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picture1_Wef Netzero Industry Tracker 2022 Data Sheet


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File: Wef Netzero Industry Tracker 2022 Data Sheet
sheet 1 toc world economic forum netzero industry tracker 2022 data sheet guide to tabs cell legend 95 calculated cell 95 intermediate work with values not displayed in tracker 95 ...

icon picture XLSX Filetype Excel XLSX | Posted on 16 Aug 2022 | 3 years ago
Partial file snippet.
Sheet 1: TOC

World Economic Forum - Net-Zero Industry Tracker 2022
















Data Sheet




















































Guide to tabs:








Cell Legend:

















95 Calculated Cell






95 Intermediate work with values not displayed in tracker







95 Manual Input






95 Key Final values in tracker











































































































































































































































































































































































































Sheet 2: SUM

World Economic Forum - Net-Zero Industry Tracker 2022























Cross-industry Findings Data


































































































This sheet contains the data used in the graphs of the cross-industry findings section























Refer to industry-specific trackers for links to the original data source















































1 INDUSTRY EMISSION INTENSITY TRAJECTORY (2020 - 2050)























units: tCO2e/production for all (except Oil which is KgCO2e/bbl and Natural Gas which is tCO2e/MMcf)























2020 2030 2040 2050 Sources


















Aluminium 16.10 11.50 2.20 0.50 Beyond 2 Degrees: The Outlook for The Aluminium Sector Factsheet - International Aluminium Institute (international-aluminium.org)


















Ammonia 2.45 1.87 0.95 0.10 https://www.iea.org/data-and-statistics/data-product/net-zero-by-2050-scenario


















Steel 1.90 0.92 0.43 0.11 Sustainability indicators - worldsteel.org https://www.iea.org/data-and-statistics/data-product/net-zero-by-2050-scenario

















Cement 0.59 0.45 0.22 0.03 https://www.iea.org/data-and-statistics/data-product/net-zero-by-2050-scenario


















Oil 97.0 43.0
30.0 Emissions (scope 1&2) divided by total production (refer Oil performance tracker), 2050 data for oil and gas is based on best available technology today; https://www.iea.org/reports/tracking-fuel-supply-2021

















Natural Gas 14.3 8.1
2.6 Calculated from processes and % production (refer Natural Gas performance tracker), 2050 data for oil and gas is based on best available technology today; https://www.iea.org/reports/tracking-fuel-supply-2021



























































































2 GLOBAL GHG EMISSIONS BY SECTOR























units: Gt CO2e























Scope 1 Scope 2 Scope 1 + 2 Scope 3 Scope 1 & 2 as % of Scope 3 Comments

















Oil 3.2
3.2 12.3 21% Refer to individual performance tracker (what it emits section) for links to the original data source

















Natural Gas 2.1
2.1 7.6 22% Refer to individual performance tracker (what it emits section) for links to the original data source

















Steel 2.6 1.1 3.7 0.7 84% Refer to individual performance tracker (what it emits section) for links to the original data source

















Cement 2.4 0.2 2.6 0.2 93% Refer to individual performance tracker (what it emits section) for links to the original data source

















Aluminium 1.08
1.1 0.03 97% Refer to individual performance tracker (what it emits section) for links to the original data source

















Ammonia 0.45 0.04 0.5 0.8 38% Refer to individual performance tracker (what it emits section) for links to the original data source

















Total 11.8 1.3 13.2 21.63












































TOTAL INDUSTRIAL EMISSIONS
























Emissions Source Link




















Scope 1























Industries 8.5 IEA Tracking Industries https://www.iea.org/reports/tracking-industry-2021




















O&G 5.3 IEA Tracking Fuel Supply iea.org/reports/tracking-fuel-supply-2021




















Scope 2























Heavy Industry Scope 2 1.3 From above table





















Light Industry Scope 2 1.3 IEA - NZE by 2050 -figure 2.16 https://iea.blob.core.windows.net/assets/deebef5d-0c34-4539-9d0c-10b13d840027/NetZeroby2050-ARoadmapfortheGlobalEnergySector_CORR.pdf




















