The definitive stage of the EU’s CBAM is fast approaching, and the EU Commission has acted to address the concerns of industry with its recent proposed rule changes, however there are likely to be further developments ahead of 2026.
CBAM will have a direct impact on commodity prices. We will present CRU’s planned approach to price discovery in Europe, present how CBAM will be accounted for and how to adjust for a wide range of supplier emissions profiles.
This webinar will also present CRU's leading expertise on CBAM from both Analysis and Consulting and the relevant services CRU has to support clients navigating this complexity.
Agenda:
- Update on the current state of play of CBAM.
- What impact CBAM will have on commodity price setting and discovery
- The proposed changes from the recent EU Commission proposal in summary.
- Showcase CRU expertise via advertisement of CRU+ report, scenario analysis from CRUC
- Q&A to ask our analysts anything!
Questions that will be answered:
- What specific changes in the latest EU CBAM proposal will directly affect industry? What is the impact?
- How can CRU's services provide actionable insight for navigating CBAM?
- How will the potential inclusion of downstream products and scrap in CBAM impact long-term planning and investment decisions?
- How can scenario analysis help to better understand the impact?
- What's the anticipated timeline for key CBAM clarifications, like LDC implementation, and how can I prepare for potential delays or changes?
