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Agora Industrie @agoraind.bsky.social · 18/09/2026

🌱 We're hiring a Project Manager/Officer #Biomass Value Chains (f/m/d) to analyse global feedstock supply, costs & logistics for hard-to-electrify applications in industry. Apply now and join the team: www.agora-industry.org/about-us/ope...

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Reposted by Agora Industrie

Agora Energiewende @agoraew.bsky.social · 16/09/2026

🎤 Together with @agoraind.bsky.social & @inettt.bsky.social we are hosting a full-day event, "Flex & Trade: Stories from Asia," at #BBKCAW, bringing together policymakers, civil society, businesses & financiers to link power sector transformation with low-carbon industry across Southeast Asia. 1/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

To read and download the publication: www.agora-industry.org/publications... 12/12

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Agora Industrie @agoraind.bsky.social · 10/09/2026

Public intervention alone will not be enough to transform European steel industry. But with the right framework, it can lead the global race for green steel. 11/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

💡 Finally, the #IAA should encourage broader adoption of low-carbon steel through eco-design requirements and future IAA revisions, while exploring strategic measures like a Union-origin requirement. 10/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

💡 To provide strong and clear investment signals, it also must align with relevant regulations covering steel supply, such as the Automotive Package & Steel Regulation. 9/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

💡 It should set higher demand targets for 2035 to support additional hydrogen-based DRI and EAF projects in reaching final investment decisions. 8/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

💡 Therefore, it is essential that the #IAA design allows for increasing low-carbon content requirements from the proposed 25 percent if demand proves insufficient. 7/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

The findings suggest that the requirements, however, still fall short of fully de-risking clean investment. The potential volumes are, furthermore, subject to uncertainties such as the future of national EV support schemes. 6/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

Here, the #IAA could matter a lot: the upper range of the potential flat steel demand corresponds to about 60 percent of Europe’s DRI and a third of its EAF capacity already under construction. 5/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

While demand for low-carbon long steel could be covered by existing #steel plants, including through the use of scrap, flat steel requires investments in new direct reduced iron (DRI) and electric arc furnace (EAF) plants. 4/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

We found that by 2030, they could help create around 9 million tonnes of low-carbon #steel demand: 2-5 million tonnes flat and 2-3 million tonnes long steel. Flat steel is primarily used in cars, home appliances and packaging, and long steel in construction, infrastructure and machinery. 3/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

Our latest analysis assesses how much low-carbon steel demand could be generated under the EU’s Industrial Accelerator Act ( #IAA) content requirements for public procurement and other form of public interventions. 2/x

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Agora Industrie @agoraind.bsky.social · 10/09/2026

NEW publication 🚀 Europe’s #steel companies have started to invest in low-carbon production – but smart policy is needed to help provide the necessary demand signal. 1/x

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Agora Industrie @agoraind.bsky.social · 27/07/2026

👉 Unser vollständiger Policy Brief ist mit analytischer Unterstützung der @bcg.com entstanden und unter folgendem Link zu finden: www.agora-industrie.de/publikatione... 5/5

agora-industrie.de

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Agora Industrie @agoraind.bsky.social · 27/07/2026

🔄 Ein gutes Zusammenspiel von ETS & Förderung ermöglicht den Brückenschlag. Die Regierung muss ihre Position zur ETS-Reform & die DE Haushaltsdebatte zusammendenken. Denn bei einem schwachen CO₂-Preis fehlen nicht nur Investitionen, sondern auch Einnahmen, die die Transformation finanzieren. 4/5

Ein schwacher CO2-Preis müsste mit hohen staatlichen Mehrausgaben kompensiert werden

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Agora Industrie @agoraind.bsky.social · 27/07/2026

📊 Das CO₂-Preissignal ist wichtig für die Transformation. Nur bei einem verlässlich steigenden CO₂-Preis von über 110 EUR/Tonne ab 2030 & über 250 EUR ab 2050 rechnen sich grüne Investitionen für energieintensive Unternehmen, zB industrielle Wärmepumpen o. Direktreduktionsanlagen für Grünstahl. 3/5

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Agora Industrie @agoraind.bsky.social · 27/07/2026

