欧盟对从中国进口的铝的碳关税于2026年1月1日生效,提高了出口成本。 The EU’s carbon tariff on aluminum imports from China took effect January 1, 2026, raising export costs.

2026年1月1日生效的欧盟碳边界调整机制(CBAM)通过对进口货物征收碳关税,增加了中国铝出口的成本。 The EU’s Carbon Border Adjustment Mechanism (CBAM), effective January 1, 2026, is increasing costs for China’s aluminum exports by imposing carbon tariffs on imported goods. 虽然目前由于欧盟的电力补贴而排除了占铝排放量约80%的电力间接排放,但未来是否纳入,仍然不确定,但不可能很快。 While indirect emissions from electricity—accounting for about 80% of aluminum’s emissions—are currently excluded due to EU electricity subsidies, their future inclusion remains uncertain but unlikely soon. 近期内不可能扩大到铜或镁等其他金属,因为这些金属不符合欧盟排放交易计划的标准。 Expansion to other metals like copper or magnesium is improbable in the near term, as they don’t meet EU ETS criteria. 中国国家碳市场价格低廉,每吨约10美元,没有活跃的电解铝交易,抵消潜力有限。 China’s national carbon market, with low prices around $10 per ton and no active electrolytic aluminum trading, offers limited offset potential. 随着时间的流逝,中国的市场发展可能会降低中国央行的影响,但即时救济是有限的。 Over time, market development in China may reduce CBAM’s impact, but immediate relief is limited.