CMA CGM has informed customers of significant upcoming changes to the EU Emissions Trading System (EU ETS) that will affect its operations and our Energy Transition Surcharge .
The EU ETS requires carriers to monitor and report CO2 emissions on voyages to and from EU ports, with a portion of these emissions already subject to a cap-and-trade system designed to accelerate emissions reductions across the maritime sector.
Beginning in 2026, the EU ETS will apply to 100 per cent of our CO2 emissions — up from 70 per cent in 2025 — and will also cover additional GHG.
This expansion will materially impact our cost structure, and we currently anticipate an approximate 43 per cent increase in ETS surcharge levels. This estimate does not account for potential fluctuations in CO2 prices.
Q1 2026 surcharge amounts for all trades covered by the EU ETS will be published on 1 December 2025.
These regulatory changes underscore the EU’s continued commitment to climate action and a lower-carbon future. CMA CGM noted that it will maintain full transparency as the framework evolves.
Recently, CMA CGM expanded its barge network in Northern Vietnam with the launch of a new Que Vo > Haiphong service.