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1.5℃ Talk | 诺奖得主卡洛斯·诺布雷:气候物理风险正加速变现 金融体系需重塑自然资本定价
Xin Hua Cai Jing· 2025-09-23 13:57
诺布雷:早在1990年,科学界就已明确警告:为避免灾难性气候影响,全球气温升幅需控制在1℃以 内,这意味着人类必须在2000年前实现净零排放。然而现实却是,全球未能做出有效响应。 科学界发出的最重要警示是在第四次评估报告(2006–2007年)。该报告首次将气候变化定性为可能升 级为"气候紧急状态"的危机,报告撰写者联合国政府间气候变化专门委员会(IPCC)也因此获得诺贝 尔和平奖。尽管科学警示如此清晰,国际社会仍未能采取足够行动,温室气体排放持续攀升。 时至今日,在2023至2025年期间已有21个月全球升温超过1.5°C。我们不仅一再错过关键的行动窗口, 还在不断增加排放。这种集体行动上的严重滞后,或许正是人类作为物种所暴露出的最大认知局限。 记者:今年的破纪录热浪引发广泛关注。你如何评估极端高温对人类健康的影响?各国政府应采取哪些 措施? 诺布雷:热浪已成为全球气候相关死亡的主要成因,对老年人、婴儿及基础疾病患者等脆弱群体构成尤 为严重的威胁。在人类长达25万年的进化历程中,从未遭遇过如今这般规模的高温挑战。 在巴西科学家卡洛斯·诺布雷(Carlos Nobre)看来,全球气候已逼近不可逆转的临界点。作 ...
一座中国边陲小城,如何搭上全球航运转型大潮?
Xin Hua Cai Jing· 2025-09-23 06:06
Core Viewpoint - The International Maritime Organization (IMO) is set to make a historic decision in October regarding the approval of a "net zero emissions framework," which, if passed, will impose the strictest carbon emission regulations on the global shipping industry [1][2]. Group 1: Net Zero Emissions Framework - The net zero emissions framework, approved by the IMO in April, will be submitted for review in October and is expected to take effect in 2027. It combines mandatory emission limits and greenhouse gas pricing for the entire shipping sector [2][3]. - The framework includes two main components: technical emission reduction requirements based on fuel and market-based economic incentives [2]. - A greenhouse gas fuel intensity (GFI) indicator will be established, requiring ships to control their annual greenhouse gas emissions within set limits [2][3]. Group 2: Financial Implications for Shipping Companies - The framework will impose significant financial burdens on shipping companies, with McKinsey predicting an annual cost increase of approximately $20 billion for the global shipping industry by 2030 due to fuel upgrades and carbon emission costs [3]. - From 2028, ships will need to meet two emission reduction targets annually, with penalties for non-compliance [2]. Group 3: Transition to Alternative Fuels - Major shipping companies are actively pursuing green alternatives, with many setting net zero emissions targets for 2050 or earlier [7]. - The demand for alternative fuel vessels is rising, with a 78% increase in new orders for alternative fuel ships in the first half of 2025 compared to the previous year [7][8]. - Green methanol is gaining traction as a preferred alternative fuel due to its storage and transportation advantages, as well as its alignment with the net zero framework's goals [7][8]. Group 4: Green Methanol Production in China - Maersk has signed a long-term agreement with Goldwind Green Energy Chemical to procure green methanol, with plans to receive 500,000 tons annually starting in 2026 [9]. - The green methanol production process relies on renewable energy and involves multiple steps, including biomass conversion and hydrogen production [10]. - The Goldwind project in Inner Mongolia is expected to produce 250,000 tons of green methanol annually, with plans for expansion to a million-ton production capacity by 2027 [14][15].
