Koi Research Brief
March 2026|Model 012104 v1.0

Climate Impact:
AI-Powered Robotic Analytics for Steelmaking

Can AI-driven robotics and predictive analytics reduce the carbon intensity of traditional blast furnace steelmaking? This model finds a 3.5% lifecycle emissions reduction (0.077 t CO2e per tonne of steel) - a modest per-unit improvement, but one that compounds across 1.37 billion tonnes of annual BF-BOF steel production.

0.077

t CO2e avoided per tonne

1.37B

t steel market (2035)

~1.1

Mt at 1% capture*

* Avoided emissions shown assume 1% market capture.

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Model Dashboard

Core metrics at a glance. Forecast year 2035 unless noted.

Unit Impact (Avoided)

0.077

t CO2e / tonne steel

3.5% reduction vs baseline

Baseline Intensity

2.17

t CO2e / tonne steel

Integrated steelmaking (BF-BOF)

Solution Intensity

2.09

t CO2e / tonne steel

With AI analytics + energy conservation

Addressable Market (2035)

1.37B

tonnes steel (BF-BOF)

Global blast furnace production

Market Scenario

BF-BOF

Blast Furnace pathway

Integrated steelmaking route

Avoided Emissions (1% Capture)

~1.1

Mt CO2e (2035)

At 1% market capture*

* Avoided emissions shown assume 1% market capture rate. Unit impact reflects model-computed values; small differences from displayed baseline minus solution are due to rounding in the underlying intensity data.

Baseline vs. Solution - Lifecycle Intensity

Baseline

Integrated steelmaking (BF-BOF)

2.17 t CO2e / t

Solution

With AI-powered analytics + energy conservation

2.09 t CO2e / t

0.077 t CO2e avoided / tonne

3.5% reduction in lifecycle emissions intensity (constant across forecast period)

Projecting to Market Scale

At 1.37 billion tonnes of annual BF-BOF steel production (2035 forecast) and a unit impact of 0.077 t CO2e per tonne, at just 1% market capture, the avoided emissions would total approximately 1.1 million tonnes CO2e per year. Steel is one of the hardest-to-abate industrial sectors, making even incremental efficiency improvements valuable at scale.

Unit Impact

0.077

t CO2e/t

×

1.37B

t steel (2035)

×

1%

market capture

=

~1.1

Mt CO2e

The addressable market is limited to the BF-BOF (blast furnace - basic oxygen furnace) steelmaking pathway, which represents the traditional integrated route. Market size is relatively stable, growing marginally from 1,370.9 Mt (2034) to 1,373.4 Mt (2035). The unit impact remains constant at 0.077 t CO2e/t across the forecast period.

The technology deploys advanced robotics with sensors and AI-driven analytics to monitor critical steelmaking assets including blast furnaces, basic oxygen furnaces, and continuous casting machines. By detecting anomalies, measuring wear, and analyzing performance metrics, it enables predictive maintenance and data-driven energy conservation across the production process.

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Key Findings

  1. 1

    Small per-unit gain, massive installed base

    At 0.077 t CO2e per tonne (3.5% reduction), this is an incremental efficiency improvement rather than a step-change. But applied across 1.37 billion tonnes of BF-BOF steel production, even at 1% capture it translates to ~1.1 Mt CO2e of avoided emissions.

  2. 2

    Applies to existing infrastructure in a hard-to-abate sector

    Steel production via the BF-BOF route is carbon-intensive and difficult to decarbonize. While breakthrough alternatives like green hydrogen DRI are under development, AI-powered analytics can deliver emissions reductions within the existing BF-BOF infrastructure without requiring a wholesale process change - a pragmatic near-term lever.

  3. 3

    Stable reduction across the forecast period

    This technology maintains a steady 0.077 t CO2e/t reduction across the 2025-2035 forecast period, reflecting the consistent nature of energy conservation gains from analytics-driven optimization within the BF-BOF process.

  4. 4

    Co-benefits beyond emissions

    The technology offers value beyond carbon reduction: predictive maintenance prevents catastrophic equipment breakdowns, minimizes downtime, and can produce higher quality steel with improved corrosion resistance. These operational benefits strengthen the economic case for adoption independent of carbon pricing.

Methodology & Data Provenance

This model uses the Koi avoided emissions methodology: the difference in lifecycle GHG intensity between a baseline and a solution, multiplied by the addressable market to estimate total avoidable emissions.

Baseline: Integrated steelmaking via the blast furnace - basic oxygen furnace (BF-BOF) pathway. Lifecycle intensity: 2.17 t CO2e per tonne of steel.

Solution: Integrated steelmaking with AI-powered robotic data collection and analytics-enabled energy conservation. Lifecycle intensity: 2.09 t CO2e per tonne of steel.

Market: Global steel production via the BF-BOF pathway. 1,370.9 Mt (2034), 1,373.4 Mt (2035).

Data Quality Assessment

Baseline intensityFully Validated

All inputs reviewed and confirmed by domain experts with primary source verification.

Solution intensityFully Validated

All inputs reviewed and confirmed by domain experts with primary source verification.

Market sizingFully Validated

Global BF-BOF production projections verified against primary source. High confidence.

Market captureFully Validated

Market capture assumptions reviewed and confirmed by domain experts.

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Customize assumptions, adjust time horizons, and download the full audit-ready datasheet for this model. Free access available via the CRANE Tier.