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環境政策の世界の鉄鋼業への影響:EUの鉄鋼業界における技術面・経済性の性能評価

Impact of Environmental Policies on the Global Steel Industry: Technical and Economic Performance Assessment from the EU Perspective

発行 Metal Bulletin Research 商品コード 345527
出版日 ページ情報 英文
納期: 即日から翌営業日
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環境政策の世界の鉄鋼業への影響:EUの鉄鋼業界における技術面・経済性の性能評価 Impact of Environmental Policies on the Global Steel Industry: Technical and Economic Performance Assessment from the EU Perspective
出版日: 2015年11月24日 ページ情報: 英文
概要

EUの鉄鋼メーカーに関連する環境関連の法規制は大きな変化の渦中にあり、それに伴い事業環境も大きく変化し、中長期的には製鋼コストにも大きな影響を及ぼすと考えられています。

当レポートでは、世界の環境政策の鉄鋼業への影響について調査し、特にEUの鉄鋼メーカーへの影響を中心に、排出量低減に向けた世界およびEU域内の法規制・政策・標準などの概要、EUの鉄鋼メーカーによる各種戦略・対策、鉄鋼業者による環境施策の比較、製造工程別の排出量、環境対策の製鋼コストへの影響の分析、高炉鉄鋼メーカーの環境ランキング、EU ETSスキームに対する考え、主要高炉鉄鋼プラントのプロファイルなどをまとめています。

第1章 世界のCO2フットプリントの発展

  • 鉄鋼需要とGDPの関係性
  • 鉄鋼製造
  • EUの鉄鋼製造部門における温室効果ガス排出

第2章 積極的な排出量低減に向けた法規制上の枠組み:概要

  • 国際的な環境政策の枠組み
  • 国際的な法規制の枠組み
  • 排出量取引制度 (ETS:Emissions trading system)
  • 炭素税
  • EUの環境政策の枠組み
    • 産業排出物指令
    • EU域内排出量取引制度 (EU ETS)
  • EU ETSへの批判
  • 地域の環境法規制・標準規格
  • 施行の原則と罰則

第3章 環境規制のEUの鉄鋼業者への影響

  • 環境政策の導入に対する主なイニシアチブ
  • 排出低減の最適化戦略
  • 鉄鋼業者の環境施策の比較
  • 製造工程別の排出量

第4章 欧州の鉄鋼プラントにおける環境プロジェクトのコスト面への影響

  • 調査手法
  • サマリー

第5章 EUの高炉鉄鋼メーカーの環境ランキング

第6章 欧州の鉄鋼産業のEU ETSスキームへの批判

第7章 EUの主要な高炉鉄鋼プラントのプロファイル

  • イントロダクション
  • ArcelorMittal Bremen (ドイツ)
  • ArcelorMittal Atlantique (フランス)
  • ArcelorMittal Fos-Sur-Mer (フランス)
  • ArcelorMittal Gent (ベルギー)
  • ArcelorMittal Asturias (スペイン)
  • ArcelorMittal Lorraine (フランス)
  • SSAB (スウェーデン/フィンランド)
  • Tata Steel Europe
  • voesalpine (オーストリア)
  • Huttenwerke Krupp Mannesmann GmbH (HKM) (ドイツ)
  • Rogesa Roheisenges/SAAR (ドイツ)
  • ThyssenKrupp (ドイツ)
  • ILVA (イタリア)

付録

目次

Metal Bulletin Research (MBR) is now the first to publish a comprehensive and independent impact assessment study of EU environmental policies on European integrated steel producers performance, as well as forward outlook.

The report encompasses a comprehensive research programme, comprising site visits by dedicated MBR consultants, and direct interview with key environmental and strategy managers among the EU steel industry.

Why this new study is so important now

The environment regulatory and operating environment facing EU steelmakers is undergoing significant change and is expected to have a major impact on steelmaking costs in the medium-to-long term. Moreover, the anticipated adaptation of the new global environmental agreement in December 2015 would imply EU steelmakers experience would become topical for the global steelmaking community. At the time of writing, rising steel product imports and higher carbon costs are already some the biggest challenges facing the steel industry in Europe.

Many steelmakers and associated industry associations including EUROFER, believe that the current proposals for the European emissions trading system (ETS) will put the region's steel industry at further risk in terms of steel plant competitiveness and job losses.

Already, environmental regulations in the EU have already had a substantial effect in determining plant- -by-plant modernisation, production and operation planning. In 2016, the EU benchmark cap for free allocations is expected to be revised down turning to deficit. Consequently, steelmakers will see further ramp up of regulatory and financial pressures.

For EU integrated steel mills, some have argued that the impact of Phase III of ETS will see emissions costs increase to levels of around €15- 25/tonne on a crude steel basis. These costs would represent 25-60% of average EBITDA margins of the EU steel industry over the last few years.

Even more environmental pressure planned on EU mills will have crude steel production migrate to regions of lesser restrictions, with the effect that both EU steelmaking and global climate protection overall will suffer.

