arXiv subjects

Mohamed Atouife

Publications and source records attributed to Mohamed Atouife.

3 recordsLinked to original sources

arXiv2026

Relining or Replacement: How Timing, Costs, and Infrastructure Shape U.S. Primary Steel Decarbonization

Imminent blast furnace relinings create a consequential investment window for U.S. primary steel decarbonization. Using plant-level capacity planning and stochastic operations modeling, we quantify the costs, infrastructure, and fiscal requirements to transition legacy blast furnace sites to direct reduction under supply-side incentives. Under baseline assumptions, post-subsidy premiums above average blast furnace costs, including relining, are 272 to 427 dollars per ton of steel for near-zero-emission hydrogen-based direct reduction and 115 to 181 dollars for natural-gas-based production. Representative facilities producing two million tons of steel annually at legacy locations require approximately 4 to 6.5 and 0.7 to 1.1 GW of renewable generation and battery storage, respectively. This translates to 65 and 12 GW across the unrelined fleet for hydrogen- and natural gas-based pathways, respectively. These findings connect replacement timing to costs, infrastructure, and public support, motivating a sequenced transition through clean-powered natural-gas-based direct reduction to avert blast furnace relining, reduce emissions by 57 percent relative to blast furnaces, and preserve options for deeper decarbonization through hydrogen substitution or carbon capture.

eess.SY↗

arXiv2026

The structure of technological learning: insights from water electrolysis for cost forecasting, policy, and strategy

Forecasting the cost evolution of emerging clean technologies is crucial for informed policy, investment, and decarbonization decisions, yet it remains deeply uncertain. Learning curves, which link cost declines to cumulative deployment, are widely used for technological cost forecasting. However, applying them to emerging technologies is challenging due to parametric uncertainty in learning rates, which are scarce and highly uncertain, and structural uncertainty stemming from multiple plausible learning frameworks. Using water electrolysis as a case study, we evaluate how different learning structures, from shared to fragmented learning across technology variants and regions, alter expected cost paths. We interrogate model assumptions that represent contrasting industrial realities, including competition among electrolyzer variants and supply chain fragmentation associated with protectionism and industrial policy. We find that plausible modeling choices generate widely different trajectories, with materially different implications for policy design and technology strategy. We argue for routinely applying multiple learning frameworks to explore decision spaces and stress-test conclusions for scale-up planning, national industrial strategy, and energy-systems modeling.

eess.SY↗

arXiv2024

Emerging clean technologies: policy-driven cost reductions, implications and perspectives

Hydrogen production from water electrolysis, direct air capture (DAC), and synthetic kerosene derived from hydrogen and CO2 (`e-kerosene') are expected to play an important role in global decarbonization efforts. So far, the economics of these nascent technologies hamper their market diffusion. However, a wave of recent policy support in the United States, Europe, China, and elsewhere is anticipated to drive their commercial liftoff and bring their costs down. To this end, we evaluate the potential cost reductions driven by policy-induced scale-up of these emerging technologies through 2030 using an experience curves approach accounting for both local and global learning effects. We then analyze the consequences of projected cost declines on the competitiveness of these nascent technologies compared to conventional fossil alternatives, where applicable, and highlight some of the tradeoffs associated with their expansion. Our findings indicate that enacted policies could lead to substantial capital cost reductions for electrolyzers. Nevertheless, electrolytic hydrogen production at $1-2/kg would still require some form of policy support. Given expected costs and experience curves, it is unlikely that liquid solvent DAC (L-DAC) scale-up will bring removal costs to stated targets of $100/tCO2, though a $200/tCO2 may eventually be within reach. We also underscore the importance of tackling methane leakage for natural gas-powered L-DAC: unmitigated leaks amplify net removal costs, exacerbate the investment requirements to reach targeted costs, and cast doubt on L-DAC's role in the clean energy transition. Lastly, despite reductions in electrolysis and L-DAC costs, e-kerosene remains considerably more expensive than fossil jet fuel. The economics of e-kerosene and the resources required for production raise questions about the fuel's ultimate viability as a decarbonization tool for aviation.

eess.SY↗