為達成指標任務所產生的失業人口與生產成本會造成哪些後續效應呢? :thaenkin:

「若鋼鐵廠依循命令平均減產 40% ,總產量降幅將大致相當於日本最大鋼鐵廠日本製鐵 (Nippon Steel) 2019 年的全年產量。

中國在去年 9 月向聯合國宣示將在 2060 年實現碳中和後,便對鋼鐵業下重手,目前鋼鐵業占中國每年二氧化碳排放量的 10% 至 20%,是僅次於發電產業的第二大汙染源。

中國鋼鐵廠已經站出來聲援碳排放政策,中國最大鋼鐵業者寶武鋼鐵宣布 2050 年實現淨零排放,河鋼亦跟進,不過這也意味著企業將面臨龐大的新設備成本。」

inside.com.tw/article/23292-Ch

減碳排放下的缺電危機。

「此次中國爆電力荒,從南方開始,南方電網的資料顯示,5月以來,廣東,尤其是粵港澳大灣區的電力需求幾乎爆漲約27.5%,即使廣東一些電廠24小時運轉發電,但供應還是跟不上需求的步伐,而原先可以供應一部分電力的雲南水電,卻因持續高溫缺水,且本身用電增長明顯,供應廣東電力減少約30%。

另外,煤價爆漲約1倍多,迫使電煤價格也創歷史新高。已有電廠喊受不起,燃煤越多,虧本越多。

據報導,目前中國電力供電呈現緊張區域包括南方五省,並擴及華北、華中及華南一帶,被點名特別緊張的區域則有河北、山東、內蒙古西部、湖南、湖北、江西、廣東、雲南、廣西。」

ec.ltn.com.tw/article/breaking

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不要再飄更多霧霾過來啦...><

"《彭博》報導,這些批准的總裝機發電容量為520萬瓩,雖比去年同期下降79%,但大部分產能將來自安徽和陝西的3個大型發電機項目,指定用於支援中央政府潛在支持的大型項目,這2個省份的煤炭資源豐富。其他新煤電廠多數為相對較小的設施,用於為工業園區、密集住宅區等。"

ec.ltn.com.tw/article/breaking

Kerry這時候再去天津只能讓人懷疑他又幫阿拜帶啥口信啦? :ablobunamused:

"In recent months, however, China has quietly stopped approving or financing new overseas coal projects, a shift that has been praised by environmentalists. Even so, Mr. Kerry has been seeking to push Beijing to publicly declare a blanket moratorium ahead of the U.N. global climate summit, which is set to take place in Glasgow in November."

wsj.com/articles/kerry-to-pres

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COP26各國該有的認知:

"There are other reasons why coal has proven so hard for China to get rid of: mining is a big employer; coal power plants are heavily indebted and need to run down debts; the grid has long dragged its feet on integrating renewables; and nuclear power sites are limited to an extent by the availability of water and concerns about seismic activity. But China is also squeezed between fast energy demand growth, vulnerable overseas supply lines for natural gas and domestic shale gas reserves that are mostly in already water-scarce regions or in major agricultural areas like Sichuan. The nation’s reluctance to commit to phasing out coal before the 2040s should be understood in this context."

wsj.com/articles/chinas-coal-a

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"電力部上週末表示,9月份在印度煤礦區的大雨,對煤炭的生產和交付都造成打擊,同時發電廠未能在季風季節之前增加庫存。電力部指示能源公司建立庫存,並預計需求可能會維持在目前的標準。

燃煤發電佔印度總發電量的66%,高於2019年的62%,這波能源短缺加劇了印度大規模停電、電價上漲或發電商利潤受到衝擊的可能性。"

ec.ltn.com.tw/article/breaking

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人口大國印度同樣面臨需要創造就業拉抬經濟的壓力:

"To reach India’s economic potential, the country will have to create 90 million new nonfarm jobs by 2030, pulling 30 million workers from agriculture, according to a 2020 report by McKinsey Global Institute. Falling short of that risks a decade of economic stagnation, the report said.

Tens of millions of new jobs a year in construction and manufacturing are needed, said Shirish Sankhe, a senior partner at McKinsey and one of the report’s authors. That would require an economic growth rate of at least 8%."

wsj.com/articles/indias-econom

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中央官僚系統出面收拾爛攤了。

「將電價漲幅不得超過10%、跌幅15%的規範調整為20%,對於高耗能行業的電價可由市場交易形成價格,不受漲幅20%的限制。

他也指示,對煤電企業實施階段性稅收緩繳政策,引導金融機構保障煤電企業購煤等合理融資需求。」

news.ltn.com.tw/news/world/bre

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