新华财经伊斯坦布尔1月11日电（记者许万虎）土耳其能源效率协会主席艾哈迈德·埃尔德姆近日表示， 土耳其能源效率领域投资在过去二十年持续增长，累计规模已达约35亿美元，能源效率正成为增强经济 韧性、保障能源安全的重要支点。 据介绍，建筑领域约占土耳其能源消费总量的三分之一。尽管近年冬季气候条件与以往相近，但2025年 居民用电量同比增长12%，天然气消费量增长6%。 为遏制能耗上升趋势，土耳其已更新国家建筑保温标准，将新建建筑的热性能要求提高一倍。按官方评 估，新标准下建成的建筑能耗较旧标准将下降约30%。 为支撑产业转型，土耳其还加大专业人才培养力度，已通过能源审计、项目设计和绩效核查等项目培养 超过1.3万名能源专业人员。 土耳其提出到2053年实现净零排放目标。埃尔德姆强调，能源效率在实现这一目标过程中发挥关键作 用。"能源效率是最清洁、最具成本优势的能源形式，今天的投入将决定未来的可持续增长能力。"他 说。 （文章来源：新华财经） 在公共部门方面，政府要求建筑面积超过1万平方米的新建公共建筑必须取得国家绿色建筑认证。埃尔 德姆表示，公共部门节能举措已累计节省能源支出约26亿里拉（约合6040万美元）。 ...

国际海事组织(IMO)净零框架表决延期一年，全球航运减排进程骤然放缓。这究竟是各方弥合分歧、夯 实基础的战略缓冲，还是全球航运脱碳雄心受挫的征兆？中国科学院大连化学物理研究所低碳战略研究 中心团队基于对全球航运合规标准体系的研究，解析延期背后复杂的利益博弈，并揭示这场"加时赛"对 航运业未来格局的影响。 船舶GFI处于基础目标和直接合规目标之间，即达到或优于基础目标但无法达到直接合规要求时，产生 一级合规赤字。此类赤字只能通过向IMO净零基金购买一级补救单位(Tier1RUs)平衡，价格为100美 元/tCO2eq。 船舶GFI无法达到基础目标时，同时产生一级和二级合规赤字。一级合规赤字须通过一级补救单位平 衡，只能向IMO净零基金购买。二级合规赤字则有多种平衡方式，既可通过其他船舶转让的SUs、本船 历史账户中的SUs来平衡，也可通过向净零基金购买二级补救单位(Tier2RUs)平衡，价格为380美 元/tCO2eq。 也就是说，IMO净零框架的合规体系为船舶设置了逐年趋严的基础目标与直接合规目标，这意味着船舶 必须逐年降低其能耗的碳排放水平，而一级补救单位和二级补救单位具有惩戒性的价格差异，使得合规 成为 ...

Core Insights - The nuclear energy sector is experiencing a pivotal moment, driven by the explosive growth in energy demand due to artificial intelligence and electric vehicle adoption, with Small Modular Reactors (SMRs) emerging as a key solution [1][2]. Group 1: Industry Trends - Global electricity demand is growing at twice the rate of total energy demand, necessitating stable baseload power that traditional intermittent renewable sources cannot provide [1]. - SMRs aim to transform nuclear energy from large-scale projects into industrial products by reducing construction time to 3-5 years and lowering initial capital requirements [1][3]. - The shift in nuclear energy's driving force from government to private sector, particularly technology giants like Microsoft, Google, Amazon, and Oracle, marks a significant change in the industry [1][6]. Group 2: Economic Viability and Challenges - The economic feasibility of SMRs hinges on transitioning from custom-built to factory mass production, with the next five years being critical for the industry's survival [2][8]. - The International Energy Agency (IEA) projects that annual investments in SMRs could reach $25 billion by 2030, but establishing the first factory is costly and requires overcoming significant initial barriers [8]. - The average cost target for SMRs is $2,500 per kilowatt, but achieving this requires producing around 3,000 units to realize true economies of scale [8]. Group 3: Market Opportunities - SMRs have substantial potential in the industrial heating sector, with a projected market value of $1.5 trillion by 2050, particularly for high-temperature applications currently reliant on fossil fuels [9]. - SMRs are also being explored for seawater desalination in regions like the Middle East and North Africa, with costs for freshwater production becoming economically viable [9]. Group 4: Supply Chain and Geopolitical Factors - The development of SMRs faces challenges related to fuel supply, particularly high-assay low-enriched uranium (HALEU), with geopolitical factors affecting stability [10]. - Western countries are working to diversify uranium supply chains, but new mining operations take 7-10 years to establish, impacting the timeline for SMR deployment [10]. Group 5: Corporate Initiatives - Major tech companies are actively engaging in the nuclear sector through long-term power purchase agreements (PPAs) and investments in SMR projects, providing the necessary order certainty for manufacturers [7][11].

