Episode 182

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Published on:

3rd Feb 2026

The steel paradox

In this episode of The Greener Way, host Michelle Baltazar discusses the critical and complicated role of steel in the transition to a decarbonised future with Fidelity International's Sue-Lyn Stubbs.

They discuss the steel paradox and its essential role in economic growth, green technology development versus its high emissions footprint, the financial and regulatory implications, and the effect of methane emissions on the industry.

02:04 Understanding the steel paradox

04:10 Financial risks and opportunities in the steel value chain

06:35 The importance of methane emissions

07:49 Impact on Australian mining companies

08:33 Future of green steel technologies

10:44 Investor engagement and regulatory developments

16:03 The steel methane investor initiative

Links: The methane blindspot: Why investors are rethinking their steel value chain exposure



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy
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About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues.