Summary: As the EU’s Carbon Border Adjustment Mechanism (CBAM) enters a critical financial phase this month, the “green premium” for low-carbon aluminum is becoming more competitive. China is also aggressively shifting its smelting capacity toward renewable energy, with a new mandate requiring 70% green electricity for smelters. For your manufacturing operations, this highlights a growing market preference for secondary (recycled) billets, which require only 5% of the energy compared to primary production.

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