Agora Industrie
@agoraind.bsky.social
Agora Industrie entwickelt wissenschaftlich fundierte und politisch umsetzbare Konzepte für eine klimaneutrale Industrie.
Agora Industry develops scientifically sound and politically feasible strategies for climate neutral industry.
Agora Industry develops scientifically sound and politically feasible strategies for climate neutral industry.
Download to the full slide deck here: www.agora-industry.org/publications... 9/9
Addressing exports under the EU Carbon Border Adjustment Mechanism
Solutions against carbon leakage risks
www.agora-industry.org
November 24, 2025 at 10:03 AM
Download to the full slide deck here: www.agora-industry.org/publications... 9/9
Such a package alongside an export adjustment would help keep climate-neutral industrial products #competitive worldwide, anchor investments and strengthen Europe’s economy. 8/x
November 24, 2025 at 10:03 AM
Such a package alongside an export adjustment would help keep climate-neutral industrial products #competitive worldwide, anchor investments and strengthen Europe’s economy. 8/x
At the same time, tackling export leakage is just one piece of Europe’s industrial transformation.
We also need:
🏷️ strong and predictable carbon prices
⚡ affordable energy through accelerated renewables buildout
💶 de-risked clean investments
🌱scaling up green #leadmarkets 7/x
We also need:
🏷️ strong and predictable carbon prices
⚡ affordable energy through accelerated renewables buildout
💶 de-risked clean investments
🌱scaling up green #leadmarkets 7/x
November 24, 2025 at 10:03 AM
At the same time, tackling export leakage is just one piece of Europe’s industrial transformation.
We also need:
🏷️ strong and predictable carbon prices
⚡ affordable energy through accelerated renewables buildout
💶 de-risked clean investments
🌱scaling up green #leadmarkets 7/x
We also need:
🏷️ strong and predictable carbon prices
⚡ affordable energy through accelerated renewables buildout
💶 de-risked clean investments
🌱scaling up green #leadmarkets 7/x
The mechanism should be effective, environmentally robust, non-discriminatory, simple and transparent – only covering verified exports and only bridging the carbon cost gap between the EU and destination markets. 6/x
November 24, 2025 at 10:03 AM
The mechanism should be effective, environmentally robust, non-discriminatory, simple and transparent – only covering verified exports and only bridging the carbon cost gap between the EU and destination markets. 6/x
📉 decline over time
🎯 be benchmarked to the top 10% best-performing installations
✅ be conditional on real emissions reductions 5/x
🎯 be benchmarked to the top 10% best-performing installations
✅ be conditional on real emissions reductions 5/x
November 24, 2025 at 10:03 AM
📉 decline over time
🎯 be benchmarked to the top 10% best-performing installations
✅ be conditional on real emissions reductions 5/x
🎯 be benchmarked to the top 10% best-performing installations
✅ be conditional on real emissions reductions 5/x
Our proposal: a long-term export adjustment to keep decarbonising companies competitive abroad. ⚙️
We suggest compensating exporters with #ETS allowances for the share of production that is verified as exported, starting in 2028. This compensation would: 4/x
We suggest compensating exporters with #ETS allowances for the share of production that is verified as exported, starting in 2028. This compensation would: 4/x
November 24, 2025 at 10:03 AM
Our proposal: a long-term export adjustment to keep decarbonising companies competitive abroad. ⚙️
We suggest compensating exporters with #ETS allowances for the share of production that is verified as exported, starting in 2028. This compensation would: 4/x
We suggest compensating exporters with #ETS allowances for the share of production that is verified as exported, starting in 2028. This compensation would: 4/x
Our new analysis together with @agoraew.bsky.social shows that a small but important share of exports will remain exposed. Around 40% of CBAM-sector exports go to countries with similar carbon pricing – but the rest go to markets where #carbonprices are much lower or non-existent. 3/x
November 24, 2025 at 10:03 AM
Our new analysis together with @agoraew.bsky.social shows that a small but important share of exports will remain exposed. Around 40% of CBAM-sector exports go to countries with similar carbon pricing – but the rest go to markets where #carbonprices are much lower or non-existent. 3/x
But as it only tackles carbon leakage on imports, an important question remains: how can Europe protect exporters while staying on track for #climateneutrality? 🌍 2/x
November 24, 2025 at 10:03 AM
But as it only tackles carbon leakage on imports, an important question remains: how can Europe protect exporters while staying on track for #climateneutrality? 🌍 2/x
📘 Read the full policy brief: “Achieving climate-neutral steel by 2050: how the steel sector can shift from coal-based to clean production”: www.agora-industry.org/publications... 9/9
Achieving climate-neutral steel by 2050
How the steel sector can shift from coal-based to clean production
www.agora-industry.org
November 14, 2025 at 8:49 AM
📘 Read the full policy brief: “Achieving climate-neutral steel by 2050: how the steel sector can shift from coal-based to clean production”: www.agora-industry.org/publications... 9/9
With targeted investment, enabling policies and international strategic partnerships, the path to climate-neutral steel by mid-century is within reach. 8/x
November 14, 2025 at 8:49 AM
With targeted investment, enabling policies and international strategic partnerships, the path to climate-neutral steel by mid-century is within reach. 8/x
• Coordinated action across governments, industry and buyers is essential: from ensuring affordable renewable hydrogen and robust product standards to deploying contracts for difference and green public procurement. 7/x
November 14, 2025 at 8:49 AM
• Coordinated action across governments, industry and buyers is essential: from ensuring affordable renewable hydrogen and robust product standards to deploying contracts for difference and green public procurement. 7/x
• Announced H₂-DRI capacity (89 Mt) today falls far short of the approx. 1,000 Mt per year needed by 2050 – requiring an accelerated global build-out from 2035 onward. 6/x
November 14, 2025 at 8:49 AM
• Announced H₂-DRI capacity (89 Mt) today falls far short of the approx. 1,000 Mt per year needed by 2050 – requiring an accelerated global build-out from 2035 onward. 6/x
• With 70% of blast furnaces due for reinvestment in the next decade, now is the moment to redirect capital towards near-zero technologies.