Total 16.4






















Proportion of industrial emissions: 80%















































OTHER EMISSIONS
























Emissions Source Link




















Agriculture 20% Breakthrough Energy - https://www.breakthroughenergy.org/go-deeper/sectoral-analysis




















Transportation 16% Breakthrough Energy - https://www.breakthroughenergy.org/go-deeper/sectoral-analysis




















Buildings 7% Breakthrough Energy - https://www.breakthroughenergy.org/go-deeper/sectoral-analysis




















Others 25.3%














































3 PRODUCTION INCREASES FROM 2020 TO 2050 UNDER BAU AND IEA NZE SCENARIOS























units: %























2020 2050 (BAU) 2050 (IEA NZE) Sources



















Aluminium 95.2 171.0 150.0 Public Access - International Aluminium Institute (international-aluminium.org)



















Ammonia 185.0 253.0 228.0 https://iea.blob.core.windows.net/assets/6ee41bb9-8e81-4b64-8701-2acc064ff6e4/AmmoniaTechnologyRoadmap.pdf (figure 2.8 and page 91)


















Steel 1.9 2.5 2.2 2021-World-Steel-in-Figures.pdf (worldsteel.org) https://www.iea.org/data-and-statistics/data-product/net-zero-by-2050-scenario 11.57% growth calculated from IEA net-zero-by-2050-scenario production data

















Cement 4.2 6.0 4.2 https://gccassociation.org/concretefuture/wp-content/uploads/2021/10/GCCA-Concrete-Future-Roadmap-Document-AW.pdf https://gccassociation.org/concretefuture/wp-content/uploads/2021/10/GCCA-Concrete-Future-Roadmap-Document-AW.pdf https://iea.blob.core.windows.net/assets/deebef5d-0c34-4539-9d0c-10b13d840027/NetZeroby2050-ARoadmapfortheGlobalEnergySector_CORR.pdf

















Natural Gas 380 495 169 https://www.iea.org/data-and-statistics/data-product/world-energy-outlook-2021-free-dataset https://iea.blob.core.windows.net/assets/261043cc-0cb6-498b-98fa-a1f48715b91f/GasMarketReportQ42021.pdf


















Oil 89 103 24 Full report – Statistical Review of World Energy 2021 (bp.com)











































4 END-USE CONSUMPTION BY SECTOR























units: %























Power Transport Industry Buildings Others Agriculture

















Steel
17% 16% 52% 15%
https://www.statista.com/statistics/1107721/steel-usage-global-segment/
















Cement

8% 92%

https://www.oecd.org/greengrowth/GGSD2019_IssuePaper_CementSteel.pdf
















Aluminium
26% 11% 24% 39%
https://www.statista.com/statistics/280983/share-of-aluminum-consumption-by-sector/
















Ammonia

30%

70% https://www.iea.org/reports/ammonia-technology-roadmap
















Oil
66% 24% 5% 5%
https://www.iea.org/fuels-and-technologies/oil
















Gas 40%
35% 21% 4%
https://www.iea.org/data-and-statistics/charts/global-natural-gas-demand-per-sector-2005-2025








































5 MAXIMUM POTENTIAL EMISSION INTENSITY REDUCTION

















































Traditional Intensity Low Emission Intensity From BAT (primary production) % From BAT (secondary production) % Secondary Production % Units (EI) Notes
















Oil 97.0 30.0 69%

kg CO2 / bbl Oil and gas routes require carbon capture, electrification and methane emissions reduction technologies
















Natural Gas 14.3 2.6 82%

tCO2 / MMcf Oil and gas routes require carbon capture, electrification and methane emissions reduction technologies
















Steel 1.9 0.1 95% 95% 0.6 tCO2 / t With direct reduced iron-electric arc furnace (DRI-EAF) using carbon capture and storage
(CCS);

















