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ASEAN urged to prepare workforce as EU CBAM reshapes steel and aluminium trade
20 Jul 20264MINS
SupplementAL
The European Union's Carbon Border Adjustment Mechanism (EU CBAM) is reshaping global trade by placing a carbon price on imports of carbon-intensive products from countries without equivalent carbon pricing systems. Since January 2026, importers of products including steel, aluminium, cement, fertilisers and hydrogen have been required to comply with the mechanism. While discussions around the EU CBAM have largely focused on its impact on trade, climate policy and global supply chains, its im ...
China prebaked anode prices snap decline on rising feedstock costs; margins hover above breakeven
18 Jul 20266MINS
SupplementAL
Riding the wave of firmer feedstock costs, the Chinese prebaked anode market has snapped its brief downtrend, with a major smelter in Shandong lifting its July procurement benchmark by RMB 30 per tonne. While current margins remain healthy above breakeven, looming new capacity is set to intensify localised competitive pressure in the second half. Prebaked anode prices rebound RMB 30 per tonne as feedstock costs resurface Driven by rising raw material prices during the settlement cycle, cost ...

17 Jul 20264MINS
SupplementAL
Rare earth minerals have moved from a niche group of metals to a strategically important resource that is vital to sectors from clean energy to consumer electronics, defence and advanced manufacturing. As demand rises and supply chains are dominated by a few countries, rare earths are being labelled critical minerals by governments around the world. Rare earths demand ties aluminium downstream industries more and more The downstream aluminium industry is also increasingly impacted by the r ...
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