Scenario Labs 2: Pressure-testing green steel differentiation in a CBAM-priced world

Who can sustain a premium above the carbon-adjusted price, and who cannot

Join Scenario Labs 2
Scenario Labs #2 | Live webinar + Q&A | 60 minutes | June 30, 10:00 AM BST / 11:00 AM CEST
Stress-test the green premium

Carbon costs are now priced into steel through CBAM and EU ETS. The green premium is not following the same path. This second flagship Scenario Labs session examines when a green premium can hold above the carbon-adjusted price and when it is absorbed into a rising base. We bring the cost and trade-flow modelling that producers, buyers and procurement teams need to plan capital and sourcing decisions through 2030.

What you will take away from Scenario Labs Episode 2:

  • Where CBAM and EU ETS create margin headroom for European producers, and where a green premium can be sustained

  • How carbon costs fall differently on EU production and on imported tonnes

  • How much of CBAM cost actually reaches buyers, and who absorbs the rest

  • How the balance between EAF and BF-BOF shifts as carbon pricing takes effect, and who stands to gain share

  • A sector view of where green steel demand holds under different EU ETS scenarios

  • Cross-industry perspectives from producers, buyers and independent advisors on where the green premium holds and where it gives way

Register to join Scenario Labs 2

Speakers
Blazer, Clothing, Coat

Gilles Mirol

CCO

Hydnum Steel

Blazer, Clothing, Coat

Ben Crick

Senior Economist

Fastmarkets

Photography, Accessories, Formal Wear

Abhishek Pathak

Economist

Fastmarkets

Miriam Falk

Principle Analyst

Fastmarkets

Paolo Frediani

Senior Analyst

Fastmarkets


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