Walk through the despatch bay of a mid-sized auto-component plant in Manesar, Haryana and ask the plant head what keeps him awake. A year ago, the answer would have been capacity; more orders than the line could absorb. Today the answer is different.A long-standing European buyer will be introducing a new requirement: full carbon traceability data, shipment by shipment, as a condition of continued supply under the EU’s Carbon Border Adjustment Mechanism (CBAM). The plant can produce, but it cannot yet prove. In global manufacturing, the inability to prove is rapidly becoming indistinguishable from the inability to perform.This is not…



