This EU carbon border tax? Bhai, for my small extrusion unit in Gujarat, it means another layer of compliance cost, like a new tax on our competitiveness. It will hit the big steel and aluminium exporters directly, but their pain trickles down to squeeze small suppliers like me with tighter margins. My worry isn't the headline cost to India, but whether my orders from these big factories will shrink. I see it in the nervousness when I sit for chai with the purchasing manager from the big plant – his smiles are costing more these days, yaar.
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