3060碳背景钢铁机遇与挑战.pdf

3060碳背景钢铁挑战与机会 Challenges and Opportunities of Iron and Steel Industry Under the Background of 3060 Carbon Goal 宝钢中央研究院 张永杰 202 1年10月2 1日 湖南长沙 Central Research Institute of Baosteel, Yongjie Zhang, 2 1 October 2021, Changsha, Hunan 碳与气候 Carbon and Climate  不同时间尺度有不同观点：钢厂5~1 年 ，人类工业革命近百年 ，气候研究6 年~6 万年 ，地球百亿年，寿命还有45亿年。  Different understandings in different time scales ： Steel plant 5~10 years. Industry revolution of humankind in the latest 1 years. Climate research from the 60 million years to now. The lifetime of earth is approximately 10 billion years old, remaining 4.5 billion years. 单位: GtC/y(Gt碳/年) 中国与世界 China and the World  双碳是中国与世界的政治与外交，也是碳市场机制设计下商业与技术竞争；面对欧盟CBAM ，中国钢铁将面临碳边境。  The goal of carbon peak and carbon neutrality is the interaction of politics and diplomacy between China and the world, the competition of business and technology with the design of carbon market mechanisms. As EU has implemented the Carbon Border Adjustment Mechanism (CBAM), China will face the challenge of carbon border. ESG Market CBAM IEA 钢铁是绿色材料 Steel is Green Material  World Steel 总干事 Basson 认为：钢铁不仅是未来全球经济支柱，还是未来发展绿色经济核心；波士顿咨询集团(BCG)和联邦