세계 1위 유럽산 철강 주춤한 사이…한국 포스코, 美·印서 그린스틸 선점 나선다

The landscape of the global steel industry is shifting. While ArcelorMittal, Europe's largest steelmaker, is halting its investments in carbon-neutral steel one after another, South Korea's POSCO is moving to secure a leading position in the green steel market in the United States and India. In this video, we summarize the flow of the global green steel war in one go, covering: ▲ the background behind ArcelorMittal's suspension of investments in hydrogen reduction steelmaking and carbon capture in Europe; ▲ the impact of low-priced Chinese steel on the European steel industry; ▲ why POSCO chose the U.S. and India over Europe; ▲ the status of Hyundai Motor Group's equity participation in a U.S. electric furnace integrated steelworks; and ▲ negotiations with Cleveland Cliffs and JSW. We also cover the differences between POSCO's proprietary HyREX technology and European-style hydrogen reduction steelmaking technology. [00:00 ~ 00:01:44] Hook - Ghent Crisis vs. Gwangyang Reversal [00:01:45 ~ 00:04:01] ArcelorMittal Investment Suspension [00:04:02 ~ 00:06:37] Shock from China and European Crisis [00:06:38 ~ 00:09:17] Short-term Survival vs. Giving Up on the Future [00:09:18 ~ 00:11:56] POSCO's Expansion into the US and India [00:11:57 ~ 00:14:34] Gwangyang Electric Furnace and HyREX Technology [00:14:35 ~ 00:16:32] Showdown of Global Alliances [00:16:33 ~ 00:18:40] A Dramatic Comeback After 20 Years [00:18:41 ~ 00:20:50] Realistic Risks Analysis [00:20:51 ~ 00:23:45] CBAM and its Impact on the Korean Industry [00:23:46 ~ 00:27:06] Conclusion - The Future Road to Steel If you are interested in the steel industry, carbon neutrality, and global industrial restructuring, I recommend watching until the end. Your subscription and likes are a great help in producing the next video. ⚠️ This video was produced based on publicly available news and corporate announcements, and is intended for informational purposes only, not as an investment recommendation. #GreenSteel #POSCO #ArcelorMittal #CarbonNeutralSteel #HydrogenReductionIronmaking