Core Points - The recent expansion of CCER methodologies from 4 to 13 indicates a significant shift towards including high-carbon to low-carbon transition areas, such as building energy efficiency and agricultural waste management [1][2][3] - Companies like Longyuan Power and Yueyang Forest Paper view the accelerated growth of the CCER market as an opportunity to diversify their business and enhance China's influence in global carbon governance [1][2] - The release of the fifth batch of methodologies aligns with national policies aimed at promoting green and low-carbon transitions, as well as external pressures from the EU's Carbon Border Adjustment Mechanism (CBAM) set to be implemented in January 2026 [1][5] Summary by Sections CCER Market Expansion - The Ministry of Ecology and Environment has released a total of 15 CCER methodologies this year, indicating a rapid expansion of the market [2][3] - The expansion signifies a transition from pilot projects to a more mature market that covers the entire industry chain [2][3] Company Responses - Longyuan Power has established a specialized carbon asset management company to handle CCER project development and trading, viewing it as an additional value to their clean energy business [3][4] - Yueyang Forest Paper sees CCER as a strategic tool for business transformation, aiming to integrate carbon asset development with traditional operations to enhance profitability [4][5] Challenges and International Integration - Experts caution that while the CCER market is expanding, it still faces challenges in meeting international standards, particularly regarding project verification and data transparency [6][7] - The current methodologies may not yet be ready for international carbon trading under the Paris Agreement due to differences in certification standards and the need for dynamic updates [6][7]

Group 1 - Changqing Group announced on September 4 that the third batch of CCER methodology is still in the public consultation phase [1] - According to the methodology, a biomass cogeneration project with a capacity of 30MW is expected to generate over 120,000 tons of voluntary carbon reduction annually [1] - Information on carbon market trading prices can be obtained from the public market [1]

Group 1 - The third batch of CCER methodologies will expand the coverage of emission reduction projects, focusing on biomass energy utilization and methane reduction in the oil and gas industry, indicating a more refined and specialized direction for China's voluntary greenhouse gas reduction mechanism [2] - Compared to the first batch (carbon sinks, renewable energy) and the second batch (energy saving, gas utilization), the third batch of methodologies demonstrates increased technical complexity and industry specificity, reflecting the CCER mechanism's attention to "hard-to-abate" sectors [2] - The implementation of the new methodologies is expected to significantly enhance the economic viability of oil and gas companies in recovering associated gas, while also providing a clear pathway for biomass power generation projects to participate in the carbon market [2] Group 2 - The Ministry of Ecology and Environment has publicly solicited opinions on four new methodologies related to biomass grid-connected power generation, offshore oil field associated gas recovery, onshore gas field gas recovery, and onshore oil field low-volume associated gas recovery [1] - The first batch of CCER methodologies was released in October 2023, including four methodologies: afforestation carbon sinks, grid-connected solar thermal power generation, grid-connected offshore wind power generation, and mangrove restoration, which established specific requirements and processes for carbon sink project development [1] - The second batch of CCER methodologies was released on January 3, 2025, consisting of two methodologies: energy-saving in highway tunnel lighting systems and utilization of low-concentration gas from coal mines with methane volume concentration below 8% [1]

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