欧盟“碳边境调整机制”将对非洲贸易和工业造成冲击

Core Viewpoint - The European Union's implementation of the Carbon Border Adjustment Mechanism (CBAM) is expected to significantly impact African trade and industry, particularly due to the carbon tax imposed on high carbon leakage risk products [2] Group 1: Policy Impact - The CBAM, effective from January this year, imposes a carbon tax of €86.68 per ton on six categories of products: steel, aluminum, cement, fertilizers, electricity, and hydrogen [2] - Despite Africa contributing less than 4% to global carbon emissions, the diversity of products exported to Europe raises concerns among African exporters regarding the new policy [2] Group 2: Economic Consequences - A report indicates that the €87 per ton carbon price could lead to a trade decline of approximately 40% to 60% between the EU and Africa, potentially resulting in a nearly 1% decrease in Africa's GDP [2] - Countries such as South Africa, Egypt, and Mozambique are projected to face the most severe impacts from this policy [2]