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Cement Sector

Cement · Reclimatize · India’s Industrial Decarbonisation Intelligence CEMENT SECTOR NEW DELHI ~400 MMT PRODUCED · 8% OF INDIA’S EMISSIONS Reclimatize Industrial Decarbonisation Intelligence  ·  India SECTORS: STEEL · ALUMINIUM · CEMENT · FERTILISERS · FREIGHT · POWER & CARBON 111 ARTICLES PUBLISHED · UPDATED ₹ · INR Menu ☰ Home India’s Decarb Steel Aluminium […]

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Business as Un-usual

Subscribe · Business as Un-usual · Reclimatize MONTHLY BRIEFING NEW DELHI FREE · NO SPAM · NO SPONSORED RESEARCH Reclimatize Industrial Decarbonisation Intelligence  ·  India SECTORS: STEEL · ALUMINIUM · CEMENT · FERTILISERS · FREIGHT · POWER & CARBON 111 ARTICLES PUBLISHED · UPDATED ₹ · INR Menu ☰ Home India’s Decarb Steel Aluminium Cement

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The Calcination Penalty: How India’s CCTS Treats Unavoidable Process Emissions in Cement

Process emissions from the chemical breakdown of limestone account for nearly 60 percent of a cement plant’s carbon footprint. As India rolls out its Carbon Credit Trading Scheme, understanding how regulatory baselines accommodate this unavoidable calcination penalty is critical for the sector’s long term survival and the eventual necessity of carbon capture.

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The Baseline Advantage: Why Indian Cement is Already World-Class and the Hard Path to 2070 Net Zero

India’s cement sector operates at a highly efficient baseline, boasting a world leading clinker factor and widespread adoption of modern dry process kilns. With the easiest efficiency gains already achieved, reaching the 2070 Net Zero target demands a structural shift to tackle hard to abate process emissions. The path forward requires scaling Refuse Derived Fuel, transitioning to performance based standards, indigenising new technologies, and ultimately deploying Carbon Capture, Utilisation, and Storage.

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India’s CCTS Phase 2: What Tighter Targets Mean for Each Sector and Why the Next Gazette Notification Matters More Than the First | Reclimatize.in

CCTS Phase 1 (FY2025–27) was calibrated to be achievable establishing MRV infrastructure and market mechanics without significant financial pain. Phase 2, expected from FY2027–28, will align with India’s 2035 NDC intensity trajectory, and for each of the nine covered sectors the compliance cost step-change will be material. Phase 1 was the handshake. Phase 2 is the contract. Companies that have not begun capital allocation for abatement by FY2026 will face the next gazette notification already behind.

India’s CCTS Phase 2: What Tighter Targets Mean for Each Sector and Why the Next Gazette Notification Matters More Than the First | Reclimatize.in Read More »

CBAM Transitional Period Lessons: What India’s Quarterly Reports Revealed About Readiness | Reclimatize.in

The CBAM transitional period ended on 31 December 2025. For eight quarters, EU importers of Indian steel, aluminium, and fertilisers submitted quarterly reports using embedded emission data — or the EU’s default values where actual data was unavailable. Analysis of the reporting patterns shows that the majority of EU importers of Indian material used default values, which in most cases significantly overstated the actual emission intensity of Indian production and therefore overstated the CBAM liability. In the definitive period from January 2026, default values are not available for most categories, making the switch to actual verified data not optional.

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India BRSR Core: Mandatory Sustainability Disclosure and Its GHG Data Infrastructure Role | Reclimatize.in

BRSR Core became mandatory for India’s top 150 listed companies by market cap from FY2023-24 and for the top 1,000 from FY2024-25. It requires reasonable assurance on nine Key Performance Indicators including verified Scope 1 and Scope 2 GHG emissions, energy intensity, water intensity, and selected Scope 3 emissions. For industrial companies also under CCTS, the two frameworks produce essentially the same GHG data — but with different verification standards and different penalties for non-compliance. This article maps the overlap, the divergences, and the dual-framework compliance strategy.

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India’s Coking Coal Import Dependency: West Asia Freight Shock and the DRI-EAF Structural Hedge | Reclimatize.in

India imports approximately 80 million tonnes of coking coal per year — 100% of its metallurgical coal requirement — from Australia, the USA, Canada, and Mozambique. The West Asia War added 30–40% freight premium to delivered coking coal costs as shipping rerouted from Suez/Red Sea to the Cape of Good Hope. At Rs 20,000/t delivered coking coal, this feedstock alone represents approximately Rs 56,000 per tonne of BF-BOF steel produced. DRI-EAF with natural gas eliminates this entirely — replacing coking coal with a fuel that has alternatives, domestic production potential, and no Suez exposure.

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