Steel & petrochemical exporters watch CBAM closely as K-ETS price lags the EU.
K-ETS since 2015 — covers ~73% of national emissions; KAU price has traded ≈€5–10 (2024–25, 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) |
|---|---|---|---|
| POSCO Gwangyang steel plant | 34,799,208 | €2,622.5M | |
| POSCO Pohang steel plant | 24,457,044 | €1,843.1M | |
| Hyundai Steel Dangjin steel plant | 20,049,392 | €1,510.9M | |
| Sungshin Cement Danyang Cement Plant | 6,146,734 | €463.2M | |
| Sampyo Cement Samcheok Cement Plant | 3,255,726 | €245.4M |
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.
