The steel paradox
Mon Feb 02 2026
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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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