智通财经APP获悉，壳牌(SHEL.US)周二表示，已签署一项长期协议，将在2034年底之前向法拉利 (RACE.US)供应可再生能源，以帮助这家豪华汽车制造商减少碳排放。 壳牌能源意大利公司首席执行官詹卢卡·福尔梅蒂在声明中表示："我们很高兴通过签署这项重要协议， 进一步巩固与法拉利的合作。" 这类"电力购买协议"(即企业直接从发电商购电的长期合同)近年来在意大利日益普及，成为制造商锁定 能源成本并确保绿色电力供应的一种方式。 壳牌目前已是法拉利旗下赛车队Scuderia Ferrari的合作伙伴。 根据协议，壳牌将在10年内由其开发的一座电站向法拉利累计供电650吉瓦时，可满足法拉利位于摩德 纳附近马拉内罗工厂近一半的能源需求，助力其生产环节脱碳。 壳牌能源意大利公司还将提供额外电力和可再生能源证书，以覆盖法拉利在意大利的全部用电需求。 预计该协议将显著削减法拉利的范围1和范围2排放——即其运营直接产生的排放以及外购能源带来的排 放;这家豪华车企的目标是到2030年将绝对排放量减少90%。 ...

Core Points - Chile aims to strengthen its position as a regional leader in energy transition by setting ambitious targets at the 30th UN Climate Conference [1] Group 1 - Chile plans to reduce carbon emissions and increase afforestation between 2030 and 2035 [1] - The country targets 80% of its electricity to come from renewable sources by 2030 [1] - Chile intends to phase out coal-fired power generation by 2040 and increase carbon taxes [1]

Core Insights - The International Energy Agency (IEA) projects strong global electricity demand growth of 3.3% in 2025 and 3.7% in 2026, driven by industrial demand, air conditioning, data centers, and electrification, despite a slowdown in global economic growth [19][36] - Renewable energy sources, particularly wind and solar, are expected to dominate the increase in electricity supply, covering over 90% of new demand, with renewable generation surpassing coal-fired generation as early as 2025 [2][25] - Regional electricity prices are experiencing significant variations, with wholesale prices in the EU and US rising by 30-40% due to higher gas prices, while prices in India and Australia are declining by 5-15% [3][31] Demand - Global electricity demand is forecasted to grow at an average annual rate of 3.3% in 2025 and 3.7% in 2026, which is a moderation from the 4.4% surge in 2024 but still among the highest rates in the past decade [36] - China and India are expected to contribute 60% of global electricity demand growth, with China's demand projected to increase by 5% in 2025 and India's by 4% [20][49] - The United States is experiencing above-trend electricity demand growth, projected at 2.3% in 2025, driven by data center expansion and electrification [21][51] Supply - Renewable energy sources are set to cover over 90% of the increase in global electricity demand, with wind and solar generation expected to surpass 5,000 TWh in 2025 and 6,000 TWh in 2026 [24][25] - Global coal-fired generation is forecasted to decline slightly in 2025 and further in 2026, while gas-fired generation is expected to increase by 1.3% in 2025 [26][28] - Nuclear power generation is on track to reach a record high in 2025, driven by plant restarts and new reactor commissioning [29] Emissions - Global carbon dioxide emissions from electricity generation are expected to plateau in 2025, with a slight decline forecasted for 2026 as low-emission sources displace fossil fuels [30] - The rapid deployment of renewables is limiting increases in fossil fuel power generation, contributing to a decrease in carbon emissions intensity [30] Prices - Wholesale electricity prices in the EU and US rose by 30-40% in the first half of 2025, while prices in India and Australia decreased by 5-15% [31][33] - The occurrence of negative electricity prices is increasing, highlighting the need for greater flexibility in supply and demand [32] Security and Infrastructure - Recent blackouts in regions like Chile and Spain underscore the importance of electricity security, necessitating robust grid infrastructure and diverse flexibility resources [34]