Cement 0.59 0.03 95%

tCO2 / t Carbon capture with 95% CO2 capture efficiency;
















Aluminium 16.1 0.5 90% 94% 0.1 tCO2 / t Green power, inert anodes and hydrogen boilers;
















Ammonia 2.4 0.1 100%

tCO2 / t Electrolysis with green power;








































6 ENERGY CONSUMPTION BY SECTOR (EXAJOULES)























units: EJ



M tCO2 kg CO2 / GJ

















Coal Oil Natural Gas Electricity Others Total Emissions Average Emission Intensity
















Oil & Gas
28.6 14.9

747 63
Refer to individual performance tracker (what energy is used) for links to the original data source














Steel 27.3 0.4 3.1 4.9 0.8 3255 90
Refer to individual performance tracker (what energy is used) for links to the original data source














Cement 8.1
1.6
0.8 815 85
Refer to individual performance tracker (what energy is used) for links to the original data source














Aluminium 2.29 0.1 0.64 1.05 0.1 373 59
Refer to individual performance tracker (what energy is used) for links to the original data source














Ammonia 2.24 0.09 6.02 0.26
538 Data not available
Refer to individual performance tracker (what energy is used) for links to the original data source














Fuel Mix Intensity (kg CO2 / GJ) 91
50 127











































7 CURRENT INDUSTRY PERFORMANCE AGAINST IEA NET ZERO 2050 TRAJECTORY FOR TOTAL EMISSIONS, EMISSION INTENSITY AND PRODUCTION VOLUME























units: %























Change in 2030 Production Change in 2050 Production Change in 2030 Intensity Change in 2050 Intensity
Comments

















Oil -16 -72 -56 -69
Calculated from EI and Production volume changes for 2020, 2030 and 2050

















Natural Gas 0 -56 -43 -82
Calculated from EI and Production volume changes for 2020, 2030 and 2050

















Steel 9 12 -52 -94
Calculated from EI and Production volume changes for 2020, 2030 and 2050

















Cement 5 -1 -24 -95
Calculated from EI and Production volume changes for 2020, 2030 and 2050

















Aluminium 24 58 -40 -97
Calculated from EI and Production volume changes for 2020, 2030 and 2050

















Ammonia 21 30 -23 -96
Calculated from EI and Production volume changes for 2020, 2030 and 2050


































































8 ENABLING INFRASTRUCTURE CAPACITY REQUIREMENTS FOR NET-ZERO INDUSTRIES BY 2050























units: GW MTPA MTPA





















Clean Power Clean H2 Carbon Trans. & Storage




















Oil 18 8 165

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Natural Gas 47 0 220

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Steel 921 43 530

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Cement
12 1370

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Aluminium 232 10 150

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Ammonia 447 0 100

Refer to individual readiness trackers (section 2 Infrastructure capacity requirements) for links to the original data source

















Total 1665 72 2535













































Metric Value Units Source Year Link


















Carbon Transport & Storage Infrastructure 40 MTPA IEA 2020 https://www.iea.org/reports/about-ccus


















Clean H2 9 MTPA IEA 2020 https://www.iea.org/reports/hydrogen


















Clean Power 3676 GW IEA 2021 iea.org/reports/renewables-2021










































9 ADDITIONAL INVESTMENTS REQUIRED TO REACH NET-ZERO























units: USD / tCO2e























Clean Power Clean H2 Carbon Transport & Storage Total Enabling Infrastructure Asset transformation investment Ratio

















Oil 35.0 72.9 21.0 129 720 0.2 Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Natural Gas 89.2 0 28.0 117 110 1.1 Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Steel 1750.2 404.4 71.9 2226 300 7.4 Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Cement 0.0 108 174.7 283 500 0.6 Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Aluminium 440.8 85.5 19.1 545 - Data not available Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Ammonia 848.7 0 12.8 861 450 1.9 Asset transformation investment : Refer individual readiness tracker (section 5 Capital) for links and calculations/sources
















