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日本钢铁巨头承诺投资80亿美元用于电炉炼钢
news flash· 2025-06-10 07:51
过去两个月,日本两家最大钢企承诺投入逾80亿美元,用于建造更多电弧炉(EAF)。这些进展标志着日 本钢铁行业开始努力淘汰煤基高炉,以配合该国主要综合性生产商设定的2030年脱碳优先事项。日本最 大钢企日本制铁上周承诺投资8,687亿日元(合60亿美元),用于在不同地点新建、改造或重启三座电 弧炉。 ...
对话亚洲开发银行气候变化和可持续发展局局长:亚太地区如何在气候危机中实现可持续转型?
Xin Lang Cai Jing· 2025-06-10 03:12
随着全球气候变化的不断加剧,亚太地区作为全球经济增长的核心引擎之一,正面临着日益严峻的环境挑战。气候问题究竟对亚太地区的发展产生了怎样的 影响?各国应如何通过气候治理提升气候韧性?又该如何在推动经济增长与落实气候行动之间找到平衡?针对以上问题,新浪财经对话了亚洲开发银行 (Asian Development Bank,以下简称"亚行")气候变化和可持续发展局局长布鲁诺·卡拉斯科(Bruno Carrasco)。 卡拉斯科指出,亚太地区在全球温室气体排放中占比超过一半,且极易受到自然灾害和气候变化的冲击,这些因素对社区造成了巨大的破坏。因此,亚行将 气候行动列为战略重点之一,通过与发展中成员体的紧密合作,推动可持续的经济发展模式。 专题:对话ESG全球领导者 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务,助力上市公司传播ESG理念,提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 文 | 新浪财经ESG评级中心李欣然 在能源领域,亚行通过扩大可再生能源的部署、提升发电、供热制冷及能源密集型工业和建筑能效,加速向可持续、低碳和韧性能源系统转型。旗舰倡 议"能源转型机 ...
普华永道:2025年全球企业商业模式重塑发生的价值转移或将达到7.1万亿美元
Sou Hu Cai Jing· 2025-06-04 03:31
未来十年,我们将迎来一个价值快速流动的时代,创新和行业重构将成为这个时代的显著特征。企业需要 敏锐捕捉机遇,扩大自身的领先优势或者奋力追赶竞争对手。然而,机遇虽普遍,但部分公司因业务、运营 和技术模式未达表现门槛,难以抓住机遇。普华永道研究发现,表现前20%的公司占据大部分盈利增长,预 示未来赢家可能持续成功,加剧落后公司的紧迫感。 未来十年充满挑战。普华永道研究显示,今年重塑业务模式的公司将占重新分配收入的7.1万亿美元,未来 十年,每年还有数万亿美元机会,因先进技术和气候变化将重塑经济和增长机会。 未来将面临两大挑战。一是人工智能:人工智能为创新和生产力增长创造巨大可能性。若生产力繁荣达 潜力,到2035年,全球经济可能增长近15%。但若不受信任或被不负责任使用,其贡献可能微不足道;二是气 候变化:气候变化将施加重大经济约束,破坏性高温、火灾、洪水和干旱造成的损害将增加,使2035年全球 经济比无气候变化影响时缩小近7%。更积极的脱碳努力可能减少这些长期增长约束,但短期需承担搁浅 资产和其他转型风险的成本。 免责声明:此文内容为本网站转载企业资讯,仅代表作者个人观点,与本网无关。所涉内容不构成投 资、消费 ...
对话淡水河谷中国区总裁:从巴西到中国,如何以创新技术重塑全球低碳钢铁产业链?
Xin Lang Cai Jing· 2025-06-04 01:14
Core Viewpoint - Multinational companies, particularly Vale, are focusing on sustainable development and adapting their strategies to the Chinese market to create positive social, economic, and environmental impacts [1][4]. Group 1: Sustainable Development Strategy - Vale integrates sustainability into its business practices, aligning its ESG goals with the United Nations' 2030 Sustainable Development Goals (SDGs) [4][5]. - The company has set specific targets to reduce its carbon emissions, including a 33% reduction in absolute emissions by 2030 and achieving net-zero emissions by 2050 for Scope 1 and Scope 2 emissions [6][20]. - Vale is the first mining company to establish quantified reduction targets for Scope 3 emissions, which account for approximately 98% of its total emissions, primarily from steel production [6][10]. Group 2: Technological Innovations - Vale is deploying AI technologies to optimize resource management, carbon reduction, and supply chain efficiency, including projects like "smart mining" to reduce truck fuel consumption and greenhouse gas emissions [2][14]. - The company has invested in AI since 2016, deploying around 40 AI products and 1500 models across 80 projects to enhance operational efficiency and safety [14][15]. Group 3: Future Plans in China - China is Vale's largest market, with 187 million tons of iron ore exported in the previous year, accounting for over 60% of its total iron ore sales [17][19]. - Vale plans to invest 70 billion Brazilian Reais in the "New Carajás" project over the next five years to increase iron ore and copper production [17]. - The company is collaborating with Chinese partners to build a mineral processing plant in Oman, expected to process 18 million tons of iron ore annually by mid-2027 [19].