📉 Ein schwächerer CO₂-Preis macht grüne Investitionen schnell unwirtschaftlich. Damit Unternehmen dennoch investieren, müsste die Regierung die staatliche Förderung deutlich erhöhen. So drohen Mehrkosten von bis zu 10 Mrd EUR im Haushalt. Grund: Höhere Förderausgaben und geringere Einnahmen. 2/5

Ein starker Emissionshandel ist entscheidend für den klimaneutralen Business Case

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Agora Industrie @agoraind.bsky.social · 27/07/2026

📢 Neues Policy Paper: Mit den Reformvorschlägen der EU Kommission für den EU-Emissionshandel droht der Investitionsrahmen für die Transformation der deutschen Industrie in Schieflage zu geraten. Wir haben uns angeschaut, was ein geschwächter CO₂-Preispfad bedeuten würde. Die Kernergebnisse 👇 1/5

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Agora Industrie @agoraind.bsky.social · 23/07/2026

Originally published in German, the analysis is now available in English, adapted for an international audience 👉 www.agora-industry.org/publications... 8/8

agora-industry.org

Innovations for tomorrow: opportunities for a climate-neutral chemical industry

How transitioning away from fossil fuels boosts industrial resilience and employment

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Agora Industrie @agoraind.bsky.social · 23/07/2026

Moving away from fossil resources is gaining political momentum globally as an opportunity to strengthen industrial resilience, security of supply and long-term competitiveness, while achieving climate neutrality 🌐 7/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🏭 Policy frameworks will be critical to enabling the transition. Investment certainty, effective carbon pricing, support for electrification and circular economy solutions, and markets for green products will be essential to safeguard industrial activity and unlock new business opportunities. 6/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🌍 The transition can deliver major climate benefits. By shifting towards renewable carbon sources and electrifying production processes, Germany’s chemical industry could reduce up to 80 Mt CO₂ emissions along the value chain by 2045 and generate up to 15 Mt negative emissions per year. 5/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🔄 Strategic industrial policy intervention can balance resilience, costs and resource availability. Combining domestic resources with international partnerships for green intermediate products such as methanol, ammonia and ethanol can optimise costs while future-proofing industrial production. 4/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🌱 Switching from fossil imports to renewable resources + recycling creates economic opportunities. Expanding domestic biomass, renewable electricity and recycling could create up to 90,000 new domestic jobs and ~€10 billion in added value by 2045 in 🇩🇪 while reducing dependence on fossil imports. 3/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🇩🇪 The study uses Germany – the third largest chemical producer globally – as a case study, with lessons for other industrial regions around the world. Some key findings... 2/x

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Agora Industrie @agoraind.bsky.social · 23/07/2026

🧪 The chemical industry can boost competitiveness by moving beyond fossil resources. Our study with @fraunhoferikts.bsky.social and Carbon Minds explores how shifting to renewable carbon sources, recycling, electrification and green partnerships can support a climate-neutral sector 👇 1/x

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Agora Industrie @agoraind.bsky.social · 22/07/2026

3️⃣Green trade cooperations deliver mutual benefits. The EU gains access to low-carbon industrial inputs, safeguards its manufacturing jobs and creates new markets for clean tech. Partner countries benefit from value addition, job creation and technology transfer. Both advance their net-zero goals.4/x

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Agora Industrie @agoraind.bsky.social · 22/07/2026

2️⃣ Take chemical production: recent price shocks have exposed the vulnerability of fossil-based value chains to geopolitical and energy market instability. Shifting to renewable hydrogen and its derivatives can boost resilience by diversifying both production locations and feedstock sources. 3/x

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Agora Industrie @agoraind.bsky.social · 22/07/2026

1️⃣ Broad FTAs lower trade barriers, but developing resilient markets for low-carbon products – like green iron or methanol – demands more. It requires targeted, multi-stakeholder coordination between industry, governments and financial institutions to mobilise investments and harmonise standards. 2/x

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Agora Industrie @agoraind.bsky.social · 22/07/2026

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Agora Industrie @agoraind.bsky.social · 22/07/2026

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Agora Industrie @agoraind.bsky.social · 14/07/2026

