グリーン（低炭素）スチールの世界市場（2025年～2035年）

グリーンスチールとは、従来の生産方式と比較してCO2排出が大幅に削減される技術やプロセスを用いて生産された鉄鋼のことです。世界各国が野心的な脱炭素化目標を設定する中、鋼業部門はよりクリーンな技術とプロセスを採用する必要に迫られています。このシフトは、水素ベースの生産、炭素回収・利用・貯留（CCUS）、再生可能エネルギーを利用した電化に焦点を当てた低炭素製鉄の急速な進歩を促しています。

多くの主要製鋼業者は、今後数年間で低炭素生産能力に数十億米ドルを投資する計画を発表しています。ArcelorMittal、SSAB、Thyssenkruppなどの企業がグリーンスチールへの取り組みを進めており、現在、欧州が主導しています。世界最大の鉄鋼生産国である中国も、2030年までに炭素排出をピークアウトさせ、2060年までにカーボンニュートラルを達成するという目標を掲げており、低炭素製鋼への大規模な投資が予測されています。

今後、より多くの企業がクリーン生産技術を採用し、各国政府が支援政策を実施することで、グリーンスチール市場は急成長すると予測されます。この成長の促進要因となるのは、自動車、建設、家電といった主な最終用途産業からの需要の増加と、炭素価格の上昇、排出規制の強化です。地域需要では、EUの野心的な気候変動目標や、炭素含有量に応じて輸入鋼材に価格をつける炭素国境調整メカニズム（CBAM）の導入が追い風となり、欧州が今後10年間、グリーンスチールの主要市場になると予測されます。

前向きな見通しの一方、グリーンスチール市場は、その成長軌道に影響を与えかねない複数の課題に直面しています。最大の障壁の1つは、従来の製鉄プロセスに比べて高い低炭素生産技術のコストです。技術が成熟し、規模が拡大するにつれてコストは低下すると予測される一方、グリーンスチールは当面、従来の鉄鋼よりも高価なままである可能性が高いです。その他の課題としては、再生可能エネルギーやグリーン水素の限られた利用可能性、規制の不確実性、一部の低炭素生産プロセスの技術的限界などがあります。全体として、産業がより持続可能な生産方式へと移行するにつれ、グリーンスチール市場は今後10年間で大きく成長すると予測されます。世界中の製鋼業者が大規模な投資を計画しており、主な最終用途部門からの需要が増加していることから、低炭素鉄鋼は世界の脱炭素化の取り組みにおいて重要な役割を果たす見込みです。しかし、グリーンスチールの可能性を完全に実現するためには、コスト、インフラ、技術成熟度に関する複数の課題を克服する必要があります。

当レポートでは、世界のグリーン（低炭素）スチール市場について調査分析し、低炭素生産技術、主要企業、市場動向、課題、機会などの情報を提供しています。

目次

第1章 イントロダクション

• 現在の製鉄プロセス
• 「ダブルカーボン」（カーボンピーク、カーボンニュートラル）目標と超低排出要件
• グリーンスチールとは
  • 特性
  • 脱炭素化の目標と政策
  • クリーン生産技術の進歩
• 生産技術
  • 水素の役割
  • 比較分析
  • 水素直接還元鉄（DRI）
  • 電解
  • 炭素回収・利用・貯留（CCUS）
  • コークスに代わるバイオ炭
  • 水素高炉
  • 再生可能エネルギーを利用したプロセス
  • フラッシュ製鉄
  • 水素プラズマ鉄鉱石還元
  • 鉄バイオプロセス
  • マイクロ波処理
  • 付加製造
  • 技術成熟度レベル（TRL）
• グリーンスチールの先進材料
  • 複合電極
  • 固体酸化物材料
  • 水素貯蔵金属
  • 炭素複合鋼
  • コーティング、メンブレン
  • 持続可能なバインダー
  • 鉄鉱石触媒
  • 炭素回収材料
  • 廃ガス利用
• グリーンスチールの長所と短所
• 市場と用途
• 鉄鋼生産における省エネとコスト削減
• デジタル化
• バイオマス鉄鋼生産と持続可能なグリーンスチール生産チェーン

第2章 グリーンスチールの世界市場

• 世界の鉄鋼生産
  • 鉄鋼価格
  • グリーンスチール価格
• グリーンスチールプラントと生産、現在と計画中
• 市場マップ
• SWOT分析
• 市場動向と機会
• 産業の発展、資金調達、イノベーション（2022年～2025年）
• 市場成長の促進要因
• 市場の課題
• 最終用途産業
  • 自動車
  • 建設
  • 家電
  • 機械
  • 鉄道
  • 包装
  • 電子

