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可持续方法论|以《国际绿色航运走廊合作倡议》为契机,加速航运脱碳
Xin Lang Cai Jing· 2025-11-27 06:19
Core Viewpoint - The global shipping industry, responsible for over 80% of goods transport, faces significant challenges in reducing greenhouse gas emissions, which currently account for about 2%-3% of global emissions. The International Maritime Organization warns that emissions could rise to 1.5-3.5 times the 2008 levels by 2050, necessitating a systemic transformation in fuel alternatives, energy efficiency, and infrastructure connectivity [1][3]. International Progress and Policy Landscape - The EU has introduced the FuelEU Maritime initiative under the "Fit for 55" framework, aiming to progressively tighten greenhouse gas intensity limits for marine fuels, targeting a 2% reduction by 2025 and an 80% reduction by 2050 compared to 2020 levels. This encourages investments in renewable fuels and low-carbon technologies [3]. - The EU Emissions Trading System (EU ETS) includes shipping, providing a carbon price signal to enhance marginal abatement costs, prompting companies to balance energy efficiency improvements, fuel alternatives, and operational optimizations [3]. - Over 60 green shipping corridor projects have been announced or planned globally, although only one-third have progressed to feasibility studies or pilot phases due to high initial investment costs and lack of standardization [3]. China's Policy and Engineering Practices - Since the 14th Five-Year Plan, China has been enhancing its top-level design for green and low-carbon transformation in transportation, with a focus on the shipping industry's green and digital development [4]. - Approximately 60 automated terminals have been established, with significant advancements in shore power usage, reaching nearly 200 million kilowatt-hours. Shanghai is a leader in LNG and methanol dual-fuel refueling [4]. - The "Green Development Action Plan for Shipbuilding Industry (2024-2030)" aims to integrate green and low-carbon improvements across the entire lifecycle of ships, promoting collaboration across the industry [4]. Insights from the International Green Shipping Corridor Cooperation Initiative - The initiative emphasizes voluntary and open collaboration among governments, ports, shipping companies, and fuel suppliers, proposing seven measures to enhance clean fuel application and infrastructure development [5][6]. - It aims to create a closed-loop mechanism linking policy, technology, infrastructure, and market dynamics to facilitate the transition from demonstration projects to large-scale implementation [6]. - The initiative advocates for a collaborative supply chain for clean fuels, addressing the current fragmentation and promoting long-term contracts and joint investments [6]. Technological and Standardization Collaboration - The initiative highlights the need for technological and standardization collaboration to reduce systemic costs and support large-scale replication of clean fuel technologies [7]. - It calls for the establishment of a mutual recognition certification system for sustainable shipping fuels, which would streamline regulatory processes and reduce compliance costs [7]. Fair Transition and Global Cooperation - The initiative stresses the importance of equitable transition principles, supporting developing countries in upgrading port infrastructure and localizing green fuel production [8]. - It suggests exploring demonstration projects in emerging shipping routes and enhancing multilateral financing and technical cooperation to ensure broader participation in the global corridor network [8]. - By operationalizing fairness through funding, technology, and institutional arrangements, the initiative aims to ensure that the benefits of green transformation are widely distributed, promoting sustainable and equitable progress in the global shipping industry [8].
