Trade Monthly, September 2026: CBAM’s 457-Product Vote and What It Does Not Yet Do
September 2026: Parliament's 457-product CBAM vote is a negotiating position, not yet law.
Trade Monthly, August 2026: 14 More Derivative Categories and a Polysilicon Price Floor
August 2026: 14 more derivative categories proposed, plus a polysilicon measure that is not a racking tariff.
Trade Monthly, July 2026: EU Steel Safeguard Quota Cut by 47%
July 2026: the EU steel safeguard quota falls by about 47 percent and gains a melt-and-pour origin rule.
Case File: EU Steel Safeguard — Melt-and-Pour Origin Rule and 50% Out-of-Quota Duty
EU steel safeguard case card: quota, out-of-quota duty and origin rule, compared with U.S. practice.
Europe’s Record 25 GWdc — and Why Fixed Tilt Still Holds Half the Utility Market
Europe set a tracker shipment record while fixed tilt still holds about half of the utility-scale market.
