Aegean Intelligence Group
THE AEGEAN REGISTER / AIG-SCL-26-002AIG-SCL-26-002 · PUBLIC RELEASE · 2026
ReportAIG-SCL-26-002Supply Chain & LogisticsCreated 2026-09-14Updated 2026-09-14Standard: AEGEAN-OS v1.3
SUPPLY CHAIN & LOGISTICS · PUBLISHABLE MARKET RESEARCH · CURRENT

70% and Counting

The second EU ETS maritime surrender, the measurement gap around it, and what 100% costs on a Cape routing

The obligation is unambiguous and the penalty is EUR 100 per tonne. What does not exist is any public, timely measure of whether a system covering 5,298 attributed shipping companies met it.

THE DOCUMENT
NumberAIG-SCL-26-002
ProductPMR-2026-0914-EU-001
Issued2026-09-14
Pages24
DistributionPublic release
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Aegean Intelligence Group, “70% and Counting,” AIG-SCL-26-002, The Aegean Register, 14 September 2026.

70% and Counting cover
Cover
FORWARD CLAIMS · DATED TO PUBLICATION · SCORED ON THE SCORECARD →
IDStatementpMade onResolves byStatusOutcome
CLM-2026-285The EEX EU allowance primary market spot auction clearing price for the EU common auction held on 30 September 2026, or for the last EU common auction held before that date if none is held on it, will be EUR 85.00 per tonne of carbon dioxide, within an interval of EUR 76.00 to EUR 94.00 per tonne.76 to 94 EUR per tonne CO2
(central 85)
2026-09-142026-09-30Locked
CLM-2026-286The next European Commission Carbon Market Report, or any other European Commission or European Environment Agency publication issued on or before 31 December 2026, states that shipping companies surrendered allowances for less than 99% of the surrendering requirements for the 2025 compliance cycle.0.252026-09-142026-12-31Locked

A claim is entered in the brief's own words and carries its publication date and the day it entered the ledger: the register's briefs on 8 September 2026, when the standard was first applied; the forward benchmark on the day it was locked. It resolves only against a dated public source. The scoring rule is on the Methodology page.

THE CENTRAL JUDGMENT
KEY JUDGMENTS
Bottom line

The obligation is unambiguous and the penalty is EUR 100 per tonne. What does not exist is any public, timely measure of whether a system covering 5,298 attributed shipping companies met it.

01The 30 September 2026 obligation is fixed and unconditional in the primary text.ASSESSMENT
02No public source publishes an aggregate maritime operator non-compliance count at or near the surrender deadline, and none is scheduled to.ASSESSMENT
03The population under the obligation more than doubled with effect from 1 January 2026, from 2,104 attributed companies to 5,298.ASSESSMENT
SOURCES AND LIMITS

The complete source registry, limits, methodology and binding forecast definitions are preserved in the downloadable report. Each forecast is locked before publication to a named public resolution source.

24 PAGES2 FORWARD CLAIMSTIMELINESS: CURRENT

The evidence tiers, confidence bands, forward-claim rule and corrections record are public on the Methodology page.

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