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Ferrous metallurgy
Ferrous metallurgy
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Bloomery smelting during the Middle Ages

Ferrous metallurgy is the metallurgy of iron and its alloys. The earliest surviving prehistoric iron artifacts, from the 4th millennium BC in Egypt,[1] were made from meteoritic iron-nickel.[2] It is not known when or where the smelting of iron from ores began, but by the end of the 2nd millennium BC iron was being produced from iron ores in the region from Greece to India,[3][4][5][6][7][8][page needed] The use of wrought iron (worked iron) was known by the 1st millennium BC, and its spread defined the Iron Age. During the medieval period, smiths in Europe found a way of producing wrought iron from cast iron, in this context known as pig iron, using finery forges. All these processes required charcoal as fuel.

By the 4th century BC southern India had started exporting wootz steel, with a carbon content between pig iron and wrought iron, to ancient China, Africa, the Middle East, and Europe.[citation needed] Archaeological evidence of cast iron appears in 5th-century BC China.[9] New methods of producing it by carburizing bars of iron in the cementation process were devised in the 17th century. During the Industrial Revolution, new methods of producing bar iron emerged, by substituting charcoal in favor of coke, and these were later applied to produce steel, ushering in a new era of greatly increased use of iron and steel that some contemporaries described as a new "Iron Age".[10]

In the late 1850s Henry Bessemer invented a new steelmaking process which involved blowing air through molten pig-iron to burn off carbon, and so producing mild steel. This and other 19th-century and later steel-making processes have displaced wrought iron. Today, wrought iron is no longer produced on a commercial scale, having been displaced by the functionally equivalent mild or low-carbon steel.[11]: 145 

Meteoric iron

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Willamette Meteorite, the sixth largest in the world, is an iron-nickel meteorite.
Iron meteorites consist overwhelmingly of nickel-iron alloys. The metal taken from these meteorites is known as meteoric iron and was one of the earliest sources of usable iron available to humans.

Iron was extracted from iron–nickel alloys, which comprise about 6% of all meteorites that fall on the Earth. That source can often be identified with certainty because of the unique crystalline features (Widmanstätten patterns) of that material, which are preserved when the metal is worked cold or at low temperature. Those artifacts include, for example, spear tips and ornaments from ancient Egypt and Sumer around 4000 BC.[12]

These early uses appear to have been largely ceremonial or decorative. Meteoric iron is very rare, and the metal was probably very expensive, perhaps more expensive than gold. The early Hittites are known to have bartered iron (meteoric or smelted) for silver, at a rate of 40 times the iron's weight, with Assyria in the first centuries of the second millennium BC.[13]

Meteoric iron was also fashioned into tools in the Arctic when the Thule people of Greenland began making harpoons, knives, ulus and other edged tools from pieces of the Cape York meteorite. Typically pea-size bits of metal were cold-hammered into disks and fitted to a bone handle.[2] These artifacts were also used as trade goods with other Arctic peoples: tools made from the Cape York meteorite have been found in archaeological sites more than 1,000 miles (1,600 km) distant. When the American polar explorer Robert Peary shipped the largest piece of the meteorite to the American Museum of Natural History in New York City in 1897, it still weighed over 33 tons. Another example of a late use of meteoric iron is an adze from around 1000 AD found in Sweden.[2]

Native iron

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Native iron in the metallic state occurs rarely as small inclusions in certain basalt rocks. Besides meteoritic iron, Thule people of Greenland have used native iron from the Disko region.[2]

Iron smelting and the Iron Age

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Iron smelting—the extraction of usable metal from oxidized iron ores—is more difficult than tin and copper smelting. While these metals and their alloys can be cold-worked or melted in relatively simple furnaces (such as the kilns used for pottery) and cast into molds, smelted iron requires hot-working and can be melted only in specially designed furnaces. Iron is a common impurity in copper ores and iron ore was sometimes used as a flux, thus it is not surprising that humans mastered the technology of smelted iron only after several millennia of bronze metallurgy.[12]

The place and time for the discovery of iron smelting is not known, partly because of the difficulty of distinguishing metal extracted from nickel-containing ores from hot-worked meteoritic iron.[2] The archaeological evidence seems to point to the Middle East area, during the Bronze Age in the 3rd millennium BC. However, wrought iron artifacts remained a rarity until the 12th century BC.

The Iron Age is conventionally defined by the widespread replacement of bronze weapons and tools with those of iron and steel.[14] That transition happened at different times in different places, as the technology spread. Mesopotamia was fully into the Iron Age by 900 BC. Although Egypt produced iron artifacts, bronze remained dominant until its conquest by Assyria in 663 BC. The Iron Age began in India about 1200 BC, in Central Europe about 800 BC, and in China about 300 BC.[15][16] Around 500 BC, the Nubians, who had learned from the Assyrians the use of iron and were expelled from Egypt, became major manufacturers and exporters of iron.[17] The development of bloomery versus cast iron across regions may be due to influence by the applications demanded of iron within the respective socio-political environments[18]

Ancient Near East

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Mining areas of the ancient Middle East. Boxes colors: arsenic in brown, copper in red (the important mines of the Arabah, Timna and Feynan, are missing from the map), tin in grey, iron in reddish brown, gold in yellow, silver in white and lead in black. The yellow area stands for arsenic bronze, while grey area stands for tin bronze.

About 1500 BC, increasing numbers of non-meteoritic, smelted iron objects appeared in Mesopotamia, Anatolia and Egypt.[2] Nineteen meteoric iron objects were found in the tomb of Egyptian ruler Tutankhamun, who died in 1323 BC, including an iron dagger with a golden hilt, an Eye of Horus, the mummy's head-stand and sixteen models of an artisan's tools.[19] An Ancient Egyptian sword bearing the name of pharaoh Merneptah as well as a battle axe with an iron blade and gold-decorated bronze shaft were both found in the excavation of Ugarit.[20]

Although iron objects dating from the Bronze Age have been found across the Eastern Mediterranean, bronzework appears to have greatly predominated during this period.[21] As the technology spread, iron came to replace bronze as the dominant metal used for tools and weapons across the Eastern Mediterranean (the Levant, Cyprus, Greece, Crete, Anatolia and Egypt).[14]

Iron was originally smelted in bloomeries, furnaces where bellows were used to force air through a pile of iron ore and burning charcoal. The carbon monoxide produced by the charcoal reduced the iron oxide from the ore to metallic iron. The bloomery, however, was not hot enough to melt the iron, so the metal collected in the bottom of the furnace as a spongy mass, or bloom. Workers then repeatedly beat and folded it to force out the molten slag. This laborious, time-consuming process produced wrought iron, a malleable but fairly soft alloy.[22]

Concurrent with the transition from bronze to iron was the discovery of carburization, the process of adding carbon to wrought iron. While the iron bloom contained some carbon, the subsequent hot-working oxidized most of it. Smiths in the Middle East discovered that wrought iron could be turned into a much harder product by heating the finished piece in a bed of charcoal, and then quenching it in water or oil. This procedure turned the outer layers of the piece into steel, an alloy of iron and iron carbides, with an inner core of less brittle iron.

Theories on the origin of iron smelting

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The development of iron smelting was traditionally attributed to the Hittites of Anatolia of the Late Bronze Age.[23] It was believed that they maintained a monopoly on iron working, and that their empire had been based on that advantage. According to that theory, the ancient Sea Peoples, who invaded the Eastern Mediterranean and destroyed the Hittite empire at the end of the Late Bronze Age, were responsible for spreading the knowledge through that region. This theory is no longer held in the mainstream of scholarship,[23] since there is no archaeological evidence of the alleged Hittite monopoly. While there are some iron objects from Bronze Age Anatolia, the number is comparable to iron objects found in Egypt and other places of the same time period, and only a small number of those objects were weapons.[21]

A more recent theory claims that the development of iron technology was driven by the disruption of the copper and tin trade routes, due to the collapse of the empires at the end of the Late Bronze Age.[23] These metals, especially tin, were not widely available and metal workers had to transport them over long distances, whereas iron ores were widely available. However, no known archaeological evidence suggests a shortage of bronze or tin in the Early Iron Age.[24] Bronze objects remained abundant, and these objects have the same percentage of tin as those from the Late Bronze Age.

Indian subcontinent

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The iron pillar of Delhi

The history of ferrous metallurgy in the Indian subcontinent began in the 2nd millennium BC. Archaeological sites in the Gangetic plains have yielded iron implements dated between 1800 and 1200 BC.[25] By the early 13th century BC, iron smelting was practiced on a large scale in India.[25] In Southern India (present day Mysore) iron was in use 12th to 11th centuries BC.[4] The technology of iron metallurgy advanced in the politically stable Maurya period[26] and during a period of peaceful settlements in the 1st millennium BC.[4]

Iron artifacts such as spikes, knives, daggers, arrow-heads, bowls, spoons, saucepans, axes, chisels, tongs, door fittings, etc., dated from 600 to 200 BC, have been discovered at several archaeological sites of India.[15] The Greek historian Herodotus wrote the first western account of the use of iron in India.[15] The Indian mythological texts, the Upanishads, have mentions of weaving, pottery and metallurgy, as well.[27] The Romans had high regard for the excellence of steel from India in the time of the Gupta Empire.[28]

Dagger and its scabbard, India, 17th–18th century. Blade: Damascus steel inlaid with gold; hilt: jade; scabbard: steel with engraved, chased and gilded decoration.

