Tag: Cbam

Mexico’s ETS faces delays as energy security and the 2026 USMCA review reshape carbon pricing. What buyers and investors should watch through 2028.

CBAM default values can inflate embedded emissions by 4–7x and act like a shadow carbon tariff from 2026. How the mismatch between real plant data and regulatory proxies is reshaping procurement, pricing, and supplier strategy.

CBAM turns embedded emissions into an EU ETS-linked cost from 2026. See which sectors face most pressure, how countries respond, and what exporters must do by 2030.

EU cement’s path to net zero: ETS and CBAM from 2026, a €100bn EU bank and CO₂ infrastructure. What changes for capex, contracts and removals.