CBAM Registry
Regulatory updates, market analysis, and sector intelligence for South African exporters navigating the EU Carbon Border Adjustment Mechanism.
The European Commission published the first official CBAM certificate price on 7 April 2026. At €65.42/tCO₂, the price sets the benchmark for the first year of definitive CBAM compliance.
South Africa's primary aluminium smelters — Hillside, Bayside, and Mozal — face a disproportionate CBAM liability compared to global peers due to the carbon intensity of Eskom's coal-heavy electricity grid.
South Africa's ferrochrome and steel exports to the EU represent the country's single largest CBAM liability. New analysis quantifies the exposure sector by sector and company by company.
EU carbon prices have stabilised in the €60–€80 range as the CBAM definitive phase begins. Understanding ETS price dynamics is now a core competency for any South African exporter with EU exposure.
The Carbon Border Adjustment Mechanism entered its definitive compliance phase on 1 January 2026. South African exporters of steel, aluminium, fertilisers, cement, and hydrogen now face real financial exposure — not just reporting obligations.