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.
CMR Green Technologies · Material risks, their source context, and severity in the latest available quarter.
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Potential EU ban on scrap exports to non-OECD countries from May 2027 and US export restrictions could disrupt raw material supply.
Aluminium price spikes due to geopolitical conflicts (e.g., Iran-US war) create hedging challenges and OCI volatility.
Analyst noted that some customers grew 2-3x while CMR's volumes stagnated in certain periods, suggesting potential market share loss.