From Transport Evolved.
This year we have a chance to move the needle a little on green steel adoption in the automotive industry. There’s a proposal to make one of the largest automakers in the US be way more transparent about it’s green steel adoption – and climate change goals in general.
But why does green steel matter, and what can we do about it?
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00:00 – Introduction
05:15 – Why are we reupping the green steel discussion now?
06:14 – Emissions from steel production
08:18 – Renewable energy and its impact on green steel cost.
10:53 – Social reasons for green steel
13:04 – Localising production reduces CO2
14:24 – Thanks to Public Citizen
14:37 – Background to the shareholder proposal
15:24 – Ford’s current…goals.
18:04 – The shareholder proposal
23:45 – Final thoughts
25:48 – Thanks and Credits
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References:
https://iasj.org/about-us/ – Investor Advocates for Social Justice
https://leadthecharge.org/ – Lead the Charge
https://www.citizen.org/about/ – Public Citizen
https://shareholder.ford.com/financials/sec-filings/sec-filings-details/default.aspx?FilingId=18320722 – Ford Proxy Statement including shareholder proposals
https://www.oecd.org/content/dam/oecd/en/publications/reports/2025/03/what-is-unique-about-green-innovation_988df7ca/97e8232d-en.pdf – What is unique about green innovation?: Evidence from green hydrogen, green steel, batteries and electric vehicles
https://www.sciencedirect.com/science/article/pii/S0921344925001569 – Prospective environmental and economic assessment of green steel production in the Middle East
https://www.sciencedirect.com/science/article/abs/pii/S0196890425002390 – Toward a green steel production powered by a hybrid renewable energy system: Techno-economic and environmental assessment
https://pubs.acs.org/doi/full/10.1021/acs.est.4c05756 – The Role of Hydrogen in Decarbonizing U.S. Iron and Steel Production
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5165223 – Producing Green Steel Locally in Renewables-Rich Developing Regions Enhances Socioeconomic and Climate Benefits
https://www.iberdrola.com/sustainability/green-steel – Green steel: a material ready for industrial decarbonisation and widening the horizons of electrification
https://corporate.ford.com/content/dam/corporate/us/en-us/documents/reports/2024-integrated-sustainability-and-financial-report.pdf – Ford integrated sustainability and financial report, 2024.
https://www.iberdrola.com/sustainability/green-steel – Iberdrola – Sustainability of Green Steel
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Script: Kate Walton-Elliott
Presenter: Kate Walton-Elliott
Editor, Colorist: Kate Walton-Elliott
Art and Animation: Erin Carlie
Producer: Nikki Gordon-Bloomfield
Music supplied through Artlist.io
© Transport Evolved LLC, 2025
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