blast furnace Archives - Reclimatize.in

India’s Blast Furnace Fleet: Age Profile, Stranded Asset Risk, and the Reline Decisions of 2026–2032 | Reclimatize.in

India’s blast furnace fleet has an average age exceeding 20 years. Between 2026 and 2032, a large fraction of India’s integrated steelmaking capacity will face reline decisions — the Rs 800–1,200 crore replacement of refractory lining that extends operational life by 12–15 years, locking in BF-BOF production economics through 2038–2047. At CBAM costs that are rising to €165/t by 2034, each reline is potentially a stranded asset decision. This analysis maps the fleet, the decisions, and the financial risk.

India’s Blast Furnace Fleet: Age Profile, Stranded Asset Risk, and the Reline Decisions of 2026–2032 | Reclimatize.in Read More »

Scrap-EAF vs BF-BOF: The Reline-Retire-Retool Decision Every Indian Steel CFO Must Make | Reclimatize.in

India’s blast furnace fleet has an average age exceeding 20 years. Every blast furnace reaching the end of its campaign faces a three-way decision: reline at Rs 800–1,200 crore and run for another 12–15 years of BF-BOF production, retire without replacement, or retool toward an EAF-based steelmaking route. At current CBAM costs, coking coal prices, and CCTS GEI trajectories, the financial arithmetic of this decision has shifted materially since 2022. This article maps the full cost comparison.