• Hydrogen-based direct reduced iron (H₂-DRI) combined with electric arc furnaces (EAF) is the most promising, scalable route for deep decarbonisation. 5/x
• Hydrogen-based direct reduced iron (H₂-DRI) combined with electric arc furnaces (EAF) is the most promising, scalable route for deep decarbonisation. 5/x
November 14, 2025 at 8:49 AM
• With 70% of blast furnaces due for reinvestment in the next decade, now is the moment to redirect capital towards near-zero technologies.
• Hydrogen-based direct reduced iron (H₂-DRI) combined with electric arc furnaces (EAF) is the most promising, scalable route for deep decarbonisation. 5/x
• Hydrogen-based direct reduced iron (H₂-DRI) combined with electric arc furnaces (EAF) is the most promising, scalable route for deep decarbonisation. 5/x
🌱 Our new policy brief lays out how to make this happen, outlining the policies, investments and technologies needed to transform steel production worldwide.
Some key takeaways: 4/x
Some key takeaways: 4/x
November 14, 2025 at 8:49 AM
🌱 Our new policy brief lays out how to make this happen, outlining the policies, investments and technologies needed to transform steel production worldwide.
Some key takeaways: 4/x
Some key takeaways: 4/x
But with plateauing emissions largely due to falling output rather than cleaner production, true decarbonisation requires coordinated action across the value chain 🌍 3/x
November 14, 2025 at 8:49 AM
But with plateauing emissions largely due to falling output rather than cleaner production, true decarbonisation requires coordinated action across the value chain 🌍 3/x
With a wave of reinvestments due & climate targets rapidly approaching, the steel sector is entering a decisive decade.
⚙️ Today, the global #steelsector accounts for around 9% of global greenhouse gas emissions, while underpinning modern economies with essential materials, infrastructure & jobs. 2/x
⚙️ Today, the global #steelsector accounts for around 9% of global greenhouse gas emissions, while underpinning modern economies with essential materials, infrastructure & jobs. 2/x
November 14, 2025 at 8:49 AM
With a wave of reinvestments due & climate targets rapidly approaching, the steel sector is entering a decisive decade.
⚙️ Today, the global #steelsector accounts for around 9% of global greenhouse gas emissions, while underpinning modern economies with essential materials, infrastructure & jobs. 2/x
⚙️ Today, the global #steelsector accounts for around 9% of global greenhouse gas emissions, while underpinning modern economies with essential materials, infrastructure & jobs. 2/x
Unsere Analyse „Startschuss für grüne Leitmärkte: Wie die Infrastrukturoffensive den Hochlauf von grünem Stahl und Zement beschleunigen kann“ können Sie als digitale Publikation inklusive interaktiver Grafiken hier nachlesen: www.agora-industrie.de/publikatione... 10/10
Startschuss für grüne Leitmärkte
Wie die Infrastrukturoffensive den Hochlauf von grünem Stahl und Zement beschleunigen kann
www.agora-industrie.de
November 13, 2025 at 3:27 PM
Unsere Analyse „Startschuss für grüne Leitmärkte: Wie die Infrastrukturoffensive den Hochlauf von grünem Stahl und Zement beschleunigen kann“ können Sie als digitale Publikation inklusive interaktiver Grafiken hier nachlesen: www.agora-industrie.de/publikatione... 10/10
Zudem können grüne Leitmärkte als Vorbild für andere EU-Staaten dienen und sollten schrittweise auf Automobilindustrie und Hochbau ausgeweitet werden. 9/x
November 13, 2025 at 3:27 PM
Zudem können grüne Leitmärkte als Vorbild für andere EU-Staaten dienen und sollten schrittweise auf Automobilindustrie und Hochbau ausgeweitet werden. 9/x
Kurz gesagt: Staatlich gesicherte Infrastrukturaufträge schaffen einen stabilen, planbaren Absatzmarkt für emissionsarme Grundstoffe – ein Anker für grüne Leitmärkte und ein Signal an Investoren. 8/x
November 13, 2025 at 3:27 PM
Kurz gesagt: Staatlich gesicherte Infrastrukturaufträge schaffen einen stabilen, planbaren Absatzmarkt für emissionsarme Grundstoffe – ein Anker für grüne Leitmärkte und ein Signal an Investoren. 8/x
💰 #Sondervermögen als Hebel: In Verbindung mit dem Vergabebeschleunigungsgesetz können die über den Haushalt bereitgestellten Mittel des Sondervermögens die Grundlage für den erfolgreichen Aufbau grüner Leitmärkte legen. 7/x
November 13, 2025 at 3:27 PM
💰 #Sondervermögen als Hebel: In Verbindung mit dem Vergabebeschleunigungsgesetz können die über den Haushalt bereitgestellten Mittel des Sondervermögens die Grundlage für den erfolgreichen Aufbau grüner Leitmärkte legen. 7/x
📏 Klare Kriterien jetzt verankern: Es braucht verbindliche CO₂-Vorgaben für grüne #Grundstoffe in der öffentlichen Beschaffung, um eine verlässliche Nachfrage zu schaffen. 6/x
November 13, 2025 at 3:27 PM
📏 Klare Kriterien jetzt verankern: Es braucht verbindliche CO₂-Vorgaben für grüne #Grundstoffe in der öffentlichen Beschaffung, um eine verlässliche Nachfrage zu schaffen. 6/x