3rd World Green Steel, Hydrogen and Energy Summit

• Is green steel becoming a distinct commodity class with its own price benchmarks?
• Green premiums today: what buyers are paying and what they will pay in 2027–2030
• How certification, mass balance, and book-and-claim systems are shaping price discovery
• The role of commodity exchanges and price reporting agencies in green steel markets
• Margin volatility across the supply chain: from iron ore and hydrogen to freight and finished product

• The Scope 3 pressure driving OEM procurement of green steel: real commitments or greenwashing?
• How automakers like Volkswagen, Volvo, and BMW are structuring green steel supply agreements
• Construction and infrastructure: the role of public procurement mandates in pulling green demand
• What end users need from certification, traceability, and documentation for their own ESG reporting

• What banks and institutional investors look for in a bankable green steel project
• Green bonds, sustainability-linked loans, and blended finance: which structures are gaining traction?
• The role of DFIs: EIB, EBRD, IFC, and sovereign wealth funds in green steel
• Equity vs. debt in greenfield hydrogen-DRI plants: risk allocation between developers and financiers
• How offtake agreements de-risk financing and shape project structures

• Key commercial terms: volume commitments, price indexation, green certification, and force majeure
• How offtake length and pricing structures differ from conventional steel purchasing
• Managing price risk when green premium, hydrogen cost, and carbon price are all variables
• Lessons from early movers: what worked and what needed renegotiating

• Global green steel production capacity by region: current state and 2030 project pipeline
• Sourcing hot spots: Scandinavia, Iberian Peninsula, Middle East, North Africa, and Australia
• Logistics challenges: port infrastructure, coil/slab transit, and modal shift from coal-era supply chains
• Clean energy logistics and storage: how renewable power assets are being co-located with production

• CBAM implementation: practical compliance, monitoring, and reporting obligations for importers
• US Section 232 tariffs and Section 301 measures: interaction with green steel trade flows
• WTO compatibility of carbon border measures and the risk of retaliatory trade disputes
• Climate policy alignment: what common carbon pricing frameworks mean for steel competitiveness
• Regulatory divergence risk: managing compliance across multiple jurisdictions

• Consolidation trends: who is acquiring whom and why across steel and hydrogen
• Joint venture structures between steelmakers, energy companies, and mining groups
• Technology licensing and IP considerations in hydrogen and DRI deals
• European steelmakers and Middle Eastern energy producers as natural cross-border allies
• What acquirers are targeting in 2026–2027: assets, capabilities, and geographies

• Securing renewable PPAs for steel and hydrogen production sites across Europe and the GCC
• Grid connection timelines and their impact on project schedules
• Energy storage and demand flexibility: how steelmakers are managing power intermittency
• Offshore wind and solar co-location strategies with coastal green steel complexes

• What needs to happen in policy, technology, and finance for green steel to reach cost parity by 2030
• Key investment opportunities identified across the summit: where capital should flow next
• Structured matchmaking between producers, offtakers, financiers, and technology providers
• Inspiring closing perspectives from leading voices across the green steel value chain
• Defining the industry's collective agenda for the year ahead

This is a working agenda and is subject to changes. The final agenda will be available at the venue.