环保原本是始祖鸟的「热卖单品」
36氪· 2025-09-22 00:00
Core Viewpoint - The article discusses the controversy surrounding outdoor brand Arc'teryx's recent art project "Ascend Dragon," which involved setting off fireworks in a fragile high-altitude environment, leading to significant backlash from environmentalists and the public. The brand's commitment to environmental sustainability is called into question as it navigates the balance between artistic expression and ecological responsibility [6][7][9]. Group 1: Environmental Commitment and Controversy - Arc'teryx launched an art project in the Himalayas that involved fireworks, which drew criticism for potentially harming the fragile ecosystem [6]. - The brand issued an apology, stating that the project contradicted its values and that it would change its operational methods to prevent similar incidents in the future [7]. - The brand has historically emphasized its commitment to environmental sustainability, aligning its business model with ESG principles, which are increasingly important in the fashion industry [9][10]. Group 2: Business Performance and Market Position - Arc'teryx's parent company, Amer Sports, reported a revenue of 13.27 billion RMB (approximately 1.8 billion USD) for the first half of 2023, a 37.2% increase from the previous year, indicating strong growth in the outdoor apparel market [11]. - The brand has successfully balanced outdoor performance with fashion, attracting a consumer base that values both functionality and style [12]. - The outdoor apparel market is experiencing rapid growth, particularly among younger consumers and women, positioning Arc'teryx favorably within this expanding segment [17]. Group 3: Sustainability Goals and Challenges - Arc'teryx aims for net-zero emissions by 2050, shifting from intensity-based reduction targets to absolute reduction goals across its value chain [10]. - Despite the ambitious goals, the brand's total emissions increased by 56% in 2023, raising concerns about its commitment to sustainability [12]. - The brand's recent focus on fashion has led to a dilution of its environmental messaging, with emissions rising again in 2024, prompting a reevaluation of its sustainability strategies [18][19]. Group 4: Innovative Initiatives - Arc'teryx has launched the ReBIRD program, promoting product care, repair, resale, and recycling services, although the impact on emissions reduction remains unclear [19]. - The brand is expanding its ReBIRD service centers, aiming to extend product lifecycles and reduce environmental impact [19].
环保原本是始祖鸟的“热卖单品”
36氪未来消费· 2025-09-21 08:46
Core Viewpoint - The article discusses the contradiction between the outdoor brand Arc'teryx's environmental values and its recent actions, particularly the controversial art project "Ascend Dragon" that involved fireworks in a fragile ecosystem, leading to public backlash and a subsequent apology from the brand [3][4][5]. Group 1: Brand Actions and Reactions - Arc'teryx collaborated with artist Cai Guoqiang to launch an art project in the Himalayas, which involved setting off fireworks at high altitudes, sparking criticism from environmentalists [3]. - The brand claimed to use biodegradable materials and promised to clean up after the event, but experts argued that the activity itself was harmful to the local ecosystem [3][4]. - Following the backlash, Arc'teryx issued an apology, stating that the project contradicted its brand values and that it would change its operational practices to prevent similar incidents in the future [4][5]. Group 2: Brand Values and Market Position - Arc'teryx has historically promoted environmental protection and sustainable practices, aligning its business model with ESG (Environmental, Social, and Governance) principles, which have become increasingly important in the fashion industry [8]. - The brand's core mission for 2023 is "Leave it Better," focusing on improving operational practices while achieving business growth [9]. - Despite the recent controversy, Arc'teryx has seen significant revenue growth, with its parent company Amer Sports reporting a 37.2% increase in revenue to approximately 18 billion RMB (about 2.5 billion USD) in the first half of 2023 [9]. Group 3: Environmental Goals and Challenges - Arc'teryx aims for net-zero emissions by 2050, transitioning from intensity-based reduction targets to absolute reduction goals across its value chain [9]. - However, the brand's total emissions increased by 56% in 2023, raising concerns about its commitment to sustainability [11]. - The brand has shifted its focus to fashion, collaborating with designers and launching limited collections, which may detract from its environmental messaging [14][15]. Group 4: Future Strategies and Initiatives - Arc'teryx is promoting its ReBIRD initiative, which focuses on product care, repair, resale, and recycling services, although the effectiveness of this program in reducing emissions remains unclear [16][19]. - The brand plans to open 12 new ReBIRD service centers in 2024, aiming to extend product lifespans and reduce climate impact [17]. - Despite the challenges, Arc'teryx continues to market new products with environmental themes, indicating an ongoing commitment to sustainability in its branding efforts [16].
