节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
德国政府已明确表态支持欧盟汽车产业一揽子规划，赞同将绿色钢铁等低碳材料纳入碳合规框架。这一立场于4月10日联合委员会会议后确认。根据2025年底拟出台的该框架，汽车制造商需自2035年起将尾气排放量削减90%，剩余10%排放可通过使用欧盟境内生产的低碳钢、电子燃料及生物燃料予以冲抵，为气候目标达成提供额外政策灵活性。
德国钢铁联合会对该提议表示欢迎，尤其肯定低碳钢的碳抵消机制。业界代表指出，该举措可同步支持汽车行业脱碳进程与提振绿色钢铁市场需求，助力欧盟内部构建主导性市场格局。
尽管政策层面释放积极信号，但中东危机加ʼn..矿物油税每升降约17欧分。不过，业界对工业领域未被纳入紧急能源计划表示关切，警告钢铁等能源密集型行业电力成本仍缺乏市场竞争力。
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