EU Policy Updates in Carbon Cost Compensation

Key Changes to Address Carbon Leakage Risks in Energy-Intensive Industries应对高能耗行业碳泄漏风险的关键变化 IntroductionOn 23 December 2025, the European Commission adopted amendments to the Guidelines on certain State aid measures in the context of the post-2021 EU Emissions Trading System (ETS) (hereafter referred to as the ETS State Aid Guidelines). The revision comes against the backdrop of persistently …

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