EU draft CBAM changes may add emissions-related costs for aluminium import – 16 December 2025

A new draft of the European Union’s Carbon Border Adjustment Mechanism (CBAM) proposes stricter CO2 benchmarks for aluminium, potentially increasing costs on aluminium imports from outside the EU beginning in 2026.
👉 Source: Reuters sustainability newshttps://www.reuters.com/sustainability/climate-energy/eu-aluminium-cement-imports-face-higher-emissions-costs-draft-shows-2025-12-12/Reuters

Primary aluminium from Mozambique – the EU’s top supplier in January-August 2025 – would face a CBAM charge of around 168 euros/ton under default values, according to Reuters calculations based on the draft values and an EU carbon price of 80 euros/tonne. Imports from India and the United Arab Emirates would both face charges of about 51 euros/ton.

Aluminium on the London Metal Exchange currently trades at about $2,900 a ton.

The EU expects to adopt the CBAM benchmarks in early 2026, a Commission official told Reuters.

Brussels will propose other changes to CBAM next week, including measures to avoid companies circumventing it and new products that will face the fee.

Countries with their own CO2 pricing schemes will get a discount on their CBAM bill, which Brussels hopes will encourage governments to strengthen such policies. Since the EU announced its carbon border levy in 2021, countries including China, India and Brazil have begun developing or expanding their carbon pricing systems.

https://www.reuters.com