风险与韧性:金融重塑全球航运 | 两说
第一财经· 2025-11-20 08:09
Core Viewpoint - The global shipping industry is undergoing unprecedented transformation driven by the need for sustainability and digitalization, with significant investments required to meet these challenges [1]. Group 1: Key Figures in Shipping - Jens Meyer, CEO of Hamburg Port, emphasizes the importance of knowledge sharing in the port industry for sustainable development [4]. - Marika Caroline Laurent, Senior VP at MSC, focuses on environmental regulations and public policy in shipping [4]. - Frédéric Denivelle, President of IUMI, plays a crucial role in establishing maritime safety standards and risk assessment [4]. Group 2: Dual Transformation - The shipping industry is experiencing a dual transformation with investments in dual-fuel systems and shore power, requiring trillions of dollars to meet the 2050 net-zero emissions target [6]. - Investment returns are clearer for digitalization and energy efficiency improvements compared to the transition to new fuels, which faces regulatory uncertainties [6][7]. Group 3: Resilience as a Core Competitiveness - Geopolitical instability has become the new normal, necessitating investments in resilience to enhance competitiveness in the shipping industry [9]. - The ability to adapt to geopolitical challenges is demonstrated by the shipping industry's performance even amidst crises, such as the Red Sea situation [9]. Group 4: Green Shipping Corridors - The global network of green shipping corridors is expanding, translating ambitious decarbonization goals into actionable steps [11]. - The effectiveness of shore power depends on the actual connection capabilities of ports, highlighting infrastructure mismatches [11]. Group 5: Data as a Valuable Resource - In the digital age, data is considered more valuable than oil, with efficient information exchange being crucial for the shipping process [14]. - The main risk in digital transformation lies in uncertainty, which can hinder investment decisions [14]. Group 6: Government-Led Green Revolution - The green transition in shipping is increasingly driven by policy decisions focused on decarbonization rather than efficiency [17]. - Government involvement is essential for making investments in shore power commercially viable [17]. Group 7: Future Investment Trends - Modern pension funds are particularly interested in port infrastructure investments due to their long-term value [18]. - The creation of a green shipping activity index may emerge, indicating a shift in financial markets towards supporting sustainable shipping investments [19].
进博会上的德国视角:汉堡港探寻绿色转型之路|进博深一度
Di Yi Cai Jing· 2025-11-07 15:16
Core Insights - The Hamburg Port Authority is actively engaging with Chinese port industry professionals to understand the latest trends in import and export as well as port development [1] - The port has reported a significant increase in container throughput, with a 9.3% year-on-year growth, reaching 4.2 million TEUs in the first half of the year [1][3] - Hamburg Port's collaboration with China, particularly through the establishment of "green shipping corridors," is seen as a crucial step towards decarbonization and sustainable development [5] Group 1: Container Throughput and Trade Relations - Hamburg Port's container throughput from Asia, especially from Malaysia, India, and China, has shown positive growth, with China contributing 1.2 million TEUs, a 10.5% increase year-on-year [3] - The port's overall throughput has benefited from strong trade relations with China, which remains its largest trading partner, while trade with the U.S. has declined by 19.3% due to tariff policies [3] Group 2: Green Initiatives and Future Prospects - The Hamburg Port is focusing on green transformation, including the development of shore power facilities and alternative fuel technologies, to enhance the resilience and efficiency of international transport networks [1][4] - The port aims to establish a comprehensive infrastructure to support trade corridors and promote decarbonization, aligning with the International Maritime Organization's goal of achieving net-zero emissions by around 2050 [5] - The EU's "Fit for 55" regulation is a significant driver for Hamburg Port's decarbonization efforts, aiming for a 55% reduction in greenhouse gas emissions by 2030 compared to 1990 levels [5]
共筑航运业开放合作健康发展生态 2025北外滩国际航运论坛开幕
Jie Fang Ri Bao· 2025-10-20 01:37
