What's new in the EU #5

December 2025

ETS 2 confirmed, starts in 2028

What?
The Council and Parliament agreed on a –90% net-emissions target by 2040 and confirmed ETS 2, now starting in 2028. To limit price shocks, the Commission plans stabilisation mechanisms (a stronger market stability reserve and a gradual release of allowances). A single trilogue could finalize the text.
Impact for shippers & logistics providers
Obligations apply upstream to fuel suppliers, but the allowance cost will flow into pump prices and then into transport contracts via fuel indexes or carbon surcharges. Expect higher operating costs and stricter traceability requirements across the logistics chain.
How to prepare?
Set up granular monitoring of costs and emissions — by vehicle, lane and customer — tracking €/L, L/100, gCO₂/t·km to validate surcharges. Monetize carbon with an ICP (Internal Carbon Price) to steer and cap ETS 2-related costs across budgets, RFQs and CAPEX/OPEX decisions. Launch decarbonization scenarios now (efficiency, load factor, empty-run reduction, modal shifts, alternative energies) to reduce exposure when ETS 2 goes live.

CSRD, CSDDD, Omnibus package : higher thresholds

What?
Parliament adopted a streamlined position. CSRD: reporting would apply to companies with ≥ 1,750 employees and ≥ €450m net turnover. The same thresholds would apply to EU Taxonomy reporting. CSDDD: due-diligence duties would cover very large companies with > 5,000 employees and > €1.5bn net turnover. Trilogue talks are ongoing, so further changes remain possible.
Impact for shippers & logistics providers
Fewer companies would be directly in scope, but value-chain pressure will remain high. In-scope clients will request more structured, verifiable ESG and CO₂ data from logistics partners.
How to prepare?
Map your data flows (TMS/WMS, telematics, energy purchases) and align on the requested indicators. Anticipate customer requests for Scope 3 transport by ensuring traceable data, even with higher regulatory thresholds.

CountEmissionsEU : trilogue deal

What?
Council and Parliament reached agreement on a common framework to calculate and disclose emissions from transport services, based on ISO 14083. The Commission will provide a free calculation tool, and read-only access to the ISO standard will be free. Formal adoption is pending.
Impact for shippers & logistics providers
Standardization will improve comparability of offers and raise verification expectations from clients and authorities.
How to prepare?
Align your methods with ISO 14083 and prepare compatible data exports by service and by route. Build an evidence file (sources, emission factors, assumptions) to support tenders and audits.