Maritime chokepoints: growing risks to global supply chains
October 2, 2026
EU ETS shipping obligations are moving from 70% of covered 2025 emissions to 100% of covered 2026 emissions, increasing allowance requirements as operators plan for the next surrender cycle. Longer voyages around the Cape add further carbon costs, while bundled carrier surcharges complicate comparisons between regulatory exposure and the amounts charged to shippers. Why we chose this report: This report […]