Perhaps as early as 500 BC, although certainly by 200 AD, high-quality steel was produced in southern India by the crucible technique. In this system, high-purity wrought iron, charcoal, and glass were mixed in a crucible and heated until the iron melted and absorbed the carbon.[29] Iron chain was used in Indian suspension bridges as early as the 4th century.[30]

Wootz steel was produced in India and Sri Lanka from around 300 BC.[29] Wootz steel is famous from Classical Antiquity for its durability and ability to hold an edge. When asked by King Porus to select a gift, Alexander is said to have chosen, over gold or silver, thirty pounds of steel.[28] Wootz steel was originally a complex alloy with iron as its main component together with various trace elements. Recent studies have suggested that its qualities may have been due to the formation of carbon nanotubes in the metal.[31] According to Will Durant, the technology passed to the Persians and from them to Arabs who spread it through the Middle East.[28] In the 16th century, the Dutch carried the technology from South India to Europe, where it was mass-produced.[32]

Steel was produced in Sri Lanka from 300 BC[29] by furnaces blown by the monsoon winds. The furnaces were dug into the crests of hills, and the wind was diverted into the air vents by long trenches. This arrangement created a zone of high pressure at the entrance, and a zone of low pressure at the top of the furnace. The flow is believed to have allowed higher temperatures than bellows-driven furnaces could produce, resulting in better-quality iron.[33][34][35] Steel made in Sri Lanka was traded extensively within the region and in the Islamic world.

One of the world's foremost metallurgical curiosities is an iron pillar located in the Qutb complex in Delhi. The pillar is made of wrought iron (98% Fe), is almost seven meters high and weighs more than six tonnes.[36] The pillar was erected by Chandragupta II Vikramaditya and has withstood 1,600 years of exposure to heavy rains with relatively little corrosion.

China

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Fining iron ore to make wrought iron from pig iron. The righthand illustration shows men working a blast furnace (Tiangong Kaiwu encyclopedia, 1637).

Numerous scholars have suggested that the Afanasievo culture may be responsible for the introduction of metallurgy to China.[37][38] In particular, contacts between the Afanasievo culture and the Majiayao culture and the Qijia culture are considered for the transmission of bronze technology.[39]

In 2008, two iron fragments were excavated at the Mogou site, in Gansu. They have been dated to the 14th century BC, belonging to the period of Siwa culture. One of the fragments was made of bloomery iron rather than meteoritic iron.[40][41]

The earliest iron artifacts made from bloomeries in China date to end of the 9th century BC.[42] Cast iron was used in ancient China for warfare, agriculture and architecture.[9] Around 500 BC, metalworkers in the southern state of Wu achieved a temperature of 1130 °C. At this temperature, iron combines with 4.3% carbon and melts. The liquid iron can be cast into molds, a method far less laborious than individually forging each piece of iron from a bloom.

Cast iron is rather brittle and unsuitable for striking implements. It can be decarburized to steel or wrought iron by heating it in air for several days. In China, these iron working methods spread northward, and by 300 BC, iron was the material of choice throughout China for most tools and weapons.[9] A mass grave in Hebei province, dated to the early 3rd century BC, contains several soldiers buried with their weapons and other equipment. The artifacts recovered from this grave are variously made of wrought iron, cast iron, malleabilized cast iron, and quench-hardened steel, with only a few, probably ornamental, bronze weapons.

An illustration of furnace bellows operated by waterwheels, from the Nong Shu, by Wang Zhen, 1313 AD, during the Yuan dynasty in China

During the Han dynasty (202 BC–220 AD), the government established ironworking as a state monopoly, repealed during the latter half of the dynasty and returned to private entrepreneurship, and built a series of large blast furnaces in Henan province, each capable of producing several tons of iron per day. By this time, Chinese metallurgists had discovered how to fine molten pig iron, stirring it in the open air until it lost its carbon and could be hammered (wrought). In modern Mandarin-Chinese, this process is now called chao, literally stir frying. Pig iron is known as 'raw iron', while wrought iron is known as 'cooked iron'. By the 1st century BC, Chinese metallurgists had found that wrought iron and cast iron could be melted together to yield an alloy of intermediate carbon content, that is, steel.[43][44][45]

According to legend, the sword of Liu Bang, the first Han emperor, was made in this fashion. Some texts of the era mention "harmonizing the hard and the soft" in the context of ironworking; the phrase may refer to this process. The ancient city of Wan (Nanyang) from the Han period forward was a major center of the iron and steel industry.[46] Along with their original methods of forging steel, the Chinese had also adopted the production methods of creating Wootz steel, an idea imported from India to China by the 5th century AD.[47]

During the Han dynasty, the Chinese were also the first to apply hydraulic power (i.e. a waterwheel) in working the bellows of the blast furnace. This was recorded in the year 31 AD, as an innovation by the Chinese mechanical engineer and politician Du Shi, Prefect of Nanyang.[48] Although Du Shi was the first to apply water power to bellows in metallurgy, the first drawn and printed illustration of its operation with water power appeared in 1313 AD, in the Yuan dynasty era text called the Nong Shu.[49]

In the 11th century, there is evidence of the production of steel in Song China using two techniques: a "berganesque" method that produced inferior, heterogeneous steel and a precursor to the modern Bessemer process that utilized partial decarbonization via repeated forging under a cold blast.[50] By the 11th century, there was a large amount of deforestation in China due to the iron industry's demands for charcoal.[51] By this time however, the Chinese had learned to use bituminous coke to replace charcoal, and with this switch in resources many acres of prime timberland in China were spared.[51]

Iron Age Europe

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An axe made of iron, dating from the Swedish Iron Age

The earliest iron objects found in Europe date from the 3rd millennium BC, and are assigned to the Yamnaya culture and Catacomb culture.[52][53] Eastern Europe, especially the Cis-Ural region, shows the highest concentration of early and middle Bronze Age iron objects in western Eurasia,[54] though most of these are thought to consist of meteoric Iron.[55] A knife blade from the Catacomb culture dated to c. 2300 BC is thought to have been made from smelted iron.[53][55] During most of the Middle and Late Bronze Age in Central Europe, iron was present, though scarce. It was used for personal ornaments and small knives, for repairs on bronzes, and for bimetallic items.[56] Early smelted iron finds from central Europe include an iron knife or sickle from Ganovce in Slovakia, possibly dating from the 18th-15th century BC,[57][58] an iron ring from Vorwohlde in Germany dating from circa the 15th century BC,[59] and an iron chisel from Heegermühle in Germany dating from circa 1000 BC.[60][61] Smelted iron objects are known from Eastern Europe dating from after 1200 BC.[55]

In the 11th century BC iron swords replaced bronze swords in Southern Europe, especially in Greece, and in the 10th century BC iron became the prevailing metal in use.[62] In the Carpathian Basin there is a significant increase in iron finds dating from the 10th century BC onwards, with some finds possibly dating as early as the 12th century BC.[63] Iron swords have been found in central Europe dating from the 10th century BC; however, the Iron Age began in earnest with the Hallstatt culture from 800 BC.[64] Steel was produced from circa 800 BC as part of the production of swords,[65] and swords made entirely of high-carbon steel are known from pre-Roman period.[66] Evidence for iron metallurgy in Britain dates from the 10th century BC,[67] with the beginning of the Iron Age dated to the 8th century BC.[68] The production of high-carbon steel is attested in Britain from circa 490 BC.[69] Iron metallurgy began to be practised in Scandinavia during the later Bronze Age from at least the 9th century BC,[70] with evidence for steel production from 800–700 BC.[71] Iron and steel artefacts, including high-carbon steel, were manufactured in northern Sweden, Finland and Norway (in the Cap of the North) from c. 200–50 BC.[71] Evidence for iron metallurgy in Italy and Sardinia dates from the Late Bronze Age (c. 1350-950 BC).[72][73] High-carbon steel tools were produced in Iberia (Portugal) from c. 900 BC.[74][75]

From 500 BC the La Tène culture saw a significant increase in iron production, with iron metallurgy also becoming common in southern Scandinavia. The spread of ironworking in Central and Western Europe is associated with Celtic expansion.[65] By the 1st century BC, Noric steel was famous for its quality and sought after by the Roman military.[76] The annual output of iron in the Roman Empire is estimated at 84,750 tonnes.[77]

The production of ultrahigh carbon steel is attested at the Germanic site of Heeten in the Netherlands from the 2nd to 4th/5th centuries AD, in the Late Roman Iron Age.[78]

Sub-Saharan Africa

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Examples of African bloomery furnace types

Archaeometallurgical scientific knowledge and technological development originated in numerous centers of Africa; the centers of origin were located in West Africa, Central Africa, and East Africa; consequently, as these origin centers are located within inner Africa, these archaeometallurgical developments are thus native African technologies.[79] Iron metallurgical development occurred 2631 BCE – 2458 BCE at Lejja, in Nigeria, 2136 BCE – 1921 BCE at Obui, in Central Africa Republic, 1895 BCE – 1370 BCE at Tchire Ouma 147, in Niger, and 1297 BCE – 1051 BCE at Dekpassanware, in Togo.[79]