Group 1 - The annual income of Prince William and Kate Middleton for the fiscal year 2024-2025 is reported to be $30.9 million, which is allocated for their public, private, and charitable expenses for themselves and their three children [1] - The Duchy of Cornwall, inherited by Prince William in 2022, has assets valued at over $1 billion, established in 1337 to fund the expenses of the British monarch's eldest son [3] - The Duchy of Cornwall encompasses over 130,000 acres of land and farms across 23 counties in England [3] Group 2 - The Duchy is committed to achieving net-zero emissions and has created 400 hectares of new habitats for wildlife by 2025 [3] - A significant achievement noted is that 99% of the communities living in the Duchy have good access to nature [3]

Core Insights - The article highlights the rising importance of platinum in the hydrogen energy revolution, particularly in fuel cell technology and green hydrogen production [1][3][4]. Group 1: Platinum Market Dynamics - Platinum prices have surged nearly 100% this year, rising from approximately $900 to $1800 per ounce, making it the second-best performing precious metal after silver [3]. - The World Platinum Investment Council (WPIC) forecasts a supply deficit of 26.4 to 30 tons in the global platinum market by 2025, marking the third consecutive year of shortage [3][4]. - Approximately 70% of global platinum production comes from South Africa, which faces structural challenges such as unstable electricity supply and rising mining costs, limiting production capacity [4]. Group 2: Industrial Demand for Platinum - The automotive sector remains the largest industrial consumer of platinum, primarily for diesel vehicle emissions control [5]. - Recent changes proposed by the European Commission to relax carbon emission standards for new vehicles could provide additional support for platinum demand [5]. - Platinum is also a critical material in the hydrogen energy sector, with growing government commitments to net-zero emissions driving the development of hydrogen projects [5][6]. Group 3: Technological Developments and Market Sentiment - Efforts are underway in China, Japan, and Europe to reduce platinum usage in fuel cells or find alternatives, which presents a dual impact on demand [6]. - The current market pricing reflects optimism about industry expansion, with increased investment interest in platinum as a relatively undervalued asset compared to gold [6][7]. - The narrative surrounding platinum has shifted from being an auxiliary material for traditional combustion engines to becoming a core component of future energy infrastructure, positioning it as a "technology metal" and "energy metal" [7][8]. Group 4: Price Predictions and Future Outlook - Analysts have differing predictions for platinum prices in 2026, ranging from $1550 to $2300 per ounce, indicating uncertainty in future market conditions [8]. - The practical application of hydrogen technology, as evidenced by the use of Toyota's Mirai at the G20 summit, suggests that the revaluation of platinum's worth is underway [8].

Core Viewpoint - The Brazilian government has approved a new national climate plan to implement the goals of the Paris Agreement and promote a low-carbon transition, providing a clear roadmap for action [1]. Group 1: Emission Reduction Targets - The new plan sets specific emission reduction targets across eight sectors, aiming to reduce greenhouse gas emissions from 2.04 billion tons of CO2 equivalent in 2022 to 1.2 billion tons by 2030, and further down to between 850 million and 1.05 billion tons by 2035 [2]. - The overall goal is to achieve net-zero emissions by 2050, while also emphasizing the need to enhance resilience to climate change [2]. Group 2: Adaptation and Action Plans - The plan includes 16 sectors and thematic action plans for adapting to climate change, covering areas such as public health, tourism, energy, transportation, disaster risk reduction, water resources, food security, and biodiversity, with over 800 specific actions proposed [2]. - The Brazilian government will continuously improve the national climate plan through biennial assessments and systematic revisions every four years to ensure alignment with climate science advancements and international commitments [2].

