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节点：中游（冶炼、中间品）情绪：利好参考度：4/10
欧盟贸易专员马罗什·谢夫乔维奇表示，欧盟委员会计划对废铝出口实施限制。这一决策旨在保障国内产业的供应，这对脱碳行动至关重要，因为铝回收所需能源比原生铝生产少95%。
欧洲铝业协会报告称，2024年废铝出口量达到创纪录的126万吨，大部分运往亚洲。该行业表示，出口激增部分原因是美国进口关税差异，使得亚洲买家转向欧盟货源。
谢夫乔维奇称，新措施将做到平衡，兼顾回收商与下游行业的利益。然而，欧洲回收工业联合会（EuRIC）反对ȿ..
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Why does the EU aim to protect Chinese industry by restricting waste aluminum exports instead of its own? Is it really just because of the energy advantage of aluminum recycling? Also, with EuRIC’s opposition due to China’s processing capacity, will the new measures truly balance the interests of re…
How can the EU ensure a balance between protecting domestic industries and the interests of recyclers? Given that the export surge is partly due to US tariff differences and domestic processing capacity issues, won’t the restrictions disrupt the existing market balance? And how will the EU address t…