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Europe must make a choice on the steel industry

There is considerable investment into the green transition waiting to be activated, once policy clarity is achieved

The writer is executive chairman, ArcelorMittal 

Seven years ago, I advocated for the introduction of a carbon border tax — to ensure a level playing field between European industrial producers bearing decarbonisation costs, and cheaper imports that did not. You might assume I am therefore satisfied that a carbon border adjustment mechanism was subsequently adopted by the EU, and is now in its testing phase, with full implementation starting in January 2026.

Unfortunately, I am here not to raise the cry of victory, but to sound a voice of alarm. As it stands, the CBAM is inadequately designed and, unless significantly strengthened, a critical mechanism to enable Europe to achieve its stated goal of “decarbonising and industrialising at the same time” will fail.

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