第3章 世界市場の生産と需要

• 生産能力（2020年～2035年）
• 生産と需要（2020年～2035年）
• 収益（2020年～2035年）
  • 最終用途産業別
  • 地域別
• 競合情勢
• 今後の市場見通し

第4章 企業プロファイル（46社の企業プロファイル）

第5章 調査手法

第6章 頭字語のリスト

第7章 参考文献

List of Tables

• Table 1. Properties of Green steels
• Table 2. Global Decarbonization Targets and Policies related to Green Steel
• Table 3. Estimated cost for iron and steel industry under the Carbon Border Adjustment Mechanism (CBAM)
• Table 4. Hydrogen-based steelmaking technologies
• Table 5. Comparison of green steel production technologies
• Table 6. Advantages and disadvantages of each potential hydrogen carrier
• Table 7. CCUS in green steel production
• Table 8. Biochar in steel and metal
• Table 9. Hydrogen blast furnace schematic
• Table 10. Applications of microwave processing in green steelmaking
• Table 11. Applications of additive manufacturing (AM) in steelmaking
• Table 12. Technology readiness level (TRL) for key green steel production technologies
• Table 13. Coatings and membranes in green steel production
• Table 14. Advantages and disadvantages of green steel
• Table 15. Markets and applications: green steel
• Table 16. Green Steel Plants - Current and Planned Production
• Table 17. Industry developments and innovation in Green steel, 2022-2025
• Table 18. Summary of market growth drivers for Green steel
• Table 19. Market challenges in Green steel
• Table 20. Supply agreements between green steel producers and automakers
• Table 21. Applications of green steel in the automotive industry
• Table 22. Applications of green steel in the construction industry
• Table 23. Applications of green steel in the consumer appliances industry
• Table 24. Applications of green steel in machinery
• Table 25. Applications of green steel in the rail industry
• Table 26. Applications of green steel in the packaging industry
• Table 27. Applications of green steel in the electronics industry
• Table 28. Low-Emissions Steel Production Capacity 2020-2035 (Million Metric Tons)
• Table 29. Low-Emissions Steel Production vs. Demand 2020-2035 (Million Metric Tons)
• Table 30. Low-Emissions Steel Market Revenues 2020-2035
• Table 31. Demand for Low-Emissions Steel by End-Use Industry 2020-2035 (Million Metric Tons)
• Table 32. Regional Demand for Low-Emissions Steel 2020-2035 (Million Metric Tons)
• Table 33. Regional Demand for Low-Emissions Steel 2020-2035, NORTH AMERICA (Million Metric Tons)
• Table 34. Regional Demand for Low-Emissions Steel 2020-2035, EUROPE (Million Metric Tons)
• Table 35. Regional Demand for Low-Emissions Steel 2020-2035, CHINA (Million Metric Tons)
• Table 36. Regional Demand for Low-Emissions Steel 2020-2035, INDIA (Million Metric Tons)
• Table 37. Regional Demand for Low-Emissions Steel 2020-2035, ASIA-PACIFIC (excluding China) (Million Metric Tons)
• Table 38. Regional Demand for Low-Emissions Steel 2020-2035, MIDDLE EAST & AFRICA (Million Metric Tons)
• Table 39. Regional Demand for Low-Emissions Steel 2020-2035, SOUTH AMERICA (Million Metric Tons)
• Table 40. Key players in Green steel, location and production methods

List of Figures

• Figure 1. Share of (a) production, (b) energy consumption and (c) CO2 emissions from different steel making routes
• Figure 2. Transition to hydrogen-based production
• Figure 3. CO2 emissions from steelmaking (tCO2/ton crude steel)
• Figure 4. CO2 emissions of different process routes for liquid steel
• Figure 5. Hydrogen Direct Reduced Iron (DRI) process
• Figure 6. Molten oxide electrolysis process
• Figure 7. Steelmaking with CCS
• Figure 8. Flash ironmaking process
• Figure 9. Hydrogen Plasma Iron Ore Reduction process
• Figure 10. Green steel market map
• Figure 11. SWOT analysis: Green steel
• Figure 12. Low-Emissions Steel Production Capacity 2020-2035 (Million Metric Tons)
• Figure 13. ArcelorMittal decarbonization strategy
• Figure 14. HYBRIT process schematic
• Figure 15. Schematic of HyREX technology
• Figure 16. EAF Quantum

Green steel refers to steel produced using technologies and processes that result in significantly lower CO2 emissions compared to conventional production methods. As countries around the world set ambitious decarbonization targets, the steel sector is under increasing pressure to adopt cleaner technologies and processes. This shift is driving rapid advancements in low-carbon steelmaking, with a focus on hydrogen-based production, carbon capture utilization and storage (CCUS), and electrification using renewable energy.

