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CBAM, New Study Warns European Steel: Higher Costs For Exporters And Limited Protection
The CBAM is intended to protect European production from competition from imported goods with a high carbon footprint. But the transition from free emissions allowances to the Carbon Border Adjustment Mechanism could leave precisely the industries that export outside...
European Zinc, Premiums Stable But Benchmark Expectations Rise: Asian Imports And Supply Under Scrutiny
European refined zinc premiums are unchanged, but behind stable quotations there is growing debate about physical availability, new trade flows and conditions for 2027. In the assessment ending Tuesday October 13, 2026, both Northern Europe and Italy maintained...
Ukrainian Steel, Production In Free Fall: Brussels Will Not Reopen Quota Negotiations
Ukraine’s steel industry has entered one of its most difficult phases since the start of the war. Russian attacks in August and September hit essential production facilities, causing operations to stop at some of the country’s largest metallurgical complexes. In this...
LME Metals, Inventories Rise But Markets Diverge: Chinese Zinc Surges While Tin Tightens
Base metal inventories registered in London Metal Exchange warehouses increased in September 2026, but the overall figure conceals deep divergences across individual supply chains. Zinc recorded a strong inflow of Chinese metal, copper recovered mainly thanks to...