Pierre-Jean Krauth

🇬🇳 EGA to exit Guinea after mine expropriation. Emirates Global Aluminium is ending its bauxite mining operations in Guinea after the government seized its assets. This concludes a dispute over EGA's unmet commitment to build a local refinery. The company's Guinea Alumina Corp. unit is now terminating all employees and contracts. As of Friday, the Guinean government will have full control and responsibility for the sites. This is a major development for the global bauxite market, as Guinea is the world's largest producer of the ore. The state's direct takeover of a significant operation introduces a new dynamic for aluminum raw materials. #Mining #Aluminum #Bauxite #Guinea #SupplyChain #Commodities Source: Bloomberg

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𝗙𝘂𝗹𝗹-𝗖𝗵𝗮𝗶𝗻 𝗟𝗲𝘃𝗲𝗹𝗶𝘇𝗲𝗱 𝗖𝗼𝘀𝘁 𝗔𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁 𝗼𝗳 𝗚𝗿𝗲𝗲𝗻 𝗛𝘆𝗱𝗿𝗼𝗴𝗲𝗻: 𝗙𝗿𝗼𝗺 𝗣𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝘁𝗼 𝗘𝗻𝗱-𝗨𝘀𝗲 by Eliseo (Lee) Curcio This paper presents a full-chain #techno-#economic analysis of #greenhydrogen systems, extending beyond #production to include storage, distribution, delivery, and #enduse conversion. While most cost #assessments rely on the Levelized Cost of Hydrogen (#LCOH) at the production point, this approach does not account for the #infrastructure and #energylosses that occur #downstream. To address this #limitation, we introduce a five-part cost framework composed of LCOH, the Levelized Cost of Storage (#LCOS), Distribution (#LCOD), Delivery (#LCODel), and End Use (#LCOEU). Using current technology assumptions and cost parameters drawn from recent European Commission, U.S. Department of Energy (DOE), and #academicdata, we model a representative system in which green hydrogen is used in stationary #PEM #fuelcells operating at 60% #efficiency. Results show that while LCOH is 5.00 USD/kg, inclusion of #storage, #transport, and final #delivery increases the #upstream cost to 10.50 USD/kg. When end-use efficiency is incorporated, the effective #cost of usable #hydrogen energy rises to 17.50 USD/kg. This more than threefold increase illustrates how infrastructure requirements and energy #conversion losses dominate the #economics of delivered hydrogen. The analysis underscores the inadequacy of using LCOH alone as a basis for #investment, #policy design, or #system evaluation. Instead, full-chain modeling provides a more accurate and transparent #framework for identifying cost #drivers, evaluating #tradeoffs, and comparing hydrogen systems to alternative #energycarriers. The #methodology presented supports #decisionmaking across energy, transportation, and industrial applications where hydrogen is expected to play a growing role in #decarbonization. Blend Tiger LLC

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↳  How different regions tackle the slag challenge Steelmaking slag is a global by-product, but the way it’s handled varies greatly from one region to another. 🔹 Europe Here nearly all blast furnace slag ends up in cement and construction. Strong EU regulations and long-term cooperation between steelmakers and cement producers mean that circular use has become standard practice. In many countries, slag isn’t even considered “waste” anymore, but a recognized secondary raw material. The result is high utilization rates and a mature market for alternative binders. 🔹 Asia Japan and South Korea set the benchmark with decades of consistent slag recycling in infrastructure and construction. China has been scaling up rapidly, but uneven practices remain between provinces. Elsewhere in Asia, awareness is growing, but challenges such as logistics, cost, and policy still slow down large-scale adoption. 🔹 South America Here the picture is more fragmented. Brazil has strong initiatives, with slag widely used in cement and roadbuilding, but other countries face infrastructure gaps and weaker regulatory frameworks. In many cases progress depends on local partnerships between steel plants and construction firms, rather than national policy. → The question is: Which region do you think has developed the most effective approach, and what can the rest of the world learn from it?

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