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Weak Industrial Demand Limits Energy Cost Pass-ThroughBeyond the Utility Bill: The Emerging Carbon Arbitrage A fundamental decoupling is underway across global energy markets: physical fuel prices and carbon compliance liabilities are no longer moving in tandem. This divergence creates immediate margin risk for energy-intensive manufacturers. In the U.S. market alone, crude oil benchmarks in the U.S. recently surged by 23.8% while natural...0 Commenti 0 condivisioni 26 Views 0 Anteprima