人民财讯9月30日电，企查查APP显示，近日，上海碳生万物科技有限公司发生工商变更，新增广西腾 讯创业投资有限公司等为股东，同时注册资本增至1419.04万元。企查查信息显示，该公司成立于2024 年，经营范围包含：碳减排、碳转化、碳捕捉、碳封存技术研发；新兴能源技术研发等。公开信息显 示，碳生万物聚焦碳科技与新材料领域创新应用，致力于为化工、能源行业提供清洁技术解决方案。 ...

Core Insights - Tarim Oilfield (Ruoqiang) New Energy Co., Ltd. was established on September 3, with a registered capital of 1.118 billion RMB [1] - The company is wholly owned by PetroChina Taihu (Beijing) Investment Co., Ltd. [1] - The business scope includes solar power generation technology services, emerging energy technology research and development, and carbon reduction technologies [1] Company Overview - The legal representative of the new company is Liang Yulei [1] - The registered capital of the company is 1.118 billion RMB, indicating significant investment in the new energy sector [1] - The company focuses on various technologies including carbon capture, carbon storage, and energy storage services [1]

Core Insights - The Earth's geological carbon storage capacity is estimated to be 1.46 trillion tons, according to a recent study published in the journal Nature [1][3] - This capacity may be reached by the year 2200 under current warming mitigation scenarios, prompting countries to reconsider the role of carbon storage in their emission reduction plans [1][3] Group 1: Research Findings - The study indicates that to achieve net-zero carbon emissions, the amount of carbon dioxide emitted must be balanced by the amount sequestered [1] - Carbon capture and storage (CCS) technology can potentially sequester emissions in geological formations for hundreds or thousands of years [1] - The cautious estimate of the Earth's geological carbon storage potential is 1.46 trillion tons, which could mitigate global warming by up to 0.7°C [3] Group 2: Geographic and Technical Considerations - Approximately 70% of the carbon storage potential is located on land, with high storage potential countries including Russia, the United States, China, Brazil, and Australia [3] - The study's limitations include not accounting for barriers to the scaling of carbon capture and storage technologies or potential future technological advancements [3] - Decision-makers are urged to clarify the estimated need for carbon storage and plan strategies to mitigate carbon emissions accordingly [3]

Core Viewpoint - The article emphasizes the urgent need for global carbon dioxide reduction and enhancing ecosystems' carbon absorption capabilities, highlighting afforestation as a cost-effective natural climate solution [4]. Group 1: Research Findings - A study published in the journal Science quantifies the carbon sequestration potential of soil during global forest restoration, integrating ecological, climatic, and policy factors to redefine afforestation's role in climate change mitigation [4][6]. - The research developed a machine learning model to quantify soil carbon changes post-afforestation, revealing a coexistence of carbon increase and loss primarily in surface soil (0-30 cm) [6]. - If afforestation is limited to areas that avoid unintended warming effects and ensure water resources and biodiversity, approximately 389 million hectares could sequester 39.9 Pg of carbon by 2050, significantly lower than previous estimates [6]. Group 2: Policy Implications - If land is further restricted to existing policy commitments (120 million hectares), the carbon sequestration potential drops to 12.5 Pg [6]. - The study suggests that to achieve larger-scale climate mitigation, there is an urgent need to expand dedicated afforestation areas and enhance commitments from countries with significant undeveloped potential [6][8]. - The findings provide actionable insights for optimizing land use policies and afforestation strategies to maximize climate benefits [8].

