Posters
Come meet the poster presenters to ask them questions and discuss their work
We would like to invite you to come and see the posters at our upcoming conference. The posters will showcase a diverse range of research topics, and will give delegates an opportunity to engage with the authors and learn more about their work. Whether you are a seasoned researcher or simply curious about the latest developments in your field, we believe that the posters will offer something of interest to everyone. So please join us at the conference and take advantage of this opportunity to learn and engage with your peers in industry and the academic community.
PO374: Towards Green Steel in Brazil: A strategic assessment using SWOT and Porter’s five forces
Luana Pereira Nogueira, Researcher, Creation Research Group/UFRN
Abstract
The steel industry accounts for more than 7% of greenhouse gas emissions (GHG). Among emerging technologies to reduce its carbon footprint of this sector, the use of green hydrogen (GH₂) in steel production is particularly promising. This study analyzes opportunities and challenges for investments in decarbonizing Brazil’s steel sector through an exploratory review, SWOT analysis, and Porter’s Five Forces framework. Key opportunities for developing a green steel value chain in Brazil include: (i) regulatory framework for offshore wind (Law 15.097/2025), low-carbon hydrogen (Law 14.948/2024) and the Brazilian GHG Emissions Trading System (Law 15.042/2024), along with progress in site-selection methodologies for offshore wind auctions; (ii) the prospect of a competitive electricity supply from onshore wind and, in the future, offshore wind, enabling hydrogen production at one of the world’s lowest costs; (iii) public policies and incentives for Brazil’s reindustrialization, with potential to attract green steel investments through 2050; (iv) strategic port infrastructure supporting exports of ore and steel products; and (v) a favorable levelized cost of steel, with hydrogen projected at US$1.00/kg, the H₂–DRI–EAF route in Brazil is expected to achieve the lowest cost among leading global producers. Porter’s analysis highlights five dynamics: low threat of new domestic entrants due to high costs and technological barriers; high supplier power, as inputs such as GH₂ remain scarce and the H₂–DRI–EAF route is highly sensitive to hydrogen pricing; moderate to high buyer power, since buyers will demand competitive prices and may require certifications or prefer alternative low-carbon technologies; moderate threat of substitutes, cheaper conventional steel, with a higher carbon footprint, and scrap-based routes may also become increasingly attractive to buyers; and, intense global rivalry, with other countries already advancing pilot or semi-commercial green steel projects, external trade policies and currency volatility further complicate investment and export planning.
No recording available for this poster.
