Steel production is a difficult-to-mitigate sector that challenges climate mitigation commitments. Efforts for future decarbonization can benefit from understanding its progress to date. Here we report on greenhouse gas emissions from global steel production over the past century (1900-2015) by combining material flow analysis and life cycle assessment. We find that ~45 Gt steel was produced in this period leading to emissions of ~147 Gt CO₂-eq. Significant improvement in process efficiency (~67%) was achieved, but was offset by a 44-fold increase in annual steel production, resulting in a 17-fold net increase in annual emissions. Despite some regional technical improvements, the industry’s decarbonization progress at the global scale has largely stagnated since 1995 mainly due to expanded production in emerging countries with high carbon intensity. Our analysis of future scenarios indicates that the expected demand expansion in these countries may jeopardize steel industry’s prospects for following 1.5 °C emission reduction pathways. To achieve the Paris climate goals, there is an urgent need for rapid implementation of joint supply- and demand-side mitigation measures around the world in consideration of regional conditions.

The adoption of electric vehicles (EVs) on a large scale is crucial for meeting the desired climate commitments, where affordability plays a vital role. However, the expected surge in prices of lithium, cobalt, nickel, and manganese, four critical materials in EV batteries, could hinder EV uptake. To explore these impacts in the context of China, the world’s largest EV market, we expand and enrich an integrated assessment model. We find that under a high material cost surge scenario, EVs would account for 35% (2030) and 51% (2060) of the total number of vehicles in China, significantly lower than 49% (2030) and 67% (2060) share in the base-line, leading to a 28% increase in cumulative carbon emissions (2020-2060) from road transportation. While material recycling and technical battery innovation are effective long-term countermeasures, securing the supply chains of critical materials through international cooperation is highly recommended, given geopolitical and environmental fragilities.