据韩联社1月20日报道，此前韩专业机构发布的《RE1002024年度报告书》显示，2024年韩国183家 RE100(100%使用再生能源)成员企业中，有70家认为在筹措再生能源方面遇到困难，较两年前激增 80%，主要体现为费用高、调配手段不足等。近日，韩国经济人协会(韩经协)制定《激活RE100的20项 政策课题》并提交给韩国气候能源环境部，建议减轻企业通过电力购买合同(PPA)自发电企业直接购买 电力时，除电价本身外的输配电网使用费、电力产业基础基金等附加费用。韩经协还建议扩大PPA适用 范围、引进多对多合同方式等，特别是保障中小、中坚企业的参与和使用。韩经协经济产业本部长李相 浩(音)表示，当前全球信用评级、投资机构将企业减碳举措作为主要评价标准，低碳供应链的重要性日 益凸显，韩国政府应进一步完善制度和政策支援，助力企业维持国际竞争力。 ...

Core Viewpoint - The company recognizes that the reduction of emissions by a single enterprise is limited, and true green transformation must extend throughout the entire supply chain [1] Group 1: Initiatives and Strategies - The company has taken the lead in establishing the "Low Carbon Supply Chain Alliance" to prioritize partnerships that meet carbon reduction standards [1] - The alliance operates under the ISO 20400 sustainable procurement framework, which provides guidelines for integrating sustainability into organizational procurement processes [1] Group 2: Leadership Perspective - The CEO of the company emphasizes that embedding low-carbon actions into every link of the supply chain is essential for achieving long-term sustainability and responding to the demands of the current era [1]

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]