Mandala Partners：2025年发展澳大利亚的铁优势报告（英文版）

53% of global steel production in 2050 is forecast to be green (30%) or lower emissions (23%) steel ▪ The shift away from conventional steelmaking will create new supply chains ▪ Australia has the renewable energy capabilities to produce green iron, particularly compared to other iron ore exporters and existing iron producers ▪ Australia is forecast to be a costcompetitive producer of green iron in 2030 and 2050 if the industry can get to scale ▪ Australia could supply 20% of global green iro