The proposed Carbon Border Adjustment Mechanism (CBAM) downstream expansion remained under negotiation on 5 November 2026, and no newly comparable trade dataset or CBAM Registry statistical release was available to update third-country import shares, year-on-year tonnage or MWh changes, or customs prices per unit. No newly adopted measure changing the proposal’s scope or methodologies was identified.
Eurostat’s latest regular international goods-trade release was dated 16 October 2026 and covered August 2026. The next was scheduled for 13 November 2026, covering September 2026. Broad market forecasts and individual company results are not measured changes in CN8 import shares.
The proposal, identified as 2025/0419(COD) and COM(2025)989, retains its proposed 2028 downstream product scope, precursor accounting, aluminium thresholds, high-risk defaults and electricity contractual methodology. The official third-quarter 2026 CBAM certificate price remained €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 that European steel production and import protection are changing together. Modelling of Egyptian hot-rolled coil illustrates how emissions verification can affect commercial CBAM exposure. Industrial lenders should maintain separate models for adopted CBAM obligations, the proposed downstream expansion, domestic carbon-price recognition, ETS reform and any eventual EU–UK linkage.