Group 1 - Changhua (Dingbian) Oilfield Development Co., Ltd. has been established with a registered capital of 30 million yuan [1] - The company's business scope includes carbon reduction, carbon conversion, carbon capture, and carbon storage technology research and development [1] - The company is wholly owned by China National Petroleum Corporation [1]

Core Insights - An international study has discovered that certain fig trees can absorb carbon dioxide from the atmosphere and store it as calcium carbonate "stones" in the surrounding soil, providing a natural solution to climate change while improving soil quality and generating economic benefits [1][2] Group 1: Carbon Sequestration Mechanism - Trees convert carbon dioxide into organic carbon through photosynthesis, which forms their trunks, branches, roots, and leaves, making afforestation a potential method for reducing carbon emissions [1] - Some trees utilize carbon dioxide to generate calcium oxalate crystals, which, when partially decayed, transform into calcium carbonate with the help of specific bacteria or fungi, enhancing soil pH and nutrient availability [1] - Inorganic carbon in calcium carbonate has a longer lifespan in soil compared to organic carbon, making it a more effective method for carbon sequestration [1] Group 2: Research Findings - A research team from institutions including the University of Zurich analyzed three species of fig trees in Samburu County, Kenya, identifying areas where calcium carbonate forms and the microbial communities involved in this process [1] - The study found that calcium carbonate forms not only on the surface of the tree trunks but also within the wood structure, likely due to microbial decomposition of surface crystals [1] - Among the three fig tree species studied, one showed the highest efficiency in converting carbon dioxide to calcium carbonate for carbon sequestration, prompting further analysis of its water requirements and fruit yield to assess its agricultural and forestry applicability [2]

Core Insights - Researchers have developed a 3D printable "living gel" made from photosynthetic cyanobacteria that efficiently removes carbon dioxide from the air [1][2] - This living material requires only sunlight, carbon dioxide, and nutrient-rich artificial seawater for growth, and it can absorb significantly more carbon dioxide than it stores through organic growth [1][2] Group 1 - The new material can absorb approximately 26 milligrams of carbon dioxide per gram over a period of 400 days, with most of it being stored in mineral form [2] - The incorporation of mineral deposits enhances the mechanical strength of the material, allowing it to harden over time [2] - The hydrogel, which serves as the carrier material, is designed to efficiently transmit light, carbon dioxide, water, and nutrients, facilitating uniform distribution of microorganisms [2] Group 2 - This low-energy, environmentally friendly material can sequester carbon dioxide from the atmosphere and may complement existing chemical carbon sequestration processes [2] - Future research will explore the potential of using this material as a coating for building exteriors, enabling continuous carbon sequestration throughout the building's lifecycle [2]

Core Insights - The article discusses the urgent challenge of global warming and highlights the ocean's role as a significant carbon sink, capable of absorbing vast amounts of carbon dioxide [2][3] - A Chinese scientist, Jiao Nianzhi, has proposed an innovative mechanism called the "microbial carbon pump" to enhance the ocean's ability to sequester carbon [2][5] - The "International Marine Negative Emission Science Plan" led by Jiao aims to provide a global solution for carbon management based on Chinese practices [8] Group 1: Ocean's Carbon Absorption Capacity - The ocean absorbs approximately 2 billion tons of carbon dioxide annually, which is equivalent to the emissions from about 800 million gasoline cars [3] - The ocean's carbon storage capacity is about 50 times that of the atmosphere and 20 times that of land [3] Group 2: Microbial Carbon Pump Theory - Jiao Nianzhi's "microbial carbon pump" theory suggests that microscopic marine organisms can be utilized to enhance carbon absorption [5][6] - The process involves organic carbon particles being encapsulated, preventing them from being consumed by bacteria, thus allowing them to settle on the ocean floor for long-term storage [6] Group 3: International Collaboration and Research - The "International Marine Negative Emission Science Plan" has garnered support from 79 institutions across 33 countries, focusing on collaborative research to explore marine carbon sequestration mechanisms [8] - Jiao emphasizes the importance of sharing knowledge and promoting scientific collaboration on a global scale [8]

