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May 12, 2026
Aluminium: EU ETS reform raises cost risks – Commerzbank
Commerzbank’s Norman Liebke highlights that EU ETS reform, including new benchmark calculations, could significantly raise costs for European Aluminium recyclers and refineries.
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May 12, 2026
Europe: Export to US slump and tariff risks – Standard Chartered
Standard Chartered’s Christopher Graham notes that European Union (EU) exports to the United States (US) are now contracting at rates comparable to COVID and GFC (Great Financial Crisis) periods, potentially reflecting both prior export frontloading and emerging structural weakness.
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