Methodology and sources
This page is the foundation: every formula written out, every figure linked to its source with a verification date. If a number is stale or a formula wrong, tell me; verified corrections ship.
Formulas
Taiwan carbon fee
Annual fee = chargeable emissions × rate. Standard: chargeable = emissions − 25,000 t (K value). Approved high-leakage entities: chargeable = emissions × 0.2 (period-one coefficient; 0.4 and 0.6 later), no K deduction. Entities under 25,000 t are not charged. Payment year = emission year + 1.
General-rate trajectory
Frozen mode holds NT$300. Trajectory mode interpolates linearly from NT$300 (2025) to NT$1,200 (2030), the lower bound of the review committee guidance, about NT$180 per year. Preferential A and B stay at NT$50 and NT$100 in both modes since no official path exists. All of it is modelling assumption, not gazetted rates.
Filed intensity on the default basis (with mark-up)
Per the opening paragraph of Annex I to IR (EU) 2025/2621 (as replaced by IR (EU) 2026/1740): when filing on country defaults, filed intensity = base default × (1 + mark-up), with the mark-up at 10% in 2026, 20% in 2027 and 30% from 2028 onward. Taiwan fasteners CN 7318: base 2.707, 2.978 for 2026. That figure is now computed rather than looked up: recital (10) of 2026/1740 deleted the pre-computed marked-up columns and left the CBAM Registry to derive them from the “total emissions” column. Measured filings (accredited verification) carry no mark-up. The tool’s filing-basis switch moves between these two paths.
CBAM gross cost: default filing path
Per Equations 1 and 6 of the Annex to IR (EU) 2025/2620: certificates per tonne = max(0, filed intensity − retained share × CSCF × Column B benchmark). The retained share is the CBAM factor of Art. 10a(1a) of the ETS Directive and means the share of free allocation EU producers keep, not the share an importer pays: 97.5% (2026), 95% (2027), 90% (2028), 77.5% (2029), 51.5% (2030). Per Annex point 5.1 the benchmark follows the production route the 2025/2621 annex designates for Taiwan: carbon-steel BF/BOF (C) for the three steel categories, 1.370 for 7208, 1.491 for 7308, 1.364 for 7318; secondary aluminium (L) 0.152 for 7604 profiles. Gross (€) = tonnes × certificates per tonne × certificate price, slider €60 to 120, default €75.
CBAM gross cost: measured filing path
A different set of equations, not the same one. Per Annex point 3 of IR (EU) 2025/2620: Equation 2 gives the process level, SFAProc = CBAM factor × CSCF × Column A benchmark (BMg*, 0.038 for 7318); Equation 4 gives the complex good, SEFA = SFAProc + Σ mass ratio × precursor SEFA. So certificates per tonne = max(0, measured intensity − retained share × CSCF × (Column A + wire rod per tonne × the wire rod’s Column B 1.364)). Before 2026-08-16 the tool used Column B for both paths and left the deduction side out of the mass-ratio adjustment; both are corrected. Whether the precursor SEFA carries the CBAM factor and CSCF is not restated in point 3.3; the tool applies them, since every other SEFA in the Annex carries both and applying them deducts less, which errs toward a higher bill.
Measured-path intensity (fasteners)
Fasteners (CN 7318) have been on the CBAM goods list since the original Annex I to Regulation (EU) 2023/956; they are not a downstream good brought in later. As a complex good, measured-path intensity = wire-rod carbon content (tCO2e per tonne of wire rod) × wire rod used per tonne of product (default 1.0, editable) + the plant’s own process direct emissions. The system boundary comes from point 3.16.2 of Annex I to IR (EU) 2025/2547: re-heating, forging, annealing, coating, galvanizing, wire drawing and pickling are inside; plating, cutting, welding and finishing are outside. So plating really is excluded, but forging and heat treatment are not. The 0.409 default for own process emissions is derived, not a regulated value (Taiwan’s CN 7318 default 2.707 minus the CN 7213 wire-rod default 2.298, assuming a 1.0 mass ratio); type over it once you have your own fuel figures. The China Steel option pre-fills 1.86, the billet figure disclosed in October 2024, as an order of magnitude; rolling adds a little, and the supplier’s CBAM data sheet governs the actual filing. The gap table = default-filing gross (with mark-up) − measured-path gross, same year, price and FX.