Many major steel producers have announced plans to invest billions of dollars in low-carbon production capacity over the coming years. Europe is currently leading the charge, with companies like ArcelorMittal, SSAB, and Thyssenkrupp all pursuing green steel initiatives. China, the world's largest steel producer, has also set targets to peak carbon emissions by 2030 and achieve carbon neutrality by 2060, which is expected to drive significant investments in low-carbon steelmaking.

Looking ahead, the green steel market is projected to grow rapidly as more companies adopt clean production technologies and governments implement supportive policies. This growth will be driven by increasing demand from key end-use industries such as automotive, construction, and consumer appliances, as well as rising carbon prices and stricter emissions regulations. In terms of regional demand, Europe is expected to be a key market for green steel over the next decade, driven by the EU's ambitious climate targets and the implementation of a carbon border adjustment mechanism (CBAM) that will put a price on imported steel based on its carbon content.

Despite the positive outlook, the green steel market faces several challenges that could impact its growth trajectory. One of the biggest barriers is the high cost of low-carbon production technologies compared to conventional steelmaking processes. While costs are expected to come down over time as technologies mature and scale up, green steel is likely to remain more expensive than traditional steel in the near term. Other challenges include limited availability of renewable energy and green hydrogen, regulatory uncertainty, and technical limitations of some low-carbon production processes. Overall, the market for green steel is expected to grow significantly over the next decade as the industry transitions towards more sustainable production methods. With major investments planned by steel producers around the world and increasing demand from key end-use sectors, low-carbon steel is poised to play a critical role in the global decarbonization effort. However, the industry will need to overcome several challenges related to costs, infrastructure, and technology readiness in order to fully realize the potential of green steel.

"The Global Market for Green (Low-Carbon) Steel 2025-2035" is a comprehensive market report analyzing the rapidly evolving green steel industry, focusing on current and emerging low-carbon production technologies, key players, market trends, challenges, and opportunities.

The report provides an in-depth look at the global green steel market, starting with an introduction to current steelmaking processes and the industry's decarbonization targets and policies. It explores the properties of green steel, and analyzes various clean production technologies including their advantages, limitations and technology readiness levels (TRLs). Key technologies covered include hydrogen DRI, molten oxide electrolysis, CCUS, biochar, hydrogen plasma reduction, and more.

The market for green steel is segmented by major end-use industries such as automotive, construction, consumer appliances, machinery, rail, packaging and electronics. For each industry, the report provides an overview, green steel applications, and case studies. Profiles of more than 40 producers and technology providers are included.

Current and planned green steel production capacity is mapped globally, with a focus on key players and projects in regions including Europe, North America, China, India, Asia-Pacific, Middle East & Africa, and South America. The competitive landscape is analyzed, highlighting major steel producers, technology providers, and partnerships across the value chain.

The report includes market forecasts to 2035, with projections for green steel production capacity, volumes, market value, and regional demand. Granular data is provided for production versus demand through 2035, as well as forecast revenues by end-use industry and region. This enables industry stakeholders to identify target markets and applications where green steel demand is predicted to surge over the coming decade.

Beyond an analysis of market drivers and trends, the report delves into the challenges facing the green steel industry as it scales up novel technologies and competes with incumbent production processes. Regulatory and cost barriers are examined, as well as issues around technology readiness and raw material availability.

The report serves as an essential resource for companies across the green steel value chain, including iron and steel producers, hydrogen and renewable energy providers, technology developers, plant equipment suppliers, end-users, investors, and government stakeholders. It provides the data and insights needed to make informed decisions as the green steel market grows from a niche to the mainstream over the next decade.

Key topics covered in the report include:

• Introduction to green steel, its properties and emissions reduction potential
• Decarbonization targets, policies and carbon pricing impacting the steel industry
• Analysis of low-carbon production technologies including hydrogen DRI, CCUS, electrolysis, etc.
• Segmentation of the green steel market by end-use industry
• Profiles of major green steel producers and clean technology providers. Companies profiled include Algoma Steel, Aperam BioEnergia, ArcelorMittal SA, Blastr Green Steel, Boston Metal, China Baowu Steel Group, Compania de Aceros del Pacifico (CAP), Electra Steel, Emirates Steel Arkan, GravitHy, Georgsmarienhutte Holding GmbH, Greeniron H2 AB, HBIS Group, Helios, Hybrit Development AB, Hybar LLC, Hydnum Steel, Hyundai Steel, JFE Steel, Jindal Shadeed Group, JSW Steel, Kobe Steel, Ltd., Liberty Steel Group, Limelight Steel, Magsort Oy, Meranti Green Steel, Mitsui, Nippon Steel Corporation and more
• Global mapping of low-carbon steel production capacity and investments to 2035
• Challenges and barriers to market growth
• Granular market forecasts for green steel supply, demand and revenues by end-use and region
• Future green steel market outlook to 2035

The green steel revolution is just beginning, and this report is an invaluable guide to help navigate the rapidly evolving market landscape through 2035. It is a must-read for anyone looking to understand and capitalize on the sustainable transformation of one of the world's most carbon-intensive industries.