Though there is some uncertainty, some archaeologists believe that iron metallurgy was developed independently in sub-Saharan Africa (possibly in West Africa).[80][81]

Inhabitants of Termit, in eastern Niger, smelted iron around 1500 BC.[82]

In the region of the Aïr Mountains in Niger there are also signs of independent copper smelting between 2500 and 1500 BC. The process was not in a developed state, indicating smelting was not foreign. It became mature about 1500 BC.[83]

Archaeological sites containing iron smelting furnaces and slag have also been excavated at sites in the Nsukka region of southeast Nigeria in what is now Igboland: dating to 2000 BC at the site of Lejja (Eze-Uzomaka 2009)[84][81] and to 750 BC and at the site of Opi (Holl 2009).[81] The site of Gbabiri (in the Central African Republic) has yielded evidence of iron metallurgy, from a reduction furnace and blacksmith workshop; with earliest dates of 896–773 BC and 907–796 BC respectively.[85] Similarly, smelting in bloomery-type furnaces appear in the Nok culture of central Nigeria by about 550 BC and possibly a few centuries earlier.[6][7][86][dubiousdiscuss][80][85]

There is also evidence that carbon steel was made in Western Tanzania by the ancestors of the Haya people as early as 2,300 to 2,000 years ago (about 300 BC or soon after) by a complex process of "pre-heating" allowing temperatures inside a furnace to reach 1300 to 1400 °C.[87][88][89][90][91][92]

Iron and copper working spread southward through the continent, reaching the Cape around AD 200.[6][7] The widespread use of iron revolutionized the Bantu-speaking farming communities who adopted it, driving out and absorbing the rock tool using hunter-gatherer societies they encountered as they expanded to farm wider areas of savanna. The technologically superior Bantu-speakers spread across southern Africa and became wealthy and powerful, producing iron for tools and weapons in large, industrial quantities.[6][7]

The earliest records of bloomery-type furnaces in East Africa are discoveries of smelted iron and carbon in Nubia that date back between the 7th and 6th centuries BC,[93][94][95] particularly in Meroe where there are known to have been ancient bloomeries that produced metal tools for the Nubians and Kushites and produced surplus for their economy.

Typical bloomery iron production operational sequence starting with acquiring raw materials through smelting and smithing

Medieval Islamic world

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Iron technology was further advanced by several inventions in medieval Islam, during the Islamic Golden Age. By the 11th century, every province throughout the Muslim world had these industrial mills in operation, from Islamic Spain and North Africa in the west to the Middle East and Central Asia in the east.[96] There are also 10th-century references to cast iron, as well as archeological evidence of blast furnaces being used in the Ayyubid and Mamluk empires from the 11th century, thus suggesting a diffusion of Chinese metal technology to the Islamic world.[97]

One of the most famous steels produced in the medieval Near East was Damascus steel used for swordmaking, and mostly produced in Damascus, Syria, in the period from 900 to 1750. This was produced using the crucible steel method, based on the earlier Indian wootz steel. This process was adopted in the Middle East using locally produced steels. The exact process remains unknown, but it allowed carbides to precipitate out as micro particles arranged in sheets or bands within the body of a blade. Carbides are far harder than the surrounding low carbon steel, so swordsmiths could produce an edge that cut hard materials with the precipitated carbides, while the bands of softer steel let the sword as a whole remain tough and flexible. A team of researchers based at the Technical University of Dresden that uses X-rays and electron microscopy to examine Damascus steel discovered the presence of cementite nanowires[98] and carbon nanotubes.[99] Peter Paufler, a member of the Dresden team, says that these nanostructures give Damascus steel its distinctive properties[100] and are a result of the forging process.[100][31]

Medieval and early modern Europe

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There was no fundamental change in the technology of iron production in Europe for many centuries. European metal workers continued to produce iron in bloomeries. However, the Medieval period brought two developments—the use of water power in the bloomery process in various places (outlined above), and the first European production in cast iron.

Powered bloomeries

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Sometime in the medieval period, water power was applied to the bloomery process. It is possible that this was at the Cistercian Abbey of Clairvaux as early as 1135, but it was certainly in use in early 13th century France and Sweden.[101] In England, the first clear documentary evidence for this is the accounts of a forge of the Bishop of Durham, near Bedburn in 1408,[102] but that was certainly not the first such ironworks. In the Furness district of England, powered bloomeries were in use into the beginning of the 18th century, and near Garstang until about 1770.

The Catalan Forge was a variety of powered bloomery. Bloomeries with hot blast were used in upstate New York in the mid-19th century.

Blast furnace

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Ironmaking described in "The Popular Encyclopedia" vol. VII, published 1894

The preferred method of iron production in Europe until the development of the puddling process in 1783–84. Cast iron development lagged in Europe because wrought iron was the desired product and the intermediate step of producing cast iron involved an expensive blast furnace and further refining of pig iron to cast iron, which then required a labor and capital intensive conversion to wrought iron.[11]

Through a good portion of the Middle Ages, in Western Europe, iron was still being made by the working of iron blooms into wrought iron. Some of the earliest casting of iron in Europe occurred in Sweden, in two sites, Lapphyttan and Vinarhyttan, between 1150 and 1350. Some scholars have speculated the practice followed the Mongols across Russia to these sites, but there is no clear proof of this hypothesis, and it would certainly not explain the pre-Mongol datings of many of these iron-production centres. In any event, by the late 14th century, a market for cast iron goods began to form, as a demand developed for cast iron cannonballs.

Finery forge

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An alternative method of decarburising pig iron was the finery forge, which seems to have been devised in the region around Namur in the 15th century. By the end of that century, this Walloon process spread to the Pay de Bray on the eastern boundary of Normandy, and then to England, where it became the main method of making wrought iron by 1600. It was introduced to Sweden by Louis de Geer in the early 17th century and was used to make the oregrounds iron favoured by English steelmakers.

A variation on this was the German forge. This became the main method of producing bar iron in Sweden.

Cementation process

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In the early 17th century, ironworkers in Western Europe had developed the cementation process for carburizing wrought iron. Wrought iron bars and charcoal were packed into stone boxes, then sealed with clay to be held at a red heat continually tended in an oxygen-free state immersed in nearly pure carbon (charcoal) for up to a week. During this time, carbon diffused into the surface layers of the iron, producing cement steel or blister steel—also known as case hardened, where the portions wrapped in iron (the pick or axe blade) became harder, than say an axe hammer-head or shaft socket which might be insulated by clay to keep them from the carbon source. The earliest place where this process was used in England was at Coalbrookdale from 1619, where Sir Basil Brooke had two cementation furnaces (recently excavated in 2001–2005[103]). For a time in the 1610s, he owned a patent on the process, but had to surrender this in 1619. He probably used Forest of Dean iron as his raw material, but it was soon found that oregrounds iron was more suitable. The quality of the steel could be improved by faggoting, producing the so-called shear steel.

Crucible steel

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In the 1740s, Benjamin Huntsman found a means of melting blister steel, made by the cementation process, in crucibles. The resulting crucible steel, usually cast in ingots, was more homogeneous than blister steel.[11]: 145 

Transition to coke in England

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Beginnings

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Early iron smelting used charcoal as both the heat source and the reducing agent. By the 18th century, the availability of wood for making charcoal was limiting the expansion of iron production, so that England became increasingly dependent for a considerable part of the iron required by its industry, on Sweden (from the mid-17th century) and then from about 1725 also on Russia.[citation needed] Smelting with coal (or its derivative coke) was a long sought objective. The production of pig iron with coke was probably achieved by Dud Dudley around 1619,[104] and with a mixed fuel made from coal and wood again in the 1670s. However this was probably only a technological rather than a commercial success. Shadrach Fox may have smelted iron with coke at Coalbrookdale in Shropshire in the 1690s, but only to make cannonballs and other cast iron products such as shells. However, in the peace after the Nine Years War, there was no demand for these.[105][106]

Abraham Darby and his successors

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In 1707, Abraham Darby I patented a method of making cast iron pots. His pots were thinner and hence cheaper than those of his rivals. Needing a larger supply of pig iron he leased the blast furnace at Coalbrookdale in 1709. There, he made iron using coke, thus establishing the first successful business in Europe to do so. His products were all of cast iron, though his immediate successors attempted (with little commercial success) to fine this to bar iron.[107]

Bar iron thus continued normally to be made with charcoal pig iron until the mid-1750s. In 1755 Abraham Darby II (with partners) opened a new coke-using furnace at Horsehay in Shropshire, and this was followed by others. These supplied coke pig iron to finery forges of the traditional kind for the production of bar iron. The reason for the delay remains controversial.[108]

New forge processes

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Schematic drawing of a puddling furnace

It was only after this that economically viable means of converting pig iron to bar iron began to be devised. A process known as potting and stamping was devised in the 1760s and improved in the 1770s, and seems to have been widely adopted in the West Midlands from about 1785. However, this was largely replaced by Henry Cort's puddling process, patented in 1784, but probably only made to work with grey pig iron in about 1790. These processes permitted the great expansion in the production of iron that constitutes the Industrial Revolution for the iron industry.[109]

In the early 19th century, Hall discovered that the addition of iron oxide to the charge of the puddling furnace caused a violent reaction, in which the pig iron was decarburised, this became known as 'wet puddling'. It was also found possible to produce steel by stopping the puddling process before decarburisation was complete.

