Sectors / 03
Energy & industrial materials
Re-sourcing under tariff, cost or sanctions pressure moves exposure. We test the new source first.
Three questions, answered with evidence.
010203What we read.
- Structural steelMill of origin and CBAM embedded emissions.
- Frame and fixingsSupplier ownership and sanctions exposure.
- SiteThe subcontractor chain and the modern slavery evidence behind it.
Standards & regulation.
The frameworks we work to in this sector.
UK Russia sanctions regime.
UK import ban and maritime services.
EU Russia energy and dual-use measures.
US Russia-related sanctions.
Embedded emissions on imports.
Energy management system.
Greenhouse gas quantification.
Oil and gas operating practice.
Quality, environment and safety.
UK energy market and security.
UK energy and carbon reporting.
US industrial chemical controls.
Cyber risk and incident reporting.
Resilience of critical entities.
UK essential services security.
Where we look.
The official procurement and trade sources we draw on.
UK above-threshold notices.
Central government, above £12k.
EU public procurement.
Federal opportunity data.
UN energy and infrastructure supply.
Direct and invited opportunities.
Related thinking.
Recent notes that bear on this sector.
CBAM’s first real year. The bill is small; the data is not.
The EU carbon border adjustment has charged for embedded emissions since 1 January. Certificates for 2026 imports go on sale in February 2027 and must be surrendered by 30 September 2027. The 2026 charge is small, but it rises every year, and what it costs depends on data most importers do not yet hold.
Failure to prevent fraud, one year on. What “reasonable procedures” means for your third parties
Since 1 September 2025, large organisations are liable for fraud committed by employees, agents and subsidiaries for their benefit. The main defence is reasonable procedures, and third parties are where most organisations are thinnest.
The largest UFLPA expansion yet reaches aluminium and copper
Forty-three companies joined the UFLPA Entity List in August, taking it to 187. Aluminium and copper now sit beside cotton and tomatoes, which brings transformer, cable and busbar supply chains into scope.