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1. Current Steelmaking processes
• 1.2. "Double carbon" (carbon peak and carbon neutrality) goals and ultra-low emissions requirements
• 1.3. What is green steel?
  • 1.3.1. Properties
  • 1.3.2. Decarbonization target and policies
    • 1.3.2.1. EU Carbon Border Adjustment Mechanism (CBAM)
  • 1.3.3. Advances in clean production technologies
• 1.4. Production technologies
  • 1.4.1. The role of hydrogen
  • 1.4.2. Comparative analysis
  • 1.4.3. Hydrogen Direct Reduced Iron (DRI)
  • 1.4.4. Electrolysis
  • 1.4.5. Carbon Capture, Utilization and Storage (CCUS)
  • 1.4.6. Biochar replacing coke
  • 1.4.7. Hydrogen Blast Furnace
  • 1.4.8. Renewable energy powered processes
  • 1.4.9. Flash ironmaking
  • 1.4.10. Hydrogen Plasma Iron Ore Reduction
  • 1.4.11. Ferrous Bioprocessing
  • 1.4.12. Microwave Processing
  • 1.4.13. Additive Manufacturing
  • 1.4.14. Technology readiness level (TRL)
• 1.5. Advanced materials in green steel
  • 1.5.1. Composite electrodes
  • 1.5.2. Solid oxide materials
  • 1.5.3. Hydrogen storage metals
  • 1.5.4. Carbon composite steels
  • 1.5.5. Coatings and membranes
  • 1.5.6. Sustainable binders
  • 1.5.7. Iron ore catalysts
  • 1.5.8. Carbon capture materials
  • 1.5.9. Waste gas utilization
• 1.6. Advantages and disadvantages of green steel
• 1.7. Markets and applications
• 1.8. Energy Savings and Cost Reduction in Steel Production
• 1.9. Digitalization
• 1.10. Biomass Steel Production and Sustainable Green Steel Production Chain

2. THE GLOBAL MARKET FOR GREEN STEEL

• 2.1. Global steel production
  • 2.1.1. Steel prices
  • 2.1.2. Green steel prices
• 2.2. Green steel plants and production, current and planned
• 2.3. Market map
• 2.4. SWOT analysis
• 2.5. Market trends and opportunities
• 2.6. Industry developments, funding and innovation 2022-2025
• 2.7. Market growth drivers
• 2.8. Market challenges
• 2.9. End-use industries
  • 2.9.1. Automotive
    • 2.9.1.1. Market overview
    • 2.9.1.2. Applications
  • 2.9.2. Construction
    • 2.9.2.1. Market overview
    • 2.9.2.2. Applications
  • 2.9.3. Consumer appliances
    • 2.9.3.1. Market overview
    • 2.9.3.2. Applications
  • 2.9.4. Machinery
    • 2.9.4.1. Market overview
    • 2.9.4.2. Applications
  • 2.9.5. Rail
    • 2.9.5.1. Market overview
    • 2.9.5.2. Applications
  • 2.9.6. Packaging
    • 2.9.6.1. Market overview
    • 2.9.6.2. Applications
  • 2.9.7. Electronics
    • 2.9.7.1. Market overview
    • 2.9.7.2. Applications

3. GLOBAL MARKET PRODUCTION AND DEMAND

• 3.1. Production Capacity 2020-2035
• 3.2. Production vs. Demand 2020-2035
• 3.3. Revenues 2020-2035
  • 3.3.1. By end-use industry
  • 3.3.2. By region
    • 3.3.2.1. North America
    • 3.3.2.2. Europe
    • 3.3.2.3. China
    • 3.3.2.4. India
    • 3.3.2.5. Asia-Pacific (excl. China)
    • 3.3.2.6. Middle East & Africa
    • 3.3.2.7. South America
• 3.4. Competitive landscape
• 3.5. Future market outlook

4. COMPANY PROFILES. (46 company profiles)

5. RESEARCH METHODOLOGY

6. LIST OF ACRONYMS

7. REFERENCES