Steel Markets
Cliffs Puts Steel Behind Proposed Midwest Hydrogen Hub
January 13, 2023
The Great Lakes Clean Hydrogen Coalition (GLCH), which includes steelmaker Cleveland-Cliffs, has been given green light to proceed with its full hydrogen hub application.
GLCH has proposed to develop low-carbon hydrogen via electrolysis at the Davis-Besse Nuclear Power Station in Oak Harbor, Ohio, the coalition said. Hydrogen would then be distributed across the Great Lakes region by pipeline and road transportation.
Out of 79 projects, it was one of 33 encouraged by the US Department of Energy (DOE) to go to the full application process.
“Total project investment is expected to exceed $2 billion, with 50% requested from federal infrastructure funding managed by the DOE’s regional clean hydrogen hub initiative,” GLCH said in a statement.
The coalition said it was working with the states of Ohio and Michigan, technology suppliers, hydrogen consumers, state and regional academic institutions, national laboratories, and non-profit organizations to develop a clean energy hydrogen hub to serve Ohio, Michigan, and portions of Pennsylvania and Indiana.
The approach will supplement hydrogen produced using nuclear power with clean hydrogen produced through solar energy projects under development in the region, the coalition said.
GLCH noted this proposal addresses decarbonization in the steel, aviation, and glass industries, while supporting the transition to hydrogen transit in buses and other vehicles.
Besides Cliffs, GLCH is composed of Linde, Energy Harbor, GE Aerospace, the University of Toledo, and the Glass Manufacturing Industry Council.
The US aims to build several regional hydrogen hubs.
Minnesota is joining forces with North Dakota, Montana, and Wisconsin to develop the Heartland Hydrogen Hub. US Steel, meanwhile, has partnered with Equinor US Holdings Inc. and Shell US Gas and Power LLC to establish a clean energy hub in the Ohio, Pennsylvania, and West Virginia tri-state area.
By Ethan Bernard, Ethan@SteelMarketUpdate.com
Latest in Steel Markets

ArcelorMittal plans wire-drawing closure in Hamilton, shifts production to Montreal
ArcelorMittal’s (AM) Hamilton location to be shuttered, wire production shifting to Montreal.

Tariffs, ample domestic supply cause importers to shift or cancel HR import orders
Subdued demand is causing importers to cancel hot-rolled (HR) coil orders and renegotiate the terms of shipments currently enroute to the US, importers say. An executive for a large overseas mill said customers might find it difficult to justify making imports buys after US President Donald Trump doubled the 25% Section 232 tariff on imported steel […]

CRU Insight: A 50% S232 tariff will raise US steel prices and shift trade flows
This CRU Insight examines how the increase in Section 232 tariffs on steel to challenging levels will lead to significatively higher prices for end consumers in the US market.

Steel market shakes tariffs off amid weak demand
Service centers and distributors contend that weak demand is to blame for the flattening of domestic steel spot prices, as reflected in Nucor Steel’s weekly Consumer Spot Price (CSP) notice. On Monday, the Charlotte, North Carolina-headquartered steel producer left prices unchanged from the previous week. Nucor has maintained prices of plate produced in Brandenburg since March 28.

SMU’s May at a glance
SMU’s Monthly Review provides a summary of our key steel market metrics for the previous month, with the latest data updated through May 30.