European recycled metals offer cost edge only with reliable scrap and quality

Steel

European Commission proposes 180 CBAM additions from 2028 as product list remains open

Steel

Automotive steel buyers weigh CBAM exposure against qualification and switching costs

Steel

Europe’s steel transition shifts supply risks between blast furnaces and electric arcs

Steel

Europe’s low-carbon steel shift hinges on reliable iron ore and infrastructure

Steel

Europe’s alloy buyers face supply risks beyond ordinary steel and carbon costs

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Market News Roundup CW45

IREPAS warns energy adds more than €110/t to steel costs, eroding CBAM support

Energy Community lists four accredited verifiers for EU electricity CBAM

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Banks should tie industrial carbon exposure to borrowers’ repayment capacity

Western Balkans and Türkiye offer nearshoring options, but suppliers face strict tests

European factories automate to cut energy use as global technology dependence persists

European machinery makers face risks in specialised transmission imports

Europe’s catalyst-metal supply risks put refinery and pharmaceutical operations in focus

Chlor-alkali economics hinge on power costs and linked product markets

Industrial gas buyers weigh reliability, energy and CBAM exposure

Refractory lifecycle costs shape furnace reliability and emissions in Europe

Fertiliser importers must separate CBAM costs from supply shocks

EU CBAM excludes plastics as petrochemical producers face energy and ETS costs

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Markets

Western Balkan-EU power spreads top €20/MWh in over half of hours

Markets

Serbia’s exports rise 8.9%, testing power-intensive manufacturers

Markets

CBAM evidence gap highlights €8.9 million wind-project market-access risk

Markets

Western Balkan-EU power exchanges fall 17.8% as regional day-ahead trade rises

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CBAM buyers need installation-level evidence for covered industrial imports

EU industrial act would link public support to low-carbon and local sourcing

German metals group calls for aluminium exclusion from EU CBAM

Foundries compete on accepted-part costs as energy and CBAM affect sourcing

EU CBAM expansion talks test controls on recycling and cross-border metal processing

2028 CBAM proposal could reshape equipment sourcing for European manufacturers

Qualified titanium and nickel processing underpins Europe’s aerospace supply resilience

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Spare-parts dependence threatens profitability at Europe’s industrial plants

Illustrative EUR 10 million equipment package highlights need for EPC carbon-cost controls

European shipyards face delivery and carbon risks beyond steel costs

Manufacturers separate CBAM and EU ETS costs in component-level models

Canada seeks EU deal to cut CBAM costs for exporters

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Track the Markets Shaping CBAM

Daily coverage of electricity, steel, aluminium, carbon pricing and EU regulation for professionals exposed to CBAM.
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Steel

Foundries compete on accepted-part costs as energy and CBAM affect sourcing

Policy

CBAM buyers need installation-level evidence for covered industrial imports

Policy

EU industrial act would link public support to low-carbon and local sourcing

Policy

EU CBAM expansion talks test controls on recycling and cross-border metal processing

Policy

2028 CBAM proposal could reshape equipment sourcing for European manufacturers

Policy

EU’s proposed CBAM expansion of 180 goods remains unsettled

Policy

EU selects 46 raw-material projects as refining costs challenge 2030 targets

Markets

Banks should tie industrial carbon exposure to borrowers’ repayment capacity

Markets

Western Balkans and Türkiye offer nearshoring options, but suppliers face strict tests

Markets

European factories automate to cut energy use as global technology dependence persists

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