澳大利亚政府公布2035年减排目标
Zhong Guo Xin Wen Wang· 2025-09-18 09:43
中新社悉尼9月18日电 澳大利亚政府18日宣布,将2035年减排目标设定为较2005年水平减少62%至 70%。 来源:中国新闻网 编辑:付健青 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 澳大利亚总理阿尔巴尼斯与澳国库部长查默斯、澳气候变化与能源部长鲍恩在当天举行的新闻发布会上 共同宣布了这一消息。 阿尔巴尼斯表示,政府接受了澳气候变化管理局关于减排目标的建议,并称这是一个有科学依据、切实 可行的负责任的目标,符合国家利益和子孙后代的利益。 澳政府还宣布,将在国家重建基金中新设立50亿澳元的"净零排放基金"(Net Zero Fund)以推动工业脱 碳,向澳清洁能源金融公司(CEFC)拨款20亿澳元以降低电价,并投入11亿澳元用于鼓励生产更多清洁 燃料。 澳国库部长查默斯表示,模型显示,有序的净零排放之路将帮助澳大利亚抓住全球能源转型带来的就 业、投资等机遇。 根据《巴黎协定》,国家自主贡献机制要求各缔约方根据自身国情制定应对气候变化的行动目标,并每 五年更新一次以符合全球气候目标。此前,澳大利亚政府已提出到2030年使二氧化碳排放量较2005年水 平减少43%,并计划到2050年 ...
陶氏加拿大裂解项目推迟复工
Zhong Guo Hua Gong Bao· 2025-09-18 00:57
Core Insights - Dow Chemical is considering delaying the restart of its Path2Zero integrated polyethylene project in Canada by 1 to 2 years [1] - The CEO emphasized that the timing of project launch is crucial for maximizing returns, and the current market conditions are not favorable for starting the project [1] - The project was initially planned for phase one production by the end of 2027 and phase two by 2029 [1] Industry Context - The petrochemical market has entered a downturn since Dow made its final investment decision for the Path2Zero project at the end of 2023 [1] - The announcement of import tariffs by the U.S. on nearly all countries has further extended the market's low period, leading economists to lower growth forecasts [1] - Despite the delay, the project remains a viable investment due to Canada's abundant low-cost ethane resources, providing a significant cost advantage for ethylene producers [2] - The project's location in Alberta will utilize existing infrastructure, which can enhance investment returns [2]
【环球财经】澳大利亚拟投入逾7亿美元发展生物燃料产业
Xin Hua She· 2025-09-17 14:22
Core Viewpoint - The Australian government announced a 10-year investment of AUD 1.1 billion (approximately USD 735 million) to develop the biofuel industry, which is seen as a "down payment" for this emerging sector [1] Investment Plan - The investment aims to stimulate private sector investment in biodiesel and aviation fuel, expected to increase demand for biofuel feedstocks such as canola and sugarcane [1] - Australia is a major producer of biofuel feedstocks, with most of its current production being exported [1] Agricultural Advantage - Australia has a strong agricultural sector, providing a unique advantage in producing cleaner low-carbon liquid fuels necessary for achieving net-zero emissions in various transportation modes, including aircraft, ships, construction machinery, and heavy trucks [1] Industry Advocacy - Agricultural groups in Australia have long lobbied for government investment in the biofuel sector, arguing that without government support, the industry would struggle to take off [1] - The temporary CEO of the National Farmers' Federation emphasized that this initiative is not only about cleaner fuels but also about job creation and diversifying agricultural operations [1]
上半年造船企业收入创历史新高 替代燃料船已成全球新造船市场主角
Di Yi Cai Jing· 2025-09-17 09:49
