Data

The EU carbon border in numbers

113 million tonnes of steel, aluminium, cement and fertilisers from 150 countries: who supplies Europe, and what CBAM would cost them at default values.

In 2025, the last full year before the carbon border adjustment started to bite, the European Union imported 113.4 Mt of goods that now fall under CBAM, worth €89.5 bn at the border. That is 15 % more tonnage than in 2024 (98.4 Mt) — a jump that is at least partly consistent with importers bringing goods in before 1 January 2026.

The goods came from 152 countries. But the flows are concentrated: the five largest suppliers by volume — Türkiye, China, Ukraine, Russia and Canada — account for 50 % of the tonnage.

Steel dominates

Iron and steel make up 65 % of the volume (73.8 Mt), followed by fertilisers (18.9 Mt), cement (14.3 Mt) and aluminium (6.4 Mt). Hydrogen barely registers. The steel figure includes a large block of iron ore pellets, which count as a CBAM good but carry almost no CBAM cost — see the pellet story.

Exposure is even more concentrated

If every tonne were declared with the official default value for its country of origin, CBAM would cost importers about €14.4 bn in 2026. The five countries with the largest exposure account for 63 % of it:

CountryImports 2025Exposure 2026per tonne
China11.3 Mt€2.80 bn€247/t
Indonesia3.2 Mt€2.02 bn€623/t
Türkiye14.8 Mt€1.76 bn€119/t
Russia10.4 Mt€1.24 bn€119/t
India4.4 Mt€1.17 bn€265/t
Ukraine11.1 Mt€629 m€56/t
Egypt6.5 Mt€554 m€85/t
Taiwan2.4 Mt€399 m€166/t
South Korea3.7 Mt€390 m€104/t
United Kingdom3.3 Mt€342 m€103/t

Volume and exposure rank differently. Canada ships 9.5 Mt but faces only €50.3 m, because most of it is iron ore. Indonesia ships a fraction of that and tops the list for cost per tonne. Türkiye, the largest supplier by volume, has a moderate cost per tonne but a large total, much of it in cement.

The exposure figure is a ceiling, not a forecast: it is what CBAM costs when nobody brings their own data.

How to read these numbers

Exposure here means the default-value scenario — no verified supplier data, the 2026 mark-up of 10 % (1 % for fertilisers), the free allocation adjustment for 2026, and the third-quarter 2026 certificate price of €82.32. Importers with verified actual emissions will pay less, and importers below the 50-tonne annual threshold pay nothing. The methodology explains each step.

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