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 Scope 3 Rail Advantage: Shifting Cement Logistics to the Dedicated Freight Corridor

Transporting raw materials and finished cement creates a massive Scope 3 footprint for the industry. Discover how shifting bulk logistics from diesel trucks to India’s electrified Dedicated Freight Corridors slashes supply chain emissions, mathematically guarantees cost savings, and enables the transport of alternative fuels over longer distances.

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The Calcination Penalty: How India’s CCTS Treats Unavoidable Process Emissions in Cement

Process emissions from the chemical breakdown of limestone account for nearly 60 percent of a cement plant’s carbon footprint. As India rolls out its Carbon Credit Trading Scheme, understanding how regulatory baselines accommodate this unavoidable calcination penalty is critical for the sector’s long term survival and the eventual necessity of carbon capture.

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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 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.

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India BRSR Core: Mandatory Sustainability Disclosure and Its GHG Data Infrastructure Role | Reclimatize.in

BRSR Core became mandatory for India’s top 150 listed companies by market cap from FY2023-24 and for the top 1,000 from FY2024-25. It requires reasonable assurance on nine Key Performance Indicators including verified Scope 1 and Scope 2 GHG emissions, energy intensity, water intensity, and selected Scope 3 emissions. For industrial companies also under CCTS, the two frameworks produce essentially the same GHG data — but with different verification standards and different penalties for non-compliance. This article maps the overlap, the divergences, and the dual-framework compliance strategy.

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India’s Evolving Carbon Border Strategy: WTO Challenges, FTA Negotiations, and Diplomatic Responses to CBAM | Reclimatize.in

India has mounted a three-track response to CBAM: a formal WTO challenge arguing CBAM violates GATT national treatment obligations, a demand for CBAM-related concessions in the EU-India Free Trade Agreement negotiations, and a domestic equivalence argument through the CCTS-CBAM Article 9 deduction mechanism. Each track has different timelines, probabilities, and financial implications for Indian industrial exporters. This analysis maps all three.

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