节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
据外媒消息，欧盟明确英国若未与欧盟碳排放交易体系实现正式对接，将无法获得碳边境调节机制（CBAM）豁免资格。英国政府测算显示，CBAM每年将给本土行业带来8亿英镑的新增成本；除直接碳成本外，出口企业还需承担排放报告、核查与认证等大量新增行政流程，被业内类比为“脱欧后文书工作激增”的延续。英国工业联合会指出，英国在2026年复活节前获得豁免的可能性极低，企业需自2026年初起全面合规CBAM规则。
欧盟气候行动专员韦斯特格强调，欧盟不会给予英国CBAM豁免，且在双方碳体系完全对接前，豁免无从谈起。她认可英国政府希望调整流程顺序的诉求，但明确欧盟立场不会动摇；不过她提及双方将持续磋商以实现正式对接，暂未披露具体时间表。英国电力出口或可获得部分豁免...钢铁、水泥、化肥、铝等产品，而英国电力出口理论上符合豁免条件，但英国政府已确认本土电力成本高于欧盟竞争对手。
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