Total 3163.8 670.8 327.4 4162 2080 2.0

















Cost / unit 1.9 9 0.1275












































10 AVERAGE B2B & B2C GREEN PREMIUM























units:


%




















B2B price increase % price increase UOM (B2B price increase) B2C price increase % price increase UOM (B2B price increase) Comments (B2B) Comments (B2C)















Oil 7 10% USD/bbl of oil 0.1 6% USD/litre of Gasoline Based on average price of oil at USD 70/bbl Based on average price of gas of 1.67/ litre















Natural Gas 0.3 7% USD/MMBTU of NG 2 1% USD/MWh Based on average price of gas at USD 3.9/MMBTU Based on average price of electricity of USD 131/MWH















Steel 611.8 38% USD/T of Steel 300 1% USD/car Based on average price of steel at USD 1610/t of steel Based on average car price of 40,000 USD















Cement 46.9 67% USD/t of cement 32000 3% USD/house Based on average price of cement at USD 70/t of cement Based on average house price of 1 MnUSD















Aluminium 950.8 40% USD/t of Aluminium 150 1% USD/car Based on average price of aluminium at USD 2489/t Based on average car price of 40,000 USD















Ammonia 440 55% USD/t of Ammonia 150 25% USD/t of fertilizer Based on average price of ammonia at USD 800/t Based on average urea fertilizer price of USD 630/ton







































11 CARBON ABATEMENT COST REQUIRED FOR LOW-EMISSION PRODUCTION























units: USD / tCO2e























Carbon Price Comments





















Oil 247 From Respective individual industry readiness trackers (section 4 Policies)





















Natural Gas 25 From Respective individual industry readiness trackers (section 4 Policies, averaged for range)





















Steel 270 From Respective individual industry readiness trackers (section 4 Policies, averaged for range)





















Cement 85 From Respective individual industry readiness trackers (section 4 Policies, averaged for range)





















Aluminium 210 From Respective individual industry readiness trackers (section 4 Policies)





















Ammonia 198 From Respective individual industry readiness trackers (section 4 Policies, averaged for range)













































12 ADDITIONAL CAPEX REQUIRED VS. NET PPE























units: Bn USD























Annual CAPEX Cumulative 30 year CAPEX Net PPE Investment to PPE Multiple



















Oil 24 720 4200 0.2
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Natural Gas 4 110 - -
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Steel 10 300 723 0.4
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Cement 17 500 310 1.6
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Aluminium

151 0.0
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Ammonia 15 450 65 6.9
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Total 70 2080 5298 0.4
Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source










































Total Green bonds in 2020 304



Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source

















Total Green bonds from industry 2



Refer to individual readiness trackers (section 5 Capital requirements) for links to the original data source









































13 TOP PRODUCING AND CONSUMING COUNTRIES FOR INDUSTRIES
















































Steel (2020)








Source













Countries China India Japan Europe US


















Production 56% 5% 4% 7% 4%



World Steel in Figures 2022 - worldsteel.org













Consumption 57% 5% 4% 7% 5%



World Steel in Figures 2022 - worldsteel.org






































Cement (2020)























Countries China India Vietnam Europe US


















Production 54% 8% 2% 7% 2%



https://pubs.usgs.gov/periodicals/mcs2021/mcs2021-cement.pdf













Consumption 54% 8% 2% 7% 2%



Assumption: All cement used locally






































Aluminium(2020)























Countries China India Russia Europe Canada


















Production 57% 6% 6% 10% 5%



Public Access - International Aluminium Institute (international-aluminium.org)













Consumption








Data not available for consumption






































Ammonia (2020)























Countries China India Russia Europe US


















Production 28% 8% 11% 9% 9%



https://iea.blob.core.windows.net/assets/6ee41bb9-8e81-4b64-8701-2acc064ff6e4/AmmoniaTechnologyRoadmap.pdf













