European Union

Russia takes EU’s CBAM to WTO: 5 key questions for global climate, aluminium trade
07 OCT 20265MINS

Russia takes EU’s CBAM to WTO: 5 key questions for global climate, aluminium trade

The European Union’s (EU’s) Carbon Border Adjustment Mechanism (CBAM) has entered a new phase of scrutiny. In light of the conflict between Russia and the EU, a new World Trade Organisation (WTO) panel was formed on September 25. The debate, initiated in May 2025, puts both the design and implementation of CBAM and aspects of the EU Emissions Trading Scheme (ETS) under the WTO lens, with implications extending beyond the EU-Russia conflict and possibly entering the aluminium trade boundaries. Join the fourth edition of the webinar "Hedging for recyclers - Become an expert in 6 hours" by Jorge Dyszel. Why is Russia challenging the EU-ETS? Russia has challenged the EU’s Emissions Trading Scheme (ETS) over the allocation of free emissions allowances to sectors considered vulnerable to carbon...

06 OCT 20262MINS

EU CBAM certificate price jumps to €82.32 in Q3, highest level of 2026

The European Commission sets the Q3 2026 price of CBAM certificates at EUR 82.32 (USD 92.66), up from EUR 75.28 (USD 84.74) in Q2 and EUR 75.36 (USD 84.83) in Q1, making it the highest quarterly price published so far this year. The Commission calculates CBAM certificate prices based on the weighted average of auction clearing prices for EU Emissions Trading System (EU ETS) allowances. The methodology is designed to align the carbon cost applied to EU producers with that applied to imports covered by the Carbon Border Adjustment Mechanism (CBAM). The Q3 price was published on October 5, 2026, following the end of the quarter. To learn about the market potential of aluminium dross, explore "ALuminium Dross Processing: Generation, Recovery & Strategic Roadmap" CBAM certificate prices rise...


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EU-India FTA, CBAM and carbon costs: Can Indian aluminium crack the European market?
Sustainability

EU-India FTA, CBAM and carbon costs: Can Indian aluminium crack the European market?

A former Deputy Secretary General of the European Parliament and Director of the EPP Group, Paolo Licandro, has extensive experience in European policymaking, international relations, industry, energy and EU affairs. He is currently the Founder and CEO of eEuropa Belgium and Editor of eEuropa.Blog. He has worked with European prime ministers, ministers and EU commissioners and has held senior roles covering EU enlargement, Mediterranean and Middle East relations, and industry, research and energy. A nuclear engineer, he holds a master’s degree from Politecnico di Milano and has worked with ENI, ARS-Pragma and the EU Joint Research Centre. In this interview, Paolo Licandro shares his perspective on EU–India aluminium trade, CBAM and the opportunities for Indian producers in Europe. AL...

Coimbatore MSMEs seek easier aluminium scrap imports amid raw-material pressure
Recycled AL

Coimbatore MSMEs seek easier aluminium scrap imports amid raw-material pressure

Coimbatore-based MSME and industry associations have urged the Government of India to facilitate and encourage imports of aluminium scrap, citing reported shortages of essential metals and rising production costs affecting local manufacturers. In a representation sent to Prime Minister Narendra Modi, the associations identified aluminium, steel, copper and pig iron among raw materials facing supply pressure and price volatility. While the representation described the broader situation as an “acute and unprecedented” increase in prices and shortages, the report specifically quantified the recent price rise only for steel, which reportedly increased by around INR 8,000–10,000 (USD 83.07–103.83) per tonne between August and September 2026. Join the fourth edition of the webinar "Hedging for...

Gallium, germanium in automotive electronics: Study maps Europe’s critical-mineral recycling edge
SupplementAL

Gallium, germanium in automotive electronics: Study maps Europe’s critical-mineral recycling edge

As electronics occupy a larger share of the backbone of automotive industry, Europe’s reliance on imported critical minerals is drawing greater attention. A recent bachelor’s thesis from Chalmers University of Technology in Gothenburg has explored the recycling potential of two strategic materials, viz., gallium and germanium, within automotive electronics, particularly in Electronic Control Units (ECUs), which control functions ranging from powertrain systems and safety technologies to battery management in electric vehicles. Although recycling rates for both metals remain negligible today, the study suggests that industrial waste streams, semiconductor scrap and future end-of-life electronics could become important secondary sources if recovery infrastructure develops in time. To learn...

There is real tightness of aluminium in Europe, but it is a supply shock rather than a CBAM-driven deficit
Sustainability

There is real tightness of aluminium in Europe, but it is a supply shock rather than a CBAM-driven deficit

Europe’s aluminium market is navigating a new carbon-cost reality as the EU’s Carbon Border Adjustment Mechanism (CBAM) enters its definitive phase. Since 1 January 2026, the policy has brought fresh questions over import costs, domestic versus imported aluminium pricing, low-carbon premiums and changing procurement strategies. In search of these answers, AL Circle has engaged in a candid conversation with Nick Ogilvie, CBAM Lead at CarbonChain, in which he has unpacked how these dynamics are playing out in the market. He explains that while CBAM is designed to close the carbon-cost gap between EU-produced and imported aluminium on direct emissions, its pricing impact remains relatively modest. According to Ogilvie, the current tightness in European aluminium supply is being driven far...

5083 aluminium holds durable growth potential, but real demand will hinge on marine, transport and defence programmes
Downstream

5083 aluminium holds durable growth potential, but real demand will hinge on marine, transport and defence programmes

In an interview with AL Circle, Rafael Suchan, CEO and co-founder of Metycle, a vertically integrated secondary metals company headquartered in Cologne, Germany, has shared his thoughts on the European Union’s aluminium scrap sourcing strategy and the demand trends of scrap grades. According to Rafael, the EU must aim for more scrap sourcing options since the bloc’s tighter non-OECD waste-export rules may lead to scrap material leaving Europe. Regarding aluminium scrap grades in demand, UBC scrap, clean extrusion scrap and segregated sheet are the highest consuming grades. Upon asking about the growth opportunities of 5083 high-magnesium aluminium alloys, he further said the pace will follow actual marine, transport and defence programmes. Before co-founding Metycle, Rafael Suchan served...

Hydro highlights need for stronger aluminium scrap safeguards under EU waste rules
Recycled AL

Hydro highlights need for stronger aluminium scrap safeguards under EU waste rules

Hydro is calling for stronger measures to keep more aluminium scrap in Europe and support investment in the region’s recycling capacity. The company made the call during European Commission Executive Vice-President Stéphane Séjourné’s visit to Hydro’s aluminium recycling plant in Clervaux, Luxembourg. The facility processes post-consumer aluminium scrap from vehicles, buildings and infrastructure and has an annual capacity of 115,000 tonnes. Discussions during the visit covered aluminium scrap exports, the EU Waste Shipment Regulation and the policy conditions needed to support recycling in Europe. Rising scrap exports pressure recyclers The EU is considering a 15 per cent levy on aluminium scrap exports to retain more recyclable metal within Europe. The proposal comes as EU scrap exports...

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