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Industry

34% of 37 billion tonnes per year

Decarbonisation Pathway| 9 Sectorsmore details
SectorEmissions todayDecarbonisation pathway
SteelVery high — blast furnace coal/coke reduction is one of the largest single industrial sourcesTransitioning — electric arc furnace displacing blast furnace in right markets; green hydrogen DRI the long-run solution
CementVery high — calcination chemistry releases CO₂ regardless of heat sourceSlowest of all — no clean substitute for the core chemistry; CCS and low-carbon blends are the main levers
ChemicalsHigh — both process heat and feedstock emissionsEarly transition — green hydrogen beginning to displace fossil feedstocks; long tail
AluminiumModerate — electrolysis-intensive but already largely electricFastest mover — grid decarbonisation does most of the work automatically
Glass & ceramicsModerate — very high temperature heat requirementsSlow — electrification technically possible but expensive at scale
Industrial heatSignificant in aggregate — low-temperature heat below 200°C is the larger share; high-temperature heat above 400°C is the harder problem and the main electrification frontierSplit pathway — below 200°C is largely solvable now with commercially mature industrial heat pumps; above 400°C is hard, requiring green hydrogen or advanced electrification, and remains at early investment stage
ManufacturingLarge in aggregate — motors, compressed air, process energySteady decline — electrification + efficiency well underway
MiningModerate but growing — diesel fleet, energy-intensive processingActive transition — electric mining fleets and renewable-powered sites investable today; strategic irony as transition minerals require extraction
Industrial facilitiesSmall relative to process emissionsLargely solvable — same levers as commercial buildings; often overlooked

Power

5B logo

5B

Featured
5b.com.au

Australia

Vast amounts of solar installation will be required as the energy transition accelerates so whoever can do so the cheapest and fastest will win in the market. 5B is harnessing the known benefits of prefabrication and automation to achieve cost benefits at scale for large scale solar deployment.

Investors

Artesian, CEFC

Steel

Boston Metal logo

Boston Metal

Featured
bostonmetal.com

USA

Conventional blast furnace production is structurally dependent on coal-derived coke — not just for heat but for the chemistry of reducing iron ore to metal.

The Boston Metal solution is Molten Oxide Electrolysis (MOE). The process uses clean electricity instead of coal to directly convert all grades of iron ore into pure liquid metal. An inert anode is immersed in an electrolyte containing iron ore; once the cell reaches 1600°C, electrons split the bonds in the iron oxide, releasing oxygen gas and high-purity liquid metal — with no CO₂ or other harmful byproducts.

The significance is that it sidesteps the limitations of the two other leading green steel approaches — electric arc furnaces (which require scrap steel feedstock) and green hydrogen DRI (which requires hydrogen infrastructure and multiple process steps). MOE creates a pathway for steel production without CO₂ emissions or any need for hydrogen infrastructure, carbon capture or process water.

Singapore

Has developed a product called ByoCoke, which is derived from waste biomass and can be used to produce Green Steel without re-engineering the entire industrial process.

Industrial Heat

MGA Thermal logo

MGA Thermal

Featured
mgathermalstorage.com

Australia

MGA blocks store and deliver thermal energy while remaining outwardly solid. They're a type of thermal storage called Miscibility Gap Alloys (MGA) which can store huge amounts of energy as heat, in a safe and easy to use way, enabling intermittent renewable energy sources, such as the sun and wind, to provide base load electricity to the grid.

Machinery

Swarm Farm

Featured
swarmfarm.com

Australia

Autonomous machines designed to operate in swarms, capable of planting, weeding, spraying and harvesting, enabling precise and efficient farming operations. This helps farmers improve productivity, reduce chemical use, and enhance sustainability.