Core Viewpoint - The UK bioethanol industry is at risk due to the US-UK trade agreement, which could jeopardize a proposed £250 million green fuel "super center" project unless government intervention occurs [1][2] Group 1: Industry Impact - The trade agreement signed on May 8 provides US ethanol producers with a tax-free quota of 1.4 billion liters, equivalent to the UK's annual bioethanol demand [1] - Two major UK bioethanol plants have indicated that such a large quota would force them to close [2] - The ABF Sugar-owned Vivergo plant is facing a deadline for negotiations with the government regarding its future, with potential layoffs for 160 employees if no agreement is reached [1][2] Group 2: Financial Implications - Prior to the US-UK trade agreement, the Vivergo plant was already losing between £30 million to £40 million annually, attributed to pollution permit regulations that favor US competitors [2] - Industry executives are calling for regulatory changes to increase the bioethanol blending ratio in gasoline from 10% to 15% and are requesting £75 million in annual short-term subsidies to offset losses during the transition [2] Group 3: Collaborative Efforts - The proposed collaboration between Vivergo and green hydrogen producer Melder Energy aims to create a "super center" that would utilize green hydrogen for grain drying in bioethanol production, while Vivergo would supply ethanol for sustainable aviation fuel [2] - Vivergo's general manager has highlighted that recent government decisions, including the trade agreement with the US, have severely threatened the survival of the bioethanol industry [2]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 据六位听取了相关简报的外交官称，欧盟谈判代表正接近与美国总统特朗普达成一项贸易协议，该协议 谈论的关税比英国的更高，这一"脱欧红利"已让一些欧洲国家感到不安。 布鲁塞尔方面准备签署一项临时的"框架"协议，将美国的对等关税设定在10%，同时继续进行谈判，这 与特朗普强加给英国的基准关税相符，但欧盟并不期望能在钢铁、汽车和其他受行业性关税影响的产品 上，获得与英国同等的美国市场准入。 支持英国2016年脱欧决定的特朗普，还要求对欧盟农产品征收17%的关税。一位外交官说："英国的协 议比这个好。考虑到我们谈判了这么久，这真令人惊讶。" 当英国在5月份与美国达成第一份贸易协议时，欧盟的外交官和官员们曾明确表示，他们认为伦敦是仓 促地接受了一份协议，并锁定了不利的条款。布鲁塞尔当时更自信，认为其作为世界最大贸易集团的更 大经济影响力，将随着时间的推移使其在与白宫的较量中获得筹码。 特朗普长期以来一直对欧洲一体化项目持敌视态度，称欧盟"令人讨厌"，并声称其成立就是为了"坑害 美国"。 但它在对美国采取同类报复措施上一直犹豫不决。欧洲议会内部市场委员会主席安娜·卡瓦 ...

周四，美国商务部长Howard Lutnick在社交媒体X上表示，该协议将在"未来几天"生效。他写道： "很高兴昨天在唐宁街与我们的伟大盟友——英国首相会面。我们同意尽快实施这项历史性 贸易协议，首先是英国汽车以及美国牛肉和乙醇的既定配额将在未来几天同步生效。" 特朗普和斯塔默即将签署美英贸易协议的关键部分，该协议将降低英国汽车出口到美国的关税，美国牛 肉和乙醇生产商也将获得更好的进入英国市场的准入权。 据新华网，美国总统特朗普8日在白宫宣布，美国与英国达成一项新的贸易协议，部分撤回特定领域的 关税，进一步扩大双方产品的市场准入。根据贸易协议条款，美国方面依旧保留10%的基准关税。英国 汽车出口至美国的关税将从27.5%降至10%，钢铁和铝关税从25%降至零。这一关税优惠将适用于10万 辆英国汽车，几乎覆盖去年英国对美出口的全部数量。 作为交换条件，英国向美国提供了1.3万吨牛肉的零关税配额，以及14亿升乙醇的零关税配额。接近谈 判的英国官员确认，同步实施这些配额和美国汽车关税削减的法律程序已经到位。 协议的另一个争议焦点是对英国本土生物乙醇产业的冲击。英国仅有的两家生物乙醇工厂——位于 Teesside的W ...

