Yes I agree. This was good posts on ceo just now : 

@helloween On Sorrenson topic :

1. Vale's NR about natural gas in pellet plants date of July 1st but they still went through by receiving the torch ordered to PYR on July 5th.

2. Electricity price in Brazil is irrelevant since Vale will be self-sufficient by 2025 in Brazil by producing 100% of their own electricity from solar and hydro.

3. They commited to be carbon ZERO by 2050 and it's impossible to be zero GHG with natural gas.

4. We cannot expect that they will change to plasma torches 100% of their gas burners by 2023. It will be done by sequence, probably beggining with burners that had to been replaced in coming years anyways.

5. They committed to cut 33% of their GHG by 2030, using natural gas is a quick fix to reduce a bit of their GHG rapidly while being able to convert slowly to plasma their 500+ burners in all their pellets plants.

@sizzlingbeef @cashbag2.0 using natural gas actually reduces GHG, as natural gas IS GHG. When you burn natural gas you result with CO2, instead of methane (in natural gas) which is 80x worse for the environment. I would agree with @helloween they are probably using it temporarily while they set up torches. Makes sense