美国政府取消对24个清洁能源项目拨款,总额超37亿美元
news flash· 2025-05-31 01:03
Core Insights - The U.S. Department of Energy announced the termination of 24 grants awarded by the Office of Clean Energy Demonstrations (OCED), totaling over $3.7 billion [1] - Nearly 70% of the terminated grants (16 out of 24 projects) were signed between the date of the 2024 U.S. presidential election and January 20 of this year [1] - The projects primarily focused on funding for carbon capture and storage (CCS) and decarbonization initiatives, with the termination expected to save American taxpayers $3.6 billion immediately [1]
据日本放送协会NHK:日本政府将向日本制钢公司提供最高达2514亿日元的补贴,以帮助实现脱碳目标。
news flash· 2025-05-30 03:20
Group 1 - The Japanese government will provide subsidies up to 251.4 billion yen to Nippon Steel Corporation to help achieve decarbonization goals [1]
【明辉说油】2024年全球LNG贸易量4.1124亿吨
Sou Hu Cai Jing· 2025-05-27 01:20
Group 1: Global LNG Trade Growth - In 2024, global LNG trade volume is expected to increase by 2.4% year-on-year, reaching 411.24 million tons, connecting 22 export markets and 48 import markets [2] - Major LNG producing countries such as the USA, Russia, Indonesia, and Australia are driving the growth in LNG trade volume through increased liquefaction capacity and exports [2] - By the end of 2024, global natural gas liquefaction capacity is projected to reach 49.44 million tons per year, an increase of 6.5 million tons per year compared to the previous year [2] Group 2: Investment Decisions and Sustainability - The final investment decisions (FID) for new liquefaction projects in 2024 have significantly decreased, with only 14.8 million tons per year of new liquefaction capacity reaching FID, the lowest since 2020 [3] - Decarbonization is becoming increasingly important in liquefaction projects, with industry participants exploring electrification, carbon capture and storage (CCS), and alternative fuels to reduce carbon emissions [3] Group 3: Global Regasification Capacity - By the end of 2024, global natural gas regasification capacity is expected to reach 106.47 million tons per year, with regasification projects distributed across 47 markets [3] - In 2024, 17 regasification projects in countries like Germany, China, and Brazil will come online, adding 6.66 million tons per year of new regasification capacity [3] Group 4: LNG Transportation Growth - In 2024, there will be a significant increase in LNG transportation vessels, with 64 new LNG carriers delivered throughout the year [5] - By the end of 2024, there will be a total of 742 active LNG carriers globally, including 48 floating storage regasification units (FSRU) and 10 floating storage units (FSU) [5] Group 5: Industry Outlook - The International Gas Union (IGU) emphasizes that LNG remains an economical and reliable option for emerging energy markets seeking to meet growing energy demands while replacing high-emission fuels [5] - LNG is expected to play a crucial role in providing energy resilience as the share of renewable energy generation increases in certain regions [5]
美银:带你走进核聚变反应堆!不产生钚或浓缩铀,强大到举起航空母舰的超导磁体!
智通财经网· 2025-05-26 10:18
Core Insights - The recent State Council meeting approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", which is expected to boost nuclear energy, environmental protection, and photovoltaic sectors [1] - Trump's announcement of a new nuclear policy aims to initiate the construction of 10 large nuclear power plants by 2030 and quadruple the U.S. nuclear power capacity by 2050, leading to a surge in nuclear-related stocks [1] - Bank of America organized a field trip to leading nuclear fusion research centers in France, including the CEA and ITER, to provide investors with insights into the latest developments in nuclear fusion technology [1][4] Nuclear Fusion Research - Nuclear fusion is considered a key to decarbonization and is viewed as the "holy grail" of energy transition, offering a safe and sustainable path for clean energy [2] - The ITER project, with a budget of $22 billion, aims to demonstrate the feasibility of large-scale nuclear fusion power generation and is a multinational collaboration involving several countries [3][7] - The CEA's WEST tokamak recently set a world record by maintaining nuclear fusion plasma at 50 million degrees Celsius for 22 minutes, contributing to the testing of components needed for ITER [3][20] Technical Challenges and Innovations - Achieving nuclear fusion requires creating plasma at temperatures ten times hotter than the sun, which presents significant engineering challenges, particularly in material science [2][11] - The