Container line CMA CGM has issued a notice to customers warning that its EU ETS-related charges are likely to increase from 2026, as the shipping industry prepares for the next phase of the already-established EU carbon pricing regime.
The carrier said the increase is tied to the implementation of rules that were confirmed when the EU ETS was originally introduced for shipping, rather than a new regulatory change.
From 2026, EU ETS coverage will rise to 100% of CO2 emissions, up from 70% in 2025, and will also expand to include other greenhouse gases.
“Starting in 2026, the EU ETS regulation will evolve to account for 100% of our CO2 emissions, compared to the current 70% in 2025, and will include other greenhouse gas emissions. This substantial increase in the EU ETS coverage will have a direct impact on our cost structure.”
CMA CGM said it expects the higher coverage level to feed directly into customer charges.
“As a result of this regulatory change, we anticipate an increase of approximately 43% in our current ETS surcharge amounts. Please note that this estimate does not consider potential fluctuations in CO2 prices, which could further influence the final surcharge amounts.”
The company said updated Q1 2026 surcharge levels will be published by 1 December 2025 via its online tariff portal.
CMA CGM said the notification was intended to give customers early visibility of likely cost increases.