Hot blast

[edit]

The efficiency of the blast furnace was improved by the change to hot blast, patented by James Beaumont Neilson in Scotland in 1828.[104] This further reduced production costs. Within a few decades, the practice was to have a 'stove' as large as the furnace next to it into which the waste gas (containing CO) from the furnace was directed and burnt. The resultant heat was used to preheat the air blown into the furnace.[110]

Industrial steelmaking

[edit]
Schematic drawing of a Bessemer converter

Apart from some production of puddled steel, English steel continued to be made by the cementation process, sometimes followed by remelting to produce crucible steel. These were batch-based processes whose raw material was bar iron, particularly Swedish oregrounds iron.

The problem of mass-producing cheap steel was solved in 1855 by Henry Bessemer, with the introduction of the Bessemer converter at his steelworks in Sheffield, England. (An early converter can still be seen at the city's Kelham Island Museum). In the Bessemer process, molten pig iron from the blast furnace was charged into a large crucible, and then air was blown through the molten iron from below, igniting the dissolved carbon from the coke. As the carbon burned off, the melting point of the mixture increased, but the heat from the burning carbon provided the extra energy needed to keep the mixture molten. After the carbon content in the melt had dropped to the desired level, the air draft was cut off: a typical Bessemer converter could convert a 25-ton batch of pig iron to steel in half an hour.

In the 1860s development of regenerative furnaces and higher temperature refractory lining allowed to melt steel in an open hearth. That was slow and energy intensive, but allowed to better control the chemical makeup of the product and recycle iron scrap.

The acidic refractory lining of Bessemer converters and early open hearths didn't allow to remove phosphorus from steel with lime, which prolonged the life of puddling furnaces in order to utilize phosphorous iron ores abundant in Continental Europe. However, in the 1870s Gilchrist–Thomas process was developed, and later basic lining was adopted for the open hearths as well.

Finally, the basic oxygen process was introduced at the Voest-Alpine works in 1952; a modification of the basic Bessemer process, it lances oxygen from above the steel (instead of bubbling air from below), reducing the amount of nitrogen uptake into the steel. The basic oxygen process is used in all modern steelworks; the last Bessemer converter in the U.S. was retired in 1968. Furthermore, the last three decades have seen a massive increase in the mini-mill business, where scrap steel only is melted with an electric arc furnace. These mills only produced bar products at first, but have since expanded into flat and heavy products, once the exclusive domain of the integrated steelworks.

Until these 19th-century developments, steel was an expensive commodity and only used for a limited number of purposes where a particularly hard or flexible metal was needed, as in the cutting edges of tools and springs. The widespread availability of inexpensive steel powered the Second Industrial Revolution and modern society as we know it. Mild steel ultimately replaced wrought iron for almost all purposes, and wrought iron is no longer commercially produced. With minor exceptions, alloy steels only began to be made in the late 19th century. Stainless steel was developed on the eve of World War I and was not widely used until the 1920s.

Modern steel industry

[edit]
Steel production (in million tons) by country in 2023

The steel industry is often considered an indicator of economic progress, because of the critical role played by steel in infrastructural and overall economic development.[111] In 1980, there were more than 500,000 U.S. steelworkers. By 2000, the number of steelworkers had fallen to 224,000.[112]

The economic boom in China and India caused a massive increase in the demand for steel. Between 2000 and 2005, world steel demand increased by 6%. Since 2000, several Indian[113] and Chinese steel firms have risen to prominence,[according to whom?] such as Tata Steel (which bought Corus Group in 2007), Baosteel Group and Shagang Group. As of 2017, though, ArcelorMittal is the world's largest steel producer.[114] In 2005, the British Geological Survey stated China was the top steel producer with about one-third of the world share; Japan, Russia, and the US followed respectively.[115]

The large production capacity of steel results in a significant amount of carbon dioxide emissions inherent related to the main production route. In 2019, it was estimated that 7 to 9% of the global carbon dioxide emissions resulted from the steel industry.[116] Reduction of these emissions are expected to come from a shift in the main production route using cokes, more recycling of steel and the application of carbon capture and storage or carbon capture and utilization technology.

In 2008, steel began trading as a commodity on the London Metal Exchange. At the end of 2008, the steel industry faced a sharp downturn that led to many cut-backs.[117]

See also

[edit]

Citations

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Bibliography

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Further reading

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Revisions and contributorsEdit on WikipediaRead on Wikipedia
from Grokipedia
Ferrous metallurgy is the science and technology of extracting, refining, alloying, and processing iron and its alloys, primarily , to produce materials with tailored mechanical properties such as strength ranging from 200 to 1400 MPa. This field encompasses the entire lifecycle from ore reduction to final shaping, focusing on carbon steels, which constitute over 90% of steel production due to their cost-effectiveness and versatility in applications like , automotive, and machinery. The history of ferrous metallurgy dates back thousands of years, beginning with the ancient bloomery process where iron ore was heated in a furnace with charcoal to produce wrought iron as a spongy mass, free of most impurities but requiring further forging. This method evolved around 1500 BCE in the Near East, and independently in sub-Saharan Africa by around 500 BCE, marking the Iron Age transition from bronze and enabling widespread tool and weapon production. Blast furnaces, which allowed higher temperatures for cast iron production, had been developed in China by the 5th century BCE and emerged in medieval Europe around the 14th century. The Industrial Revolution accelerated advancements, with the puddling process in the 1780s converting pig iron to wrought iron on a large scale, followed by the Bessemer converter in 1856 for efficient steelmaking. Key processes in modern ferrous metallurgy include ironmaking in blast furnaces, where iron ore, coke, and limestone yield molten pig iron, followed by steelmaking via the basic oxygen process (BOP) or electric arc furnace (EAF). In BOP, oxygen is blown into molten pig iron and scrap to remove carbon and impurities, producing high-quality steel in under an hour, while EAF recycles scrap using electric arcs for energy-efficient production, accounting for a significant portion of global output. Subsequent steps involve ladle metallurgy for alloying and refining, continuous casting to form slabs or billets (used in over 99% of U.S. production as of 2023), and hot rolling to create sheets or bars. Heat treatments like annealing and quenching further optimize properties such as hardness and ductility. Ferrous metallurgy remains foundational to global industry, with production reaching approximately 1.88 billion metric tons as of and enabling sustainable practices through in EAFs, which reduce use and emissions compared to primary routes. Innovations continue in alloy design for high-strength, low-alloy (HSLA) steels and advanced high-strength steels (AHSS) for lightweighting in electric vehicles, alongside efforts to decarbonize via hydrogen-based reduction and .

Fundamentals of Iron and Ferrous Materials

Properties of Iron

Iron, with atomic number 26, exists in multiple allotropic forms depending on temperature and pressure. At room temperature, it adopts a body-centered cubic (BCC) crystal structure known as alpha-iron or ferrite, which transitions to a face-centered cubic (FCC) structure called gamma-iron or austenite above approximately 912°C. A high-temperature BCC phase, delta-iron, forms just before melting. These phase transformations influence the metal's mechanical and magnetic behaviors. Elemental iron exhibits key physical properties that underpin its metallurgical utility. Its is 7.87 g/cm³ at , providing substantial mass for structural applications. The stands at 1538°C, allowing processing at high temperatures without vaporization. Pure iron is relatively soft and ductile, with a tensile strength of approximately 230–345 MPa and significant elongation before fracture, though it lacks the hardness of its alloys. Magnetically, iron is ferromagnetic below its of 770°C (1043 K), where thermal energy disrupts electron spin alignment, transitioning it to ; this property enables applications in electromagnets and transformers. The iron-carbon phase diagram illustrates the equilibrium phases in ferrous alloys, critical for understanding and microstructure control. Ferrite (α-Fe) is the BCC of carbon in iron, stable up to 0.02 wt% carbon at and exhibiting low solubility. Austenite (γ-Fe), the FCC phase, accommodates up to 2.1 wt% carbon at 1147°C, enabling greater alloying flexibility. forms as a lamellar eutectoid of ferrite and (Fe₃C) at 0.77 wt% carbon and 727°C, balancing strength and ductility. , an orthorhombic iron carbide, is hard and brittle, precipitating in hypereutectoid compositions above 0.77 wt% carbon. These phases dictate the transformation behaviors during cooling and heating cycles. Impurities profoundly alter iron's properties, often intentionally or as residues from ore processing. Carbon is the primary alloying element: low levels (below 0.08 wt%) in wrought iron yield a fibrous, ductile material resistant to corrosion due to slag inclusions, while higher concentrations (2–4 wt%) in cast iron form graphite flakes or nodules, enhancing castability but inducing brittleness via cementite networks. Sulfur, typically limited to under 0.05 wt%, promotes hot shortness by forming low-melting FeS inclusions at grain boundaries, reducing hot workability; desulfurization via lime addition mitigates this. Phosphorus, held below 0.04 wt%, causes cold shortness, increasing strength but severely lowering ductility through solid solution strengthening and grain boundary segregation, as seen in historical pig irons. These effects necessitate refining to achieve desired mechanical profiles. Thermodynamic principles govern iron's oxidation and reduction, as depicted in Ellingham diagrams, which plot standard free energy changes (ΔG°) for formation against temperature. Iron (Fe₂O₃, Fe₃O₄, FeO) exhibit decreasing stability with rising temperature, with the 2Fe + O₂ → 2FeO reaction line sloping upward due to the decrease in gas consumption. Reduction becomes feasible when a reductant's line (e.g., 2C + O₂ → 2CO) lies below iron's, typically above 700°C for , enabling operation; hydrogen reduction follows similar but requires higher purity gases for efficiency. These relationships predict minimum temperatures for extracting iron from ores while minimizing reoxidation.