ITER project aims for a 10:1 energy gain ratio, which will be achieved by scaling up the machine size compared to existing reactors [12] - Key challenges include developing materials that can withstand extreme temperatures and neutron damage, effective heat management, and ensuring the self-recycling of tritium fuel [13] Economic and Geopolitical Aspects - The ITER project involves seven participating countries, sharing costs and intellectual property, highlighting the importance of international cooperation despite geopolitical tensions [8] - The potential for nuclear fusion to provide zero-carbon energy and serve as a heat source for industrial processes could significantly enhance energy security [6] Future Prospects - The timeline for ITER's full operation has been pushed to 2039 due to technical and regulatory delays, but the project is expected to create commercial potential for various technologies [16] - The construction of superconducting magnets for ITER is underway, with the capability to generate a magnetic field strong enough to lift an aircraft carrier [14] - The operational power demand for ITER during peak plasma operation is projected to be between 110 MW and 620 MW, with significant energy consumption for cooling and low-temperature systems [15]
【WGC2025】国际燃气联盟:2024年全球LNG贸易量同比增2.4%
Xin Hua Cai Jing· 2025-05-23 04:38
报告认为,在供应侧,美国、俄罗斯、印度尼西亚、澳大利亚等主要生产国液化产能和LNG出口的增 加是2024年LNG贸易量实现增长的重要驱动力。截至2024年末,全球天然气液化产能达到4.944亿吨/ 年,较上年末增长650万吨/年。其中,美国、澳大利亚、卡塔尔分列全球运营液化产能前三位,液化 产能之和占全球一半以上。2024年,墨西哥和刚果借助浮式天然气液化装置(FLNG)实现出口,由此 加入LNG出口国行列。 不过,2024年天然气液化项目的最终投资决策(FID)明显减少,仅有1480万吨/年的新液化产能完成 最终投资决策,为2020年以来最低。在全球应对气候危机的背景下,脱碳在天然气液化项目中扮演着越 来越重要的角色,产业链参与者正积极通过电气化、碳捕捉与封存(CCS)、使用替代燃料等探索降低 行业碳排放,推动LNG产业可持续发展。 编者按:第29届世界燃气大会于5月19日至23日在北京国家会议中心举行,这是大会自1931年创办以来 首次落户中国。围绕国内外天然气行业发展趋势,中国经济信息社推出系列报道,敬请关注。 新华财经北京5月23日电(董时珊)5月22日,国际燃气联盟(IGU)在第29届世界燃气大会 ...
建信期货铝日报-20250521
Jian Xin Qi Huo· 2025-05-21 02:22
Group 1: Report Information - Report Type: Aluminum Daily Report [1] - Date: May 21, 2025 [2] - Research Team: Non - ferrous Metals Research Team [3] - Researchers: Yu Feifei, Zhang Ping, Peng Jinglin [3] Group 2: Investment Rating - No investment rating information provided Group 3: Core View - On the 20th, Shanghai Aluminum continued its downward trend approaching the 20,000 mark, with the main 2507 contract reaching a minimum of 20,005 and closing at 20,075, down 0.45%. The total index position decreased by 5,569 to 515,961 lots. Spot market transactions in East China and Gongyi were average. Alumina is running strongly in the short - term due to supply concerns, but the medium - term surplus trend remains. For electrolytic aluminum, supply pressure is limited, while demand may decline in the off - season. Enterprises can lock in profits at high prices [9] Group 4: Market Review and Operation Suggestions - **Market Performance**: Shanghai Aluminum continued to fall on the 20th, with the main contract closing down 0.45%. The total index position decreased. Spot market had different performances in different regions, and the spot import loss narrowed [9] - **Alumina Situation**: It is running strongly in the short - term due to the suspension notice of a mining area in Guinea, but the medium - term surplus trend remains, and there are opportunities for high - level hedging [9] - **Electrolytic Aluminum Situation**: Supply pressure is limited due to capacity ceiling and insufficient hydropower recovery in Yunnan. Demand may decline in the off - season, and inventory may be affected [9] - **Operation Suggestion**: Enterprises can lock in profits at high prices considering the approaching off - season and high smelting profits [9] Group 5: Industry News - **Trade Agreement**: On May 8, 2025, the US and the UK reached a bilateral trade agreement. The US will cancel the 25% tariff on UK steel and aluminum and reduce the import tax rate on UK cars from 27.5% to 10% for the first 100,000 cars per year. In return, the UK will cancel the import tariff on US ethanol and open the beef market [10] - **Corporate Cooperation**: Norwegian aluminum giant Hydro and global aluminum die - casting manufacturer Nemak will cooperate to develop decarbonized cast aluminum products for the automotive industry. They aim to increase the proportion of recycled aluminum and shift to cleaner energy to reduce the carbon footprint [11] - **Mining License**: Guinea plans to revoke the mining license of UAE's EGA. EGA's export and mining activities have been suspended since October 2024, and the affected mining area has an estimated reserve of about 400 million tons of bauxite [11]