Core Viewpoint - Environmental advocates argue that the ongoing criticism of plug-in hybrid electric vehicles (PHEVs) poses a risk to the critical technology transition necessary for fully electric vehicles (EVs) [1][3] Group 1: EU Regulations and Industry Response - The EU mandates that by 2035, all new cars and SUVs must be zero-emission, effectively requiring all new vehicles to be fully electric [1] - The automotive industry in Europe, particularly in Germany and Italy, is negotiating with EU authorities to relax the 2035 ban on the sale of combustion engine vehicles and extend the market lifecycle of PHEVs [1] Group 2: Criticism of PHEVs - The NGO T&E presents critical data opposing PHEVs, claiming that many companies receive subsidies for PHEVs but rarely utilize their batteries, leading to higher CO2 emissions than traditional vehicles [3] - T&E's analysis of 127,000 PHEVs indicates that their actual CO2 emissions can be nearly five times higher than official test claims, resulting in an average additional cost of €500 per year for drivers [3] - T&E labels PHEVs as "one of the biggest flaws in automotive history" and counters the argument for technological neutrality, suggesting that it leads to the misuse of useful technologies [3] Group 3: Support for PHEVs - Proponents of PHEVs argue that fully electric vehicles currently cannot compete with combustion engine vehicles in all aspects, positioning PHEVs as an important transitional solution [5] - The flexibility of PHEVs is gaining popularity, with sales in Europe increasing by 63% last month; projections suggest that PHEV sales in Europe could reach 1.22 million units this year, accounting for 9% of the market, and potentially rise to 2.4 million units by 2035, representing 18% of the market [5] Group 4: Addressing Concerns and Suggestions - Experts counter T&E's claims about corporate users neglecting battery usage, suggesting that tax incentives or corporate monitoring could improve this situation [7] - It is noted that PHEVs use smaller batteries than fully electric vehicles, which can reduce environmental impacts related to mineral extraction and battery disposal; their smaller batteries can also be charged using standard household outlets, providing significant convenience [7] - T&E has proposed design improvements for PHEVs, such as equipping them with over 200 km of electric range and fast-charging capabilities, but maintains that PHEVs are a dangerous workaround that undermines the goals of the Paris Agreement [9]

超级富豪"穷奢极欲"的生活方式及私人飞机，加之约60%超级富豪的投资流向碳排放负面影响行业，共 同造就了超级富豪惊人的碳排放量。研究强调，若将全球308位亿万富豪的累计碳排放量视作一个"国 家"，其污染程度可跻身全球第15位。 报道强调，美国存在大量碳排的行业如能源行业，其单个企业年均投入27.7万美元用于反气候政策游 说。在上一届巴库气候大会上，化石燃料行业游说者多达1773人，规模仅次于三个国家的代表团，对气 候政策产生了巨大影响。报道强调，全球财富前1%人群产生的碳排放到2050年前将给低收入国家造成 44万亿美元损失。在2024年全球温升破1.5℃阈值的背景下，该报告呼吁各国政府削弱超级富豪及破坏 气候的行业在国家碳排放政策上的影响力。（李迅典） 【环球时报综合报道】非政府组织乐施会与斯德哥尔摩环境研究所联合发布的分析报告显示，美国财富 前0.1%人群的碳排放量是全球最贫困10%人群的4000倍。 英国《卫报》援引分析数据称，美国财富前0.1%人群日均碳排放2.2吨，索马里民众日均仅82克，全球 民众人均则为12千克。这一数据在《联合国气候变化框架公约》第30次缔约方大会召开前发布，直 指"高碳消耗" ...

Core Insights - Beijing's market supervision authority has released six local standards aimed at promoting green and low-carbon development, focusing on carbon emissions, energy consumption limits, resource recycling, and energy measurement systems [1][2][3] Carbon Emission Standards - The new guideline for carbon emissions in industrial parks outlines technical requirements for carbon emission evaluation, accounting, and pollution reduction measures, integrating low-carbon concepts into planning stages [1] - The standard aims to transition environmental impact assessments from traditional methods to a collaborative approach that includes climate change considerations [1] Energy Consumption Limits - Revised standards for energy consumption limits in the production of liquor and synthetic detergents provide specific energy consumption thresholds based on production methods, encouraging the adoption of advanced energy-saving technologies [2] - These standards are designed to enhance energy management levels in production enterprises and provide a scientific basis for government energy-saving monitoring [2] Resource Recycling Initiatives - A new technical specification for the use of sludge products in mine soil reconstruction has been established, addressing utilization requirements and environmental monitoring, which is crucial given the city's annual sludge production of approximately 2.19 million tons [2] - The updated design specifications for wastewater source heat pump systems include new requirements for planning and monitoring, aimed at improving design quality and system reliability [2] Energy Measurement Guidelines - A guideline for energy measurement in enterprises focuses on the hierarchical measurement of energy systems, including renewable energy sources, and specifies measurement methods for various renewable energy systems [3] - The standard outlines two main applications for renewable energy measurement data: energy audits and carbon footprint calculations, which will help optimize energy structure and carbon reduction strategies [3]

Core Insights - An international study indicates that due to climate change and increased extreme weather, the tropical rainforests in Queensland, Australia, are experiencing higher tree mortality, transforming them from carbon sinks to carbon sources [1] - The research, conducted by academic institutions from Australia, the UK, and France, analyzed the growth of 20 tropical rainforest sites in Queensland since the 1970s, revealing concerning trends [1] - The study highlights that climate change is not only causing higher temperatures and droughts but also leading to more cyclones, which further damage the rainforests [1] Summary by Categories Climate Change Impact - The study found that from 1970 to 1980, these rainforests could net absorb approximately 1000 kilograms of carbon per hectare per year, while from 2010 to 2019, they were net releasing a similar amount of carbon [1] - Researchers emphasize that the carbon absorbed by trees during growth is now outweighed by the carbon released upon tree death [1] Research Findings - The first author of the report, Hannah Kahl from Western Sydney University, stated that forests can absorb some of the carbon dioxide released from burning fossil fuels, which helps mitigate climate change, but this function is now under threat [1] - Co-author David Bowman from Oxford University urged stakeholders to take urgent action to reduce greenhouse gas emissions to allow these irreplaceable forests to continue their role in combating global warming [1]