Net after deduction (scenario)
Effective Taiwan carbon price (€/tCO2e) = annual fee ÷ plant emissions ÷ FX, where the annual fee is anchored on the preferential rate B scenario (338 of the 402 approved voluntary reduction plans in the first round landed on rate B, the most common outcome), not the general rate; checking against the general-rate fee yields a higher effective price. Deductible = tonnes × intensity × effective price; net = max(0, gross − deductible). A direct expansion of CBAM Article 9; the implementing rules are still a draft (2026-05-13) and Taiwan is not yet recognised, so this is a scenario, not an entitlement.
FX and units
Default 1 € = NT$34.5 (rough, as of 2026-08, editable in the tool). Amounts rounded to integers with thousands separators.
Sources (with verification dates)
Every entry is a figure the tool actually uses. The date is when we last verified it, not when it expires.
Taiwan carbon fee rates: general NT$300, preferential A NT$50, preferential B NT$100 per tCO2e, effective 2025-01-01
NT$300 / NT$50 / NT$100
https://www.moenv.gov.tw/en/news/press-releases/31552.htmlVerified 2026-08-14
MOENV Climate Change Administration carbon fee zone: scope and the 25,000 tCO2e threshold
25,000 tCO2e
https://www.cca.gov.tw/affairs/carbon-fee-fund/2301.htmlVerified 2026-08-14
Taiwan grid emission factor, 2025 (announced 2026-06-02, first year with split factors): public utility 0.467, industry 0.466, residential 0.471 kgCO2e/kWh. The tool’s electricity fallback uses the industry factor 0.466; it covers purchased electricity (scope 2) only, so it is a lower-bound estimate
0.466 kgCO2e/kWh (industry)
https://www.moea.gov.tw/MNS/populace/news/News.aspx?kind=1&menu_id=40&news_id=122891Verified 2026-08-15
Chargeable-emissions formula: (emissions − K 25,000 t) × coefficient; high-leakage entities K = 0 with period-one coefficient 0.2
K = 25,000; coefficient 0.2
https://www.sme.gov.tw/caas/article-caas-3042-16305Verified 2026-08-14
17 industries designated as high carbon-leakage risk (incl. steel and cement); charged on 20% of emissions
17 industries / coefficient 0.2
https://e-info.org.tw/node/242724Verified 2026-08-14
First carbon-fee collection (May 2026, on 2025 emissions): 461 factories paid NT$4.97bn; 402 voluntary reduction plans approved (64 at rate A, 338 at rate B)
NT$4.97bn
https://focustaiwan.tw/business/202606030008Verified 2026-08-14
Rate-review committee guidance: general rate NT$1,200 to 1,800 after 2030, staged increases as principle (no new rate gazetted yet)
NT$1,200 to 1,800 (2030)
https://netzero.cna.com.tw/news/202410070187/Verified 2026-08-14
CBAM definitive regime from 2026-01-01; Omnibus (adopted 2025-10-08): 50 t/year mass de minimis, certificate purchases deferred to 2027
2026-01-01; 50 t/yr
https://www.ey.com/en_gl/technical/tax-alerts/eu-adopts-cbam-omnibus-regulationVerified 2026-08-14
Reg. (EU) 2025/2083 (CBAM simplification, adopted 2025-10-08, OJ L 2025/2083 of 2025-10-17): a 50 t/year mass threshold replaces the €150 one. It amends Article 7(7)(a) of the base regulation to require production-process system boundaries aligned with the EU ETS; recital (16) explains that for some steel and aluminium goods the emissions come mainly from precursors and the finishing steps run in separate non-ETS installations, so those are excluded from the boundary. The text nowhere says “7318” or “downstream”, and states those goods were already in scope
boundaries aligned with ETS; 50 t/yr
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32025R2083Verified 2026-08-16
IR (EU) 2025/2547, Annex I point 2 Table 1 and point 3.16.2: CN 7318 sits in the aggregated goods category “Iron or steel products”; its system boundary covers re-heating, forging, annealing, coating, galvanizing, wire drawing and pickling, and excludes plating, cutting, welding and finishing. Plating is out, forging and heat treatment are in
