Trellison InstituteResearch Integrity · Methodology Evaluation

Country Carbon-Trade Exposure

14 countries tracked with emissions, ETS status, coverage, carbon price, and trade-system impact.

14 countries tracked

#CountryEmissions (Mt)ETS StatusCoverageCarbon Price (USD)Trade Impact
1China11,497National ETS (2021); power sector only; expansion to cement/42.5%$13.80Power-sector compliance cost is manageable at current ~$13.80/tCO2e. Expected expansion to cement/st…
2United States4,752No federal price. CA Cap-and-Trade + RGGI (11 states); ~7% o7.0%$41.76Compliance burden concentrated in CA/RGGI. Post-2030 CA reauthorization (under CARB Chair Liane Rand…
3India2,649No formal ETS; coal cess (~$4.80/ton) + PAT energy-efficienc0%$2.50CBAM (EU Carbon Border Adjustment) will impose carbon costs on Indian steel/cement/aluminum exports …
4Russia1,604Sakhalin Island pilot ETS (2022) only; <1% of national emiss0.8%EU sanctions + CBAM reshape Russian fossil-export economics independent of domestic carbon pricing. …
5Japan1,015GX-ETS (voluntary 2023, mandatory 2026); carbon tax $2.15/tC60%$2.15Mandatory GX-ETS in 2026 creates a compliance market for heavy industry. Ambitious 46% by 2030 emiss…
7Germany674EU-ETS + national ETS (nEHS) for transport/heating; ~85% cov85%$75.00Highest integrated ETS coverage. EUA price (~€70/$75) is the dominant marginal cost signal for power…
8South Korea601K-ETS (Phase 3, 2021-2025); Asia's first mandatory ETS; 73.573.5%$7.50K-ETS Phase 3 closes end 2025; Phase 4 design underway. 685 entities covered across 69 sub-sectors. …
9Saudi Arabia586No compliance ETS; Vision 2030; Riyadh-based Regional Volunt0%RVCMC is building a regional voluntary exchange. Aramco is one of the world's largest VCM buyers. Sa…
10Indonesia567Mandatory coal-power ETS (Feb 2023); carbon tax delayed; ~1%1.0%$2.00Indonesian coal exporters depend on Japan/Korea demand; both tightening climate policy. Asset-strand…
11Canada547Federal OBPS backstop + fuel charge ($60/tCO2e federal 2024,80%$60.00Federal backstop + provincial systems (Alberta TIER, Quebec-CA linkage, BC CleanBC) create complex m…
12Brazil479Cap-and-trade bill passed lower house late 2023; awaiting Se0%Future ETS targets entities emitting >25,000 tCO2/year. Brazilian VCM is dominated by forestry (REDD…
13Mexico419Pilot ETS (2020); transition phase; full implementation ~20240%$4.00USMCA trade exposure + CBAM creates supply-chain pressure on Cemex/Ternium exports. Pilot-to-full ET…
14South Africa416National carbon tax (2019); ~80% coverage by scope but allow80%$9.20Eskom (world's highest-emitting utility) is central to SA fiscal and energy policy. Sasol CTL (coal-…
15Australia384Safeguard Mechanism (baseline-and-credit, not traditional ET30%Safeguard Mechanism reforms (July 2023) tightened baselines; creates ACCU demand. Mining-sector expo…

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