Calculate Embedded Emissions for Unwrought Aluminium (HS7601)

Enter your input

Payable emissions (tCO₂e/t)

Total CBAM Cost (€)

Notes:
There may be a difference when calculating the price with respect to import volume, carbon price, and benchmark emissions, as the embedded formula may result in minor variations due to decimal rounding. Therefore, the actual value may vary.

CBAM is applicable to trade volumes starting from 50 metric tonnes. For trade volumes below 50 metric tonnes, CBAM does not apply.

Usage Procedure – How to use the CBAM Calculator Sheet

Enter or update values only in the INPUT
PARAMETERS section (Highlighted in blue) , including
the carbon price, benchmark emissions, CBAM
chargeable percentage (as per the phase-in year),
and imported quantity.

The system will automatically calculate the payable
emissions and the total CBAM cost (€) based on the
inputs provided.

Notes:
• Change any input value to automatically update CBAM cost.
• Formula used: Carbon price × payable emissions × quantity.
• Model aligned with CBAM supplier-side illustrative methodology.

13 APRIL 2026 AL CIRCLE

Sharp Q2 price hike by China Northern Rare Earth reshapes cost outlook for miners

EDITED BY : NILANJANA BANERJEE 2MINS READ

Rare Earth Elements

China Northern Rare Earth Group has raised its benchmark price for rare earth concentrate in the second quarter (Q2) of 2026, indicating a notable shift in cost dynamics for upstream producers. The new benchmark stands at RMB 38,804 per tonne (approximately USD 5,390) for the material containing 50 per cent rare earth oxide (REO).

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Explore- Most accurate data to drive business decisions with Global ALuminium Industry Outlook 2026 across the value chain

Sulphuric acid, used in the leaching and separating of rare earth elements, has turned into a bottleneck. China’s plan to restrict sulphuric acid exports from May is expected to further tighten availability in global markets.

The price revision represents a staggering increase of 44.6 per cent compared to the previous quarter and is more than twice the level recorded a year earlier. The pricing structure includes a fixed adjustment of 776.08 yuan per tonne for every one per cent variation in REO grade.

The revised benchmark has been set under an existing formula-based agreement between China Northern Rare Earth Group and its affiliated supplier, Inner Mongolia Baotou Steel Union Company Limited.

Instead of determining through an open-market tender, the price was finalised following an internal management review. The mechanism reinforces the structured nature of transactions within China’s rare earth supply chain.

For rare earth projects beyond China, the situation is about to pose new risks. Access to sulphuric acid is now becoming as critical a factor as ore-grade in project planning and feasibility assessments. Any disruption in reagent supply could affect processing costs and timelines.

A 44.6 per cent Q-o-Q surge and a fixed grade-linked premium of RMB 776.08 per tonne, the pricing framework enhances returns for higher-quality mixed rare earth carbonate feed.

Consequently, the margin gap between high-grade and lower-grade suppliers is expected to widen further, especially for those eyeing the Chinese market.

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