Group 1 - The global new shipbuilding market has seen a significant decline in order indicators this year, while China's shipbuilding industry continues to demonstrate strong resilience and competitiveness, maintaining a leading position in completion volume, new orders, and backlog orders [1] - From 2021, the global shipbuilding market experienced five years of continuous growth, entering a critical phase of the current "super cycle," influenced by geopolitical factors, decarbonization pathways, and industry capacity [1] - In the first half of the year, China's shipbuilding completion volume, new orders, and backlog orders accounted for 51.7%, 68.3%, and 64.9% of the global total, respectively, with ship export value also increasing by 18.6% year-on-year [1] Group 2 - China's shipbuilding industry achieved historical highs in backlog orders, new ship price index, and operating revenue in the first half of the year, with a total profit of 38.74 billion yuan, a year-on-year increase of 72.6%, and an operating profit margin of 9.71% [2] - The acceleration of green low-carbon initiatives is evident, with rapid growth in orders for LNG and methanol-powered ships, and breakthroughs in zero-carbon ship orders, achieving a 68.8% market share in new green ship orders [2] - It is projected that China's shipbuilding completion volume will be around 51 million deadweight tons in 2025, with new orders slightly declining compared to the previous year, while backlog orders will remain above 230 million deadweight tons [2]
上半年造船企业收入创历史新高,替代燃料船已成全球新造船市场主角
Di Yi Cai Jing· 2025-09-17 09:36
Group 1 - The global shipbuilding industry has entered a critical period of the current "super cycle," with a significant decline in new ship orders this year due to geopolitical factors, decarbonization paths, and industry capacity issues [1] - Despite the overall decline in new ship orders, China's shipbuilding industry remains resilient, leading in completion volume, new orders, and backlog orders, accounting for 51.7%, 68.3%, and 64.9% of the global totals respectively [1] - The profit of China's large-scale shipbuilding enterprises reached a historical high of 38.74 billion yuan, a year-on-year increase of 72.6%, with a profit margin of 9.71% [1] Group 2 - China's shipbuilding industry achieved historical highs in backlog orders, new ship price index, and operating revenue, with green low-carbon initiatives accelerating, including a rapid increase in LNG and methanol-powered ship orders [2] - It is projected that China's shipbuilding completion volume will be around 51 million deadweight tons in 2025, with new orders slightly declining compared to the previous year, while backlog orders will remain above 230 million deadweight tons [2] - Alternative fuel vessels have become the main focus of the global new shipbuilding market, with 55.5% of new ship orders this year being alternative fuel vessels [2]
【微特稿】澳大利亚拟投入逾7亿美元发展生物燃料产业
Sou Hu Cai Jing· 2025-09-17 08:41
声明说,澳大利亚农业发达,在生产更清洁的低碳液体燃料方面具有得天独厚的优势,这些燃料可 为"飞机、船舶、工程机械和重型卡车提供实现净零排放所需的能源"。 多年来,澳大利亚农业团体一直在游说政府投资生物燃料产业,认为若没有政府支持,该产业难以起 步。澳大利亚全国农民联合会临时首席执行官苏·麦克拉斯基说:"这不仅关乎更清洁的燃料,还关乎创 造就业机会和实现农业经营多元化。"(完)(袁睿) 【新华社微特稿】澳大利亚政府17日宣布,将在未来10年间投资11亿澳元(约合7.35亿美元)用于发展 生物燃料产业。澳大利亚国库部长吉姆·查默斯将这笔投资称作发展这一全新产业的"首付款"。 根据澳政府发布的一份声明,这项投资计划旨在刺激私营部门对生物柴油和航空燃料等方面的投资,预 计将提振对油菜籽和甘蔗等生物燃料原料的需求。 澳大利亚是油菜籽、甘蔗和高粱等生物燃料原料的主要生产国之一,但目前所产原料大部分用于出口。 澳大利亚产的油菜籽是欧洲生物柴油产业的重要原料。 ...