MIFUS — A LLM assisted Journey through Steel Decarbonization Policies

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”.

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.

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.

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.