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化外部“碳约束”为内部“绿动能” ——写在CBAM正式实施之际
Zhong Guo Hua Gong Bao· 2026-01-12 02:51
Core Viewpoint - The EU's Carbon Border Adjustment Mechanism (CBAM) has transitioned into a mandatory phase, posing significant challenges and opportunities for China's petroleum and chemical industries, necessitating a shift towards greener practices and compliance with international standards [1] Group 1: Fertilizer Industry - The default emission value for Chinese urea products is set at 2.85 tons of CO2 per ton, nearly double that of major natural gas-producing countries like Algeria, while anhydrous ammonia has a default value of 4.36 tons of CO2 per ton [2] - Fertilizer companies must transition from "extensive management" to "refined accounting" by establishing a Monitoring, Reporting, and Verification (MRV) system that meets international standards to counter unreasonable default values [2] Group 2: Hydrogen Industry - The hydrogen industry, although small, is crucial for the green development of the petrochemical sector, with a default emission intensity for Chinese hydrogen set at 26.64 tons of CO2 per ton [2] - The CBAM's inclusion of hydrogen signifies a rejection of traditional "grey hydrogen" production methods, pushing the industry towards green hydrogen production using renewable energy [2] Group 3: Refining and Chemical Industries - The refining and organic chemicals sectors are identified as potential main battlegrounds under CBAM, with the EU targeting organic chemicals and polymers to prevent "carbon leakage" [3] - Refining products will have their carbon footprints traced throughout the supply chain, and any expansion of CBAM will impact the entire petrochemical industry, including synthetic resins and plastics [3] Group 4: Data Management and Compliance - CBAM challenges companies not only in production processes but also in data governance, requiring transparent and verifiable supply chain data [4] - Companies need to establish a digital carbon management platform to track carbon footprints from raw material procurement to end products, while adhering to compliance standards [4] - The industry must view the CBAM as both a long-term and a critical challenge, transforming external carbon constraints into internal green momentum through technological innovation and management upgrades [4]
阿曼-印度合资公司Omifco计划在MSX上市
Shang Wu Bu Wang Zhan· 2025-09-19 16:11
《阿拉伯海湾商业洞察》(AGBI)9月17日报道,阿曼印度化肥公司(Omifco)计划在马斯喀特证 券交易所(MSX)上市,作为阿曼政府重启私有化进程的重要组成部分。该上市计划目前尚处早期阶 段,已向银行发出上市申请。Omifco是阿曼和印度于1994年合资成立的化肥企业,其在苏尔工业城 (Sur Industrial City)的工厂每日可生产3500吨无水氨和5060吨颗粒尿素。阿曼综合能源集团OQ持有 Omifco 50%股份,其余由印度两家公司各持有25%股份。 (原标题:阿曼-印度合资公司Omifco计划在MSX上市) ...