troubling to see fossil gas investing as energy providers. We don't want to lock in high emissions iron production, we should be building green iron DRI + on-site green hydrogen and proximity to new renewables. Like what's happening in the Whyalla region with the Hydrogen Power SA initiative.

We've calculated the huge benefits of scaling up green iron production with key trading partners -https://www.springmountadvisory.com.au/s/Forging-our-Future-December-2024.pdf

We need to be building things to the right scale to replace our iron ore exports with value-added green iron, We'd need 21,000 Neosmelt plants if we kept building them at that scale, compared to 52 the size of POSCO's.

@tomquinn.bsky.social