Consumption 28% 8% 11% 10% 9%



https://iea.blob.core.windows.net/assets/6ee41bb9-8e81-4b64-8701-2acc064ff6e4/AmmoniaTechnologyRoadmap.pdf






































Oil (2020)























Countries China India Russia Europe US Canada Saudi Arabia Japan















Production - - 12% 4% 19% 6% 13% -
Full report – Statistical Review of World Energy 2021 (bp.com)













Consumption 15% 5% - 15% 19% - - 4%
Full report – Statistical Review of World Energy 2021 (bp.com)






































Gas (2020)























Countries China Iran Russia Europe US


















Production 5% 6% 18% 5% 24%



https://www.iea.org/data-and-statistics/data-product/world-energy-outlook-2021-free-dataset













Consumption 8% 6% 12% 13% 22%



https://www.iea.org/data-and-statistics/data-product/world-energy-outlook-2021-free-dataset
























































































Sheet 3: STE-P

World Economic Forum - Net-Zero Industry Tracker 2022







Steel - Performance Data


































What steel emits, captures & offsets







Metric Value Units Source Year Link Location (if required) Calculation / comment

Total 4.4 GT CO2e





Scope 1 2.6 GT CO2e MPP (ETC) 2020 MPP-Steel-Transition-Strategy-Oct-2021.pdf (missionpossiblepartnership.org) page 11

Scope 2 1.1 GT CO2e MPP (ETC) 2020 Same as above page 11

Scope 3 0.7 GT CO2e MPP (ETC) 2020 Same as above page 13

Scope 1 Non - CO2 emissions 0 GT CO2e - - - Assumption

Total CCUS 0.8 MT CO2e Global CCS Institute 2020 co2re.co/FacilityData


Total Offsets Data not available GT CO2e


Data not available for steel producers buying offsets










What is produced







Metric Value Units Source Year Link Location (if required) Calculation / comment

Total Production 1.9 Bn T World Steel 2020 2021-World-Steel-in-Figures.pdf (worldsteel.org) page 10 1876 Mn ton converted to Bn ton

Oxygen route 1375 Mn T World Steel 2020 same as above -

Electric route 494 Mn T World Steel 2020 same as above -

Reduced Emission Prod

- - - - Assumption

Oxygen route 0 % - - - - Data provided by CRU

Electric route 72% % CRU 2020 - - 0.36 MT reduced emission production (Data provided by CRU )

Low Emission Prod

CRU - - - Data provided by CRU

Oxygen route 0 % CRU - - - Data provided by CRU

Electric route 0 % CRU - - - Data provided by CRU




CRU




Steel Recycled (for prim. & sec.) 650 Mn T Worldsteel 2020 2021-World-Steel-in-Figures.pdf (worldsteel.org)


Percentage 34.8% % - - - -










How it is produced







Metric Value Units Source Year Link Location (if required) Calculation / comment

Production Emission Intensity




-

Global Average 1.9 T CO2e per T World Steel 2020 Sustainability indicators - worldsteel.org -

10th Percentile 0.55 T CO2e per T CRU 2020
Data provided by CRU

BLAST FURNACE – BOF 2.3 T CO2e per T MPP (ETC) 2020 MPP-Steel-Transition-Strategy-Oct-2021.pdf (missionpossiblepartnership.org) page 11

ELECTRIC ARC FURNACE (EAF) 0.6 T CO2e per T MPP (ETC) 2020 Same as above page 11

DIRECT REDUCED IRON – EAF 1.4 T CO2e per T MPP (ETC) 2020 Same as above page 11

% of Production

- - - -

BLAST FURNACE – BOF 72%
WorldSteel 2020 Global-Sector-Strategy-Steel-IIGCC-Aug-21.pdf page 13

