Publication Type
Working Paper
Version
publishedVersion
Publication Date
10-2025
Abstract
This study examines early signals of the EU CBAM's impact on iron and steel exporters from India by integrating firm-level export data with third-party estimates of manufacturers' emissions and production. Changes in trade flows and pricing during the CBAM reporting phase indicate that high-emission-intensity firms have decreased both their average unit prices and shipment sizes to the EU, while low-emission-intensity firms have not changed shipment behavior and may have benefited from increasing prices. Such supply chain adjustments are in line with EU policy intentions, creating opportunities for low-emission producers while reducing reliance on high-emission suppliers to the EU.
Keywords
Carbon Border Adjustment Mechanism, CBAM, Trade, Climate Change, Climate Policy
Discipline
Environmental Policy | Environmental Sciences
Research Areas
Integrative Research Areas
First Page
1
Last Page
17
Identifier
10.2139/ssrn.5524624
Publisher
SSRN
Citation
VRIZ, Gian Luca; COJOIANU, Theodor Florian; FISCHER, Carolyn; and TASCHINI, Luca.
Early signs the EU carbon border adjustment mechanism is reshaping EU-India steel trade. (2025). 1-17.
Available at: https://ink.library.smu.edu.sg/cis_research/464
Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial-No Derivative Works 4.0 International License.
Additional URL
https://doi.org/10.2139/ssrn.5524624