After Mediterranean Shipping Company (MSC) and after Maersk Lines, which are respectively the first and second maritime carrier worldwide for fleet container load capacity, the world's third largest carrier, French CMA CGM, also announced an estimate of the value of the nicknames that the company will apply following the inclusion of transport from the first of January maritime in the Emissions Trading Scheme of the European Union (EU ETS), which provides for the application of the system 100% of emissions from ships travelling between two EU ports and 50% of emissions on routes between EU ports and non-EU ports.

From the first of January the shipping companies will be required to report their emissions and purchase an equivalent amount of allowances on the EU ETS market and this will happen Gradually: next year 40% of reported emissions will have to be converted into quotas, in 2025 it will have to be 70% of reported emissions and from 2026 100% of emissions will have to be converted into allowances.

If eleven months ago the MSC group had published a very high estimate preliminary surcharges that he would apply to customers as a result of the implementation of the new rules, based on more assuming that 100% of the emissions, Maersk has more recently formulated an estimate of the value of surcharges communicating in the middle of last month the their foreseeable size based on taxation in 2024 of 40% of reported emissions (inforMARE of 22 September 2023).

CMA CGM has anticipated that it will communicate the actual value of the nicknames in the middle of next month and that currently plans to update it quarterly based on evolving EU ETS rules and market value of carbon allowances. By way of example only, the Compagnia French has announced what will be the value of surcharges for some primary routes covered by own ships, value based - as well as previously considered by MSC and Maersk - on a price of one ton of CO2 equal to 90 euros.

By way of example, CMA CGM has announced that the surcharge For the shipment of a 20' container (TEU) for dry loads from Asia to Northern Europe should stand at 25 euros, while for The shipment of a container teu reefer on the same route should be equal to 40 euros, while the additional cost for shipping from Asia to the Mediterranean of a dry box will be 20 euros and a reefer of 30 euros.

If making a comparison with the estimates made by MSC a year ago is impossible given the many variables involved, easier - even if by way of orientation - it is a comparison with the values of the surcharges communicated twenty days ago by Maersk, comparison from which the only thing that seems certain can be infer is that the main players in the transport market containerized seafarers are still on the high seas and do not have the Basic references needed to calculate values close to those which can be quantified once the rules enter in force and, above all, when the value of the allowances on the EU ETS market.

In the meantime, referring to the same routes examined by the two companies in their respective prospectuses of foreseeable surcharge, it can only be noted that if CMA CGM has announced a value of surcharges for shipments from Europe to the west coast of South America equal to 43 euros / teu for dry and at 60 euros / teu for reefers, Maersk has estimated higher values +93% and +4% respectively. CMA CGM has communicated possible surcharge equal to 25 and 35 euros / teu for container shipments from Northern Europe to the Mediterranean, values that represent respectively a decrease of -39% and an increase of +13% compared to those announced by Maersk. Similarly for shipments intra-Mediterranean CMA CGM has indicated nicknames equal to 25 euro/teu for dry boxes and 40 euros / teu for reefers, values that present percentage changes of -44% and +18% respectively compared to values communicated by Maersk. Sea shipments Intra-North-European, the French company has proposed surcharge equal to 37 euro/teu for dry and 48 euro/teu for reefer, values +68% and +191% higher respectively than those estimated by the Danish Maersk.