据知情人士透露，谷歌将从由日本Shizen Energy旗下马来西亚子公司牵头的财团，在马来西亚吉打州开 发的一座30兆瓦太阳能发电场购电。该项目是该国向企业提供绿色电力的举措之一，预计将于2027年投 入运营。 智通财经获悉，谷歌母公司Alphabet(GOOGL.US)已在马来西亚签署了一项太阳能电力采购协议，这家 科技巨头正为其全球业务寻求清洁电力供应。 马来西亚项目是Shizen与科技公司达成的最新清洁能源协议。该公司10月在日本与微软签署了一批可再 生能源协议，此前还曾就谷歌位于千叶县的数据中心签署过PPA。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 该协议凸显了全球科技巨头为其数据中心等高能耗业务脱碳所做的努力。但在谷歌、微软(MSFT.US)和 亚马逊(AMZN.US)拥有大规模业务的亚洲部分地区，仍严重依赖化石燃料。谷歌一位官员今年早些时 候表示，该公司认为该地区是其业务"全球最难实现脱碳的区域之一"。 据报道，马来西亚计划到2050年将其可再生能源装机容量占比从去年的约26%提升至70%。为此该国已 采取措施吸引投资，例如推出"企业绿色电力计划"，谷歌与Shizen的协议 ...

Core Viewpoint - The article discusses the ongoing debate in Europe regarding the potential withdrawal of the EU's ambitious green agenda, particularly the ban on the sale of new internal combustion engine vehicles starting in 2035, which has implications for both traditional and electric vehicle manufacturers [4][5][6]. Group 1: Industry Challenges and Opportunities - European automakers are struggling to transition to zero-emission driving but may receive a reprieve from stringent regulations, which could impact the future direction of the transportation sector [5][6]. - The proposed delay in the ban is a result of lobbying from major companies like Stellantis and Mercedes-Benz, aiming to avoid potential fines exceeding €1 billion (approximately $1.2 billion) in the coming years [5][11]. - The automotive industry, contributing about €1 trillion (approximately $1.2 trillion) to the economy, may welcome this flexibility, but it risks slowing technological advancement and widening the gap with competitors like Tesla and Chinese manufacturers [5][6]. Group 2: Political and Regulatory Dynamics - Six EU leaders, including Italy's Prime Minister Giorgia Meloni, have called for a relaxation of vehicle emission rules to prevent the effective ban on internal combustion engines in the mid-2030s [8][10]. - The letter to the EU Commission emphasizes the need for a balanced approach to climate goals without compromising competitiveness, highlighting the importance of technological neutrality [10][11]. - The review of current regulations has been expedited due to slower-than-expected electric vehicle adoption, with an announcement expected soon [10][11]. Group 3: Market Trends and Consumer Preferences - Data from the European Automobile Manufacturers Association (ACEA) indicates that from January to October 2025, electric vehicles accounted for 16.4% of the EU market, up from 13.2% in the same period of 2024 [18]. - Hybrid vehicles remain the preferred choice for EU consumers, with a registration share of 34.6%, while plug-in hybrids accounted for 9.1%, an increase from 7% year-on-year [18]. - The combined market share of gasoline and diesel vehicles has decreased to 36.6%, down from 46.3% in 2024, indicating a shift in consumer preferences [18]. Group 4: Industry Perspectives on Policy Changes - Executives from companies like Volvo and Lucid Motors express concerns that delaying the transition to electric vehicles could undermine industry confidence and increase costs in achieving climate goals [12][19]. - The commitment to the 2035 target is seen as crucial for maintaining investor confidence and ensuring that substantial investments in infrastructure and technology are not jeopardized [18][19]. - The debate over extending the lifespan of fossil fuel-based vehicles is viewed as detrimental to long-term industry efficiency and innovation [19].

绿色液体燃料主要分为绿色甲醇（绿醇）、绿氨、可持续航空燃油（SAF）等，具备零碳或超低碳排 放、高能量密度、易于储运等特点，已成为航运、航空、化工等多行业脱碳的重要抓手。 该机构表示，绿色液体燃料作为航运、航空、化工等领域脱碳的主要抓手之一，受益于碳税等政策加码 以及持续降本，正驶入发展快车道，未来5年有望迎来近10倍增长，远期市场空间达万亿元。国内厂商 凭借丰富低廉的绿电资源，完备的设备供应和下游配套体系优势，加速完善绿色液体燃料产业布局和商 业模式，实现跨越式发展。重点关注：1）绿色氢氨醇一体化生产厂商；2）电解槽等核心设备供应商。 （文章来源：证券时报网） 中信证券认为，随着国内外清洁能源体系和脱碳政策逐步完善，在欧洲航运碳关税机制和长期净零框架 目标的指引下（尽管IMO净零框架表决延迟1年，但不改航运业绿色转向趋势），并考虑绿色化工等领 域原料替代需求，绿色液体燃料需求正逐步从"潜在"向"刚性"转化。测算2025年全球绿醇、绿氨、SAF 潜在需求或分别达300万吨、250万吨、250万吨左右，2030年有望增至3600万吨、2300万吨、1100万吨 左右，未来5年或分别增长11倍、9.2倍、3.5倍 ...

