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🥇 EU CBAM Tightens — 35 days until the 31 July reporting deadline Why procurement managers should care: EU importers

Report Period: June 19 – June 22, 2026 1. Executive Summary: Geopolitical Shock Meets Cost-Push Pressures The Dragon Boat Festival

1. Memorandum of Understanding Signed A 14-point “Islamabad Memorandum of Understanding” was remotely signed in the early hours of June 18

Report Period: June 12 – June 15, 2026 1. Executive Summary: A Weekend of Concrete Policy Shifts The weekend’s most

Report Period: June 5 – June 8, 2026 1. Weekend at a Glance: A Storm of Risks Converges The weekend

Report Period: May 29 (Friday) – June 1 (Monday), 2026 1. Core Judgment: Off-Season Weakness Deepens, Cost Support Erodes as

Report Period: May 22 (Friday) – May 25 (Monday), 2026 1. Core Judgment This Week: Off-Season Pressure Materializes, Steel Prices

Report Period: May 15 (Friday) – May 18 (Monday), 2026 1. Core Judgment This Week: Market Enters High-Level Consolidation, Watch