ELECTRIC ARC FURNACE (EAF) 22%
WorldSteel 2020 Same as above page 13

DIRECT REDUCED IRON – EAF 6%
WorldSteel 2020 Same as above page 13

Energy Intensity 18.8
- - - -

BLAST FURNACE – BOF 22.70 GJ / T World Steel 2019 iea.blob.core.windows.net/assets/eb0c8ec1-3665-4959-97d0-187ceca189a8/Iron_and_Steel_Technology_Roadmap.pdf page 42

ELECTRIC ARC FURNACE (EAF) 5.20 GJ / T World Steel 2019 Same as above page 43

DIRECT REDUCED IRON – EAF 21.80 GJ / T World Steel 2019 Same as above page 44










What energy is used







Metric Value Units Source Year Link Location (if required) Calculation / comment

Fuel Use 36.5 % - - - -

Coal 27.3 Bn GJ IEA 2020 https://www.iea.org/reports/iron-and-steel Iron and steel final energy demand and energy intensity in the Net Zero Scenario, 2018-2030

Oil 0.4 Bn GJ IEA 2020 Same as above Same as above

Natural Gas 3.1 Bn GJ IEA 2020 Same as above Same as above

Electricity 4.9 Bn GJ IEA 2020 Same as above Same as above

Fuel Use







Coal 75% % - - - -

Oil 1% % - - - -

Natural Gas 8% % - - - -

Electricity 13% % - - - -










Fuel GHG intensity 90 Kg CO2e / GJ - - - -

Coal 91 Kg CO2e / GJ EIA 2021 https://www.eia.gov/environment/emissions/co2_vol_mass.php
Use all coal - Divide kg/mmbtu by 1.0551 to get kg / GJ

Oil 70 Kg CO2e / GJ EIA 2021 Same as above
Use diesel - divide kg/mmbtu by 1.0551 to get kg / GJ

Natural Gas 50 Kg CO2e / GJ EIA 2021 Same as above
Divide kg/mmbtu by 1.0551 to get kg / GJ

Electricity 127 Kg CO2e / GJ IEA - https://www.iea.org/reports/tracking-power-2021 -










What it contributes to







Metric Value Units Source Year Link Location (if required) Calculation / comment

Scope 3 Main Categories
GT CO2e


Categories TBD

1 Purchased Goods & Service 40% GT CO2e SSAB 2020 CO₂ efficiency - SSAB -

10 Processing of Sold Products 40% GT CO2e SSAB 2020 CO₂ efficiency - SSAB -

9 Downstream Transport & Dist 10% GT CO2e SSAB 2020 CO₂ efficiency - SSAB -

Lifecycle Emissions 2.4 T CO2 e / T - - - -

Offset to Emission ratio - GT CO2e - - - -

Direct Air Capture - GT CO2e - - - -










Appendix: Demand projection







Metric Value Units Source Year Link Location (if required) Calculation / comment










2020 Steel Production 1950 Mt MPP 2021 MPP-Steel-Transition-Strategy-Oct-2021.pdf (missionpossiblepartnership.org)
See document for country breakdown

2050 MPP Business-As-Usual Production 2545 Mt MPP 2021 Same as above
See document for country breakdown

2050 MPP High Circularity Scenario Production 1507 Mt MPP 2021 Same as above
See document for country breakdown

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...Sheet toc world economic forum netzero industry tracker data guide to tabs cell legend calculated intermediate work with values not displayed in manual input key final sum crossindustry findings this contains the used graphs of section refer industryspecific trackers for links original source emission intensity trajectory units tcoeproduction all except oil which is kgcoebbl and natural gas tcoemmcf sources aluminium beyond degrees outlook sector factsheet international institute internationalaluminiumorg ammonia httpswwwieaorgdataandstatisticsdataproductnetzerobyscenario steel sustainability indicators worldsteelorg cement emissions scope amp divided by total production performance based on best available technology today httpswwwieaorgreportstrackingfuelsupply from processes global ghg gt coe as comments individual what it emits industrial link industries iea tracking httpswwwieaorgreportstrackingindustry o g fuel supply ieaorgreportstrackingfuelsupply heavy above table light nze fig...

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