BRICS countries ne New Delhi Declaration mein officially EU ke CBAM ko 'trade barrier' bata kar reject kar diya hai. Magar sachai ye hai ki EU ab is rule ko aur sakht karne wala hai, jisse Indian manufacturers ka risk aur compliance cost dono badh sakte hain.
Kya hua BRICS Summit mein?
September 2026 ke New Delhi Summit mein BRICS nations ne saaf kar diya hai ki EU ka Carbon Border Adjustment Mechanism (CBAM) ek tarah ka discriminatory trade barrier hai. Halanki, ye diplomatic protest apni jagah hai, lekin zameen par halaat wahi hain kyunki 1 January 2026 se EU ka carbon-tax regime full force mein hai.
Indian companies par kya asar padega?
Abhi tak toh sirf raw materials jaise steel, aluminum, aur cement par focus tha. Lekin risk ye hai ki EU ab isse downstream finished goods par bhi apply karne ki planning kar raha hai. Iska matlab hai ki agar aap machinery ya special metal parts banate hain, toh aapke supply chain mein emissions track karna compulsory ho jayega.
Investors ke liye kya hai main point?
- Admin Costs: Verified data dena koi chhota kaam nahi hai. Chhoti companies ke liye independent audit ka kharcha uthana bahut mushkil ho raha hai.
- Margin Pressure: Companies ya toh apna carbon footprint kam karein ya phir badhe hue compliance costs ko absorb karein, jiska seedha asar profit margins par padega.
BRICS ne apni 'Carbon Markets Partnership' toh launch ki hai, par wo EU ke rules se Indian exporters ko bachane ke liye kaafi nahi hai. Investors ko ab ye dekhna hoga ki kaunsi Indian companies apne energy efficiency ko jaldi improve kar paati hain.