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This brand new and exclusive study provides the following:

Independent overview of the environmental legalisation framework currently adopted in the EU

The evolution of the global and EU environmental legal framework. A detailed analysis of adopted and currently active legal acts and emission limits faced by steelmakers in the EU

Apparent CO2 emissions by steelmaking process in 2014 for each EU integrated production site is supplied in the study, including BOF steelmaking, coke making, sintering, pelletizing plant and vacuum degassing/ladle

Historic carbon emission released and carbon intensity statistics by plant for major EU EAF and BOF steelmakers

Analysis of the direct economic effect environmental legislations to-date are having on the performance of European integrated steel producers including:

  • Ghent, ArcelorMittal
  • Dunkirk, ArcelorMittal
  • Fos-sur-mer, ArcelorMittal
  • Bremen, ArcelorMittal
  • Ostrava, ArcelorMittal
  • Galati, ArcelorMittal
  • Duisburg-Bruckhausen, ThyssenKrupp
  • Taranto, ILVA Riva
  • IJmuiden, TATA Steel
  • Krakow, ArcelorMittal
  • Raahe, Ruukki/SSAB
  • Salzgitter, Salzgitter Flachstahl
  • Dillingen, ZKS
  • Port Talbot, TATA Steel

Forecast effect of the reduction in free carbon emissions allowances on carbon prices (€/t) from 2016 out to 2020

What strategic actions are each major EU steelmaker adopting and what are the viable decarbonisation strategies available?

How does each steelmaker rank on a scale in terms of emissions reduction, environmental project capex, degree of innovations and age of steel making facilities? In short, which steelmakers are the most decarbonisation savvy and which are lagging behind?

Analysis of the direct impact environmental investment projects have had on the cost of crude steel production at each major EU individual integrated steelmaking site

Actual list of standalone environmental investments and measures undertaken by each major EU steelmaker, and their individual impact on both operating and total costs on a by-plant basis. Key projects assessed in terms of capex and operating cost/saving impact for each major plant include:

  • Secondary dedusting units;
  • Moveable chimney on converter 2 at the steel workshop
  • Heat recovery systems at the sinter plant
  • A third walking beam furnace construction at the hot strip mill
  • Dust collectors at dispensers of sinter plant
  • Gas desulphurization system at the coking plant
  • Coking plant modernisation
  • Modernisation of power drives at the quarto plate mill
  • Steel mill power plant capacity ramp up from sustainable sources
  • Emission and dust control system installation at the power plant
  • Sludge drying and retention station for meltshop
  • Modernisation of two turbine blowers at blast furnace and many other projects

Detailed technical database detailing sintering, coking coal, DRI/HBI, blast furnace, BOF, vacuum degassing and ladle facilities for each selected EU plant

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For EU integrated steel mills, some have argued that the impact of Phase III of ETS will see emissions costs increase to levels of around €15- 25/tonne on a crude steel basis. These costs would represent 25-60% of average EBITDA margins of the EU steel industry over the last few years.

Even more environmental pressure planned on EU mills will have crude steel production migrate to regions of lesser restrictions, with the effect that both EU steelmaking and global climate protection overall will suffer.

The report encompasses a comprehensive research programme, comprising site visits by dedicated MBR consultants, and direct interview with key environmental and strategy managers among the EU steel industry.

Will rising emissions trading schemes (ETS) related costs of EU production signal new export opportunities for non EU steel producers?

In what way will new global environmental agreements due in December 2015 impact non-EU steel producers?

Table of Contents

Chapter 1: The development of the global CO2 footprint

  • 1.1 Relationship between steel demand and GDP
  • 1.2 Crude steel production
  • 1.3 EU steelmaking sector greenhouse gas emissions

Chapter 2: Overview of active emission abatement regulation framework

  • 2.1 International environmental policy framework
  • 2.2 International regulation framework
  • 2.3 Emissions trading system (ETS)
  • 2.4 Carbon tax
  • 2.5 EU environmental policy framework
    • 2.5.1 Industrial emissions directive
    • 2.5.2 European Union Emissions Trading System (EU ETS)
  • 2.6 Criticism of the EU emissions trading system
  • 2.7 Local environmental regulations and standards
  • 2.7 Enforcement principles and penalties

Chapter 3: Environmental regulations impact on EU steelmakers

  • 3.1 Key initiative for adaptation of the environmental policies
  • 3.2 Emissions abatement optimisation strategies
  • 3.3 Comparison of steelmakers' environmental performance
  • 3.4 Emissions by production process

Chapter 4: Cost impact of environmental projects at steel plants in Europe

  • 4.1 Methodology
    • Belgium, Ghent, ArcelorMittal
    • France, Dunkirk, ArcelorMittal
    • France, Fos-sur-mer, ArcelorMittal
    • Germany, Bremen, ArcelorMittal
    • Czech Republic, Ostrava, ArcelorMittal
    • Romania, Galati, ArcelorMittal
    • Germany, Duisburg-Bruckhausen, ThyssenKrupp
    • Italy, Taranto, ILVA Riva
    • Netherlands, IJmuiden, TATA Steel
    • Poland, Krakow, ArcelorMittal
    • Finland, Raahe, Ruukki/SSAB
    • Germany, Salzgitter, Salzgitter Flachstahl
    • Germany, Dillingen, ZKS
    • United Kingdom, Port Talbot, TATA Steel
  • 4.2 Summary

Chapter 5: EU BF producers environmental ranking

Chapter 6: European steel industry criticism of the EU ETS scheme

Chapter 7: Certain EU BF Steelmaking Facilities Profiles

  • 7.1 Introduction
  • 7.2 ArcelorMittal Bremen, Germany
  • 7.3 ArcelorMittal Atlantique, France
  • 7.4 ArcelorMittal Fos-Sur-Mer, France
  • 7.5 ArcelorMittal Gent, Belgium
  • 7.6 ArcelorMittal Asturias, Spain
  • 7.7 ArcelorMittal Lorraine, France
  • 7.8 SSAB, Sweden/Finland
  • 7.9 Tata Steel Europe
  • 7.10 voesalpine, Austria
  • 7.11 Hüttenwerke Krupp Mannesmann GmbH (HKM), Germany
  • 7.12 Rogesa Roheisenges/SAAR, Germany
  • 7.13 ThyssenKrupp, Germany
  • 7.14 ILVA, Italy

Appendix

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