The proposed Carbon Border Adjustment Mechanism (CBAM) downstream expansion remained under negotiation on 5 November 2026, while Eurostat Comext CN8 data and CBAM Registry statistics provided no newly comparable release for updating import shares, tonnage, electricity volumes or customs prices. No newly adopted measure changing the proposal’s scope or methodologies was identified.
Eurostat’s latest regular international goods-trade release, dated 16 October 2026, covered August 2026. The next publication was scheduled for 13 November 2026, covering September. Broad market forecasts and individual company results should not be treated as measured changes in CN8 import shares.
The proposed 2028 downstream product scope, precursor accounting, aluminium thresholds, high-risk defaults and electricity contractual methodology remained unchanged. The official third-quarter 2026 CBAM certificate price was €82.32 per tCO₂e; the fourth-quarter price was scheduled for publication on 4 January 2027. Provisional ETS auction averages are not binding CBAM certificate prices.
A Western Balkan electricity monitoring report provided the interval’s most substantial new evidence for updating carbon-cost, cross-border trading and renewable-generation bankability models, with operational implications for Serbia, Montenegro and Southeast Europe. An electricity accredited-verifier directory offers a basis for verification procurement and evidence-pack review.
ArcelorMittal’s results provide company-level evidence of changes in European steel production and import protection. Modelling of Egyptian hot-rolled coil illustrates how emissions verification can affect commercial CBAM exposure.
Industrial lenders should keep separate models for adopted CBAM obligations, the proposed downstream expansion, domestic carbon-price recognition, ETS reform and any eventual EU–UK linkage.
