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.