Recently, China Environment and other media reported that the launching meeting of the special research on expanding the coverage of the national carbon market was successfully held, indicating that the carbon trading market will soon be brought into the new blood!
Beijing University of Technology released the report "China Carbon Market Review and Optimal Industry Inclusion Order Outlook (2023)", pointing out that the priority order of industry inclusion in the next stage of expanding the coverage of the national carbon market is: cement manufacturing , steelmaking, flat glass manufacturing, etc.
China's cement carbon emissions account for 13.5% of the total emissions, about 1.2 billion tons, in the face of such huge emissions, how can cement industry reduce carbon? What are the opportunities for cement companies, and how to carry out carbon accounting and decarbonization to meet the carbon market?
The cement industry has steadily and orderly entered the national carbon market, which is a good thing for the leading enterprises with competitive advantages. Large enterprises are expected to further expand through mergers and acquisitions, enhance their voice, gradually raise the price center, and create new growth poles through aggregates and other businesses. For small and medium-sized enterprises, they are facing greater cost pressures. In fact, the
cost pressure is the pain point touched when the carbon reduction responsibility is really compacted to every enterprise through the carbon market. Production and operation costs, management costs, human costs, transaction costs and so on are likely to increase, especially the cost of scientific and technological innovation invested in carbon reduction, which makes enterprises more worried about its becoming a sunk cost.
First of all, carbon trading will directly affect the production and operation costs of cement enterprises, if the quota of enterprises is not enough, they need to buy, at this time the production and operation costs of enterprises will increase;
Secondly, to enter the carbon market, enterprises should set up special departments, personnel and posts to complete the carbon emission accounting report, establish their own carbon emission data management system, and introduce financial professionals to formulate carbon trading strategies and complete the carbon market trading work. These management costs and human costs are also to be considered;
finally, carbon trading costs can not be ignored. The trading volume of cement enterprises is generally relatively large, how to reduce transaction costs, what kind of trading methods to adopt, enterprises should also make scientific and reasonable judgments and choices. Entering the carbon market means that enterprises must pay for the use of carbon emission rights, and the price signal reflecting the cost of carbon emissions has basically formed, which will become one of the important factors affecting the formulation of production plans and the adjustment of energy consumption structure.
In fact, under the requirement of double carbon target, many cement enterprises have begun to advance the layout to cope with the trend of energy saving and carbon reduction. For example, use renewable energy to replace fossil fuels, such as wind and solar energy; reduce carbon emissions in cement production by recycling and reusing waste; use alternative fuels to pursue lower production costs and reduce carbon emissions.
However, under the dual pressure of the overall downturn of the cement industry and the imminent incorporation into the carbon trading system, more and more cement enterprises feel unable to start in terms of carbon reduction.
In this context, China Cement Network will hold the " 2023 China Cement Energy Conservation and New Energy Development Conference " in Chongqing on July 6-7, 2023. At the meeting, leading enterprises in China Building Materials, Conch Group, Jinyu Jidong, Red Lion Group, Huaxin Cement, Huarun Cement, Taiwan Cement, Shanshui Group, Tianrui Cement, Asian Cement and other industries will gather in Chongqing, together with industry technical specialist and professors of institutions of higher learning, to promote the development of China's cement industry. We will jointly explore new ways of energy saving and carbon reduction in the cement industry and help the cement industry move towards a new journey of low-carbon and high-quality development.
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