oman.pdf
Open
R — Indonesia
R_Indonesia.pdf
Open
S — Taiwan
S_Taiwan.pdf
Open
T — Mexico
T_Mexico.pdf
Open
U — Canada
U_Canada.pdf
Open
V — Spain (ESP)
V_Spain_ESP.pdf
Open
W — France
W_France.pdf
Open
W — France (FR)
W_France_Fr.pdf
Open
ZA — Australia
ZA_Australia.pdf
Open
ZC — ESTEP 2025 poster
ZC_Estep25Poster.pdf
Open
ZD — Sweden
ZD_Sweden.pdf
Open
ZE — Top 20 companies (SDCGS)
ZE_Top20CompaniesSDCGS.pdf
Open
ZF — China decarbonization (as of Oct 2025) GOVT 01
ZF_ChinaSteelDecarb_asfrom_October2025Gvt01.pdf
Open
ZG — Steelmaking processes TRLs
ZG_SteelmakingProcessesTRLs.pdf
Open
ZH — Argentina
ZH_Argentina.pdf
Open
ZM — India states
ZM_IndiaStates.pdf
Open
ZM — Jharkhand
ZM_Jharkhand.pdf
Open
ZN — Odisha
ZN_Odisha.pdf
Open
ZZZ — Krakatau (ASEAN)
ZZZ_Krakatau_ASEAN.pdf
Open

### Geolocalized descriptions (HTML)

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