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Sector Signals

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Sector analysis of market structure, technology shifts, and corporate strategy — grounded in verified facts.

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CBAM After the Transition Period: What Japan's Steel and Chemical Exporters Must Address

The EU Carbon Border Adjustment Mechanism (CBAM) entered full implementation in January 2026. With six sectors covered — steel, aluminum, fertilizers, cement, hydrogen, and electricity — Japanese exporters face requirements to calculate and declare embedded emissions. This article examines the current state of compliance and the key practical issues at stake.

SustainabilityCBAMEurope