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Key Currents — Carbon Borders, Mineral Levers, and a Nervous Calm (Week 43, 2026)
Week of 2026-10-19 to 2026-10-25
Every week, Sarah, James and Emma break down global news in 5 to 8 minutes.
In this episode
carbon border adjustment mechanism, critical minerals and export controls, winter energy and LNG markets, COP31 and climate finance, global plastics treaty, US midterms and trade policy, industrial reshoring
Keywords: CBAM, carbon border adjustment, rare earth export controls, critical minerals, cobalt, LNG, winter gas storage, COP31, adaptation finance, plastics treaty, tariffs, reshoring, supply chain diversification, industrial policy
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Amerika Syarikat
TRANSKRIP 🔗
Sarah: Key Currents analyses hundreds of international sources each week using artificial intelligence, to bring you the essentials of global dynamics. Welcome to Key Currents, the weekly briefing that connects the dots between energy, trade, industry and geopolitics. I'm Sarah, and this is week forty-three of twenty twenty-six, the seven days running from the nineteenth to the twenty-fifth of October. Five stories are on our desk. Europe's carbon border levy enters its first full compliance aut…
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