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 […]
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
Grinding cement requires immense electrical power, resulting in heavy Scope 2 emissions. Discover how Indian manufacturers are systematically neutralizing their electrical carbon footprint and saving millions by capturing waste heat (WHRS) and securing open access renewable energy contracts.
The Zero Carbon Grind: How WHRS and Open Access RE are Rewiring Indian Cement Read More »
India achieves a world leading clinker factor by blending cement with waste from coal power and steel. As those sectors decarbonise, the supply of fly ash and slag will plummet. Discover why calcined clay (LC3) and performance based standards are the vital next steps for the industry’s Net Zero survival.
The Coming Fly Ash and Slag Shortage: Why Calcined Clay is the Future of Indian Cement Read More »
Carbon Capture is projected to deliver over a third of the cement sector’s total decarbonisation by 2070. Breaking down the numbers behind the proposed National CCUS Mission reveals both the massive emission reduction potential and the steep capital hurdles of point source carbon capture pilots.
The 1100 Crore Bet: Decoding the Economics of CCUS Pilots in Indian Cement Read More »
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.
India ships 3.5–4.0 million tonnes of steel pipes and tubes to the EU and UK annually, seamless pipes (CN 7304), welded structural tubes (CN 7306), and precision automotive tubes (CN 7307) are all CBAM-covered. The embedded carbon liability travels with the steel feedstock and the forming process. Yet most of India’s ~2,000 pipe and tube producers, including major clusters at Mandi Gobindgarh, Ankleshwar, and Khopoli have not built MRV infrastructure, do not know their embedded emission intensity, and have no CBAM compliance plan.
Green ammonia carries zero CBAM liability on EU exports. Grey ammonia produced from LNG now faces €140–165/tonne in CBAM certificates at the EU border. With LNG at $24–28/MMBtu, grey ammonia production costs have risen sharply enough to compress the price gap with green. Three forces have converged simultaneously in 2025–26: CBAM activation, LNG price escalation from the West Asia conflict, and falling electrolyser costs. The crossover point for green ammonia delivered to Europe is materially closer than 18 months ago.
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 offshore wind framework, a 4× REC multiplier, ISTS waiver, and an active SECI auction pipeline offers coastal aluminium smelters something onshore solar cannot: a 24-hour baseload-like generation profile, no land acquisition constraint, and direct port-proximate supply. Offshore wind was designed in 2018 as a futuristic incentive. By 2030, it may be the decisive factor in whether India’s aluminium sector can decarbonise its power supply ahead of CBAM’s full phase-in. The economics are not yet closed but the gap is narrowing.