Core Points - Beijing has released six local standards aimed at promoting green and low-carbon development, focusing on carbon emissions, energy consumption limits, resource recycling, and energy measurement systems [1][2][3] Group 1: Carbon Emission Standards - The standard titled "Technical Guidelines for Environmental Impact Assessment of Industrial Park Planning - Carbon Emissions" establishes technical requirements for carbon emission evaluation, accounting, and pollution reduction measures, targeting industrial parks and key industries [1] - This standard aims to upgrade environmental impact assessments to include climate change considerations, facilitating the integration of low-carbon concepts in the planning phase of industrial parks [1] Group 2: Energy Consumption Limits - The revised standards for "Energy Consumption Limits for White Spirit Products" and "Energy Consumption Limits for Synthetic Detergents" provide specific energy consumption limits based on production processes, encouraging the adoption of advanced energy-saving technologies [2] - These standards are designed to optimize energy consumption management in the production of white spirit and synthetic detergents, ultimately reducing production costs [2] Group 3: Resource Recycling - The "Technical Specifications for the Reconstruction and Utilization of Sludge Products in Mining Soil" outlines requirements for the use of sludge products in mining restoration, including environmental monitoring and record-keeping [2] - With an annual sludge production of approximately 2.19 million tons in Beijing, this standard aims to promote large-scale application of sludge in mine restoration, contributing to carbon neutrality goals [2] Group 4: Energy Measurement - The "Technical Guidelines for Energy Measurement Systems Coupling Renewable Energy for Enterprises" focuses on energy measurement levels and methods for various renewable energy systems, including solar, wind, and biomass [3] - The guidelines specify two main applications for renewable energy measurement data: energy audits for optimizing energy structure and carbon footprint accounting for improving carbon reduction strategies [3] - The implementation of this standard is expected to enhance energy measurement management and efficiency, supporting sustainable development in Beijing [3]

Group 1 - The article discusses the impact of ultra-processed foods on human health, highlighting the use of unfamiliar additives that the body cannot recognize [4][5] - It emphasizes the unrealistic beauty standards perpetuated by various industries, including fitness and fashion, which can lead to unhealthy dieting behaviors [6][9] - The article notes that historical energy consumption patterns of ordinary farmers involved significant physical activity, contrasting with modern sedentary lifestyles [8] Group 2 - The article explains the carbon credit system, where companies can purchase credits to offset their carbon emissions, with one credit awarded for every ton of CO2 reduced [7][8] - It mentions that the Chinese government initially targeted major carbon emitters in the power generation sector, expanding to include industries like steel and cement, which contribute over 60% of the country's CO2 emissions [9] - The article points out that not all environmental projects generate carbon credits; only certified projects, such as renewable energy and afforestation, qualify [9][10] Group 3 - The article raises concerns about the environmental impact of fireworks on fragile ecosystems, specifically referencing an incident in the Tibetan Plateau where a large number of fireworks were set off [12][13] - It discusses the ecological consequences of such events, particularly on local wildlife, and the potential long-term effects of pollutants from fireworks [14][15]

Core Points - China's President Xi Jinping announced a new round of national contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035 compared to peak levels, marking the first time China has set specific reduction targets in its climate change efforts [1][2] - The commitment includes increasing the share of non-fossil energy consumption to over 30% of total energy consumption, achieving a total installed capacity of wind and solar power six times that of 2020, and establishing a nationwide carbon trading market covering major high-emission industries [2][3] Group 1 - The announcement is seen as a significant milestone in China's climate policy, representing a qualitative shift and providing a clear path for carbon emissions post-peak [3] - China's past performance in meeting international climate commitments has been noted, with expectations that the new targets may serve as a baseline rather than an upper limit [4] - The rapid development of clean energy in China, which accounted for 10% of GDP last year, is reshaping the global economy and reducing reliance on coal [5] Group 2 - Approximately 100 countries presented plans or commitments to further reduce carbon emissions at the summit, highlighting a collective international effort despite the absence of the United States [6] - The summit underscored the contrasting approaches to climate change, with China positioning itself as a leader in clean energy investment, having invested $625 billion in clean energy last year, which constituted 31% of global investment in this sector [4][6] - The global economic future is increasingly tied to clean energy, with Chinese companies driving innovation and application of electric vehicle and battery technologies worldwide [5]