Core Points - The 2025 North Bund International Shipping Forum emphasizes the importance of sustainable development in the shipping industry and aims to enhance global shipping cooperation [1][6] - Shanghai aims to become a world-class shipping hub by leveraging technology and innovation, improving service levels, and promoting green transformation in the shipping sector [2][4] - The Chinese government is taking measures to address challenges posed by the U.S. regarding shipping and logistics, including imposing special port fees on U.S. vessels [3] Group 1: Forum Highlights - The forum features key speeches from Shanghai officials and international representatives, focusing on the development of a sustainable shipping industry [1][6] - The forum includes discussions on smart shipping, maritime safety, legal and financial insurance, and aims to foster international cooperation [6] Group 2: Shanghai's Strategic Goals - Shanghai is committed to building a modern shipping infrastructure and enhancing logistics efficiency through collaboration with the Yangtze River Delta [2][4] - The city plans to establish a green shipping corridor and improve the international shipping service network to support global trade [2][4] Group 3: Government Initiatives - The Chinese government is investigating the impact of U.S. policies on its shipping industry and is implementing measures to protect its maritime interests [3] - The forum also announced the International Green Shipping Corridor Cooperation Initiative, highlighting collaborative efforts in the shipping sector [5]
航运减排临“大考”:从上海港出发,解码绿色燃料之需与机制之困
Xin Lang Cai Jing· 2025-08-28 00:31
Core Viewpoint - The development of green methanol as a fuel for shipping is gaining momentum, with Shanghai positioning itself as a key hub for green fuel supply and infrastructure, aiming to meet international emissions reduction targets and enhance its role in global shipping [3][5][31]. Group 1: Green Methanol Development - The first methanol dual-fuel container ship, "COSCO Shipping Yangpu," has successfully refueled with 1,000 tons of domestically produced green methanol at Shanghai Yangshan Port, marking a significant step in establishing a complete domestic green methanol supply chain [1][6]. - The International Maritime Organization (IMO) has approved a framework for net-zero emissions in global shipping, requiring ships over 5,000 tons to reduce emissions in phases, aiming for net-zero by 2050 [3][4]. - Shanghai aims to establish a green fuel supply system by 2030, with plans for a green fuel refueling service center and a green fuel trading center [4][5]. Group 2: Infrastructure and Capacity - Shanghai Port has become one of the few ports globally capable of simultaneously providing green methanol and LNG refueling services, with a significant increase in methanol refueling operations in recent years [6][8]. - The port has received nine applications for methanol refueling from ocean-going vessels this year, with a total refueling volume exceeding 32,500 tons, a substantial increase from just over 500 tons last year [6][9]. - The domestic green methanol production capacity is projected to reach approximately 12 million tons by 2030, accounting for nearly 50% of the global market [9][12]. Group 3: Challenges and Solutions - The green fuel sector faces a "supply-demand dual challenge," where a lack of stable supply discourages investment from shipowners, while unclear demand prevents producers from expanding [10][19]. - The cost of green methanol production is currently high, with estimates suggesting a potential increase of 340% to 350% in fuel costs when transitioning from traditional low-sulfur fuel to green methanol [14][15]. - The industry is exploring solutions to reduce costs, such as optimizing production processes and establishing centralized biomass resource utilization [17][18]. Group 4: Collaborative Efforts and Future Outlook - Collaborative projects among state-owned enterprises and local companies are underway to build a comprehensive green methanol supply chain, covering production, transportation, and refueling [9][22]. - The establishment of green shipping corridors, such as the Shanghai-Los Angeles corridor, aims to facilitate the adoption of green fuels and reduce emissions along key trade routes [26][28]. - The growth of green fuel demand and the establishment of stable supply chains are expected to create new economic opportunities and reshape the energy landscape [31].
