阿联酋投资平台Investopia近日在北京举办论坛期间，阿布扎比投资办公室投资者增长部执行董事哈雷 布接受北京日报客户端记者专访时表示，阿联酋已签署的28项《全面经济伙伴关系协定》（CEPA）可 以帮助中国企业能够直接接触亚洲、非洲和中东地区超过25亿消费者。 阿布扎比投资办公室投资者增长部执行董事哈雷布 受访者供图 在阿布扎比共同开发面向全球的产品 哈雷布说，阿联酋和中国是天然的经济合作伙伴，在创新、基础设施建设和可持续发展方面拥有共同的 优先发展目标。随着两国加快经济多元化进程，双方的战略目标也趋于一致，包括人工智能、机器人与 自动化、先进制造业、数字贸易、智能物流、清洁能源和食品科技。 他表示，阿布扎比已成为中国投资的长期门户，双方的合作方式超越了交易性贸易，而旨在促进共同投 资和产业融合。这意味着支持中国企业建立本地运营，共同开发面向全球市场的产品，并通过阿布扎比 基于CEPA的贸易网络触达区域需求。 今年4月,阿布扎比推出HELM（健康、耐力、长寿和医学）生命科学集群，目标是到2045年创造256亿 美元收益，吸引420亿美元投资，并创造3万个就业岗位。哈雷布表示，中国是阿联酋在生物技术和人工 智 ...

IEA署长比罗尔表示，目前上游油气投资中近90%用于弥补现有油田产量递减。他承认投资不足已对能 源供应构成实质威胁，并指出"在上游领域，投资短缺导致全球市场每年损失相当于巴西和挪威总产量 的供给，油气行业必须加快投资才能维持现有平衡"。 中化新网讯 国际能源署(IEA)近日发布报告称，由于现有油田产量下降速度加快，全球需开发新的油气 资源以维持供应稳定。这一表态标志着国际能源署立场发生重大转变。该机构曾在2021年指出，为在 2050年前实现净零排放目标，无须对新的化石燃料项目进行投资。 IEA在新报告《石油和天然气产量下降的影响》中分析称，为维持当前的生产水平，到2050年，需依靠 新常规油田实现每日超过4500万桶石油和约2万亿立方米天然气的增量供应。报告指出，尽管一批项目 正加速推进或已获批准，但仍存在巨大供应缺口，需要新的常规项目填补。 ...

Group 1: Core Views on UK-China Relations - The UK-China relationship is evolving towards a deeper level, characterized by pragmatism and mutual respect, with three key descriptors: "long-term," "consistent," and "strategic" [3][4][6] - Upcoming high-level interactions, including a phone call between President Xi Jinping and UK Prime Minister Keir Starmer, are expected to foster a positive atmosphere for bilateral cooperation [4][6] Group 2: Key Areas of Cooperation - Security cooperation is a priority, with both nations sharing responsibilities as permanent members of the UN Security Council, and a commitment to dialogue on differing views, such as the Ukraine conflict [5][6] - Environmental issues are highlighted as a global concern, with the UK being the first major economy to legally commit to net-zero emissions by 2050, and a call for collaborative efforts to meet climate goals [5][6] - Economic cooperation is emphasized, with the UK advocating for a healthy trade relationship with China, leveraging strengths in education and technology to explore new areas of collaboration [6][10] Group 3: Education and Youth Exchange - The number of Chinese students in the UK exceeds 155,000, while British students in China are fewer than 3,000, indicating a need to balance educational exchanges [6][8] - The UK government aims to enhance educational cooperation, ensuring that Chinese students receive valuable education and that UK degrees are recognized in China [9][10] Group 4: Electric Vehicle Market Dynamics - The UK welcomes investment from Chinese electric vehicle companies, noting a gradual increase in the market presence of Chinese EVs, despite slower growth [15][16] - The UK has not implemented restrictive policies specifically targeting Chinese EVs, promoting a collaborative approach to enhance mutual benefits in the electric vehicle sector [15][16] Group 5: Future of UK-China Relations - The relationship is complex and cannot be simply labeled as a "golden era," with an emphasis on consistency, long-term stability, and mutual respect as foundational elements [16][18] - The UK seeks to deepen cooperation in various fields, including climate, technology, and security, while addressing potential risks in emerging areas like artificial intelligence [11][17][18]

