经济观察网统一股份（600506）深知，单一企业的减排能力有限，真正的绿色变革必须延伸至整个产业 链。为此，统一石化牵头成立"低碳供应链联盟"，按ISO20400可持续采购体系运作，优先选择减碳达标 伙伴，从源头锁住碳成本。 ISO20400可持续采购认证是来自40多个国家和全球组织的代表(包括联合国环境规划署、经济合作与发 展组织和国际工会联合会)共同努力的成果，将可持续性纳入组织采购流程中提供了指导方针。 统一石化CEO李嘉表示，唯有将低碳行动嵌入产业链每一环，让责任与效率同频、创新与信任共振，才 能在ESG浪潮中走得更远，最终以可持续的商业价值，回应时代的命题。 ...

Core Insights - Goldman Sachs warns that despite the European energy crisis potentially ending by 2027, Europe faces significant energy security vulnerabilities in the AI era, which could hinder its global competitiveness in AI [1] Group 1: Fossil Fuel Dependency - The report indicates that Europe's energy dependency is being reshuffled rather than reduced, with nearly half of its energy still imported, contrasting sharply with the U.S., which has become a net energy exporter [2] - Future energy imports will shift from Russia to the U.S. and Qatar, which are projected to account for 55% of global LNG exports by 2030, introducing geopolitical risks [2] Group 2: Low-Carbon Supply Chain Vulnerabilities - Europe is highly dependent on external sources for critical materials like rare earths and magnets, essential for wind turbines, electric vehicles, semiconductors, and AI systems, with its market share in rare earths being only about 2% [3] - The nuclear energy sector is entirely reliant on imported uranium, with 11% of the EU's energy consumption coming from nuclear power, and 75% of the uranium sourced from Canada, Kazakhstan, and Russia [3] Group 3: Weak Electrical Infrastructure - The aging electrical grid in Europe, averaging 50 years old, poses a significant challenge, as it is nearing the end of its design life and is fragmented, leading to large price discrepancies and vulnerability to outages and cyberattacks [5] - The rise of AI places additional pressure on the already strained electrical grid, with over 90% of data center operators citing power availability as their top concern, indicating that the weak infrastructure is a physical bottleneck for embracing the AI revolution [6]