Scrap export bans from EU/US
Potential EU ban on scrap exports to non-OECD countries from May 2027 and US export restrictions could disrupt raw material supply.
CMRGREENTECHNOLOGIES / bear-case history
Track the concerns that keep returning.
CMR Green Technologies · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
Commodity price volatility
Aluminium price spikes due to geopolitical conflicts (e.g., Iran-US war) create hedging challenges and OCI volatility.
Customer volume growth not fully captured
Analyst noted that some customers grew 2-3x while CMR's volumes stagnated in certain periods, suggesting potential market share loss.