Core Viewpoint - The establishment of the Shanghai International Shipping Sustainable Fuel Certification System marks a significant step for China in building international green governance rules for shipping [3] Group 1: Development of Green Fuel Certification - Shanghai aims to establish a green fuel refueling service center by 2030, laying the groundwork for an international green fuel trading and certification center [3] - The demand for green fuel certification in China is substantial, given the country's large shipping volume, with 2022 maritime cargo volume reaching 4.151 billion tons [3] - The Shanghai International Shipping Carbon Footprint Labeling Association was established to focus on the development of a sustainable fuel certification system [7] Group 2: International Standards and Challenges - The International Maritime Organization (IMO) will implement a net-zero emissions framework starting in 2028, making the establishment of a sustainable fuel certification system urgent for the global shipping industry [4] - The EU's ISSC EU certification standard, which has been in place since 2010, serves as a model for sustainable fuel certification, requiring a lifecycle carbon emission reduction of at least 50% compared to fossil fuels [4][5] - A key challenge for China is to align its green fuel certification with international standards while promoting domestic green fuel development [8] Group 3: International Cooperation and Market Integration - Shanghai can establish a green fuel production and sales cooperation system with regions rich in renewable energy, such as the Middle East and North Africa [9] - The integration of green fuel resources into the Belt and Road Initiative is essential for reducing green fuel prices and enhancing market competitiveness [9] - Engaging with globally influential certification bodies like ISCC can help Shanghai enhance its position in the international green shipping fuel market [9] Group 4: Learning from Global Practices - Singapore's port has successfully utilized green financial tools to lower the transition costs for shipowners, providing incentives for the use of low-carbon fuels [10] - The port plans to launch innovative products, including carbon tax hedging and green fuel futures, by 2025 [11] - Shanghai can leverage Singapore's experiences in building trading platforms and applying green financial tools to enhance its green fuel certification service center [13]

6月11日晚间，ST红太阳（000525）(000525.SZ)发布公告，公司股票交易撤销其他风险警示的申请已获 得深圳证券交易所同意，公司股票将于6月12日停牌一天，并于6月13日开市起复牌并撤销其他风险警 示，股票简称由"ST红太阳"变更为"红太阳"，公司股票代码仍为"000525"。 2025年，公司将按下"快进键"，跑出"加速度"，以务实得力的举措在新起点上创出新的佳绩。公司在年 报中指出，2025年将确保四地"七大"刚需项目顺利建成，从而将科技成果优势转化为竞争优势与盈利能 力。项目包括：曲靖总部基地推动建成年产5万吨新吡啶碱循环经济产业链项目、年产10万吨木薯生物 乙醇项目、年产6000吨氯虫苯甲酰胺循环经济产业链项目、东至基地年产1万吨生物L-草铵膦项目、当 涂基地吡啶碱技改项目、万州基地2,3-二氯吡啶产业链技改以及氯虫苯甲酰胺扩产和毒死蜱产业链技改 工作。 据资料，中国农药以出口为主，出口量占国内农药产量的三分之二左右，红太阳的出口收入占总营收近 一半。近两年来，中国农药出口逐步修复。2023年四季度，中国农药出口到南美的数量逐渐恢复到正常 区间，2024年下半年出口到北美的数量也已恢复，全 ...

美国是日本最大的玉米进口来源国。2024年，美国产玉米占日本玉米进口总量的近8成，主要被 用作饲料。 除了饲料用玉米之外，日本还要增加将玉米加工成燃料的"生物乙醇"的进口。日本政府认为，扩 大美国玉米和大豆的进口可以作为日美谈判的有效筹码…… 在对美关税谈判中，日本政府内部开始提出扩大美国产玉米进口的方案。有方案提出，除了饲料 用玉米之外，日本还要增加将玉米加工成燃料的"生物乙醇"的进口。在中美对立导致美国对华出 口减少的情况下，日本意在代替中国增加进口，从而促使美国做出让步。 虽然美国也向中国出口玉米，但作为对美国征收高关税的报复性措施，中国一直在减少进口美国 农产品。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 生物乙醇的主要进口来源国是美国和巴西。美国正在大力出口以玉米为原料的生物乙醇，美国贸 易代表办公室（USTR）的报告也要求日本增加生物乙醇的使用。 美国中西部的玉米田（2016年） 日本政府认为，扩大美国玉米和大豆的进口可以作为日美谈判的有效筹码。自民党干事长森山裕 也于4月25日对这一观点表示同意。 生物乙醇可 ...