CRU says US DRI demand tops operating, planned capacity by 2035
Bitget2026/10/01 15:10- CRU analysis flags DRI capacity, low-carbon power, hydrogen supply as key constraints for deeper US steel decarbonization through 2050.
- Electric arc furnaces made 73% of US steel output in 2025, supporting lower emissions intensity versus the 28% global average.
- DRI demand is set to outpace scrap growth, lifting metallics investment requirements to sustain product mix in lower-emissions production.
- US DRI demand is projected to exceed operating capacity plus identified projects by 2035, even if all quantified projects proceed.
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