Geopolitical shocks add business pressure as CBAM free carbon quotas extend to 2038
<p class="P1" data-start="3042" data-end="3456">International conflicts, shifting trade rules, and rising carbon costs are forcing companies worldwide to rethink investment plans and supply chains. The EU has proposed extending free carbon allowances for sectors covered by its Carbon Border Adjustment Mechanism (CBAM), while tightening decarbonization expectations, underscoring how climate policy and geopolitics are becoming increasingly linked for global industry.
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