Will Ford Switch to Green Steel?

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? ----- 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 ----- 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 ----- 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 ----- Links: PLEASE help support the channel (if you are going to use Amazon) by using our Affiliate link: https://amzn.to/40xOyjm As amazon affiliates, we will earn money from qualifying purchases made using this code. ----- Join this channel to get access to perks: https://www.youtube.com/channel/UC675NhQ4EU5TzwCMwYp5XCw/join This video was made possible thanks to the kind donations of our supporters on Patreon and Ko-fi. Join them in supporting us. Support us on Patreon: https://www.patreon.com/transportevolved Buy the team a coffee -- or a meal! https://ko-fi.com/transportevolved Donate using bitcoin: BC1QRZRGCCXUKPDZ2DZ9KX9JYJXMZDYHYGFZ0MN4WH Support us by buying some merch at https://www.redbubble.com/people/TransportEVd/shop Follow our 'second' channel - Transport Evolved Take Two, at https://www.youtube.com/transportevolvedtake2 Join our Discord server at https://discord.gg/U3tnkGNfCA Follow the show on Mastodon: https://mastodon.transportevolved.com/ Follow the show on PeerTube: transport_evolved_main@peertube.tv Use the TE Aptera referral code - i.refs.cc/zz56EbIi - but watch our explainer video FIRST: https://youtu.be/mwzwEssgqNI Sign up for EnergySage at https://www.kqzyfj.com/click-101290941-16952262