The New Delhi Consensus: How the BRICS Rejection of CBAM Could Alter India’s Trade Strategy

The XVIII BRICS Summit in New Delhi delivered a unanimous rejection of unilateral climate trade barriers like the EU Carbon Border Adjustment Mechanism (CBAM). By unifying the Global South against Western border tariffs, the New Delhi Declaration shifts India’s response from defensive compliance to aggressive diplomatic negotiation. For Indian steel and aluminium exporters, this geopolitical posture directly impacts how domestic carbon costs, specifically the impending Carbon Credit Trading Scheme (CCTS) might be leveraged to offset European border levies.

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Cement Sector

Cement · Reclimatize · India’s Industrial Decarbonisation Intelligence CEMENT SECTOR NEW DELHI ~400 MMT PRODUCED · 8% OF INDIA’S EMISSIONS Reclimatize Industrial Decarbonisation Intelligence  ·  India SECTORS: STEEL · ALUMINIUM · CEMENT · FERTILISERS · FREIGHT · POWER & CARBON 111 ARTICLES PUBLISHED · UPDATED ₹ · INR Menu ☰ Home India’s Decarb Steel Aluminium

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Business as Un-usual

Subscribe · Business as Un-usual · Reclimatize MONTHLY BRIEFING NEW DELHI FREE · NO SPAM · NO SPONSORED RESEARCH Reclimatize Industrial Decarbonisation Intelligence  ·  India SECTORS: STEEL · ALUMINIUM · CEMENT · FERTILISERS · FREIGHT · POWER & CARBON 111 ARTICLES PUBLISHED · UPDATED ₹ · INR Menu ☰ Home India’s Decarb Steel Aluminium Cement

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The Baseline Advantage: Why Indian Cement is Already World-Class and the Hard Path to 2070 Net Zero

India’s cement sector operates at a highly efficient baseline, boasting a world leading clinker factor and widespread adoption of modern dry process kilns. With the easiest efficiency gains already achieved, reaching the 2070 Net Zero target demands a structural shift to tackle hard to abate process emissions. The path forward requires scaling Refuse Derived Fuel, transitioning to performance based standards, indigenising new technologies, and ultimately deploying Carbon Capture, Utilisation, and Storage.

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India’s Steel Pipes and Tubes: The Downstream CBAM Exposure That No One in the Sector Is Talking About | Reclimatize.in

India ships 3.5–4.0 million tonnes of steel pipes and tubes to the EU and UK annually, seamless pipes (CN 7304), welded structural tubes (CN 7306), and precision automotive tubes (CN 7307) are all CBAM-covered. The embedded carbon liability travels with the steel feedstock and the forming process. Yet most of India’s ~2,000 pipe and tube producers, including major clusters at Mandi Gobindgarh, Ankleshwar, and Khopoli have not built MRV infrastructure, do not know their embedded emission intensity, and have no CBAM compliance plan.

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Green Ammonia Export Economics: At What LNG Price Does India’s Grey Ammonia Lose Its Competitive Edge and What Replaces It | Reclimatize.in

Green ammonia carries zero CBAM liability on EU exports. Grey ammonia produced from LNG now faces €140–165/tonne in CBAM certificates at the EU border. With LNG at $24–28/MMBtu, grey ammonia production costs have risen sharply enough to compress the price gap with green. Three forces have converged simultaneously in 2025–26: CBAM activation, LNG price escalation from the West Asia conflict, and falling electrolyser costs. The crossover point for green ammonia delivered to Europe is materially closer than 18 months ago.

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India’s CCTS Phase 2: What Tighter Targets Mean for Each Sector and Why the Next Gazette Notification Matters More Than the First | Reclimatize.in

CCTS Phase 1 (FY2025–27) was calibrated to be achievable establishing MRV infrastructure and market mechanics without significant financial pain. Phase 2, expected from FY2027–28, will align with India’s 2035 NDC intensity trajectory, and for each of the nine covered sectors the compliance cost step-change will be material. Phase 1 was the handshake. Phase 2 is the contract. Companies that have not begun capital allocation for abatement by FY2026 will face the next gazette notification already behind.

India’s CCTS Phase 2: What Tighter Targets Mean for Each Sector and Why the Next Gazette Notification Matters More Than the First | Reclimatize.in Read More »

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