Core Points - The Brazilian government approved a new national climate plan on the 15th, providing a clear roadmap for achieving the goals of the Paris Agreement and promoting a low-carbon transition [1] - The plan aims to reduce greenhouse gas emissions by 59% to 67% from 2005 levels by 2035, with specific targets set for various sectors [1] - The new plan is a systematic update of Brazil's climate governance framework since the first plan was launched in 2008, emphasizing collaboration among government, private sector, and civil society [1] Summary by Sections - **Emission Reduction Goals**: The new plan sets clear emission reduction targets across eight sectors, aiming to decrease greenhouse gas emissions from 2.04 billion tons of CO2 equivalent in 2022 to between 850 million and 1.05 billion tons by 2035 [1] - **Long-term Objectives**: The overall goal is to achieve net-zero emissions by 2050, while also enhancing the capacity to adapt to climate change [1] - **Adaptation Measures**: The plan includes 16 sectors and thematic action plans for climate adaptation, covering areas such as public health, tourism, energy, transportation, disaster risk reduction, water resources, food security, and biodiversity, with over 800 specific actions [2] - **Continuous Improvement**: The Brazilian government will refine the national climate plan through biennial assessments and systematic revisions every four years to align with climate science advancements and international commitments [2]

Core Insights - The global green hydrogen market is expected to experience explosive growth, with the market size projected to increase from $2.79 billion in 2025 to nearly $75 billion by 2032, reflecting a compound annual growth rate (CAGR) of 60% [1] - The industry is currently facing a contradiction between long-term scaling prospects and short-term implementation challenges, including project delays and policy disputes [1] Market Drivers - The primary drivers of market growth include global net-zero emissions commitments, a surge in renewable energy installations, and rising demand for clean transportation solutions [1] - These factors are anticipated to facilitate a rapid transition from the current pilot phase to industrialization and commoditization by 2032 [1] Technology and Energy Supply - Alkaline electrolysis technology is expected to dominate the market with a 61.2% share in 2024, benefiting from low capital expenditure and high reliability due to over 20 years of industrial application [1] - Wind energy is projected to be the leading renewable energy source for green hydrogen production, contributing 48.9% of the market share in 2024, particularly benefiting from offshore wind's capacity factor exceeding 50% [1] End-User Demand - The transportation sector is projected to account for 57.7% of the green hydrogen market in 2024, driven by heavy-duty transport, long-haul freight, and shipping, where battery electric solutions face limitations [2] - There is a notable divergence in current green hydrogen demand, which remains concentrated in traditional industrial applications like refining and ammonia production, highlighting a gap between operational realities and future demand focus [2] Regional Development - North America is expected to be the fastest-growing region for green hydrogen, with a CAGR of 69.7%, largely driven by the tax credit provisions of the U.S. Inflation Reduction Act [2] - Despite this growth potential, the region faces uncertainties related to the Treasury Department's guidance on hydrogen production, which could impact project development timelines [2] Industry Challenges - Major companies like Shell and BP have recently scaled back or canceled key projects due to regulatory uncertainties and higher-than-expected renewable electricity costs [2] - Analysts suggest that the industry is transitioning from speculative announcements to tangible projects with purchase agreements and viable economic models, which is crucial for realizing the market potential of $75 billion [2]