🔗How Europe’s carbon market can boost clean investment: www.agora-energiewende.org/publications... 14/14

agora-energiewende.org

How Europe’s carbon market can boost clean investment

Design options for the 2026 EU ETS Review

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Agora Industrie @agoraind.bsky.social · 14/07/2026

The bottom line: #Carbonpricing must be embedded in a broader European industrial policy. This includes rapid infrastructure expansion, green lead markets, and using ETS revenues to leverage strategic investments via vehicles like the proposed Industrial Decarbonisation Bank. 12/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

2️⃣Utilising the Market Stability Reserve to manage residual allowance supply, while keeping it strictly rule-based with quantitative parameters. 3️⃣ Prioritising free allocation for those that invest in decarbonisation in Europe, reducing carbon leakage 11/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

1️⃣ Maintaining the current #emissions trajectory until 2035 to ensure reliable conditions for companies that have invested in climate-neutral technologies or are planning to do so. 10/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

EU #ETS as a policy engine making the transition happen: To drive this shift, @agoraew.bsky.social outlines recommendations for the upcoming review including: 9/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

Building a resilient industry run on domestic resources requires significant investments in clean production, driven by carbon pricing. Compared to a more fossil-reliant path, modernising EU industry & thus boosting its resilience costs less than one percent of EU's industrial gross value added. 8/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

➡️ With #electrification, #hydrogen, sustainable #biomass and carbon capture and storage, heavy industry can become carbon-negative as early as the mid-2040s – contributing to the EU’s climate-neutrality goal and unlocking new revenue streams to fund #modernisation. 7/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

➡️ In the event of a one-year fossil fuel price shock similar in magnitude to the recent Strait of Hormuz closure, these industries would avoid over €17 billion in extra costs compared to a more fossil-reliant pathway. 6/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

➡️ The steel, cement and chemical sectors can reverse their current 75% import dependence for energy and feedstocks by shifting to domestic resources like #renewable electricity, green hydrogen and sustainable biomass. 5/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

𝗧𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻𝘁𝘆 A resilient, domestic-resource-based pathway offers significant strategic benefits for Europe’s heavy industry: 4/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

📊 An @agoraew.bsky.social policy brief lays out design options to ensure the right incentives for the industrial transformation are in place – through an effective and reliable CO₂ price. 3/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

🌱 Our outlines a modernisation pathway for the steel, chemical and cement industries. The main finding: Europe’s heavy industry can increase #resilience and achieve climate neutrality by shifting to domestic #greenresources. 2/x

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Agora Industrie @agoraind.bsky.social · 14/07/2026

📢 How can Europe's heavy industry transform and secure its resilience – and how can the EU #ETS best drive this transition? Agora has just released two exciting new papers, both very timely ahead of the much-anticipated EU Commission’s proposal for the Emissions Trading System (ETS). 1/x

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Reposted by Agora Industrie

Agora Energiewende @agoraew.bsky.social · 13/07/2026

📢 NEW policy brief: Strategic #biomass use can strengthen Europe's resilience , drive innovation and cut emissions. 🌿 Biomass is a limited yet crucial resource for Europe's competitiveness, resilience and climate neutrality. 1/x

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Agora Industrie @agoraind.bsky.social · 10/07/2026

Wir wünschen Julia viel Erfolg bei ihren neuen Aufgaben im Rat. 👏 Link zur News 👉https://www.agora-industrie.de/aktuelles/julia-metz-ist-mitglied-des-nationalen-wasserstoffrats 5/5

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Agora Industrie @agoraind.bsky.social · 10/07/2026

🟢Politische Rahmenbedingungen als Enabler: Dafür braucht es politische Instrumente entlang der gesamten Wertschöpfungskette, wie z.B. den erfolgreichen Aufbau der Transport- und Speicherinfrastruktur, angebotsseitige Förderprogramme oder grüne #Leitmärkte. 4/x

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Agora Industrie @agoraind.bsky.social · 10/07/2026

Ihr Fokus: 🟢Wasserstoff als Hebel für die Dekarbonisierung der Industrie: Unternehmen – insbes. aus dem Stahl- und Chemiesektor – können mit klimaneutralem Wasserstoff Prozesse dekarbonisieren, die sich nicht elektrifizieren lassen, ufossile Rohstoffe durch erneuerbare Alternativen & ersetzen. 3/x

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