The EU's upcoming Carbon Border Adjustment Mechanism (CBAM) tax (and its equivalents in the UK, US and Canada) promises profound implications for supply chains all around the world, including (or especially?) Mining and Metals.

The time to make processes more carbon efficient is now, or risk being disintermediated.

Thoughts?

https://www.bcg.com/publications/2022/navigating-the-european-green-deal