What does COP30 and global climate momentum mean for EU CBAM/EU ETS? Join our expert discussion on strategic implications for sourcing and investment. Register: https://ow.ly/piB050XqoeL #CBAM #COP30 #EU

The definitive phase of the #EU #CBAM begins 1 Jan 2026. Importers will need to purchase CBAM certificates from 2026 onwards, creating a carbon pricing risk across supply chains.
Who is exposed, and how can businesses address it? CRU experts discuss. https://ow.ly/2ghp50Xptct

Europe could beat the Middle East on green hydrogen costs if it seizes solar-wind synergies and reduces import transport costs. Read the detailed analysis in our latest insight by Cate Mitchell and Paul Butterworth. https://ow.ly/eK4v50XpoPE

#Europe #MiddleEast #GreenHydrogen

US‑China export controls truce can’t hide REE supply risks. Western resilience needs more domestic capacity, tech capability, and a skilled workforce. CRU analyzes the trade war’s impact on REEs.
https://ow.ly/UpkU50Xp9MO
#RareEarths #REE #TradeWar #US #China

China’s solar policy changes spurred an April–May PV surge, then a June–Sept drop as new rules took hold. CRU analysts assess the evolving PV demand outlook for 2026 in their latest CRU Insight.
Read more: https://ow.ly/PGuc50Xnzs5

#PV #Solar #China #PolicyChanges

Europe’s domestic supply push centers on Kiruna’s iron ore and rare earths. CRU expects higher iron ore demand as steelmakers go pellet-focused to cut emissions. Read @bloomberg.com article https://ow.ly/bTA350XnyOz
#Europe #Sweden

Indonesia’s aluminium expansion could push the market to a surplus next year, per Reuters. Jan–Aug exports up 67% YoY to 325,293 MT. CRU analyst notes pace of supply growth will shape balances and prices. https://ow.ly/5YUH50XmmkM
#aluminium #Indonesia

China's expanding metal supply chains with DRC copper, Indonesian aluminum, and nickel projects. Last week at CRU Breakfast, our experts dissected these dynamics and their implications for supply chains and geopolitics. The written piece is now available.
https://ow.ly/Sthz50XcXmP

Cobalt prices hit a 3-year high as export curbs tighten supply, Bloomberg News reports. CRU Analyst Tom Matthews notes refined output is curtailed and Chinese production is at multi-year lows. Read more.
https://ow.ly/C4Yh50XavWT

#Cobalt

Ahead of the #LMEweek and #CRUbreakfast, we are publishing essential commodity briefs across copper, nickel, aluminium, lead, lithium, cobalt, gold and zinc, plus a cross-commodity wrap-up for all clients.
Not a client? Request a demo. https://ow.ly/Qnft50X7S3C

The Rare Earths market is shifting! Companies must reassess strategies amid new export controls. In our Special Report, we unpack how China’s heavy REE controls and growing Western support are reshaping supply, pricing, and strategy.

Explore: https://ow.ly/KSjN50X8lre

Financing the Future: Impact and Opportunity in the Metals Industry — join the CRU Breakfast at the Waldorf Hilton, London on Tuesday 14 October 2025 during LME Week.

bit.ly/46Sk7aZ

#CRUbreakfast #LMEweek #London #Metals