Pilot ETS covers power & industry; prices remain far below the EU.
Federal carbon tax (≈US$3–4/t, fuels) + pilot ETS; state taxes growing (World Bank State & Trends of Carbon Pricing 2025 / ICAP 2025).
At the EU ETS price of €80.01/t, this CO2 corresponds to an indicative carbon value of:
| Facility | Sector | t CO2/yr (est. 2023) | Gross value (full) |
|---|---|---|---|
| ArcelorMittal Lázaro Cárdenas steel plant | 5,979,126 | €450.6M | |
| Altos Hornos De Mexico SA AHMSA steel plant | 4,044,261 | €304.8M | |
| Tepeaca Cement Plant | 2,772,979 | €209.0M | |
| Ternium Guerrero San Nicolás de los Garza steel plant | 1,076,601 | €81.1M | |
| Cerritos Cement Plant | 1,058,215 | €79.7M |
Gross value = all tracked CO2 × the carbon price; it is a ranking aid, not a liability. Emissions: Climate TRACE satellite estimates (2023) — indicative, not verified declarations. CBAM falls only on emissions embedded in EU-bound exports, at the phased-in share (2.5% in 2026 → 100% by 2034). More: IndustryAtlas.
Cut the bill at the source: heat-loss elimination via removable insulation typically saves 2–5% of fuel-related CO2 with <2-year payback — run the savings study or read the industrial insulation guide.
