The relocation of EU-based energy-intensive production outside the EU increases global emissions by 46%.

Omissions

• No source containing the figure '46%' in connection with carbon leakage or relocation of EU energy-intensive production was found; the underlying report the MEP alludes to ('last week it turned out') is not identified.
• The metric is ambiguous: existing estimates quantify carbon leakage as the share of EU emissions reductions that are shifted abroad (around 10-30% per the Kiel Institute), not as a 46% increase in global emissions caused by relocation.
• The speaker did not name any institution or study, which prevents the attribution of the figure to an official or peer-reviewed source.
• The 46% figure could plausibly refer to a different quantity (e.g. the higher emissions intensity of production outside the EU per unit of output) rather than an increase in total global emissions; no evidence found to settle this.

Sources

• PrimaryGerman Environment Agency (Umweltbundesamt) — Analysis of the competitive situation and the carbon leakage risk of European industriesThis report presents the results of the project "Analysis of the competitive situation and the carbon leakage risk of European industries". The project aimed to ...
• PrimaryEuropean Commission — Carbon leakage (EU ETS free allocation)The list for the 2021-30 period identifies 63 sectors and sub-sectors, covering about 94% of industrial emissions under the scope of the EU ETS
• AcademicKiel Institute for the World Economy — Carbon Leakage Due to EU Climate Policy? An OverviewCarbon leakage exists but is limited: Studies show that around 10–30% of emissions reduced by EU climate policy are shifted abroad.