A country serious about industrial policy cannot be casual about competitive steelmaking, and central to that is the price of gas.

Underwriting new gas in southern states instead of diverting LNG cargoes to domestic market would provide a cost-efficient solution to the core problem.

Some producers are considering innovative options to try to head off the gas glut envisaged by the reservation scheme.

A country serious about industrial policy cannot be casual about competitive steelmaking, and central to that is the price of gas.