Sources of Iron

Iron primarily occurs in Earth's crust as oxides, carbonates, and sulfides, with the most economically viable ores being oxide and carbonate minerals that can be processed to extract metallic iron. The chief types of iron ores are (Fe2O3\mathrm{Fe_2O_3}), which contains up to 70% iron and forms reddish deposits, (Fe3O4\mathrm{Fe_3O_4}), a magnetic mineral with about 72% iron, and (FeCO3\mathrm{FeCO_3}), a carbonate ore yielding around 48% iron. These ores are distributed globally, with dominating in large sedimentary bands in and , prevalent in formations across and , and more common in European coal-bearing strata. In ancient contexts, such as (modern-day ), early extractive activities relied on local outcrops and sands from the Black Sea region, which supported initial ironworking from the early BCE. Geological processes forming these ore bodies vary, with sedimentary origins being the most significant for ancient and modern supplies. Banded iron formations (BIFs), vast deposits up to 2.5 billion years old, arose from chemical of iron oxides in oxygen-poor ancient oceans, where dissolved iron from hydrothermal vents accumulated in layers alternating with silica-rich chert. Magmatic origins involve the crystallization and segregation of iron-rich minerals like during the cooling of igneous intrusions, often in ultramafic or anorthositic rocks, yielding high-grade deposits in regions like Sweden's . These processes concentrated iron to exploitable levels, with BIFs alone accounting for over 90% of historical sources. Beyond terrestrial ores, iron appears in rare native metallic forms, including meteoric and terrestrial deposits. , derived from iron meteorites, consists primarily of an iron- alloy with 5-30% and trace , distinguishable by its unique Widmanstätten patterns—interlocking bands of kamacite and crystals formed during slow cooling in space over millions of years. These patterns, revealed by with acid, confirm extraterrestrial origin and were used in early artifacts like Egyptian beads from 3200 BCE. Native terrestrial iron, uncombined with other elements, is exceedingly scarce and typically occurs in reduced environments within basaltic rocks, such as the large accumulations on , , formed by magmatic reduction processes involving . However, this native iron often contains dissolved carbon, rendering it brittle and unsuitable for durable tools without further processing. Prior to , early beneficiation techniques enhanced quality by removing impurities like , which could embrittle the final metal. , a key method documented in 16th-century texts but rooted in ancient practices, involved heating ores in air to oxidize and volatilize as gas, typically in open heaps or simple furnaces at temperatures around 500-700°C. This process, applied to sulfide-rich ores like pyrite-associated , improved efficiency and was essential in regions with sulfurous deposits, such as parts of and the .

Prehistoric and Early Iron Use

Meteoric and Native Iron

The earliest human encounters with iron occurred through non-smelted sources, primarily meteoric iron derived from extraterrestrial meteorites, which provided naturally occurring metallic iron alloys. Meteoric iron typically contains 5-30% nickel, distinguishing it from terrestrial smelted iron, which has negligible nickel content (less than 1%) due to the absence of such alloys in Earth's ores. This high nickel composition, often exceeding 4%, allows chemical analysis—such as electron probe microanalysis—to confirm meteoric origins in ancient artifacts, revealing a microstructure like the Widmanstätten pattern absent in earthly iron. Native iron, a rare terrestrial form found in minor deposits like those in Greenland's basalts, was even scarcer and played a negligible role in prehistoric use compared to meteoritic sources. Archaeological evidence indicates that the oldest worked iron artifacts were crafted from meteoric sources around 3200 BCE in , where nine tubular beads from the Gerzeh burials were fashioned from hammered meteorite fragments, as verified by non-destructive X-ray analysis showing about 6–9% content. In , a dagger dating to circa 2500 BCE from has been identified as meteoric through geochemical examination, reflecting early recognition of this exceptional material in the . These finds predate widespread by millennia and highlight meteoric iron's role in elite or ceremonial contexts rather than utilitarian ones. Ancient artisans shaped using cold-hammering to flatten and form the metal into desired shapes, followed by annealing—heating to around 800-900°C and slow cooling—to relieve stresses and prevent cracking, without ever melting the material at its high fusion point of over 1500°C. For the Gerzeh beads, this involved pounding pieces into thin sheets, rolling them into tubes, and polishing, a labor-intensive process suited to the metal's malleability when annealed intermittently. Such techniques mirrored those for but were applied selectively to the scarce iron, yielding small, precise items like beads or awls. Meteoric iron held profound cultural and symbolic value in ancient societies, often viewed as a divine from the heavens due to its celestial origin, as suggested by associating iron ("bia") with sky-fallen metal used in rituals. A prime example is the iron dagger from Tutankhamun's (ca. 1323 BCE), forged from a with 10.8% and 0.58% , likely a royal symbolizing power and placed as a funerary offering. However, its extreme scarcity—dependent on infrequent meteor falls yielding small fragments—and the challenges of working brittle pieces limited it to prestige items, preventing broader adoption until technologies emerged to exploit abundant terrestrial ores. This rarity underscored its prestige but constrained prehistoric iron use to sporadic, high-status applications.

Origins of Iron Smelting

The bloomery process represents the foundational technology for iron smelting, involving the reduction of iron oxide ores in a furnace using as both fuel and , resulting in a porous, spongy mass of iron known as a bloom that requires subsequent hammering to remove and shape it. This direct reduction method operates at temperatures below the of iron, typically around 1100–1200°C, allowing the iron to form as solid particles rather than molten metal. The core chemical reaction in the bloomery process is the indirect reduction of (Fe₂O₃) by (CO) produced from burning : Fe2O3+3CO2Fe+3CO2\text{Fe}_2\text{O}_3 + 3\text{CO} \rightarrow 2\text{Fe} + 3\text{CO}_2 Impurities such as silica (SiO₂) in the ore react with (CaO) from added to form , primarily as calcium silicate (CaSiO₃), which separates from the iron bloom. Early experiments likely utilized common iron-rich ores like or , which were accessible in surface deposits. Archaeological evidence points to the earliest known iron bloom, dated to approximately 2000 BCE, discovered at sites in , marking the initial successful application of technology. From this origin, the technique spread across via ancient trade routes, facilitating the exchange of knowledge and materials essential for replication. The process required specific fuels and fluxes: wood-derived provided the high-carbon environment for reduction, while served as a to lower the of impurities and promote formation. These materials were critical for maintaining the and managing byproducts. Early high-temperature firing techniques, which achieved controlled temperatures of 1100–1200°C, contributed to the development of furnaces capable of the reduction reactions needed for iron .

Iron Age Smelting Technologies

Ancient Near East and Theories of Origin

The , encompassing , the , and the , played a pivotal role in the emergence of iron around the early second millennium BCE, marking a technological shift from bronze-based economies. Archaeological evidence indicates that initial experiments with iron production likely occurred in , where slag inclusions in iron artifacts from Kaman-Kalehöyük date to approximately 2000 BCE, suggesting small-scale during the Old Assyrian Colony period. In the , Tell Hammeh in provides one of the earliest substantial assemblages of iron debris, radiocarbon dated to around 930 BCE, with seasonal operations producing an estimated 50–100 kg of iron annually through basic processes involving ore reduction in clay furnaces. Further north in the , a workshop at Kvemo Bolnisi along the Khrami River in Georgia, dated to the late second millennium BCE (ca. 1400–1200 BCE), reveals copper smelters incorporating () into their workflows, yielding with metallic iron prills that may represent accidental early iron production. In , sites like Tell Shiukh Fawqani near the document iron activities from the early seventh century BCE, with furnace remains and ore processing indicating localized production centers. Debates on the origins of iron smelting center on whether it represented independent or from established and technologies. Current evidence favors a derivation from practices, as iron ores often co-occur with deposits in the region, and early iron artifacts frequently show geochemical signatures linked to workshops; for instance, the Kvemo Bolnisi site demonstrates how adding to fluxes could inadvertently produce iron, supporting a gradual technological rather than isolated . The in are often credited with advancing iron technology around 1400 BCE, but textual records, such as a letter from King Hattušili III in the thirteenth century BCE complaining about delays in production, indicate state involvement without evidence of a strict monopoly; instead, iron appears to have been a prestige material bartered at high value, like 40 times its weight in silver with . The introduction of iron tools had profound socio-economic effects in the Ancient Near East, facilitating agricultural expansion and military dominance. Iron plowshares and sickles enabled more efficient land clearance and cultivation of marginal soils, contributing to surplus production that supported growing urban populations and trade networks in the Levant and Anatolia by the late second millennium BCE. In warfare, the abundance of iron allowed for the mass production of durable swords, spearheads, and arrow tips, providing tactical advantages over bronze-equipped foes and contributing to the militarization of states like the Hittites and emerging Syro-Hittite kingdoms. Physical evidence from these early sites includes extensive slag heaps and inclusions that confirm activities. At Tell Hammeh, large slag mounds containing and metallic prills attest to , while iron objects from Kaman-Kalehöyük exhibit slag inclusions with unique trace elements tracing back to local ores. Similar inclusions in artifacts from Syrian sites like , where Iron Age graves yield iron with residual slag, further illustrate the rudimentary nature of early . The dominance of iron over bronze in the Near East by the early first millennium BCE stemmed primarily from differences in resource availability and cost. Bronze required scarce tin, sourced through long-distance networks that collapsed amid the Late Bronze Age disruptions around 1200 BCE, driving up prices and limiting access; in contrast, iron ores were locally abundant and required no such imports, making iron tools and weapons far more affordable and scalable for widespread use.

