Electricity CBAM reform proposal requires separate pricing for current and COM(2025) 989 rules
Electricity traders are expected to model two regulatory scenarios in parallel: the definitive EU Carbon Border Adjustment Mechanism (CBAM) rules
CBAM news
Demand for renewable PPAs rises as CBAM expansion to aluminium downstream goods is proposed
A proposed expansion of the EU Carbon Border Adjustment Mechanism (CBAM) to aluminium-intensive downstream goods could increase demand for long-term
Aluminium CBAM compliance needs bundled power, renewable attributes, and evidence services
Power traders supplying aluminium producers are increasingly expected to provide more than electricity. Some industrial customers seek a single commercial
Aluminium downstream firms prepare for possible CBAM reporting expansion from 2028
Aluminium rolling, extrusion and fabrication companies may face expanded EU CBAM reporting and market-access requirements starting in 2028 if a
Renewable power contracts for aluminium smelters face firmness and CBAM data issues
Aluminium smelters can support renewable energy projects through large, long-term offtake commitments. Their electricity demand is described as near-continuous, which
Aluminium producers seek customer premiums for renewable-powered output ahead of CBAM changes
Automotive, packaging and industrial buyers are increasingly seeking lower-carbon aluminium. Producers can use this demand to secure a customer premium
Primary aluminium producers split electricity and process emissions for CBAM compliance
Decarbonising primary aluminium production requires commercial teams to separate emissions linked to electricity supply from direct process emissions produced by
Long-term renewable PPAs and CBAM guidance affect aluminium energy and compliance modelling
Long-term renewable power purchase agreements (PPAs) can change an aluminium producer’s cost structure by substituting contracted generation for part of
Aluminium CBAM rules: renewable electricity purchases and certificate liability
Aluminium production is highly sensitive to electricity prices and supply conditions. Under the current CBAM treatment for listed aluminium goods,
Steel exporters face CBAM exposure despite renewable power procurement
Steel exporters can improve their electricity mix while still facing significant carbon border adjustment exposure if direct process emissions and
Renewable electricity evidence for CBAM-linked steel and aluminium downstream imports from 2028
Fasteners, wire, springs and other fabricated steel products are positioned closer to final customers than primary steel. For their manufacturers,
EU CBAM expansion talks target downstream steel and aluminium product coverage from 2028
The European Commission has proposed extending the EU Carbon Border Adjustment Mechanism (CBAM) beyond primary metals to selected downstream steel–