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依托丰富的太阳能与天然气资源，北非国家在欧盟低碳钢铁转型进程中，正扮演关键合作伙伴角色。埃及、阿尔及利亚、摩洛哥等国，凭借地理临近优势以及直接还原铁（DRI）技术，其钢铁生产碳排放显著低于传统高炉工艺。例如，埃及Elmarakbysteel吨钢排放仅0.62吨。伴随2027年欧盟碳边境调节机制（CBAM）全面施行，北非的DRI产品将有力替代欧洲本土高碳生铁。

在产能扩张与绿色转型方面，多个国家积极布局。利比亚，土耳其Tosyali与当地企业共建全球最大DRI厂，年产能达810万吨；埃及投资10亿欧元建设250万吨DRI项目，并计划后续扩产至400万吨；毛里塔尼亚国有SNIM集团规划250万吨零碳DRI产能，同时配套5.5GW风光发电；摩洛哥将相关 ..

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