“绿色航运走廊”从1到10:洛杉矶港与上海港形成合力是实现零碳的关键
第一财经· 2025-07-18 05:32
Core Insights - The article emphasizes the significance of the Port of Los Angeles as the largest and busiest container port in the U.S., highlighting its crucial role in the local and global economy amidst increasing economic uncertainties [1][2][12] - The port achieved a throughput of 10.3 million TEUs in 2024, marking a 20% year-on-year increase, driven by strong U.S. economic performance and proactive inventory management in anticipation of potential tariff policies [1][2] - The port is also undergoing a green transformation, achieving its lowest pollution levels in 2024 since pollution quantification began, while providing numerous job opportunities locally [1][4] Economic Impact - The Port of Los Angeles, along with the Port of Long Beach, supports the logistics industry in Southern California, directly creating hundreds of thousands of jobs and contributing thousands of billions of dollars to the local economy annually [2][12] - Approximately 45% of the port's trade business comes from China, with over $200 billion worth of goods traded annually across the Pacific [2][10] - The collaboration between the Port of Shanghai and the Port of Los Angeles in establishing the "Green Shipping Corridor" reflects a commitment to sustainable economic cooperation [2][10] Environmental Initiatives - The port is a pioneer in emission reduction, with shipping emissions accounting for 60% of its total emissions. The implementation of shore power technology has been a significant step in this direction [3][4] - The port aims for zero emissions in operations by 2030 and for heavy-duty trucks by 2035, with initiatives like the Clean Air Action Plan leading to a 74% reduction in nitrogen oxide emissions and a 91% reduction in diesel particulate matter [4][7] - The introduction of the first zero-emission container ship, the Maersk Aletta, signifies a milestone in the shipping industry's efforts to reduce climate impact [4][11] Digital Transformation - The Port of Los Angeles is advancing in digital transformation, utilizing automation and robotics to enhance operational efficiency, including a system that predicts cargo information 40 days in advance [6][8] - The port has invested in cybersecurity measures, successfully intercepting numerous cyber intrusion attempts, which is crucial for maintaining operational integrity [6][8] - Collaboration with private sector partners and government stakeholders is essential for leveraging digital technologies to drive growth and improve supply chain efficiency [8][12] Future Goals - The "Green Shipping Corridor" initiative aims to demonstrate the feasibility of a zero-carbon lifecycle container ship by 2030, representing a significant goal for both ports [10][11] - The partnership between the Port of Shanghai and the Port of Los Angeles is seen as a model for reducing pollution and enhancing trade efficiency, with the potential to significantly impact global shipping practices [11][12] - Continued cooperation between the U.S. and China is deemed vital for maintaining robust economic ties and addressing the challenges posed by evolving global trade policies [12][13]
深化中外友城合作  共绘绿色发展新篇
Ren Min Ri Bao· 2025-06-01 22:12
Group 1: Forum Overview - The World Mayors Dialogue and the 2025 Shanghai International Friendly Cities Cooperation Forum took place in Shanghai from May 28 to 30, focusing on themes of "green, low-carbon, development, and innovation" [1] - Representatives from 26 friendly cities across 22 countries gathered to discuss topics such as green initiatives, low-carbon strategies, youth engagement, and innovation [1] Group 2: International Cooperation - Shanghai has established friendly relations with 95 cities in 59 countries, showcasing its global network and commitment to international collaboration [1] - The forum highlighted practical measures to enhance cooperation among international friendly cities, reflecting China's proactive role in promoting a community with a shared future for mankind [1] Group 3: Green Development Initiatives - Representatives from various cities, including Mexico City and Los Angeles, expressed interest in learning from China's experience in developing green and low-carbon vehicles [2] - The establishment of a green shipping corridor between Shanghai and Los Angeles was noted as a significant achievement in promoting sustainable shipping practices [2] Group 4: Youth Engagement and Innovation - The forum emphasized the importance of youth in shaping the future of cities, with discussions on initiatives to retain young talent and foster innovation [4] - Suggestions were made to form an "Innovation City Alliance" to develop low-carbon logistics infrastructure among key port cities [3] Group 5: Healthcare and Public Services - The forum showcased Shanghai's advancements in healthcare, including comprehensive community health services and the use of digital technology in medical management [6] - International representatives praised Shanghai's public service efficiency and its role as a model for global public service standards [7]
