In the latest episode of The Carbon Circle, we dive into the complexities of the Carbon Border Adjustment Mechanism (CBAM) and its looming financial impact on global trade.We are joined by Dan Maleski, Lead CBAM Advisor at Redshaw Advisors. As a strategic expert working at the intersection of climate policy and international trade, Dan provides critical guidance to governments, financial institutions, and industrial entities navigating the evolving regulatory landscape.In this episode, Dan highlights a critical gap - Misinterpretation of policies, amplified by headlines and partial information, is leaving businesses underprepared for what’s coming.In reality, CBAM is not going away. And assumptions of exemptions or delays could prove costly.Key Takeaways from the Episode:Margin Shock: For exporters with small margins (e.g., €15/tonne), a CBAM cost of €158/tonne creates an unsustainable financial reality.MSME Vulnerability: While large producers like JSW or Hindalco may scale, mid-market MSME mills face significant risks of market exit.The Pricing Gap: India’s upcoming Carbon Credit Trading Scheme (CCTS) is forecast at $5-10/tonne, a fraction of the €88/tonne EU ETS price.Strategic Survival: Carbon price hedging and supply chain shifts are temporary fixes; long-term survival requires fundamental decarbonization, such as EAF conversion.This is a conversation you can’t afford to miss.Full Episode is out now

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