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Carbon Capture: A Reality Check

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What are the recent developments in carbon capture technology, and the challenges faced in making it more accessible to cement companies, discusses Dr Jose Casaban, Co-CEO, MOF Technologies.

Metal-Organic Frameworks (MOFs) are a new class of engineerable, super porous, sponge like solid materials that enable more efficient gas separation, gas storage and delivery solutions. MOFs are made up of two components: metal ions and organic ligands (also known as ‘linkers’) that are interconnected, creating repeatable porous networks that allow entrapment of specific gas molecules through physical adsorption. The choice of metal and linker allows us to engineer porous structures with unprecedented capacity and selectivity for a targeted gas molecule like CO2.
MOF Technologies has harnessed the unique properties of MOFs such as high CO2 capacity, selectivity and heatless regeneration and has engineered an ultra-energy efficient carbon capture system that uses pressure instead of heat to release the captured CO2 from the MOF filter. In principle, the carbon capture system combines mature vacuum swing adsorption technology with the novel highly performing MOF adsorbent material. By this way, CO2 can be separated from flue gas streams with an energy input of less than 1 GJ per tonne of CO2, cutting the energy requirements for carbon capture by up to 80 per cent versus the state-of-the-art amine scrubbing solutions. This represents a step change in carbon capture innovation that will bring down the costs for carbon removal and enable the mass adoption of CCS in hard-to-abate industries like cement.

Trial by Fuel
This year, the Nuada Carbon Capture technology was shortlisted by the Global Cement and Concrete Association’s (GCCA) Innovandi Open Challenge as one of the most promising technologies to decarbonise this hard-to-abate sector. This global programme aimed at fostering innovation within the cement industry by partnering GCCA member companies with innovative start-ups from around the world to ‘accelerate and commercialise the development of promising decarbonisation technologies.’
MOF Technologies was chosen as one of six start-ups, from more than 100 global entrants to the Open Challenge, to form formal consortiums with cement industry leaders for piloting innovative decarbonisation technologies. The company is now partnered
with Buzzi Unicem, Cementir Holdings and HeidelbergCement who will have the opportunity
to have a first glance of the innovative carbon capture technology and test the pilot plant for their flue gas. Their pilot plant is currently under construction, expected to be in operation during summer of 2023 to showcase the in-field performance of the Nuada Carbon Capture technology. This is an opportunity to prove the performance of this technology in its scaled-up form at the production sites of these three key GCCA members and enhance the confidence of the sector that Nuada will play a pivotal role for cement decarbonisation.

Technology and Productivity
Nuada Carbon Capture is an End-of-Pipe (EoP) solution that provides the opportunity to treat emissions directly from the stack without any modifications to the existing cement manufacturing processes.
This technology uses modular units that are prefabricated and containerised, so they can be easily installed on site with minimum disruption to the manufacturing operations. The modular nature of the technology provides flexibility for its end users to treat different scales of emissions and gradually add to the carbon capture capacity on their sites, in alignment with the evolution of carbon emission allowance schemes. Exploiting the high-capacity of MOF materials, Nuada carbon capture systems are designed to be very compact, occupying a minimum footprint to provide the comfort of retrofitting these systems, especially in cement production sites with minimum free space.
This is beneficial since most existing cement manufacturing sites were not built with a provision for adding a carbon capture process. Another advantage of this technology is the requirement of electricity as the only energy source to operate these carbon capture plants. Competitive technologies like amine-based solutions require copious amounts of steam, which is not always available on site and their integration in a cement plant is far more challenging. Overall, Nuada is a plug-and-play, easy to install and flexible carbon capture solution that can be easily retrofitted on existing cement plants. While these features will facilitate the adoption of this technology within the cement industry, the core advantage of this carbon capture system is its ultra-high energy efficiency, which slashes the cost associated with carbon capture and enables cement manufacturers to reduce their emissions, with the lowest possible impact on the cost of cement production.

Challenges Ahead
The development of this groundbreaking technology did not happen overnight. Instead, MOF Technologies have spent the last decade on developing knowhow around the development, production, shaping, optimisation, and testing of MOF materials combined with continuously increasing engineering capabilities for the design and prototyping of MOF-based systems. The company has gained a global reputation as the MOF material experts by collaborating with several blue-chip companies for the co-development of MOF-based solutions.
These collaborations have enriched the engineering knowhow for developing MOF-based adsorption systems whilst being part of EU-funded carbon capture projects with better insights about the carbon capture technology requirements. It was the inherited knowledge from the challenges and the lessons learnt across their R&D pedigree that has enriched their large IP portfolio, enabled technology breakthroughs, and now minimises the obstacles of commercial deployment for the innovative carbon capture technology. MOF Technologies is using the industrially scaled and proven Vacuum Pressure Swing Adsorption (VPSA) technology, so there are existing supply chains that can be immediately utilised to construct larger scale carbon capture systems. In addition, the company has already scaled up the production of the MOF filter and is now producing enough MOF material in-house to support commercial scales of carbon capture systems. While the road to commercial deployment of the Nuada carbon capture technology is relatively open, the real challenge ahead is to gain operating hours. By demonstrating the high in-field performance of Nuada and growing the industry’s confidence, they can move towards larger scale systems.

