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Analysis: The ETS question – did carriers redesign Asia-Europe services to avoid carbon tax?

Summary by The Loadstar
Would a carrier really design its Asia-Europe network around shaving marginal ETS dollars, which it can recoup through surcharges anyway? In short, carriers did redesign for the ETS – though not around the ETS alone. Carriers have redesigned Asia–Europe loops to cut their exposure, and they were right to. But the money is not marginal, a surcharge does not make it someone else’s problem, and carbon was never the first reason to ...
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The Loadstar broke the news on Monday, October 19, 2026.
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