{"podcast":{"title":"Goldcasting Podcast","slug":"goldcasting-podcast-6612990","podcast_index_feed_id":6612990,"rss_url":"https://api.substack.com/feed/podcast/1907752.rss","website_url":"https://goldcasting.substack.com/podcast","image_url":"https://substackcdn.com/feed/podcast/1907752/371c3835dc20adcfc518523acf8929b1.jpg","author":"Staffan Zetterström & Fabian Niklas","episode_count":72,"summary":"The Podcast on how to make Money in the Aluminium foundry industry.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/goldcasting-podcast-6612990"},"episode":{"title":"GN 67 - How CBAM puts a Price on Sustainability","slug":"gn-67-how-cbam-puts-a-price-on-sustainability","published_at":"2026-03-19T06:45:00+00:00","page_url":"https://stenobird.com/podcast/goldcasting-podcast-6612990/gn-67-how-cbam-puts-a-price-on-sustainability","show_page_url":"https://stenobird.com/podcast/goldcasting-podcast-6612990","url":"https://goldcasting.substack.com/p/gn-67-how-cbam-puts-a-price-on-sustainability","audio_url":"https://api.substack.com/feed/podcast/190677723/fcb74cebac205ffdbb627529b92dcb61.mp3","summary":"The Carbon Border Adjustment Mechanism is no longer a future topic. It has already been impacting global supply chains, pricing structures, and competitive dynamics in the casting industry since January 2026. In this episode, hosts Fabian Niklas and Staffan Zetterström sit down with Marcel Duits, CBAM expert, entrepreneur, and president of the International Association for CBAM, to break down what the mechanism actually means in practice. From emission calculations to supply chain risks, from pricing pressure to strategic opportunities, this Gold Nugget explores one of the most disruptive regulatory changes the industry has faced in decades. What starts as a technical explanation quickly turns into a broader discussion about competitiveness, margins, and how prepared (or unprepared) the industry really is. If you think CBAM is just another reporting exercise, this conversation will change your perspective. Key Topics * What CBAM actually is and why it exists A clear explanation of the Carbon Border Adjustment Mechanism and how it creates a level playing field between EU producers and global imports. * Why CBAM becomes financially real in 2027 The shift from reporting emissions to actually paying for them, and why many companies underestimate the financial impact. * The massive cost difference between default and actual data How missing verified emission data can multiply costs and quickly destroy already thin margins. * Why most companies are still unprepared From lack of awareness to internal complexity, many organizations are only starting to understand CBAM when it’s already becoming urgent. * The hidden complexity of emission calculations Why CBAM is not just a sustainability topic, but also involves customs, finance, procurement, and legal departments. * How CBAM…","meta_description":"The Carbon Border Adjustment Mechanism is no longer a future topic. It has already been impacting global supply chains, pricing structures, and competitiv…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3613,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/goldcasting-podcast-6612990/episodes/gn-67-how-cbam-puts-a-price-on-sustainability/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/goldcasting-podcast-6612990/gn-67-how-cbam-puts-a-price-on-sustainability.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}