The aim of this work is to analyze the prospects of using hydrogen as an alternative to coke in blast furnaces in the context of decarbonizing the steel industry, particularly considering the introduction of the Carbon Border Adjustment Mechanism (CBAM). It is shown that the widespread notion of a complete replacement of coke with hydrogen needs clarification, as there are technological limitations and economic challenges. According to the analysis of global experience, the use of hydrogen in blast furnaces allows for a reduction of CO2 emissions by 10-70%, which is particularly relevant in the context of CBAM, but requires significant capital investments in the modernization of production and the creation of infrastructure for the production and transportation of hydrogen. It is shown that the efficiency of hydrogen use, and therefore its potential for reducing the cost of carbon quotas within the CBAM framework, depends on the technology of its production, the method of injection into the blast furnace, and the conditions of blast furnace smelting.
Read full abstract