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The steel paradox
Episode 1823rd February 2026 • The Greener Way • FS Sustainability
00:00:00 00:18:17

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In this episode of The Greener Way, host Michelle Baltazar discusses the critical and complicated role of steel in the transition to a decarbonised future with Fidelity International's Sue-Lyn Stubbs.

They discuss the steel paradox and its essential role in economic growth, green technology development versus its high emissions footprint, the financial and regulatory implications, and the effect of methane emissions on the industry.

02:04 Understanding the steel paradox

04:10 Financial risks and opportunities in the steel value chain

06:35 The importance of methane emissions

07:49 Impact on Australian mining companies

08:33 Future of green steel technologies

10:44 Investor engagement and regulatory developments

16:03 The steel methane investor initiative

Links: The methane blindspot: Why investors are rethinking their steel value chain exposure



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy

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