Thanks for sharing, good article. I work in the Steel industry but was not all that familiar with the US history, my experience from the last 20 years is that t

Thanks for sharing, good article. I work in the Steel industry but was not all that familiar with the US history, my experience from the last 20 years is that the JKT area (Japan, Korea, Taiwan) have been the leaders with innovative technology and operating expertise, more recently Europeans have been doing interesting things with Hydrogen/green steelmaking for example. The feeling I get at the moment is the industry is very much entering a transitional phase, I think we are seeing the sunset of the Blast Furnace era, it's kind of where the open hearth furnace was at the dawn of BOF, something is going to have to replace BFs but it's still not 100% clear what the replacement is going to look like (or even if there will be a one size fits all replacement for Blast Furnace, it's possible that several processes will emerge suited to different regions) companies are reluctant to blink first and back the wrong horse. The capital costs are very high so backing the wrong technology and needing to pivot later could be ruinous. Over the next 5 years or so I expect we will start seeing more (and larger) pilot scale projects but I don't think BFs will truly start getting displaced until early to mid 2030's. Companies still clinging to BF into the 2040's will be in trouble in my opinion.