Overview
- Oils industry group Ufip estimates a 4–6 cent increase at the pump from 1 January as the CEE component rises from about €0.11 to €0.15–€0.17 per liter.
- The Economy Ministry’s decree lifts the CEE envelope from roughly €6 billion in 2025 to more than €8 billion in 2026, with obligations applying to all energy sold next year.
- Fuel retail prices are unregulated and distributors’ net margins are about 1–2 cents per liter, making pass‑through likely; TotalEnergies’ chief also cited a 4–5 cent rise.
- A drop in crude this year (about €76 to €55 per barrel) has already shaved roughly 6 cents off SP95, which could offset the CEE effect depending on early‑2026 market moves.
- Engie will revise Passerelle gas contracts on 1 January with an average annual budget increase of about 3.5% for those customers, as a motorists’ group denounces the change and Bercy signals vigilance.