plating out; forging and annealing in
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=OJ:L_202502547Verified 2026-08-16
Regulation (EU) 2023/956 Article 7(1) and Annex II (“List of goods for which only direct emissions are to be taken into account”): Annex II lists chapter 72, 7308, 7318, 7326 and the aluminium codes including 7604, so only direct emissions count and indirect (purchased electricity) emissions stay out. Annex I, the goods list, contained CN 7318 in the original text
7318 / 7604: direct emissions only
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32023R0956Verified 2026-08-16
CBAM certificate sales start 2027-02-01 via the common central platform, covering 2026 imports
2027-02-01
https://www.dehst.de/EN/Topics/CBAM/CBAM-definitive-regime-2026/CBAM-certificates/cbam-certificates_node.htmlVerified 2026-08-14
First annual CBAM declaration and surrender deadline: 2027-09-30, covering 2026 imports
2027-09-30
https://www.reedsmith.com/our-insights/blogs/viewpoints/102lr9t/what-you-need-to-know-as-cbam-simplification-comes-into-effect/Verified 2026-08-14
Verifiers can register in the CBAM Registry from 2026-09-01; measured values must be verified by an accredited verifier
2026-09-01
https://taxation-customs.ec.europa.eu/news/cbam-webinar-follow-become-cbam-verifier-all-about-accreditation-and-verification-2026-07-31_enVerified 2026-08-16
IR (EU) 2025/2620 (OJ L, 2025/2620, 2025-12-22): the SEFA free-allocation adjustment and two benchmark columns per CN code. Eq. 1 FAA = SEFA × mass; Eq. 6 (default filing) SEFA = CBAM factor × CSCF × Column B; Eq. 2 with Eq. 4 (measured filing, complex goods) SEFA = CBAM factor × CSCF × Column A + Σ mass ratio × precursor SEFA. Annex point 5.1 requires the same production route the 2025/2621 annex designates for that country. Taiwan-relevant values (Column A / Column B): 7208 0.044 / 1.370 (C), 7213 wire rod 0.038 / 1.364 (C), 7308 0.112 / 1.491 (C), 7318 0.038 / 1.364 (C), 7604 profiles 0.060 / 0.152 (L). Recital (10) sets updated benchmarks from 2027
Column A 0.038 / Column B 1.364 (7318)
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=OJ:L_202502620Verified 2026-08-16
Retained free-allocation share (CBAM factor, Art. 10a(1a) ETS Directive): 97.5% in 2026, 95% in 2027, 90% in 2028, 77.5% in 2029, 51.5% in 2030, zero by 2034
97.5% → 51.5% (2026–2030)
https://eur-lex.europa.eu/eli/dir/2003/87/2024-03-01Verified 2026-08-16
First CBAM certificate price: €75.36 (published April 2026, tracking EU ETS auction prices)
€75.36
https://www.cmtradelaw.com/2026/04/carbon-border-adjustment-mechanism-cbam-first-release-of-cbam-certificate-price/Verified 2026-08-14
EU ETS allowance price around €74 to 75 per tonne in 2026
€74 to 75
https://www.takeinitiativ.com/articles/carbon-benchmarkVerified 2026-08-14
EU country-specific default values for Taiwan: Annex I to IR (EU) 2025/2621, replaced in full by Article 1(1) of IR (EU) 2026/1740 (OJ L, 2026/1740, published 2026-07-31, in force 2026-08-03, applicable from 1 January 2026). Taiwan table (total emissions tCO2e/t, with the production route the table designates): CN 7208 hot-rolled 2.310 (C), CN 7213 wire rod 2.298 (C), CN 7308 steel structures 2.423 (C), CN 7318 fasteners 2.707 (C) across all subheadings, CN 7604 10 10 / 29 10 aluminium bars 0.690 (L), CN 7604 10 90 / 21 00 / 29 90 profiles 0.710 (L). (C) = Carbon Steel based on BF/BOF, (L) = secondary Aluminium
2.310 / 2.423 / 2.707 / 0.710 tCO2e/t
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32026R1740Verified 2026-08-16
Default-value mark-up: the opening paragraph of Annex I to IR (EU) 2025/2621 (as replaced by IR (EU) 2026/1740) sets the mark-up for the cement, iron and steel, aluminium and hydrogen sectors at 10% for 2026, 20% for 2027 and 30% from 2028, applied to the “total emissions” column. Taiwan fasteners CN 7318 base 2.707 becomes 2.978 tCO2e/t for 2026. Note recital (10) of 2026/1740: the pre-computed marked-up columns were deleted over rounding inconsistencies and the CBAM Registry now computes them from total emissions, so 2.978 is a calculated figure, not a table lookup
