Green steel forecast for Europe to 2035

The next phase of the European green steel market will be set less by announcements and more by unit economics. EU ETS trajectories, CBAM transmission, and hydrogen input costs will determine where premiums persist, where they compress, and where they reprice by technology route and emissions intensity. This report forecasts green steel premium and volume pathways to 2035 across demand and policy scenarios built around those dependencies. 

What’s inside the forecast report:

• Scenario-based green steel premium outlook to 2035
• Premium curves by technology route and emissions intensity
• Volume forecast by emissions-intensity bucket and sector to 2035
• EU ETS and CBAM transmission implications for competitiveness
• Route economics: BF-BOF vs NG-DRI-EAF vs H2-DRI-EAF
• And much more..

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