Aug 10, 2026
You pay a premium in carbon and oxygen. The payout is kWh, panel life, and electrodes. Most shops never check whether the trade is in the money.
Aug 3, 2026
Four kWh in ten never reach the steel. The balance says which four — and which are worth chasing.
Jul 27, 2026
One point of metallic yield is $3-4 per tonne of liquid steel. FeO in the slag is where it goes.
Jul 20, 2026
Metallization and carbon decide your heat before the first kWh — most shops never read them.
Jul 13, 2026
An hour off-power doesn't cost you its kWh. It costs you the tonnes you'd have made in it.
Jul 6, 2026
PdM is sold as a plant-wide platform. It returns as three or four assets — the rest is dashboard.
Jun 29, 2026
A €120/t gap between BF-BOF and scrap-EAF isn't a rounding error. It's a structural moat that widens every year.
Jun 22, 2026
First heat proves the chemistry. The electrolyzer's capacity factor decides the economics.
Jun 15, 2026
kg/t blends tip wear, side oxidation, and breakage — and you can only fix them one at a time.