根据标普全球大宗商品洞察的"氢能生产资产数据库"，除帕尼帕特炼油厂项目外，IOC还在古吉拉特 邦、北方邦和喀拉拉邦布局了可再生氢项目，预计年总产量约2.8365万吨。 萨尼透露，印度目标在2030年实现500吉瓦非化石能源装机容量，并大力发展生物燃料与可再生能源。 在此期间，低碳燃料预计将迎来快速增长，而化石燃料在能源转型过程中仍将对保障供应稳定性发挥关 键作用。萨尼称："IOC希望在印度实现能源安全、自给自足与脱碳的进程中扮演核心角色。公司的目 标是在2046年实现净零排放，同时计划到2050年将其在印度能源领域的贡献占比从当前的约9%提升至 12.5%。公司的战略包括三方面：强化核心炼油与石化产能、加速向天然气及可再生能源领域多元化布 局、扩大下一代燃料的应用规模。" 中化新网讯 9月24日，印度石油公司(IOC)董事长阿尔温德·辛格·萨尼表示，可再生氢有望成为该公司新 能源业务组合的核心组成部分，作为国有炼油企业，IOC计划大幅提升可再生氢产能，以契合印度政府 将本国打造为全球氢能市场的愿景。 萨尼指出，炼油业务脱碳是IOC的核心优先事项。具体减排路径包括：升级能效技术、从液体燃料转向 天然气、整合可再 ...

在全球能源转型向纵深推进的进程中，欧洲作为净零目标的积极践行者，正面临着可再生能源规模化发展与电网适配能力不足的深层矛盾。风能、太阳能 等清洁能源的间歇性与波动性，使得电网稳定性持续承压，可再生能源弃电现象时有发生，而化石能源依赖度居高不下的现状，更让净零转型陷入"理想 与现实"的拉锯。 同时，欧洲储能市场虽需求旺盛，但兼具高效率、高安全性与长寿命周期的大型储能解决方案供给不足，本地化的项目交付与运维服务体系也尚未完全成 熟，成为制约能源转型提速的关键瓶颈。对于将净零排放作为核心战略的英国而言，这一痛点尤为突出——其可再生能源装机量稳步增长，但电网韧性的 薄弱与储能基础设施的缺口，直接影响着能源结构转型的质量与效率，亟需规模化、高品质的储能项目填补空白。 正是在这样的行业背景下，中国储能领军企业海辰储能与英国太阳能及储能基础设施领域头部开发商ElementsGreen的合作应运而生，为破解这一困局提 供了切实路径。双方达成的合作协议明确，海辰储能将为ElementsGreen在英国部署总规模达720MWh的电池储能系统项目，该项目作为英国迄今最大规模 的储能项目之一，计划建成投运后，将在减少可再生能源弃电、增 ...

"12年前，马来西亚国家石油公司（以下简称马石油）与广西龙头发动机制造企业玉柴集团强强联合， 共同成立玉柴马石油合资公司，并充分发挥各自优势。如今，玉柴马石油已连续十年荣获'LubTop中国 润滑油十大品牌'称号，成为中国—东盟产业合作的典范。"9月17日，马来西亚国家石油公司中国区首 席代表李焱（Lisy Lee）在参与第22届中国—东盟博览会期间表示，马石油将继续发挥桥梁纽带作用， 推动区域能源产业高质量发展。 马石油是全球领先的能源与解决方案合作伙伴，业务遍及100多个国家和地区。据21世纪经济报道记者 了解，自2003年进入中国以来，马石油已在全国9个城市设立办公室、生产基地与实验室，业务覆盖液 化天然气（LNG）、石化及润滑油三大板块，形成高效、可靠、可持续的能源供应链。 去年，马石油先后与中石化、中石油达成战略合作。谈到这两项合作，李焱在接受21世纪经济报道记者 专访时表示，与中国企业建立战略合作，显示中马双方在技术共享、产业链协同和可持续发展目标上的 高度共识。她进一步表示，这些合作有力促进了创新资源整合与核心技术突破，为双方在全球能源转型 中赢得了更广阔的发展空间，同时也为区域经济融合与低碳未 ...

Group 1 - The core partnership between Malaysia's national oil company and Yuchai Group has led to the establishment of Yuchai Petronas, which has been recognized as one of the top ten lubricant brands in China for ten consecutive years, exemplifying China-ASEAN industrial cooperation [1] - Petronas has established a presence in China since 2003, with offices and production bases in nine cities, focusing on LNG, petrochemicals, and lubricants, thereby creating a sustainable energy supply chain [1] - The strategic cooperation between Petronas and Chinese companies, including Sinopec and PetroChina, aims to enhance technological sharing and sustainable development, particularly in clean energy and carbon capture [2][3] Group 2 - The year 2024 marks significant anniversaries for both Malaysia-China diplomatic relations and Petronas, highlighting the importance of their strategic cooperation in the energy sector [2] - Petronas and PetroChina's collaboration focuses on upstream oil and gas development, LNG value chain, and innovative fields such as renewable energy and green hydrogen technology [3][5] - The partnership with Sinopec encompasses various sectors, including bulk and specialty chemicals, crude oil and LNG trade, and digital solutions, emphasizing a commitment to energy supply resilience and sustainability [5] Group 3 - Asia, home to 60% of the global population, is crucial for achieving net-zero emissions, as it accounts for 75% of its energy demand from fossil fuels, necessitating urgent low-carbon development [7][8] - The energy transition in Asia must balance energy security and sustainability, requiring coordinated actions in policy, investment, and technology to enhance energy system efficiency [8] - Petronas is committed to diversifying its LNG supply sources and enhancing market flexibility, with significant projects like LNG Canada contributing to its global growth strategy [9][10] Group 4 - Petronas aims to improve LNG delivery models to enhance supply reliability for the Chinese market, including innovative solutions like containerized LNG transport to remote areas [11] - The company is expanding its LNG fleet and investing in high-efficiency dual-fuel vessels to support the shipping industry's transition to cleaner fuels [11] - Long-term partnerships in LNG, lubricants, and specialty chemicals have established a solid foundation for ongoing collaboration with Chinese enterprises [10]

