📺 Decarbonize Deep Dive 002 | ~22 min
DEEP DIVE: Europe's Carbon Border Tax Redraws Global Trade
The EU's Carbon Border Adjustment Mechanism (CBAM) is now live. In this deep dive, we unpack how the world's most ambitious climate trade policy is reshaping global supply chains, industrial strategy, and international relations.
Key topics covered:
• How CBAM actually works — certificates, verification, and compliance costs
• Who's getting hit hardest: China ($6-9B exposure), Turkey ($2-3B), India, Mozambique
• China's three-pronged response: carbon market expansion, tech leapfrogging, market segmentation
• The technology acceleration effect — hydrogen steel, clean aluminum, real-time emissions monitoring
• Supply chain reshuffling — Morocco, Canada, and the Pacific Northwest as winners
• The development challenge for countries that can't afford compliance infrastructure
• Will CBAM spark trade wars or set a new global standard?
Over $100 billion in annual trade is now subject to carbon transparency requirements.
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