Reference
·Supporting source
EU CBAM exposure on Thai exports (transitional phase)
~USD 1.2-1.5B exposed annual value
The EU Carbon Border Adjustment Mechanism (CBAM), in transitional reporting from October 2023 and entering definitive financial phase in 2026, currently covers cement, iron/steel, aluminium, fertilisers, electricity, and hydrogen. Thai exports of CBAM-scope goods to the EU run at approximately USD 1.2-1.5 billion annually per Thai Customs and EU TARIC data, dominated by iron/steel semi-finished and aluminium long products from SCG and Thai Tinplate. The maritime supply chain impact is real but indirect: Thai exporters are filing CBAM declarations, and embedded-emissions reporting is reshaping commodity-mix decisions at Laem Chabang. Expansion of CBAM scope (chemicals, polymers under consideration for post-2030) would materially widen exposure.
Figure in context
The EU Carbon Border Adjustment Mechanism (CBAM), in transitional reporting from October 2023 and entering definitive financial phase in 2026, currently covers cement, iron/steel, aluminium, fertilisers, electricity, and hydrogen. Thai exports of CBAM-scope goods to the EU run at approximately USD 1.2-1.5 billion annually per Thai Customs and EU TARIC data, dominated by iron/steel semi-finished and aluminium long products from SCG and Thai Tinplate. The maritime supply chain impact is real but indirect: Thai exporters are filing CBAM declarations, and embedded-emissions reporting is reshaping commodity-mix decisions at Laem Chabang. Expansion of CBAM scope (chemicals, polymers under consideration for post-2030) would materially widen exposure.
The EU Carbon Border Adjustment Mechanism (CBAM), in transitional reporting from October 2023 and entering definitive financial phase in 2026, currently covers cement, iron/steel, aluminium, fertilisers, electricity, and hydrogen. Thai exports of CBAM-scope goods to the EU run at approximately USD 1.2-1.5 billion annually per Thai Customs and EU TARIC data, dominated by iron/steel semi-finished and aluminium long products from SCG and Thai Tinplate. The maritime supply chain impact is real but indirect: Thai exporters are filing CBAM declarations, and embedded-emissions reporting is reshaping commodity-mix decisions at Laem Chabang. Expansion of CBAM scope (chemicals, polymers under consideration for post-2030) would materially widen exposure.
Time scope
2024 (CBAM transitional reporting)
Source basis
Supporting source
Interpretation notes
What this tells you
The EU Carbon Border Adjustment Mechanism (CBAM), in transitional reporting from October 2023 and entering definitive financial phase in 2026, currently covers cement, iron/steel, aluminium, fertilisers, electricity, and hydrogen. Thai exports of CBAM-scope goods to the EU run at approximately USD 1.2-1.5 billion annually per Thai Customs and EU TARIC data, dominated by iron/steel semi-finished and aluminium long products from SCG and Thai Tinplate. The maritime supply chain impact is real but indirect: Thai exporters are filing CBAM declarations, and embedded-emissions reporting is reshaping commodity-mix decisions at Laem Chabang. Expansion of CBAM scope (chemicals, polymers under consideration for post-2030) would materially widen exposure.
What not to do with it
Use the linked report for interpretation and keep basis differences explicit.
Related figures
Adjacent numbers that add context without drowning the value.
Laem Chabang Port TEU throughput (2020-2024)
Port Authority of Thailand, PAT Annual Report
Bangkok Port and Map Ta Phut cargo throughput (2024)
Port Authority of Thailand, Industrial Estate Authority of Thailand, PTT and IRPC annual reports
Laem Chabang Phase 3 expansion timeline and capacity
Eastern Special Development Zone Office, PAT concession documents, Gulf Energy Development SET filings
IMO 2030 CII compliance burden on Thai-flag fleet
International Maritime Organization, Thai Shipowners' Association, RCL/Thoresen/PSL SET disclosures
Regional Container Lines (RCL) revenue (2020-2024)
RCL SET-listed financial statements, SET market disclosures, RCL annual reports
Thailand container throughput by port (mix share)
Port Authority of Thailand, PAT Annual Report
Report context
Atlas actors in this figure's reports
Profiles covered in the report that cite this number.