+10% / +20% / +30%; 2.707 -> 2.978
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32026R1740Verified 2026-08-16
China Steel CBAM product data (reported 2024-10): CBAM figures for 42 products supplied to customers from Q4 2024; steel billet at 1.86 tCO2/t vs the EU default 2.21, 15% lower. The tool’s China Steel option uses it as an order-of-magnitude reference (billet is not wire rod)
1.86 tCO2/t (billet)
https://netzero.cna.com.tw/news/202410210248/Verified 2026-08-16
Aluminium extrusions (CN 7604), corrected 2026-08-16: the previous entry said no Taiwan-specific default existed and used the primary-route (K) benchmark 1.485; both contradict the current Annex I. Taiwan’s table lists profiles at 0.710 and bars at 0.690 with the secondary-aluminium (L) route indicator, so Column B is 0.152 / 0.148. The old pairing returned €0 due for an extruder entering a correct intensity, a false negative
0.710 tCO2e/t; BM 0.152 (L)
https://eur-lex.europa.eu/legal-content/EN/TXT/HTML/?uri=CELEX:32026R1740Verified 2026-08-16
CBAM Article 9 third-country carbon-price deduction: draft implementing rules published 2026-05-13 (consultation closed 6/10); Taiwan not yet on the recognised list
draft stage
https://taxation-customs.ec.europa.eu/news/carbon-price-paid-third-countries-2026-05-13_enVerified 2026-08-14
Analysis of the draft deduction rules (if recognised, Taiwan about €8.7/t against a €75 certificate price, roughly 12% of gross)
€8.7/t (est.)
https://www.globalelr.com/2026/06/european-commission-publishes-draft-implementing-rules-on-cbam-carbon-price-deductions/Verified 2026-08-14
Disclaimer
- This tool estimates from public information for preliminary assessment only; it is not legal, tax, customs or investment advice.
- Neither this tool nor any paid report files declarations on your behalf or issues verification documents; filing agency and verification sit within the licence of accountants and accredited verifiers.
- Official obligations follow MOENV, the Climate Change Administration and the European Commission; figures and rules change.
- Three things are not established and are labelled rather than guessed. One: the cross-sectoral correction factor (CSCF) for 2026 to 2030 has not been published, so the tool uses 1.0 as an assumption. Two: CBAM benchmarks are settled for 2026 only; recital (10) of IR 2025/2620 applies updated benchmarks from 2027, so 2027 to 2030 here is extrapolation. Three: apart from the fastener precursor (wire rod, CN 7213), precursor CN codes and benchmarks are not verified per category, so a measured filing in those categories deducts only at the process level and the result is an upper bound on cost.
- The conversion rules for the Article 9 origin-country carbon price deduction sit in a separate implementing act; the tool uses the simplified form the article states on its face, and it needs re-checking before an actual filing.
- The deduction scenario rests on a draft EU implementing regulation; whether and how much can be deducted follows the final rules.
- The 50 t mass exemption counts a single EU importer’s CBAM goods across the year, not a Taiwanese exporter’s shipments. The same volume spread across several small importers can be exempt in full, so the real cost depends on how your customers’ import volumes are structured.
- Business decisions made with this tool are at your own risk.
Corrections
Found a stale figure, dead link or formula error? Reach me on LINE with the entry, the correct value and its source; verified corrections are published with a revision note here.
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