Core Insights - BMW Group has announced a new emission reduction target, aiming to cut at least 60 million tons of CO2 equivalent by 2035 compared to 2019 levels, which is an increase of approximately 20 million tons from the previous 2030 target [2][7] - The company is committed to achieving net-zero emissions by 2050, aligning its actions with the Paris Agreement [4][10] Emission Reduction Strategy - BMW's strategy focuses on a full lifecycle carbon reduction approach, with a goal to reduce lifecycle CO2 emissions by at least 40 million tons by 2030 compared to 2019 [4][10] - By 2035, the company aims to halve the CO2 emissions per euro of revenue compared to 2019 levels [4][10] Key Initiatives - Core initiatives to achieve these targets include increasing the use of renewable energy in production and supply chains, enhancing the utilization of recycled materials, optimizing energy efficiency during the usage phase, and advancing product and technology innovation [4][10] - BMW plans to expand its electric product lineup as part of its multi-technology strategy [4][10] Production and Sustainability Efforts - Since 2020, all BMW factories globally have sourced 100% of their electricity from renewable sources [5][11] - The Shenyang production base has been recognized as a national green factory for nine consecutive years and is set to generate 91.86 GWh of solar power by 2024, equivalent to the annual electricity consumption of about 30,000 households [5][11] - A geothermal heating project will begin operations in 2025, utilizing renewable geothermal energy to reduce carbon emissions by approximately 18,000 tons annually [5][11] Supplier Engagement and Recycling - BMW is actively engaging local suppliers, with around 200 core suppliers in China committing to use green electricity for producing BMW components, aiming for a reduction of about 1 million tons in supply chain carbon emissions by 2024 compared to 2019 [6][12] - The company has achieved 100% recycling of retired power batteries in China, with over 2,100 tons of recycled battery materials expected to be reused by 2024 [6][12] New Product Launch - The upcoming "new generation" models in China will feature the sixth-generation BMW eDrive technology, designed to minimize energy loss while enhancing electric driving enjoyment [6][12]

Core Insights - The article discusses the evolving landscape of ESG (Environmental, Social, and Governance) investment, emphasizing the shift from passive response to proactive engagement in sustainable investment strategies [5][20]. - It highlights the increasing systemic risks posed by climate change and market volatility, which significantly impact investment returns [20]. Group 1: Global ESG Development Trends - The global ESG development is transitioning from "passive response" to "active layout," driven by multiple factors reshaping investment logic [5][20]. - Climate-related disasters are causing economic losses to rise, projected to reach $320 billion in 2024, with insurance costs at $140 billion, marking a 38% increase compared to the past decade [6][21]. - The need for a fundamental transformation in energy production and consumption to achieve net-zero emissions by 2050 is pushing capital from high-carbon sectors to green low-carbon industries [7][21]. - The globalization of ESG regulations is evident, with Europe establishing a regulatory framework centered on SFDR and CSRD, transitioning ESG from voluntary disclosure to mandatory compliance [8][22]. Group 2: Policy and Market Resonance - The integration of ESG standards into investment considerations is a result of policy guidance, market demand, and risk pressures [9][23]. - The EU's SFDR mandates financial institutions to disclose ESG-related information, directing funds towards sustainable sectors [23]. - Historical cases illustrate the financial repercussions of neglecting ESG factors, such as Volkswagen's $24.7 billion fine for the "Dieselgate" scandal [23]. Group 3: Value Creation through ESG - Ofi Invest integrates ESG factors systematically to create a closed loop of "risk prevention - opportunity capture - value creation" [24]. - The environmental dimension focuses on avoiding high-risk assets and investing in renewable energy and storage technologies [25][26]. - The social dimension emphasizes building trust among stakeholders and supporting community engagement and job creation [27]. - The governance dimension involves establishing dedicated ESG governance structures, with 97.7% of investments rated by internal ESG analysts [28]. Group 4: Ofi Invest's Path and Outlook - Ofi Invest practices sustainable investment through three pillars: developing forward-looking scenario analysis for net-zero emissions, establishing a comprehensive management loop, and building a sustainable financial ecosystem [14][28]. - The firm manages assets compliant with the EU's SFDR, totaling €123 billion, with over 70% of public funds meeting SFDR Article 8 standards [14][28]. - Ofi Invest aims to deepen ESG integration, focusing on climate transition and balancing financial returns with social and environmental value [14][28].