Calix CEO on low-carbon cement & steel opportunity - ASX SMIDcaps Conference

Calix Limited (ASX:CXL) CEO & managing director Phil Hodgson talked with Proactive at the ASX Small and Mid-Cap Conference about the company’s proprietary technology and its role in tackling global industrial decarbonisation challenges. Hodgson explained how Calix has developed a unique indirect heating process using a vertical steel tube system, enabling efficient mineral processing while capturing carbon emissions. He noted: “We’ve got a new way to heat stuff up… it’s a new type of kiln for us… called indirect heating,” highlighting the flexibility of the system, which can run on natural gas, biomass, or renewable electricity. The interview outlines how this technology can significantly reduce emissions in major industries such as cement and steel, each responsible for roughly 8% of global CO2 output. Hodgson emphasised the scale of the opportunity, pointing to a potential addressable market tied to billions of tonnes of emissions reduction annually. He also discussed Calix’s diversified business model, including its growing water treatment segment, which provides a steady revenue base, alongside its sustainable processing and low-emissions initiatives. Recent milestones, including calcined clay production and ARENA grant funding, demonstrate continued commercial progress and validation of the technology. Hodgson concluded by outlining the investment case, balancing long-term growth potential with near-term revenue stability, describing “plenty of upside opportunity” supported by disciplined execution. For more insights like this, visit Proactive’s YouTube channel, give this video a like, subscribe, and enable notifications so you never miss an update. #CalixLimited #PhilHodgson #Decarbonization #CleanTech #Sustainability #EnergyTransition #CarbonCapture #GreenSteel #CleanEnergy #IndustrialTech #ClimateSolutions #MiningInnovation #WaterTreatment #LowCarbon #ProactiveInvestors