全球碳结构调整计划-如何使1000种二氧化碳密集型资产脱碳（英）-2024.pdfVIP

MANAGEMENTSUMMARY

GlobalCarbonRestructuringPlan

Howtodecarbonizethe1,000mostCO2-intensiveassets

ThelikelihoodofcomplyingwiththeParisAgreementandCostisnottheonlykeyfactortoconsider.Assetowners

limitingglobalwarmingto1.SCcurrentlystandsatjustneeddecarbonizationsolutionstodeliverasufficient

14幻Onlyaquontumleapforwardinglobalsustainabilityandsecuresupplyofenergyaswellasprofitability

effo「tscansignificantlyimprovetheseoddsandputtherenewables,nuclear,andgasallfitthebill.ButCCS

worldont「ackforamoresustainablefuture.requiresamorewidelyimplementedCO2pricingscheme

Todothis,wemustidentifyandimplementthewithsufficientpricelevelsbeforeitcanbeprofitable

mostimpactfulsolutionsasquicklyaspossible.ByOurstudyalsoanalyzesthefinanceabilityof

decarbonizingthe1,000assetsthatemitthemostdecarbonizationsolutions.Onagloballevel,theowners

CO,,ourresearchshowswecanreduceglobalcarbonofthetop1,000assetshaveenoughheadroomtofund

emissionsby8.2gigatons(Gt).Thisisathirdofthe24GtgasandCCSinvestmentcosts,butnotrenewablesor

reductioninCO,requiredby2030ifwearetomaintainnuclear.Someregionsaremorestronglypositioned

ourslimhopesofhittingthe1.SCtarget.The1,000thanothers,withChinaandIndiafacingserious

assetsareapowerfulsourceofmomentum.financialchallengesacrossallfoursolutions

Sowhataretheseassets?Unsurprisingly.coal­Accordingtoourcalculations,renewableenergy

firedpowerplantsdominate,contributing76¼ofCO,sourcesa「ecurrentlythe