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India needs more scrap to boost green steelmaking. Can it find it?

Abatify Summary

Nature & Climate Perspective

**The transition to scrap-based steelmaking in India significantly reduces the ecological footprint of industrial extraction by curbing the demand for primary iron ore mining. **

  • Decarbonizing steel through scrap recycling reduces reliance on energy-intensive blast furnaces, lowering the overall industrial carbon intensity per ton produced.
  • Lowering iron ore extraction activity mitigates land degradation and preserves biodiversity in mining-heavy regions such as Odisha and Chhattisgarh.
  • Transitioning to an Electric Arc Furnace (EAF) model fueled by renewable energy creates a long-term stable pathway for industrial circularity and resource conservation.

Market & Policy Outlook

**India's push for green steel is increasingly dictated by international trade barriers and corporate carbon disclosure mandates like CBAM and SBTi. **

  • The EU's Carbon Border Adjustment Mechanism (CBAM) poses a systemic financial risk to Indian steel exports, necessitating a rapid shift toward high-integrity scrap-based production.
  • Current scrap supply deficits create a 'green premium' on low-carbon steel, highlighting a gap that could be bridged by high-integrity carbon credits aligned with ICVCM principles to incentivize investment.
  • Global corporate procurement strategies increasingly require Scope 3 emissions reductions, forcing Indian producers to align with Science Based Targets initiative (SBTi) frameworks to maintain market share.
If the world’s second largest steel producer is to cut emissions in the sector, the country must navigate a complex scrap metal landscape.

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