José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize.

José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss the realities of reducing emissions in a two-billion-ton industry. The conversation examines structural constraints—from coal dependence and infrastructure gaps to global market dynamics—while outlining pragmatic pathways grounded in recycling, energy efficiency and hydrogen innovation.

Key topics:

• The global scale of steel production and its emissions footprint
• The current state and growing potential of steel recycling
• Carbon capture and emissions reductions targets for steel
• "Turquoise hydrogen" as a potential low-carbon pathway
• Incentives, trade dynamics and global "green steel" standards

This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine hard-to-abate sectors, industrial competitiveness and the energy transition. Learn more at ceraweek.com