Levelling the playing field for carbon emissions – J O Hambro Capital Management Limited (Regnan)

How the EU’s carbon border adjustment mechanism (CBAM) may impact companies in the aluminium sector and potential unintended global consequences.

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... Regnan's latest white paper, 'Levelling the playing field for carbon emissions', provides an introduction to the CBAM and EU carbon policy background, as well as case studies of three aluminium manufacturing companies based both inside and outside the EU. It also explores the potential unintended outcomes of CBAM in relation to policy avoidance and social, political and geopolitical impacts.

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