Indian Subcontinent and China

In the Indian subcontinent, iron smelting technologies emerged independently during the Iron Age, with significant advancements in wrought iron production and early steelmaking. Archaeological evidence from sites like Taxila reveals sophisticated ironworking by around 500 BCE, including the production of high-quality iron tools and weapons that indicate advanced smelting and forging techniques using bloomery processes. A landmark example is the Delhi Iron Pillar, erected circa 400 CE near the Qutb Minar in Delhi, which stands approximately 7 meters tall and weighs over 6 tons; this structure, forged from nearly pure wrought iron (99.72% iron), demonstrates exceptional corrosion resistance due to its high phosphorus content (0.25-0.50%), which facilitated the formation of a passive protective layer of iron hydrogen phosphate through reactions with atmospheric moisture and oxygen. This passivation mechanism, achieved during the forging process where phosphorus from the ore was retained in the metal, has preserved the pillar with minimal rust for over 1,600 years, highlighting the empirical mastery of alloy composition in ancient Indian metallurgy. Precursors to , a high-carbon crucible steel renowned for its strength and distinctive damask patterns, appeared in southern around 300 BCE, marking an early innovation in controlled carburization. This method involved sealing fragments with carbonaceous materials like in closed clay-graphite and heating them to 1,200-1,300°C for 10-24 hours, resulting in homogeneous ingots with 1.0-2.0% carbon content that could be forged into blades. Key archaeological sites, such as and Mel-siruvalur in , have yielded crucible fragments, slag, and high-carbon steel globules dating to the 3rd century BCE, confirming crucible steelmaking in the region during the Sangam period. Indian smiths further refined these materials using techniques for production, layering and forge-welding strips of high-carbon with softer to create composite blades that balanced hardness and flexibility, a practice centered in regions like and until the medieval era. In ancient , ferrous metallurgy advanced rapidly during the period (770-221 BCE), with the earliest production dating to the 8th century BCE, achieved through innovative technology that produced liquid iron for casting. These early furnaces, often shaft-type structures up to 1-2 meters tall equipped with piston bellows for , enabled the reduction of at temperatures exceeding 1,200°C, yielding with 2-4% carbon content suitable for molds and tools. By the (206 BCE-220 CE), fining techniques had been developed to convert this into by decarburizing it in open hearths or crucibles at 900-1,100°C, where the metal was stirred or hammered to oxidize excess carbon, producing malleable blooms for further forging. Archaeological remains from sites like Tonglushan in province include furnace linings and from this period, illustrating the scale of production that supported state monopolies on . Chinese metallurgists also pioneered co-fusion , a process that blended molten with solid scraps in a or at around 1,250°C, allowing carbon to create uniform with controlled for weapons and armor. This technique, documented as early as the 6th century CE but likely practiced earlier during the Han era, involved sealing the mixture in clay vessels and heating for several hours before hammering, resulting in blades capable of penetrating multiple layers of armor. Possible cultural exchanges along the may have influenced recipes between and , as ingots from southern were traded westward and potentially eastward, inspiring variations in methods, though direct evidence remains limited to shared motifs in patterned blades.

Europe and Sub-Saharan Africa

In , the adoption of iron smelting during the is exemplified by the , which emerged around 800 BCE in and incorporated iron technology through expanded trade networks with Mediterranean regions. This integration facilitated the use of local resources, such as ores extracted from bogs, which were prevalent in Celtic regions and suited to early processes due to their high iron content and accessibility. Celtic communities adapted these ores in bloomery shaft furnaces, vertical structures up to 1-2 meters tall that relied on charcoal and natural draft for reduction, producing blooms for tools and weapons. Slag analyses from these sites reveal compositional variations reflecting local ore impurities, such as elevated silica and from bog deposits, indicating tailored fluxing techniques to optimize yields. The spread of ironworking in fostered warrior societies, where elite control over metal production and distribution reinforced social hierarchies and enabled militaristic expansions across the continent. Iron weapons and armor provided tactical advantages in conflicts, contributing to the formation of chiefdoms and inter-tribal alliances during the and subsequent La Tène periods. In , iron appeared independently in the of central around 500 BCE, utilizing clay furnaces—bowl-shaped structures with ceramic nozzles for air injection—that achieved temperatures sufficient for reduction. These furnaces, often clustered in settlements, processed local lateritic and produced with distinct glassy matrices, evidencing adaptations to regional mineralogies through added fluxes like or shell. Forced-draft systems powered by goat- or skin-bag enhanced airflow, allowing for efficient in low-shaft furnaces up to 1.5 meters deep, a technique that varied regionally to suit available wood fuels and types. The , beginning around 1000 BCE and accelerating by 500 BCE, disseminated these iron technologies southward and eastward, where tools like hoes and axes revolutionized by enabling forest clearance and intensified cultivation of crops such as and yams. This metallurgical-agricultural synergy drove population growth and settlement proliferation, transforming subsistence patterns and laying foundations for complex societies in eastern and . Slag evidence from Bantu sites shows progressive adaptations, with decreasing content over time as smelters refined recipes for purer iron, underscoring localized innovations in response to diverse environmental constraints.

Medieval Ferrous Metallurgy

Islamic World Innovations

During the Abbasid Caliphate (ca. 750–1258 CE), Islamic scholars and artisans advanced ferrous metallurgy through systematic study, synthesis of foreign knowledge, and practical innovations in steel production, particularly in regions like Syria and Persia. Centers such as Damascus became renowned for high-quality steel blades, building on earlier bloomery techniques while incorporating imported materials and refined processes. These developments emphasized the creation of superior alloys for weaponry and tools, driven by both military needs and scholarly inquiry. A pivotal aspect of Islamic ferrous metallurgy was the preservation and translation of ancient texts from Greek, Indian, and other sources into Arabic, which facilitated the integration of diverse metallurgical knowledge. Under Abbasid patronage, works on alchemy and materials science, including those attributed to Greek authors like Aristotle and Indian treatises on wootz steel, were rendered into Arabic, enabling scholars to adapt and expand upon them. For instance, al-Kindi (ca. 801–873 CE), in his "Treatise on Swords," drew from these translations to classify steels and describe forging methods, marking a foundational text in Islamic metallurgical literature. Similarly, al-Biruni (973–1048 CE) in his Kitab al-Jamahir detailed steel composition and properties, citing Indian influences on crucible techniques. Later scholars like 'Izz al-Din Aidamir al-Jildaki (fl. 1339–1342 CE) further synthesized this knowledge in treatises on , quoting earlier works such as Jabir ibn Hayyan's Kitab al-Hadid ("Book on Iron") to outline 24 methods of steel production, including the conversion of to cast steel using crucibles. Al-Jildaki's writings emphasized experimental refinement, such as adding fluxes like and salt to control carbon content, reflecting a blend of theoretical and practical smithing. Islamic artisans imported high-carbon from (referred to as Sarandib steel) and replicated it locally through melting, a process that produced the distinctive watered pattern of . This involved heating iron with carbonaceous materials in sealed clay crucibles to achieve homogeneous, high-carbon alloys, as described by the Damascene ironsmith Mazyad ibn ‘Ali (Umayyad period, but continued under Abbasids). Pattern welding techniques, known as firind or , were enhanced by folding and twisting layers of soft iron and steel to create strong, flexible blades with visible surface patterns, improving upon ancient methods for better edge retention. Furnace designs incorporated forced-air systems using , often powered by animal or human labor, to reach temperatures necessary for (around 1,200–1,500°C), with some evidence of wind-assisted drafts in Persian and Syrian workshops to sustain consistent airflow. Trade routes facilitated the exchange of designs, including influences from North African forges that paralleled later European types, though Islamic systems prioritized small-scale, high-precision crucibles over large blooms. These innovations culminated in superior sword blades, such as the famed swords, valued for their sharpness, resilience, and damask-like patterns that enhanced both utility and aesthetics. Through Viking-Islamic trade along the and Caspian routes, crucible steel ingots reached , enabling the production of (9th–11th centuries CE), which featured high-purity steel blades superior to local European iron, as evidenced by metallurgical analysis of artifacts. This cross-cultural exchange underscored the Islamic world's role in disseminating advanced ferrous technologies.