Core Viewpoint - Green liquid fuels, including green methanol, green ammonia, and SAF, are key drivers for decarbonization in shipping, aviation, and chemical industries, with potential for nearly tenfold growth in the next five years and a long-term market space reaching trillions of yuan [1] Industry Summary - The growth of green liquid fuels is supported by increased carbon tax policies and ongoing cost reductions, positioning the industry for rapid development [1] - Domestic manufacturers are leveraging abundant and inexpensive green electricity resources, comprehensive equipment supply, and downstream support systems to accelerate the development of the green liquid fuel industry and business models [1] Company Focus - It is recommended to pay close attention to integrated production manufacturers of green hydrogen, ammonia, and methanol, as well as core equipment suppliers such as electrolyzers [1]

另悉，作为与延长石油集团子公司续签供气合同的组成部分，此次改造将大幅减少空分装置的二氧化碳 排放，并提升氧气产能。此外，改造后的空分装置日产氧量将提升10%，预计于2027年年底投入运行。 在项目执行期间，液化空气集团将确保对客户的持续供气和服务。据了解，早在2008年，液化空气集团 与延长石油集团建立起长期合作关系，为其子公司榆林凯越煤化工有限公司提供多种气体产品。 液化空气集团副总裁罗慕华表示："这项投资突显了液化空气集团致力于减少自身运营碳排放的决心， 同时通过定制方案为客户的脱碳做出贡献。" 中化新网讯 近日，液化空气集团宣布，将投资约2500万欧元对其位于陕西省榆林市的空分装置进行电 气化改造。该重大项目展现了液化空气集团的脱碳路径与中国"双碳"目标一致。 据介绍，根据合同续签条款，液化空气集团将投资约2500万欧元对其位于陕西榆林的空分装置进行电气 化改造。这套空分装置将从蒸汽驱动改造为更高效的电力驱动，"汽改电"后可每年减少二氧化碳排放 22.4万吨。装置投入运行后，通过低碳电力采购，最终将实现每年二氧化碳减排55万吨。目前，集团位 于天津的两套空分装置已完成电气化改造并投入运行。 ...

Core Insights - CF Industries Holdings, Inc. is recognized as one of the 14 best US stocks for long-term investment [1] - CIBC initiated coverage on CF Industries with a Neutral rating and a price target of $87 [2] Financial Performance - The company reported a trailing twelve-month operating cash flow of $2.63 billion and free cash flow of $1.7 billion [3] - In the third quarter, CF Industries repurchased 4.3 million shares for $364 million, completing a $3 billion share repurchase program authorized in 2022 [3] Production and Growth - For the first nine months of the fiscal year, CF Industries produced 7.6 million tons of gross ammonia, an increase from 7.2 million tons in the same period last year [4] - The company anticipates gross ammonia production to reach approximately 10 million tons for FY25 [4] Strategic Initiatives - CF Industries is heavily investing in decarbonizing production through the development of low-carbon ammonia, which has contributed to high shareholder returns [3] - The company manufactures and distributes hydrogen and nitrogen products for clean energy, fertilizers, and other industrial applications [4]

Core Insights - The chemical industry is a major industrial energy consumer and the third-largest source of industrial greenhouse gas emissions, presenting significant decarbonization potential [2][13] - The Science Based Targets initiative (SBTi) has released a comprehensive net-zero emissions pathway for the global chemical industry, providing manufacturers with clear transformation routes to align with international climate goals [11][18] Industry-Specific Pathways - The "Chemical Industry Pathways and Implementation Standards" includes emission trajectories for ammonia, methanol, high-value chemicals, and guidelines for nitrous oxide emissions during nitric acid production [3][14] - These pathways allow companies to develop decarbonization strategies that reflect their asset and product portfolio, addressing both short-term and long-term goals [14][17] Development Process - The initiative involved extensive consultations and technical reviews, including two rounds of public consultation and pilot testing with companies [4][15] - The standards are based on the latest climate science and models, detailing the necessary emission reductions and timelines for the industry to meet global temperature control targets [4][15] Implications for Stakeholders - The new framework simplifies the goal-setting process for companies with complex, energy-intensive value chains, aiding investors and supply chain partners in understanding emission reduction expectations [6][16] - The guidelines provide a clearer benchmark for assessing corporate transformation plans against scientific carbon emission standards, indicating potential areas for future technology development and capital expenditure [7][17] Global Impact - The transformation pathways for the chemical industry will significantly influence energy demand, global emissions, and supply chain resilience [18][19] - As more companies adopt these pathways, the framework is expected to shape regional industrial policy discussions and investment strategies, impacting the overall trajectory of industrial net-zero efforts [19]

