As US automotive OEMs localize supply chains and accelerate EV rollout, margin pressure is intensifying across steel, aluminium and battery inputs.

Europe's green steel ambitions were built on affordable hydrogen that hasn't materialised. Thyssenkrupp and Salzgitter delays, scaled-back supply targets, and a shift to dual-fuel DRI configurations now define the transition.

Argentina's Misiones province could become the world's first subnational jurisdiction to issue CORSIA-eligible JREDD+ credits, with LATAM Airlines lined up as anchor buyer for 2.8 million tonnes at ~$24/tCO2e. The $60 million transaction awaits federal authorization.

The Philippines’ steel industry is entering an inflection point, with the market gradually evolving from import reliance toward a more balanced and supply-secure growth trajectory supported by domestic investment and capacity expansion.

Few industrial transformations are as exposed to a single policy signal as green steel — where the EUA price can be the difference between a viable business case and a stranded asset.

Colombia carbon credit prices are caught in a structural slump. Cercarbono REDD+ sits at $2.00–$3.50 per tCO2e and Verra REDD+ at $6.50, while five fuel distributors drive 90% of demand. Two catalysts could re-rate the market. Read more.

As major mills in the US steel industry inch closer to reinvestment decisions to reline their blast furnace operations, there is a window of opportunity to spur decarbonization in the already carbon-intensive sector, Rocky Mountain Institute (RMI) told Fastmarkets in an interview on Tuesday April 14.

Microsoft's reported pause in carbon removal purchases exposes a market where one buyer accounts for nearly 90% of tracked offtake volumes — and no one else is positioned to fill the gap.

As Article 6 markets gain momentum, the choice between trajectory and aggregate accounting approaches will shape how many ITMOs countries can trade — and how much supply flows to CORSIA.

Automakers are expected to play a pivotal role in driving early demand for low and near-zero-emissions flat steel in Europe