CRU says US DRI demand tops operating, planned capacity by 2035

PUBT · 1d ago
CRU says US DRI demand tops operating, planned capacity by 2035
  • 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.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CRU International Limited published the original content used to generate this news brief on September 30, 2026, and is solely responsible for the information contained therein.