Core Viewpoint - The article discusses the dual challenges of decarbonization in hard-to-abate industries such as oil and gas, cement, and steel, highlighting the emergence of Carbon Capture, Utilization, and Storage (CCUS) technology as a solution to prevent carbon emissions from entering the atmosphere. However, the current global progress on CCUS projects is insufficient to meet the International Energy Agency's net-zero emissions roadmap due to economic factors, particularly the high costs associated with CCUS compared to low carbon prices in regulated markets [1][3]. Group 1: CCUS Technology and Economic Viability - Over 500 CCUS projects have been announced globally, but the average cost of CCUS is approximately $150 per ton, while carbon prices remain below $100 per ton in regulated markets [1][3]. - Future changes are anticipated as governments explore carbon pricing mechanisms and regulations to increase carbon prices, alongside technological advancements that will lower CCUS costs [3]. - Industry participants are beginning to optimize carbon transport and storage costs through the construction of centralized CCUS hubs, indicating a potential shift towards more economically viable CCUS solutions [3]. Group 2: CCUS Business Models - Four potential CCUS business models are identified for hard-to-abate industries: 1. **Decarbonization through CCUS**: Focuses on reducing the carbon footprint of operations and monetizing captured CO2 through enhanced oil recovery [5]. 2. **Value Creation through CCUS**: Captures carbon emissions from operations or other sources, potentially accessing additional carbon sources through CCUS hubs [6]. 3. **CCUS as a Service**: Offers full-chain CCUS services through carbon purchase agreements or partial services where clients deploy their own capture technologies [7]. 4. **CCUS Technology Provision**: Involves providing technology for CCUS projects and hubs, such as CO2 transport or oxygen combustion technologies [8]. Group 3: Key Market Opportunities - The article highlights five countries with significant CCUS potential: - **United States**: Announced projects totaling 308 million tons of CO2, with costs between $60-$85 per ton due to a combination of offshore and onshore storage advantages [10]. - **Canada**: Announced projects of 156 million tons of CO2, with costs around $50 per ton, benefiting from onshore storage [10]. - **Norway**: Announced projects of 123 million tons of CO2, with costs approximately $90 per ton, manageable due to coastal storage sites [10]. - **Germany**: Announced projects of 114 million tons of CO2, with similar costs to Norway but higher due to offshore storage in neighboring countries [10]. - **Denmark**: Announced projects of 56 million tons of CO2, with costs around $90 per ton, also benefiting from coastal proximity [10].

亚利桑那州天堂谷, Dec. 02, 2025 (GLOBE NEWSWIRE) -- 半导体制造商 IceMOS Technology Corporation 今日宣布其全球布局迈出关键一步：成立 IceMOS Technology Hong Kong Limited，并于享有盛誉的香港科学园设立新办事处。 这一战略性举措旨在强化销售、现场应用工程及供应链管理方面的区域支持，以应对亚洲及全球对其先进半导体解决方案日益增长的需求。 拓展全球布局，强化客户支持新设立的 IceMOS 香港办事处将作为重要的区域枢纽，增强公司提供专业技术协助与销售支持的能力，确保客户能够将 IceMOS 的尖端技术有效整合到其产品中。 此次扩张延续公司近期 2,200 万美元 E 轮融资所积蓄的态势，该资金将用于推动其功率半导体器件技术 mSJMOS™ 的落地。 IceMOS Technology 基于其拥有的 70 余项 IceMOS 知识产权专利所构成的独创半导体技术，成为行业领先的新一代硅基功率器件开发商与制造商。 核心技术包括：mSJMOS™ 功率 MOSFET：新型硅基功率 MOSFET，集成了硅 MEMS 制造工艺与成 ...

早在11月19日至21日，欧洲就出现过一轮大规模提气潮，连续两次异常消耗凸显出能源供应体系的深层 问题。 储备加速消耗的同时，天然气价格已率先"扛不住"，欧洲最大天然气枢纽TTF及英国市场的价格同步走 高，荷兰TTF天然气价格上涨1.21%，达到每兆瓦时29.37欧元，换算后每千立方米成本约357.7美元。 欧洲的能源寒冬还未真正到来，天然气储备已提前亮起红灯。 俄罗斯天然气工业股份公司（Gazprom）最新数据显示，11月24日至26日，欧洲地下天然气储存设施的 燃料提取量创下历史峰值，储备消耗速度远超往年同期，一场能源供应的考验已提前降临。 截至11月26日，欧洲地下储气库的天然气总量已降至781亿立方米，较2024年同期足足减少106亿立方 米，相当于欧盟一周的天然气消费量。 作为欧盟最大的天然气消费国，德国的储备下滑最为扎眼。短短五天内，其储气设施填充率 从72%骤降至68.5%，降幅在欧盟国家中名列前茅。 政策短板带来的连锁反应正在显现。欧洲国家失去了与俄气工业股份公司的长期合同保障，又未能培育 出合格的替代合作伙伴，导致能源供应完全暴露在市场波动中。 亚洲市场对液化天然气的竞争、物流中断、极端天气 ...