Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand

Abstract The current decarbonization strategy for the steel and cement industries is inherently dependent on the build-out of infrastructure, including for CO2 transport and storage, renewable electricity, and green hydrogen. However, the deployment of this infrastructure entails considerable uncert...

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Main Authors: Takuma Watari, André Cabrera Serrenho, Lukas Gast, Jonathan Cullen, Julian Allwood
Format: Article
Language:English
Published: Nature Portfolio 2023-11-01
Series:Nature Communications
Online Access:https://doi.org/10.1038/s41467-023-43684-3
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author Takuma Watari
André Cabrera Serrenho
Lukas Gast
Jonathan Cullen
Julian Allwood
author_facet Takuma Watari
André Cabrera Serrenho
Lukas Gast
Jonathan Cullen
Julian Allwood
author_sort Takuma Watari
collection DOAJ
description Abstract The current decarbonization strategy for the steel and cement industries is inherently dependent on the build-out of infrastructure, including for CO2 transport and storage, renewable electricity, and green hydrogen. However, the deployment of this infrastructure entails considerable uncertainty. Here we explore the global feasible supply of steel and cement within Paris-compliant carbon budgets, explicitly considering uncertainties in the deployment of infrastructure. Our scenario analysis reveals that despite substantial growth in recycling- and hydrogen-based production, the feasible steel supply will only meet 58–65% (interquartile range) of the expected baseline demand in 2050. Cement supply is even more uncertain due to limited mitigation options, meeting only 22–56% (interquartile range) of the expected baseline demand in 2050. These findings pose a two-fold challenge for decarbonizing the steel and cement industries: on the one hand, governments need to expand essential infrastructure rapidly; on the other hand, industries need to prepare for the risk of deployment failures, rather than solely waiting for large-scale infrastructure to emerge. Our feasible supply scenarios provide compelling evidence of the urgency of demand-side actions and establish benchmarks for the required level of resource efficiency.
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spelling doaj.art-6c0829dff46a454e8cc8029b59c3cf382023-12-03T12:30:13ZengNature PortfolioNature Communications2041-17232023-11-0114111010.1038/s41467-023-43684-3Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demandTakuma Watari0André Cabrera Serrenho1Lukas Gast2Jonathan Cullen3Julian Allwood4Material Cycles Division, National Institute for Environmental StudiesDepartment of Engineering, University of CambridgeDepartment of Engineering, University of CambridgeDepartment of Engineering, University of CambridgeDepartment of Engineering, University of CambridgeAbstract The current decarbonization strategy for the steel and cement industries is inherently dependent on the build-out of infrastructure, including for CO2 transport and storage, renewable electricity, and green hydrogen. However, the deployment of this infrastructure entails considerable uncertainty. Here we explore the global feasible supply of steel and cement within Paris-compliant carbon budgets, explicitly considering uncertainties in the deployment of infrastructure. Our scenario analysis reveals that despite substantial growth in recycling- and hydrogen-based production, the feasible steel supply will only meet 58–65% (interquartile range) of the expected baseline demand in 2050. Cement supply is even more uncertain due to limited mitigation options, meeting only 22–56% (interquartile range) of the expected baseline demand in 2050. These findings pose a two-fold challenge for decarbonizing the steel and cement industries: on the one hand, governments need to expand essential infrastructure rapidly; on the other hand, industries need to prepare for the risk of deployment failures, rather than solely waiting for large-scale infrastructure to emerge. Our feasible supply scenarios provide compelling evidence of the urgency of demand-side actions and establish benchmarks for the required level of resource efficiency.https://doi.org/10.1038/s41467-023-43684-3
spellingShingle Takuma Watari
André Cabrera Serrenho
Lukas Gast
Jonathan Cullen
Julian Allwood
Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
Nature Communications
title Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
title_full Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
title_fullStr Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
title_full_unstemmed Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
title_short Feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
title_sort feasible supply of steel and cement within a carbon budget is likely to fall short of expected global demand
url https://doi.org/10.1038/s41467-023-43684-3
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