#Cbam

Ukraine's Metallurgists' Federation demands to maintain the zero quota on scrap export until an effective export duty is restored, which on September 16 fell from 180 to 10 euros per ton. Scrap collectors, conversely, have already called for opening shipments to the EU.

Ukraine's MMC is losing up to 93% of its European exports due to CBAM and EU tariff quotas. Without separate state support for metallurgy, the government's goal of raising the processing industry to 20% of GDP is unattainable.

Former WTO Director-General Pascal Lamy called for exempting Ukrainian steel from the CBAM carbon levy, citing the war. Decisions on the mechanism's rules may be made within the next three to six months.

In August 2026, steel and rolled metal production in Ukraine fell by roughly half due to strikes on plants and the blockade of Black Sea ports. Experts propose stabilizing Ukrzaliznytsia tariffs and deferring CBAM.

The August–September shelling and port blockades halted more than 70% of Ukraine's steel production. Output fell by half, rail exports by 2.5 times. The industry is in a "perfect storm."

Metsinvest's management warned that without a review of EU quotas, Ukrainian metallurgy risks losing access to the European market for 5–10 years amid the destruction of production capacity by Russian strikes.

Minvest’s COO Alexander Myronenko stated that the financial resilience buffer of Ukraine’s steel industry has been exhausted: only two MPPs of the group are operating at 50% capacity, and production costs rose by 30% over the year due to the port blockade and logistics.

Ukrainian metallurgy is losing volume due to the August strikes on the steelworks and new EU constraints: quotas and CBAM could halve production and cost the economy more than 6% of GDP. Autumn 2026 is the window for negotiations with Brussels.

ICC Ukraine Vice President Bohdan Ivanjuk stated that Ukrainian industry is losing up to 70% of the MMC's foreign-currency earnings and is demanding that the state cut tariffs, revise CBAM and EU quotas, and provide targeted financing for large enterprises.

Economic expert Andriy Zablovskyi called for launching a comprehensive "industrial Ramstein" program to support Ukrainian industry amid the war and European restrictions.

FMM head Serhiy Bilenskyi warned that without urgent state support for industry, Ukraine will face a chain reaction crisis: the two largest combined enterprises have been shut down, 45 enterprises were damaged in the first half of August, and logistics costs have risen three to five times.

Ukrainian metallurgy risks losing up to 50% of production by the end of 2026 due to Russian strikes, the closure of the Odesa ports, EU quotas, and rising tariffs. The industry is demanding up to €10 billion in state support.

Ukrainian metallurgy is losing up to $200 million in export revenue every month: strikes on plants, closed ports, rising rail tariffs and EU quotas are hitting the industry simultaneously.

GMK Center estimates Ukraine's GDP losses from CBAM at $372 million in 2026, rising to $1.754 billion by 2030; export losses could reach $7.248 billion. NAEIU is pushing for a special regime for Ukraine for the period of the war.

Ukrainian metallurgy is losing competitiveness: with electricity priced at 126 euros/MWh, Chinese plants operate at 30 euros, while Turkish producers process Russian slabs at a $100/t discount. Amid the port blockade and rising rail tariffs, the largest plants are halting production.

🇺🇦 ETS in Ukraine: threat or opportunity? Experts warn: if the emissions trading system turns into a simple tax, it will hit the industry. The key to success is investment in modernization and harmonization with CBAM. 💸🏭

🇺🇸 The US Ambassador to the EU called the CBAM carbon tax hidden protectionism. In an article for the Financial Times, the diplomat compared the European mechanism to US steel tariffs, noting Brussels' double standards. 🇺🇦 As of January 1, 2026, CBAM will be fully applied to Ukraine, which experts consider a blow to the country's industry, deprived of the ability to modernize due to the war. The European Commission refused exemptions despite force majeure. #CBAM #Ukraine #Trade #Economy