【财经分析】港航业“绿色变革”迫在眉睫 业界呼吁强化全球合作加速脱碳进程
Xin Hua Cai Jing· 2025-05-29 14:00
Core Viewpoint - The global shipping industry is undergoing a significant green transformation, with a focus on achieving net-zero emissions by 2050, driven by the need for sustainable practices and regulatory pressures [2][4]. Group 1: Industry Challenges and Goals - The shipping sector accounts for over 80% of international trade transport and is a major source of carbon emissions, necessitating urgent green transformation [1][2]. - Without effective emission reduction measures, carbon emissions from the shipping industry could increase by 50% to 250% by 2050 compared to 2008 levels [2]. - The European Union's carbon border adjustment mechanism has included shipping, indicating that future access to international shipping will require a green passport [2]. Group 2: Role of Ports in Green Transition - Ports are seen as active promoters of green shipping, not just passive gateways, by investing in infrastructure and adopting smart technologies [2][3]. - Ningbo-Zhoushan Port has become a pioneer in the green transition, implementing LNG refueling, shore power coverage, and exploring zero-carbon fuel applications [3][7]. - Major international shipping centers like Shanghai and Hong Kong are also taking significant steps towards green transformation, with specific targets for LNG and green fuel capabilities [2]. Group 3: Collaborative Efforts and Innovations - Industry experts emphasize the need for collaboration across the sector, including policy guidance, technological breakthroughs, and capital mobilization [4][5]. - The establishment of a green technology innovation community is recommended to address challenges in hydrogen, ammonia fuels, and carbon capture technologies [5]. - The signing of agreements for green shipping corridors between Ningbo-Zhoushan Port and major European ports aims to enhance low-carbon cooperation and promote zero-emission shipping [6][7]. Group 4: Technological Advancements and Infrastructure - The development of a digital ecosystem and big data hubs is crucial for optimizing shipping operations and achieving resource efficiency [5][6]. - Ningbo-Zhoushan Port has achieved full shore power coverage for its berths and has implemented various green technologies, including the first LNG-diesel dual-fuel tugboat in China [7]. - The green shipping corridor model focuses on reducing emissions through collaboration among global ports, shipping companies, and governments [7].
30%的货运吞吐量来自中国,欧洲第四大港口欲加深与中国合作
Di Yi Cai Jing· 2025-05-28 05:38
Core Insights - The trade volume between China and Europe, particularly France, is showing positive growth signals despite global trade uncertainties [1][3] - HAROPA, the largest port group in France, is actively enhancing maritime trade cooperation with Chinese ports to attract investment [1][3] Trade Volume and Data - In the first four months of this year, the EU was China's second-largest trading partner, with a total trade value of 1.78 trillion yuan, an increase of 1.1% [1] - China's exports to the EU reached 1.21 trillion yuan, marking a growth of 6.1% [1] HAROPA Port Overview - HAROPA is the largest port complex in France, formed by the merger of Le Havre, Rouen, and Paris ports in 2012, and is the fourth largest port in Europe [3] - The port is projected to handle over 100 million tons of container throughput in 2024, equivalent to 3.1 million TEUs, with steady growth [3] Strategic Advantages - HAROPA ports are located in France's largest consumer distribution area, covering a population of 200 million within a 200 km radius [3] - The direct shipping route from Ningbo to HAROPA is 2-8 days faster than routes from Rotterdam and Antwerp [3] Trade Relations with China - Cargo traffic between China and HAROPA accounts for nearly 30% of the port's total container transport [4] - In 2024, the cargo volume from China to HAROPA is expected to be 570,000 TEUs, with industrial products and machinery making up 61% of imports [5] Green Port Cooperation - HAROPA and Ningbo-Zhoushan Port signed a cooperation agreement focusing on multimodal transport, green logistics, and digital transformation [6] - The partnership aims to enhance collaboration in digitalization to shorten delivery times and shift more e-commerce shipments from air to sea transport [6] Environmental Initiatives - The focus on reducing carbon emissions in the shipping industry includes optimizing fuel use and exploring LNG applications [7] - HAROPA has established charging facilities for electric energy use while docked, promoting investment in green technologies [7]