On 5 November 2026, the proposed Carbon Border Adjustment Mechanism (CBAM) downstream expansion remained under negotiation, with no newly adopted measure changing its proposed scope or methodologies. No comparable Eurostat Comext CN8 dataset or CBAM Registry statistical release was available to update import shares, year-on-year tonnage or MWh changes, or EUR-per-unit customs prices.
The latest regular Eurostat international goods-trade release was dated 16 October 2026 and covered August 2026. The next publication, covering September 2026, was scheduled for 13 November 2026. Broad market forecasts and individual company results should not be treated as measured changes in CN8 import shares.
The proposed 2028 downstream product scope, precursor accounting, aluminium thresholds, high-risk defaults and electricity contractual methodology had no newly adopted changes identified during the interval. The official third-quarter 2026 CBAM certificate price remained €82.32 per tCO₂e; the fourth-quarter price was scheduled for publication on 4 January 2027. Provisional ETS auction averages are not binding CBAM certificate prices.
A Western Balkan electricity monitoring report provided the interval’s most substantial new evidence for updating carbon-cost, cross-border trading and renewable-generation bankability models, with operational implications for Serbia, Montenegro and Southeast Europe. An electricity accredited-verifier directory offers a practical basis for verification procurement and evidence-pack review.
ArcelorMittal’s results provide company-level evidence that European steel production and import protection are changing together. Modelling of Egyptian hot-rolled coil illustrates how emissions verification can affect commercial CBAM exposure. Industrial lenders should maintain separate models for adopted CBAM obligations, the proposed downstream expansion, domestic carbon-price recognition, ETS reform and any eventual EU–UK linkage.