Summary of The Andersons (ANDE) Conference Call Company Overview - The Andersons is a diversified agribusiness operating in grain trading, ethanol production, and plant nutrients, with a strong presence in the Eastern Corn Belt and recent expansion into the Western Corn Belt through the Skylin grain investment [2][6] Key Points and Arguments Leadership Transition - CEO Bill Krueger has been in the role since October, succeeding Pat Bo, and has been with the company since the Lansing acquisition [3] - The company has tripled in size since January 1, 2019, indicating significant growth and transformation [3] Business Segments and Strategy - The Andersons has combined its nutrient business with its trade group to enhance operational efficiency [5] - The company has adopted a more asset-light model since 2019, allowing for greater flexibility and nimbleness in operations [7][8] - The Skylin investment has filled gaps in the company's asset footprint, particularly in Southwest Kansas and the Texas Panhandle [6][21] Market Dynamics - The wheat market is currently balanced, with the U.S. showing a slight oversupply at a carryout of 1.6 million bushels [10][11] - Global corn demand is well-structured, but competition from Milo and wheat is affecting corn demand in the U.S. [11][12] - Fertilizer demand remains high despite a weaker financial position for some farmers, attributed to precision agriculture practices [14][15] Tariffs and Trade - Recent changes to tariffs and port fees have reduced risks for The Andersons, particularly regarding exports from the Great Lakes [18][20] - The company is well-positioned to navigate the current tariff environment, especially concerning fertilizer and wheat imports [18] Financial Performance and Outlook - The Skylin investment is expected to contribute $30 million to $40 million in EBITDA on a run-rate basis [25] - Ethanol margins are expected to improve through Q2 and Q3, driven by increased gasoline demand and potential E15 mandates [31][32] - The company anticipates a stable inventory level for ethanol, similar to the previous year, with a positive outlook on exports [36] Renewable Diesel and Feedstock Opportunities - The Renewable Volume Obligation (RVO) is expected to drive demand for feedstocks, positively impacting The Andersons' renewable diesel feedstock business [40][41] - The company has a target to increase its renewable diesel feedstock trading from 1.5 billion pounds to 2 billion pounds [42] Capital Expenditure and Growth Strategy - The company plans to invest approximately $200 million in CapEx for 2025, focusing on efficiency improvements and potential acquisitions [52] - The current environment is seen as favorable for acquisitions, with a preference for larger deals (doubles and triples) rather than smaller ones [53][54] Key Milestones and Monitoring - Investors should monitor the growing season, proposed legislation, and the company's carbon sequestration permit filing in Indiana [63][64] - The company is focused on optimizing its portfolio and addressing underperforming profit centers [66][67] Additional Important Insights - The Andersons has a robust internal growth project pipeline, with significant investments planned for the Port of Houston and other projects [51] - The company is considering share repurchase options, balancing this with potential acquisition opportunities [59][60] This summary encapsulates the key discussions and insights from The Andersons' conference call, highlighting the company's strategic direction, market dynamics, and financial outlook.

计划将日本国内火力发电站等排出的二氧化碳转化为液体后，通过专用船舶运输并封入马来西亚 近海的废旧天然气田，该项目最早将于2030年启动。这将成为日本首个海外项目…… 日本和马来西亚将在二氧化碳的地下封存方面进行合作。计划将日本国内火力发电站等排出的二 氧化碳转化为液体后，通过专用船舶运输并封入马来西亚近海的废旧天然气田，该项目最早将于 2030年启动。根据国际条约，向国外运输需要两国之间达成协议，这将成为日本首个海外项目。 日本三井物产和关西电力等企业正在与马来西亚国家石油公司（Petronas）推进业务。马来西亚 近海有多个大规模天然气田，计划向枯竭后的空洞部分压入。3个项目正在推进中，合计最多可 封存1000万吨左右。 日本力争到2050年实现温室气体的净零排放。正在利用太阳能和风力等可再生能源发电，扩大纯 电动汽车（EV）的引进。另外，日本政府还制定了到2050年在地下封存1.2亿～2.4亿吨二氧化碳 的目标。按日本2023年度的总排放量来看，相当于1～2成。 日本企业在北海道苫小牧近海的碳封存项目将在2025年内启动（2023年，北海道苫小牧市的试验设施） 2024年日本政府通过了相关法律，允许在国内 ...