European Bloomeries and Early Furnaces

In medieval , iron production relied predominantly on the process, a direct reduction method that converted into a workable mass of metal without , using as both fuel and in small furnaces. These bloomeries operated at temperatures around 1,200°C, where iron oxides in the ore were reduced to metallic iron, forming a spongy bloom intermixed with that required mechanical working to consolidate. Stick furnaces, known as Stücköfen in German regions, were common, consisting of tall, shaft-like structures up to 3-4 high built from clay or stone, capable of producing blooms weighing up to 50 kg per smelt through repeated charges of and . Regional ore sources varied significantly, influencing furnace designs and efficiency. In and , production centered on , a low-grade extracted from wetlands, which was abundant and easily gathered but required careful preparation to remove impurities before . In contrast, the Alpine regions, such as the Mercantour and Ubaye Mountains in modern and , utilized higher-quality mined from high-altitude deposits, often transported downhill for processing in valley forges. The output of these bloomeries was low-carbon , typically containing 0.05-0.25% carbon, which provided but limited without further processing. This material was porous and slag-rich, necessitating frequent reheating and hammering to expel impurities and shape it into bars or tools, a labor-intensive step that often consumed as much time as the itself. By the , water-powered trip hammers emerged across , driven by overshot waterwheels, to mechanize this consolidation, significantly increasing productivity by allowing heavier blows than manual . Regional variations in furnace technology reflected local adaptations and resource availability. The German stick furnace emphasized height for better heat retention and slag separation, enabling larger blooms but requiring rebuilds after each use, while the French Catalan forge, originating in the Pyrenees around the 13th century, featured a more permanent structure with integrated hearths and water-powered for a consistent air blast, improving yield and iron quality. Some European designs may have drawn brief influences from Islamic metallurgical practices transmitted via trade routes, particularly in southern regions. Economically, production was organized through systems that regulated quality, apprenticeships, and market access, ensuring standardized output in urban and rural forges by the late . Monastic communities played a key role, particularly in and , where abbeys like Rievaulx integrated ironworking into their estates, leveraging lay workers and water resources to supply tools, construction materials, and even export blooms, fostering technological refinements amid feudal economies.

Early Modern Steel Production

Finery Forge and Cementation Process

The represented a key advancement in early modern ferrous metallurgy, enabling the conversion of high-carbon into malleable through a controlled process. Originating in 15th-century as part of the Walloon forging tradition in the region of present-day , which later spread to and other areas, the method addressed the brittleness of produced in blast furnaces by reducing its carbon content from approximately 3-4% to under 0.25%. This two-stage operation relied on as the primary fuel and , with water-powered providing the necessary air blast to facilitate oxidation. In the initial refining stage within the , was remelted and exposed to an oxidizing atmosphere, where excess carbon reacted with oxygen to form primarily (CO₂), along with some (CO), expelling the carbon as gas and producing a pasty mass of accompanied by iron . Skilled operators monitored the process to minimize iron loss through over-oxidation, yielding blooms that could be hammered into workable forms. The second stage, conducted in the , involved reheating the semi-refined iron under similar conditions to further remove residual carbon and impurities, followed by forging or rolling into bar iron suitable for further fabrication. Despite its effectiveness, the finery forge process was labor-intensive, requiring constant manual intervention and skilled labor to achieve consistent quality, as variations in air flow or temperature could lead to incomplete or excessive formation. consumption was substantial, contributing to pressures in iron-producing regions by the , and the output remained limited compared to later industrialized methods. The chemical principle underlying relied on the reaction of carbon with atmospheric oxygen in the presence of the air blast: C + O₂ → CO₂, which selectively removed carbon while preserving the iron's metallic structure, though some and impurities persisted in the final product. This , known for its and resistance to , found widespread applications in structural elements, tools, and early armor components, where uniformity was less critical than . Complementing the , the emerged in the late 16th to early 17th century in , with the earliest documented description appearing in a 1574 treatise from and practical implementation in by 1601, marking a shift toward producing higher-carbon steels from feedstocks. In this method, bars of low-carbon —often sourced from finery forges—were layered with powdered inside sealed clay or stone boxes, typically measuring about 4 meters long, and heated in a furnace to 1,000-1,200°C for 7-14 days, allowing carbon to diffuse into the iron surface via solid-state pack . The resulting blister steel contained 1-2% carbon near the exterior, forming a hard, martensitic layer upon , while the core remained relatively low-carbon ferrite or . After cooling, the brittle bars were forged and often folded multiple times to distribute the carbon more evenly, creating shear steel suitable for edged tools. The , while innovative, suffered from inconsistent carbon distribution, as diffusion was uneven and surface-limited, often resulting in heterogeneous microstructures that required extensive post-forging to mitigate defects like blisters or weak spots. Its labor-intensive nature, involving long heating cycles and manual packing, limited scalability, with production yields around 50-100 tons annually per furnace in mature operations. Chemically, the carburization proceeded through the decomposition of into and atomic carbon, which migrated into the iron lattice: 2C + O₂ → 2CO, followed by CO dissociation at the surface. By the , this became central to Sheffield's industry, where its edge-holding properties enabled the production of high-quality knives, razors, and , as well as armor plating that balanced and for protective gear.

Crucible Steel and Powered Bloomeries

In the 1740s, English clockmaker developed the process in , revolutionizing early modern production by melting fragments of blister steel—itself derived from the cementation of bars—in sealed clay crucibles to yield a homogeneous, high-quality cast ideal for precision tools. This method produced with a carbon content of approximately 1.5%, providing superior and uniformity compared to earlier heterogeneous steels, and was particularly valued for clock springs, files, and cutting edges. The process relied on coke-fired furnaces to achieve the necessary high temperatures, allowing complete melting and homogenization without exposure to atmospheric impurities. Advancements in powered bloomeries marked a key mechanization step in ferrous metallurgy during the , especially in regions like where water wheels powered both and heavy hammers to process iron blooms more efficiently. These systems, developed in 16th-century , particularly in , drove forced-air to intensify furnace heat and operated trip hammers—up to 300 kg in weight—to forge and refine blooms into bars, substantially boosting output from traditional manual bloomeries. These powered systems increased production efficiency and were adopted across , including in and , facilitating larger-scale ironworking before the dominance of blast furnaces. By integrating hydraulic power, such facilities in the and surrounding areas increased iron production rates, laying groundwork for larger-scale operations while maintaining the bloomery's direct reduction of to workable metal without full . European interest in replicating the legendary wootz steel from , famed for its use in Damascus blades, led to crucible-based experiments fusing iron scraps with steel or carbonaceous materials to mimic the material's distinctive banded microstructure and superior edge retention. This approach involved packing with organic carbon sources in sealed s and heating to promote and melting, aiming to recapture the hypereutectoid composition (over 1% carbon) that defined wootz's strength and pattern-forming carbides. Such replications, though not always exact, advanced European crucible techniques by emphasizing controlled alloying of scraps to achieve consistent and contributed to broader European interest in crucible techniques, which paralleled developments like Huntsman's. A core advantage of crucible steelmaking lay in its , as the closed crucibles facilitated uniform carbon distribution during melting at temperatures of 1400–1500°C, minimizing variations that plagued open-hearth or cementation methods. This enclosed environment prevented oxidation and slag contamination, yielding ingots with predictable hardness and reduced brittleness, essential for reliable tool performance. In Huntsman's implementation, careful selection of blister steel inputs and furnace management ensured reproducibility, marking a shift toward more scientific . The global context of these innovations highlights the influence of Indian wootz steel on European practices, as 18th-century metallurgists studied imported ingots to reverse-engineer their homogeneity and durability, bridging Eastern traditions with Western industrialization. Wootz, produced via similar closed-crucible methods in southern since antiquity, demonstrated carbon levels and microstructures superior to contemporaneous European steels, prompting systematic replication efforts.

Industrial Transition in Europe

Coke Usage and Abraham Darby's Innovations

The transition to coke as a in iron marked a pivotal shift in ferrous metallurgy during the early , addressing the limitations of amid growing demand for iron. Although sporadic experiments with coal-derived fuels for iron production occurred in the late , particularly in regions with abundant coal deposits like , these efforts largely failed due to impurities that contaminated the metal. It was Abraham Darby I, an English ironmaster, who achieved the first commercial success in 1709 at his furnace, where he smelted iron ore using coke to produce suitable for . This breakthrough relied on Darby's prior experience in production, where he had adapted coke to mitigate issues, allowing the process to scale beyond small-batch operations. The process itself involves heating in sealed ovens at temperatures around 1000°C in the absence of oxygen for 12 to 36 hours, driving off volatile compounds like gases and tars to yield a porous, high-carbon residue. This coke served as an effective reductant and heat source in blast furnaces, offering advantages over , including greater abundance from seams that alleviated pressures on British woodlands, which had intensified by the late 1600s. Coke's higher fixed carbon content—typically 85-90%—and under furnace loads enabled taller stacks and more efficient , enabling more efficient in terms of availability and cost, though initial consumption per ton was comparable or slightly higher than . However, coke inherited from the , which could make brittle; Darby addressed this through fluxing with (), forming a that absorbed and other impurities as calcium sulfide, thus improving metal quality. Darby's innovations were carried forward by his successors, expanding the Coalbrookdale works into a cornerstone of industrial iron production. Abraham Darby II, taking control in the 1730s, enhanced furnace efficiency with steam-powered bellows and diversified output, including the introduction of the world's first cast-iron rails in 1767 for local coal transport, which reduced wear and extended track life compared to wooden alternatives. His son, , further demonstrated coke-smelted iron's versatility by overseeing the construction of over the River Severn, completed in 1779 using 378 tons of members—a pioneering structure that showcased the material's strength and corrosion resistance. These developments not only refined the coke process but also symbolized the growing reliability of mass-produced iron components. Economically, Darby's coke smelting significantly lowered production costs, as coke substituted for expensive, scarce charcoal, with pig iron prices around £2-3 per ton in the early 1700s. This enabled , facilitating the of items like pots, cylinders, and machinery parts that fueled machinery and growth. By the mid-18th century, the Coalbrookdale Company's output had surged, contributing to a broader expansion of Britain's iron industry from 20,000 tons annually in 1700 to over 68,000 tons by 1788, laying the groundwork for mechanized .