Curbing Emissions
The company sees cleantech as a necessity for curbing future emissions. Among the options to tackle emissions from heavy polluting industries, carbon capture is widely regarded as a key lever for achieving net zero targets. For example, carbon capture is accounting for a total of 36 per cent emissions reductions by 2050 in the cement industry according to the GCCA’s net zero roadmap. However, the IPCC is quoted as saying, “Currently, global rates of carbon capture and storage deployment are far below those in modelled pathways limiting global warming to 1.5°C or 2°C.” This is because the technology’s rollout has been hindered by cost, energy-efficiency and other challenges. This generates extra pressure for innovation, cross-collaboration between technology developers and emitters, and investment in carbon capture projects. Innovative climate technologies like the Nuada carbon capture system, which addresses the main caveats for the mass adoption of CCUS, will prove transformational, not only in achieving Net Zero targets but in improving the quality of life for the people of the world.

ABOUT THE AUTHOR:
Dr Jose Casaban is a globally recognised CCUS expert with rich experience in sorbent materials and gas separation processes. He is leading the rapid expansion of MOF Technologies that will accelerate the decarbonisation of the cement industry.

Concrete

Lower sales realization impacts margins for cement makers in Q2 FY25

The industry encountered several challenges, including an extended monsoon season.

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Major cement manufacturers reported a decline in margins for the September quarter, primarily due to lower prices, which led to decreased sales realization.

With the exception of three leading cement producers—UltraTech Cement, Ambuja Cement, and Dalmia Bharat—smaller companies, including Nuvoco Vistas Corp, JK Cement, Birla Corporation, and Heidelberg Cement, experienced a drop in both topline and sales volume during the second quarter of the current fiscal year.

The industry encountered several challenges, including an extended monsoon season, flooding, and a slow recovery in government demand, all contributing to weak overall demand.

Despite these challenges, power, fuel, and other costs largely remained stable across the industry. The all-India average cement price was approximately Rs 348 per 50 kg bag in June 2024, which represented an 11 per cent year-on-year decrease to Rs 330 per bag in September, although it saw a month-on-month increase of 2 per cent.

In the first half of FY25, cement prices declined by 10 per cent year-on-year, settling at Rs 330 per bag. This decline was notable compared to the previous year’s average prices of Rs 365 per bag and Rs 375 per bag in FY23, as reported by Icra.

Leading cement manufacturer UltraTech reported a capacity utilization rate of 68 per cent, with a 3 per cent growth in volume. However, its sales realization for grey cement declined by 8.4 per cent year-on-year and 2.9 per cent quarter-on-quarter during the July-September period.

In response to a query regarding cement prices during the earnings call, UltraTech’s CFO Atul Daga indicated that there had been an improvement in prices from August to September and noted that prices remained steady from September to October. He mentioned that the prices had risen from Rs 347 in August to approximately Rs 354 currently.

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Concrete

Steel companies face Rs 89,000 crore inventory crisis

Steel firms grapple with Rs 89,000 crore stockpile amid import surge.

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Steel companies in India are facing a significant challenge as they contend with an inventory crisis valued at approximately Rs 89,000 crore. This situation has arisen due to a notable increase in steel imports, which has put pressure on domestic producers struggling to maintain sales in a competitive market.

The surge in imports has been fueled by various factors, including fluctuations in global steel prices and increased production capacities in exporting countries. As a result, domestic steel manufacturers have found it difficult to compete, leading to rising stock levels of unsold products. This inventory buildup has forced several companies to reassess their production strategies and pricing models.

The financial impact of this inventory crisis is profound, affecting cash flows and profitability for many steel firms. With domestic demand remaining volatile, the pressure to reduce prices has increased, further complicating the situation for manufacturers who are already grappling with elevated production costs.

Industry experts are urging policymakers to consider measures that can support local steel producers, such as imposing tariffs on imports or enhancing trade regulations. This would help to protect the domestic market and ensure that Indian steel companies can compete more effectively.

As the steel sector navigates these challenges, stakeholders are closely monitoring the situation, hoping for a turnaround that can stabilize the market and restore confidence among investors. The current dynamics emphasize the need for a robust strategy to bolster domestic production and mitigate the risks associated with excessive imports.

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Concrete

JSW and POSCO collaborate for steel plant

JSW Group and POSCO ink MoU for steel project.

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JSW Group has signed a Memorandum of Understanding (MoU) with South Korea’s POSCO Group to develop an integrated steel plant in India. This collaboration aims to enhance India’s steel production capacity and contribute to the country’s growing manufacturing sector.

The agreement was formalized during a recent meeting between executives from both companies, highlighting their commitment to sustainable development and technological innovation in the steel industry. The planned facility will incorporate advanced manufacturing processes and adhere to environmentally friendly practices, aligning with global standards for sustainability.

JSW Group, a leader in the Indian steel industry, has expressed confidence that the joint venture with POSCO will bolster its position in the market and accelerate growth. The project is expected to attract significant investments, generating thousands of jobs in the region and contributing to local economies.

As India aims to boost its steel output to meet domestic demand and support infrastructure projects, this partnership signifies a crucial step toward achieving those goals. Both companies are committed to leveraging their expertise to develop a state-of-the-art facility that will produce high-quality steel products while minimizing environmental impact.

This initiative also reflects the increasing collaboration between Indian and international firms to enhance industrial capabilities and foster economic growth. The MoU sets the stage for a promising future in the Indian steel sector, emphasizing innovation and sustainability as key drivers of success.

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