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Efforts to combat climate change

Mitigation in India is now less about retiring what already exists than about not building the next high emitting plant. A blast furnace settles its emissions for decades the day it is built or relined, which makes steel the test case for whether a hard to abate sector can be turned before its next rebuild rather than after it.

Carbon lock-in, and the asset left stranded

  • The decision is made once, when a plant is built or rebuilt, and cannot be revisited cheaply for the decades the plant then runs.
  • Relining a blast furnace, the periodic rebuild of its inner lining, adds another fifteen to twenty years of working life and so another fifteen to twenty years of emissions.
  • The cheapest mitigation in these sectors is therefore the plant not built and the rebuild not done.

The two ways to make steel

Blast furnace and basic oxygen furnace (BF-BOF)
  • Blast furnace: coking coal strips oxygen from iron ore
  • Basic oxygen furnace: pure oxygen refines the carbon rich iron
  • 70.4% of global steelmaking
Electric arc furnace
  • Melts scrap or direct reduced iron (DRI) with electricity
  • Less than half the emissions intensity
  • DRI made with green hydrogen and clean power: close to zero
  • India has little old steel to recycle, so DRI in electric arc furnaces, not scrap, is its best option
From The Hindu, 8 September 2026

How India makes its steel now

  • BF-BOF43%

  • Induction furnaces35%

  • Electric arc furnaces22%

Share of crude steel by route, from The Hindu, 8 September 2026
  • India's steel emissions run about 32 per cent above the global average.
  • Steel is nearly 12 per cent of India's greenhouse gas emissions, which is why it is the test case for mitigation policy.

What has happened

  1. 8 Sep 2026

    A study in Nature Climate Change found that not building new coal based blast furnaces, and not relining young ones, could almost halve the world's committed steel emissions.

    • More than 43 million tonnes a year of Indian capacity falls due for relining before 2030.
    • India's BF-BOF share is projected to reach 56 per cent by 2030, though most of those plants have not broken ground.

    The Hindu, 8 Sep 2026: India can cut steel emissions before new coal plants lock them in (opens in a new tab)