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EU’s Carbon Border Adjustment Mechanism (CBAM) is reshaping global metal trade and challenging India’s steel and aluminium exporters.(Representing ai image) CBAM Explained: How EU’s Carbon Tax Threatens India’s Metal Exports  -Dr. Sanjaykumar Pawar Economic Analyst  Table of Contents Introduction: A Carbon Tax That Redefines Global Trade What Is CBAM? Understanding the World’s First Carbon Border Tax Why January 1 Matters: CBAM Goes Live India–EU Trade Ties and the Importance of Metal Exports Why Indian Metal Exports Are Vulnerable The 15–22% Price Cut Threat: What It Really Means Blast Furnace vs Electric Arc Furnace: A Structural Disadvantage MSMEs at the Frontline of the CBAM Shock Is CBAM About Climate or Commerce? WTO Rules and the CBDR Debate Data Snapshot: Emissions, Trade Exposure, and Cost Impact How Other Countries Are Positioned What Can India Do? Policy and Industry Responses Long-Term Implications for India’s Industrial Strategy Conclusion: Carb...

  CBAM applies a carbon price to imported goods, aligning global trade with climate responsibility.(Representing ai image) What Is CBAM? Understanding the World’s First Carbon Border Tax  - Dr.Sanjaykumar pawar Climate change is no longer just an environmental issue—it is a trade issue, an economic issue, and a global fairness issue. As countries around the world try to reduce greenhouse gas emissions, a big challenge has emerged: how do you enforce strong climate rules without putting your own industries at a disadvantage? The European Union believes it has found an answer in a groundbreaking policy known as the Carbon Border Adjustment Mechanism (CBAM) . Often described as the world’s first carbon border tax , CBAM is reshaping the relationship between global trade and climate responsibility. This article explains what CBAM is, how it works, which industries it affects, and why it matters —in clear, human-friendly language. 🌍 What Is CBAM? The Carbon Border Adjustment...

India’s exports surged in November despite US tariffs, driven by currency shifts, sectoral strength, and short-term global trade dynamics. India–US Trade: Why November Exports Jumped 22% Despite Tariffs  - Dr.Sanjaykumar pawar Table of Contents Introduction: A Surprising Export Surge Amid Tariffs Snapshot of India–US Trade in November 2025 Reason 1: Exporters Absorbing Tariffs in Hope of a Trade Deal Reason 2: Diversification Beyond the US—China, Europe, and Asia Reason 3: Base Effect and the Easing of the Red Sea Shock Reason 4: Sectoral Strength—Electronics, Engineering, Pharma The Rupee Factor: Currency Depreciation as a Hidden Tailwind Data Deep Dive: What the Numbers Really Say Is the Export Surge Sustainable? A Reality Check Risks on the Horizon: Tariffs, Competition, and Global Slowdown What India Needs for Durable Export Growth Conclusion: A Tactical Win, Not Yet a Structural Shift Frequently Asked Questions (FAQ) Sources and References 1. Introduction: ...