Blast Furnaces and Hot Blast

Early blast furnaces emerged in Sweden during the 13th century, with archaeological evidence from sites like Lapphyttan indicating operation as early as 1150–1225 CE, featuring water-powered bellows delivering a cold blast to smelt iron ore into pig iron. These designs typically consisted of shaft furnaces with square or octagonal cross-sections, constructed from wood-faced stone or mica schist, reaching heights of 2–3 meters, and included tapping arches for molten metal and slag removal. In Germany and associated regions like Bohemia, blast furnace technology developed later, with the first documented examples appearing in the late 16th century, such as at Kraluv Dvur in 1595, employing similar cold blast mechanisms powered by water wheels to produce cast iron for items like cannonballs. By the 18th century, European blast furnaces had evolved to heights of up to 7–10 meters, still relying on cold air injection via water-driven bellows, which limited efficiency due to the energy required to heat the incoming air within the furnace. The innovation, patented by Scottish engineer James Beaumont Neilson in 1828 (British Patent No. 5701), revolutionized furnace operation by preheating the blast air to 300–600°C before injection, dramatically improving efficiency. This involved passing air through a heated vessel, such as a box or , positioned between the blowing apparatus and the furnace tuyeres, allowing the use of raw as fuel without prior and boosting output by 2–3 times compared to cold blast methods. Initial trials at the Clyde Iron Works in 1829 demonstrated these gains, with preheated air at 200–600°F (93–316°C) enabling higher temperatures in the zone and reducing overall fuel demands. In mechanics, preheated or cold air is injected through tuyeres—refractory-lined nozzles embedded in the —to sustain the combustion of coke or coal with and fluxes like , generating that reduces iron oxides to molten . The molten , containing 3–4.5% carbon, collects in the pool, while less dense floats atop it; both are periodically tapped through separate holes, with the iron cast into pigs for further processing and discarded or reused. This countercurrent flow ensures progressive heating and reduction as the charge descends, with tuyeres positioned to optimize gas-solid interactions in the lower furnace zones. The 's adoption sparked a boom in Scotland's iron industry, where production surged from 37,500 annually in 1830 to 540,000 by 1847, accounting for 27% of British output and making Scottish the cheapest in the UK during the 1830s due to savings of up to 63% (from 8.2 to 3.0 of per of iron). By , all Scottish works had implemented the technology, transforming local blackband and splint resources into a . Globally, hot blast spread rapidly, with over 36% of French furnaces adopting it by 1844 and 38% of U.S. charcoal-based operations by 1859, leading to widespread efficiency gains by the 1850s. Thermodynamically, the reduces fuel consumption by supplying preheated oxidant air, which increases the input to the zone, thereby decreasing the carbon required to achieve the necessary reaction s for iron reduction (typically 1,200–1,500°C). This enhances the overall heat balance, as the in the blast (proportional to rise) offsets endothermic reduction processes, lowering coke rate by 20–30% per 100°C increase in blast while minimizing CO₂ emissions through more complete .

Modern Steelmaking Processes

Industrial Steelmaking Methods

The industrial steelmaking methods of the marked a pivotal shift from labor-intensive production to large-scale manufacturing, primarily by refining from blast furnaces through oxidation of impurities such as carbon, silicon, and . These processes enabled the production of consistent, high-volume mild suitable for railways, bridges, and machinery, dramatically lowering costs and fueling the . Key innovations focused on efficient and impurity removal, with typical inputs being molten containing 3-4.5% carbon. The , patented in 1856 by British engineer , was the first successful method for mass-producing by blowing compressed air through molten in a pear-shaped converter. The air oxidizes impurities, generating heat that sustains the reaction without additional fuel; carbon is primarily removed via the endothermic reaction, represented as 2C+O22CO2C + O_2 \rightarrow 2CO, though some CO further oxidizes to CO₂. This produces mild with 0.1-0.25% carbon in about 20 minutes per 5-30 batch, achieving yields of around 90-95% by weight after adding recarburizers like spiegeleisen to restore desired carbon levels. Independently developed earlier in the United States by William Kelly, who operated the first large-scale converters at his starting in 1851, the process gained commercial traction there by the 1860s, supporting rapid infrastructure growth. However, it struggled with high-phosphorus , as phosphorus formed brittle compounds that contaminated the , limiting its use to low-phosphorus ores prevalent in and the U.S. The Siemens-Martin open-hearth process, developed in the 1860s by German-British engineer and French metallurgist Pierre-Émile Martin, addressed some of Bessemer's limitations through a regenerative furnace design that preheated combustion air and fuel gas using exhaust heat from checkerwork bricks. This allowed precise control over melting a charge of 50-200 tons of , , and on a shallow , with oxidation occurring over 8-12 hours per batch to achieve carbon contents from 0.05% to 1.5%. The extended time enabled better homogeneity and quality, with efficiencies improved by recycling to reach temperatures up to 1,600°C, yielding with superior uniformity for structural applications. Unlike the Bessemer method, it could incorporate up to 80% , reducing reliance on and enhancing , though the slower cycle limited throughput compared to pneumatic processes. To overcome phosphorus issues in both Bessemer and open-hearth methods, the Gilchrist-Thomas basic process was introduced in 1878 by British cousins Sidney Gilchrist Thomas and Percy Carlyle Gilchrist, who lined converters and hearths with basic materials (CaCO₃) or dolomite. The alkaline slag formed reacts with (P₂O₅) to produce , which is slagged off: 3CaO+P2O5Ca3(PO4)23CaO + P_2O_5 \rightarrow Ca_3(PO_4)_2, allowing the use of abundant high- ores from regions like Britain and . This adaptation extended the Bessemer process's viability, with first commercial trials in 1878 yielding phosphorus reductions from 1.5% to under 0.05% in , and by , it boosted global output by enabling basic-lined open hearths that processed phosphoric efficiently. Overall, these methods increased world production from about 500,000 tons in 1870 to over 28 million tons by 1900, transforming ferrous metallurgy into a of modern industry.

Contemporary Steel Industry Practices

Global crude steel production is projected to reach approximately 1.85 billion metric tons in 2025, with accounting for approximately 54% of this output, underscoring its dominant role in contemporary ferrous metallurgy. This scale reflects advancements in efficiency and , where steel constitutes a growing input to reduce reliance on primary . (BOS), introduced in the as an evolution of earlier converter processes, remains the predominant method, accounting for about 70% of global production through oxygen lancing into converters containing molten and . In this autogenous process, high-purity oxygen oxidizes impurities like carbon, silicon, and , generating heat to refine the melt while up to 30% per batch, typically completing in 30-40 minutes. Electric Arc Furnaces (EAFs) complement BOS by specializing in scrap-based production, representing around 70% of U.S. steel output in 2025 due to abundant domestic scrap availability and lower energy demands compared to primary routes. EAFs utilize electric arcs from graphite electrodes to melt scrap at temperatures exceeding 1,800°C, enabling flexible production of various grades, including ultra-low carbon steels through subsequent ladle refining where argon stirring and vacuum degassing remove inclusions and adjust chemistry. This method's recyclability supports circular economy principles, with modern EAFs achieving yields over 95% and emissions roughly half those of BOS per ton. Post-melting, has become nearly universal in contemporary practices, solidifying molten into billets, blooms, or slabs by pouring through water-cooled molds and oscillating molds to form defect-free semi-finished products. This technique reduces internal defects like cracks and segregation by up to 50% compared to casting, minimizes material waste, and cuts energy use by eliminating reheating steps, enabling direct hot charging to rolling mills for higher throughput. Alloying remains essential for tailoring steel properties, with additions of chromium (Cr) and nickel (Ni) during ladle metallurgy producing stainless steels like the common 18/8 composition (approximately 18% Cr and 8% Ni by weight in AISI 304 grade) for corrosion resistance in applications from automotive to construction. Emerging pilots, such as Sweden's HYBRIT initiative in the 2020s, demonstrate hydrogen-based direct reduction of iron ore to produce sponge iron, which is then melted in EAFs to yield fossil-free steel, with 2025 advancements including successful large-scale hydrogen storage validating scalability for commercial deployment by 2030. Sustainability drives innovation, with (CO2) capture technologies integrated into BOS and EAF operations to sequester up to 90% of process emissions, while (DRI) using as a reductant eliminates coke entirely, potentially cutting sector-wide CO2 by 95% in hydrogen-DRI-EAF routes. (DRI) processes, using or , contribute about 8% to global production and are key to low-carbon pathways. In 2025, these practices address the industry's 8-10% share of global emissions, with pilots like HYBRIT proving 's viability and policy incentives accelerating adoption in and .

References

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