Episode
How Shipping Routes Are Getting Priced for Carbon
- Published
- Jun 11, 2026
- Duration seconds
- 684
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Summary
The global shipping industry is about to get a lot more expensive thanks to the EU's extension of its Emissions Trading System to maritime emissions starting in 2024. Lucas and Luna break down how this works: shipowners now must purchase allowances for 40% of their emissions on voyages to and from European ports, rising to 100% by 2027. They use the real-world case of a Maersk container ship traveling from Shanghai to Rotterdam to show how carbon costs add up — roughly $150,000 per voyage at current carbon prices. They discuss how carriers are already adding surcharges, how this accelerates the shift to greener fuels like methanol and LNG, and why the Mediterranean could become a transshipment hub to avoid EU carbon costs. The episode also touches on the parallel FuelEU Maritime regulation and the potential for a global carbon levy through the International Maritime Organization. #ShippingEmissions #CarbonPricing #EUETS #Maersk #MaritimeDecarbonization #GreenFuels #FuelEU #IMO #ClimatePolicy #SupplyChain #Sustainability #CarbonCost #Economics #Business #FexingoBusiness #BusinessPodcast #Podcast #ClimateEconomics Keep every episode free: buymeacoffee.com/fexingo