1378.HK in “Carbon Gets a Customs Booth”
China Hongqiao Group Limited
Coal-powered aluminum production carries substantially more embedded carbon than hydro-powered competitors.
1378.HK impact map — “Carbon Gets a Customs Booth”
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Sep 7, 2026 – Oct 19, 2026 · 31 sessions
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Full story
Carbon Gets a Customs Booth
Europe’s carbon border turns emissions intensity into a trade cost and low-carbon production into a competitive moat.
BEAR side — Coal-powered aluminum production carries substantially more embedded carbon than hydro-powered competitors.
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