Global Efficiency Intelligence

New Report: The Impact of the EU CBAM on Global Steel Trade – Implications for U.S. Steel Tariffs https://lnkd.in/d6WMvzaP Global Efficiency Intelligence just published a report that analyzes how the EU CBAM will impact steel exports, shift trade flows, and interact with U.S. steel tariffs in the coming years. Some topics covered in this report are: ?? CBAM’s Disruptive Impact – How the EU’s carbon pricing on imported steel will reshape global trade and put pressure on carbon-intensive producers ?? Shifts in Steel Trade Flows – Projected reductions in steel exports to the EU and how key suppliers like China, India, South Korea, Turkiye, Vietnam and others will be affected ?? U.S. Tariffs vs. CBAM – Why the U.S. Section 232 tariff acts as a barrier against diverted high-carbon steel and how its impact compares to CBAM fees ?? Financial Implications – Estimated CBAM costs for importers/exporters under different carbon price scenarios and projected revenue generated from CBAM fees ?? Policy & Market Outlook – Expected CBAM revisions, future trade frictions, and upcoming US tariffs Read the full report for more details: https://lnkd.in/d6WMvzaP Authors: Ali Hasanbeigi, Cecilia Springer, Pinchookorn Chobthiangtham #SteelTrade #CBAM #TradePolicy #SteelMarkets #Tariffs

New reports: Electrifying European Industry A few days ago, we published two reports on Electrifying European Industry. This two-part report series by Global Efficiency Intelligence provides a comprehensive analysis of the potential for electrification of industrial processes and steam generation in Europe. https://lnkd.in/grjxxR7T The first report, Part 1: Electrification of Industrial Processes, focuses on the electrification of heat production in key industrial processes in 17 sectors. Part 2: Electric Boilers and Steam-Generating Heat Pumps investigates electrification technologies that can replace conventional steam boilers in over 10 sectors. Both reports cover the EU27 and five countries in Europe: France, Italy, Poland, Spain, and Türkiye, in 2030, 2040, and 2050. Part 1 report assesses electrification potential across 17 key industrial subsectors: secondary aluminum, steel production, steel reheating, steel foundries, automotive, container glass, cement, brick, pulp and paper, ethanol, ammonia, recycled plastic, milk powder, wet corn milling, soybean oil, processed meat production, and cheese production. Part 2 report shifts the focus to the electrification of industrial steam generation, particularly through the use of electric boilers and industrial heat pumps. It analyzes each industry subsector separately in each country/region. Findings: - Huge potential for CO2 emissions reduction across sectors and countries in the EU using existing technologies. - The cost-effectiveness depends on the technology, sector, and country. We have quantified all this. - Countries with good PPA markets are the sweet spots to start electrifying?the industry now. There are numerous technology-, sector-, and country-specific results in both reports related to energy savings, CO2 emissions, and costs. Some of the high-level results are shown in the figures below. ?? Download the reports and country summaries to learn more about industrial electrification in Europe! #EUindustry #electrification #decarbonization #climatepolicy

Reports Launch Webinar: Electrifying European Industry Organizers: Global Efficiency Intelligence European Climate Foundation Speakers: Ali Hasanbeigi, PhD - Global Efficiency Intelligence Cecilia Springer, PhD - Global Efficiency Intelligence Webinar Time:?Thursday, October 24, 2024 at 4pm Central European Time (10am US ET) Registration link: https://lnkd.in/gXtp7zXN About the Reports Industrial heating is a major climate challenge. In Europe, fossil fuels including natural gas are the dominant fuels used for heating in the industrial sector. Global Efficiency Intelligence is releasing two comprehensive reports analyzing the electrification of industry in the?EU27 and five countries:?France, Italy, Poland, Spain, and Türkiye. - The?first report?investigates?the?direct electrification of industrial processes?across 17 different industrial subsectors. - The?second report?analyzes?the adoption of electric steam boilers or steam-generating heat pumps in various industries to replace conventional steam boilers. Both reports?analyze the expected?energy demand, CO2?emissions, and energy costs?for?electrified technologies compared to conventional technologies?in the EU27 and?the?five?studied?countries.?The levelized cost of heat (LCOH)?for industrial steam generation using different technologies is also presented. The webinar will show how electrification can increase energy efficiency, reduce energy costs, and decarbonize industries across countries in the EU.?In addition, understanding the?potential growth in industrial electricity demand that will result from electrification?can help governments and utilities in Europe plan for these changes. Please join us for this event and share this with colleagues who might be interested in this topic. https://lnkd.in/gXtp7zXN

New Report: Adoption of Limestone Calcined Clay Cement and Concrete in the U.S. Market This joint study by?The American Council for an Energy-Efficient Economy (ACEEE)?and?Global Efficiency Intelligence?explores the potential of limestone calcined clay cement (LCCC) to lower carbon emissions of cement and concrete production in the U.S. It compares limestone calcined clay cement with traditional portland cement production, advocating for policies and measures to promote their broader use. Some of our key findings: - Limestone calcined clay cement (LCCC) offers a 40% reduction in carbon intensity over traditional portland cement and can be used directly in cement or concrete mixes. - By incorporating LCCC in government-funded construction, a switch of half their cement use to LCCC could cut U.S. cement industry CO2 emissions by 9% annually, saving 7.3 million metric tons. - Private sector adoption of LCCC could potentially double its impact on reduction of U.S. carbon emissions. - LCCC production is up to 25% cheaper than portland cement, offering significant cost savings through reduced energy and material expenses. - The production of LCCC allows for greater energy efficiency due to lower required temperatures and can be paired with renewable energy to move towards zero emissions in the cement sector. - Collaboration among governments, industry, NGOs, and other stakeholders is crucial to address challenges and bolster LCCC adoption in the U.S. Download the report from the link below or from ACEEE's website to learn more. Recently, the U.S. DOE announced $6 billion for industrial decarbonization projects, three of which were for limestone calcined clay cement and concrete production. That's a great start! #cement?#concrete?#decarbonization?#climatepolicy?#embodiedcarbon