CBAM Archives - On-the-Ground CBAM Execution in Serbia

CBAM rewrites Serbia’s electricity export model, elevating renewables as the only competitive path into EU markets Read More »

CBAM rewrites Serbia’s electricity export model, elevating renewables as the only competitive path into EU markets

The introduction of CBAM into EU electricity imports from January 2026 has fundamentally altered the economics of Serbia’s power exports. What was previously a spread-driven, largely price-based arbitrage between Serbia and neighbouring EU markets is now a carbon-adjusted trade, where embedded emissions determine whether a megawatt-hour is commercially viable across the border. Serbia sits at the centre […]

Europe’s Industrial Accelerator Act and the race to anchor low-carbon industry in South-East Europe Read More »

Europe’s Industrial Accelerator Act and the race to anchor low-carbon industry in South-East Europe

The European Commission’s proposed Industrial Accelerator Act (IAA) arrives at a moment when Europe’s industrial model is being re-engineered under simultaneous pressure from decarbonisation mandates, global competition, and geopolitical fragmentation. What appears, at first glance, as a regulatory framework aimed at strengthening EU industrial competitiveness is, in practice, a capital allocation signal—one that will determine where

Renewable power in Serbia becomes a trade instrument as CBAM rewrites industrial competitiveness Read More »

Renewable power in Serbia becomes a trade instrument as CBAM rewrites industrial competitiveness

The role of renewable energy in Serbia is undergoing a quiet but profound transformation. What was until recently a straightforward electricity business—selling megawatt-hours into the wholesale market or through bilateral contracts—is now evolving into something far more strategic. Solar and wind producers are no longer just generators of energy. They are becoming providers of carbon-adjusted

CBAM engineering: The emergence of a new technical advisory market in European industrial trade Read More »

CBAM engineering: The emergence of a new technical advisory market in European industrial trade

The European Union’s climate policy framework is beginning to reshape not only industrial supply chains but also the ecosystem of engineering and technical advisory services supporting exporters. As the Carbon Border Adjustment Mechanism (CBAM) moves from its reporting phase into financial implementation, a new category of specialised technical services is emerging across Europe’s industrial periphery. Increasingly, this

Serbian exporters race to prepare for Europe’s carbon border regime Read More »

Serbian exporters race to prepare for Europe’s carbon border regime

European climate policy is beginning to reshape the competitive landscape for manufacturers beyond the European Union’s borders. For Serbian exporters whose products depend heavily on energy-intensive production processes, the EU’s Carbon Border Adjustment Mechanism (CBAM) has rapidly shifted from a regulatory discussion into a pressing commercial reality. The mechanism, which entered its definitive phase on 1 January 2026,

Industrial electricity procurement under CBAM: Renewable sourcing strategies and competitive positioning in CSEE Read More »

Industrial electricity procurement under CBAM: Renewable sourcing strategies and competitive positioning in CSEE

The introduction of the Carbon Border Adjustment Mechanism (CBAM) is rapidly transforming the strategic landscape for industrial electricity procurement across Central and South-East Europe. While CBAM is frequently discussed as a trade measure targeting the carbon intensity of imported commodities, its deeper impact lies in the way it reshapes electricity sourcing strategies for export-oriented industrial

Renewables, PPAs and Guarantees of Origin: Serbia’s 1.5 TWh CBAM electricity challenge Read More »

Renewables, PPAs and Guarantees of Origin: Serbia’s 1.5 TWh CBAM electricity challenge

Serbia’s quantified exporter green-electricity gap of 0.4–1.4 TWh per year is best treated as a build programme with a proof layer, not as a policy slogan. The number matters because it represents the volume of electricity that CBAM-exposed exporters would need to cover with traceable renewable attributes—in practice, Guarantees of Origin that can be assigned

Serbia’s CBAM electricity constraint: Company-level green power demand, attribute scarcity and the new logic of exporter-anchored renewables Read More »

Serbia’s CBAM electricity constraint: Company-level green power demand, attribute scarcity and the new logic of exporter-anchored renewables

Serbia’s CBAM exposure is often discussed as if it were a reporting problem that sits inside customs paperwork and corporate sustainability departments. In reality, from 2026 onward, it behaves more like a competitiveness tax on industrial systems that cannot credibly separate themselves from a coal-heavy electricity baseline. That is the Serbian problem in its simplest

CBAM pressure on Serbia’s electricity exports and RES producers, and the industrial case for owning green power Read More »

CBAM pressure on Serbia’s electricity exports and RES producers, and the industrial case for owning green power

From 1 January 2026, electricity imported into the EU from Energy Community Contracting Parties is explicitly within CBAM’s scope, creating an administrative and financial layer on cross-border power flows that did not previously exist. For Serbia, this matters in a very specific way: the CBAM exposure on electricity is not driven by what a single

CBAM and Serbia’s industrial crossroads: Export exposure, renewable power constraints and the prospect of green metals by 2030 Read More »

CBAM and Serbia’s industrial crossroads: Export exposure, renewable power constraints and the prospect of green metals by 2030

The European Union’s Carbon Border Adjustment Mechanism (CBAM) has begun reshaping the competitive landscape for heavy industry across Europe’s neighboring economies. For Serbia, whose industrial base remains closely integrated with EU manufacturing supply chains, the new carbon border policy introduces both immediate trade risks and long-term structural incentives to modernize production and energy systems. From