节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
由162个欧洲行业协会和企业组成的联盟，包括欧洲钢铁协会（EUROFER）、欧洲钢铁、管材及金属分销与贸易联合会（EUROMETAL）以及安赛乐米塔尔、蒂森克虏伯、奥钢联等主要生产商，已呼吁欧盟政策制定者扩大碳边境调节机制（CBAM）的适用范围。
行业利益相关者认为，尽管碳边境调节机制针对钢铁、铝等上游材料的碳泄漏风险，但未能覆盖下游产品。这一局限性导致价值链的大部分环节面临不受同等碳成本约束的进口产品冲击。
下游产业面临日益增长的压力
能源、交通、建筑、机械、包装、国防和家电等行业受到的影响日益严重。在欧盟气候政策下，这些行业面临成本上升，而竞争进口产品却受益于较宽松的环境法规，造成竞争失衡。
碳泄漏向下游转移的风险
该联盟警告称，Ž..
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