ETS State aid Guidelines: the amended text, including additional sectors, released

The amended ETS State aid Guidelines are published in the Official Journal of the European Union on 05/01/2026.

The amendment, adopted by the European Commission on 23/12/2025, "addresses the increased risk of carbon leakage for additional energy-intensive industries, due to the sustained rise of emission costs under the EU ETS in the last years". The Commission added that "the inclusion of additional sectors will contribute to the competitiveness of EU industry while incentivising their decarbonisation".

Thereby, the following amendments were included :
• "The extension of the list of industrial sectors eligible for compensation, to include 20 new sectors and two new subsectors. This includes the manufacture of organic chemicals and certain activities in the ceramic, glass, and batteries sectors.
• An increase in the aid intensity from 75% to 80% for sectors that were already eligible before the amendment to cater for their increased risk of carbon leakage.
• The option for Member States to notify sectors or subsectors that are not included in the amended list of eligible sectors, if…