中经记者 李哲 北京报道 在循环经济方面，天齐锂业通过技术创新实现固废高值化利用。"针对锂渣处理难题，公司开发出硅铝 微粉，可替代玻纤行业生产需要的叶蜡石等传统原料。今年我们做了测算，硅铝微粉的碳足迹相较传统 原料下降了52%，既解决了固废处理问题，又为下游提供了低碳原料选择。"田兴国说道。 9月23日，在《中国经营报》主办的"2025中国矿业可持续发展论坛"上，天齐锂业ESG与可持续发展经 理田兴国表示，短期来看，社会责任投入与经济效益可能存在平衡问题，但长期观察，大部分社会责任 实践与经济效益是正向的关系。 作为全球重要的锂产品供应商，天齐锂业的业务布局遍及多个地区。公司矿产主要来源于澳大利亚泰利 森锂辉石矿，并在四川、重庆、张家港和澳大利亚奎纳纳有五大生产基地，产品包括锂精矿产品（含化 学级锂精矿、技术级锂精矿）和锂化工产品（含碳酸锂、氢氧化锂、金属锂等）。 早在2016年，天齐锂业就成立了ESG专职部门，并于2017年发布第一本可持续发展报告。 据田兴国透露，天齐锂业于2023年制定了净零排放目标，并已对实现路径进行细化分解。"我们将2030 年之前的重点聚焦在能效提升和绿电采购，并将长期目标逐年拆解 ...

Core Viewpoint - The article emphasizes the accelerating global carbon neutrality process and the increasing demand for critical minerals driven by the transition to clean energy technologies, highlighting the complex geopolitical competition among major countries in securing these resources [2][3]. Group 1: Importance of Critical Minerals - Critical minerals play an irreplaceable role in high-tech industries, clean energy technologies, and national defense, making supply security a key strategic consideration for countries [5]. - The global energy transition heavily relies on critical minerals, which are essential for ensuring energy security and supporting economic development [6]. Group 2: Demand and Supply Dynamics - The demand for critical minerals is surging, with lithium demand projected to grow nearly 30% in 2024, significantly exceeding the 10% annual growth rate seen in the 2010s [3]. - The demand for nickel, cobalt, graphite, and rare earth elements is expected to increase by 6% to 8% in 2024, primarily driven by applications in electric vehicles, battery storage, renewable energy, and power grids [3]. - The rapid expansion of investments in electric grids in China has been a major factor in the recent growth of copper demand [15]. Group 3: Geopolitical Strategies - Countries are increasingly focusing on critical mineral supply chain security as a core policy issue, employing legislation, policy guidance, and international cooperation to ensure stable supplies [10]. - The U.S. has implemented several legislative actions to enhance domestic supply chain resilience, including the establishment of the Critical Minerals Security Strategy [10]. - The European Union has introduced the Critical Raw Materials Act to ensure the security and sustainability of critical mineral supplies [10]. Group 4: Geographic Distribution and Market Characteristics - The geographical distribution of critical mineral reserves is highly concentrated, with significant shares located in specific regions, such as lithium in the "Lithium Triangle" of South America [13]. - The production of certain critical minerals, like cobalt, is dominated by a few countries, with the Democratic Republic of Congo accounting for 86% of cobalt production [13]. - Western multinational mining companies dominate the ownership of critical mineral resources, leveraging their technological and experiential advantages over developing countries [14]. Group 5: Price Trends - Despite the rapid increase in demand, the supply of critical minerals has also surged, leading to downward pressure on prices, particularly for battery metals [15]. - Lithium prices soared eightfold between 2021 and 2022 but have since dropped by over 80% in 2023 [15]. - Prices for graphite, cobalt, and nickel are expected to decline by 10% to 20% in 2024 [15].

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 ...