Europe’s Mining Reset: Converging Finance, Technology, and Industrial Policy
Europe’s mining sector is undergoing a structural transformation that goes far beyond the cyclical ups and downs of commodity markets. After decades of dependency on...
Tag : finance
Carbon Borders and Industrial Geography: How Electricity, Mining, and CBAM Are Redefining Near-Shoring in Europe
The European Union’s progressive expansion of the Carbon Border Adjustment Mechanism (CBAM) is redefining industrial location strategy. No longer a limited carbon levy on select...
From Ore to Output: How CBAM is Integrating Mining, Processing, and Manufacturing into a Carbon-Priced Value Chain
The EU’s expansion of the Carbon Border Adjustment Mechanism (CBAM) into downstream manufactured goods represents a structural shift for the mining and metals sector. What...
Electricity as the Hidden Backbone of CBAM: Why Power Strategy Determines Manufacturing Competitiveness
The latest CBAM draft confirms what industrial and power-market analysts have long suspected: electricity is no longer a peripheral factor in carbon pricing—it is becoming...
