2024, the official website of the Ministry of Ecology and Environment issued a letter soliciting public opinions on the Work Programme of the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft for Opinions), which contains the Work Programme of the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft for Opinions). As well as the compilation instructions of the Work Program of the National Carbon Emission Trading Market Covering Cement, Steel and Electrolytic Aluminum Industries (Draft for Consultation). The Draft for Soliciting Opinions clearly States that the carbon emission quota of the cement industry will begin in 2024 and will be verified in 2025.
On September 14, the official website of the Ministry of Ecology and Environment issued two documents, namely, "Guidelines for Accounting and Reporting of Greenhouse Gas Emissions from Enterprises in Cement Industry" and "Technical Guidelines for Verification of Greenhouse Gas Emissions from Enterprises in Cement Industry", to clarify the technical details of accounting and verification rules, so far, the scheme of incorporating the cement industry into the carbon emission trading market in 2024 has basically taken shape. But the core provision is 2024 tons The main changes to the calculation rules for carbon emissions in the cement industry are as follows:
1. The idea of carbon emission intensity control is adopted to implement free allocation of quotas, and the number of quotas obtained by enterprises is linked to the output (output) of clinker, without setting an upper limit on the total amount of quotas.
2. The emissions at the enterprise level are only reported but not verified. Carbon emission accounting is still divided into clinker production boundary and enterprise level accounting boundary, but at present only clinker production boundary data are included in the carbon emission trading market, and enterprise boundary emissions are only reported statistically and not assessed temporarily.
3. Indirect carbon emissions calculated by cement enterprises using electricity and heat are no longer included.
4. The annual direct greenhouse gas emission of cement enterprises reaches 2. It means that independent cement grinding enterprises are not included.
5. Major changes have taken place in the calculation rules of carbonate decomposition emissions in cement process emissions. In the past, the calculation was based on the content of calcium oxide and magnesium oxide in the chemical analysis of clinker and raw materials. The new revision is based on the emission factor
of 0.6 in the process of Portland clinker. The combustion emissions of alternative fuels are not accounted for, and only the consumption is reported. Encourage companies to use alternative fuels.
7. Streamline the key parameters and give the key parameter acquisition rules. Accounting and verification guidelines are more stringent on data quality, allowing you to only make choices and fill in the blanks, giving detailed default values, inventory methods, deduction coefficients, and detailed regulations, so you need to strictly abide by the rules.
8. The implementation of carbon emissions in the cement industry is divided into two stages, which is relatively relaxed in the past three years. The carbon emission of cement industry is divided into the start-up implementation stage (2024-2026) and the deepening improvement stage (2027-2027). 2024 is the first control year for cement, steel and electrolytic aluminum industries, and the first performance will be completed by the end of 2025. In the initial implementation stage, the main objectives are to consolidate the basis of carbon emission management and promote enterprises to familiarize themselves with market rules, cultivate market players, improve market supervision, enhance the participation ability and management level of all kinds of players, control the quota surplus and gap of individual enterprises within a small range, and narrow the "gap between rich and poor" among enterprises. Only in the deepening stage of 2027 will the indicators be more strictly controlled.
9. The state has established a unified national carbon market management platform, a national carbon emissions trading market management platform and a national carbon emissions registration system and trading system, and the data are interconnected, requiring enterprises to upload detailed report data every month, and will continue to upgrade the data that can be automatically obtained in the later period. Ensure the authenticity of the data.
10. Encourage qualified enterprises to strengthen the application of automatic monitoring technology for carbon dioxide emission from flue gas, conduct trial operation of automatic monitoring equipment for carbon dioxide emission from flue gas, ensure the stable operation of equipment, compare and analyze the difference between automatic monitoring data and accounting data, and take accounting data as the standard during trial operation. In the future, it is possible to use automatic monitoring data to fulfill the contract.
The document reflects the guidance of the national industrial policy for the building materials (cement) industry, encourages the use of alternative raw materials and alternative fuels, and the controllable factors of alternative raw materials and clinker coal consumption have a greater impact on the value of carbon emissions, prompting enterprises to find ways to use solid waste and other industrial waste residues to achieve comprehensive utilization of resources, reduce coal consumption and save energy. The main impacts of the
cement industry are as follows:
1. Adopt the idea of carbon emission intensity control to implement free allocation of quotas. The number of quotas obtained by enterprises is linked to the output of products (output), and there is no upper limit on the total amount of quotas. Do not set the total quota, and "start the implementation stage, the quota surplus and gap of a single enterprise are controlled in a small range", for the current situation of serious excess in the cement industry, it is not conducive to the rapid elimination of backward production capacity. Before the introduction of the policy, some people hope to formulate strict carbon emission standards, and strictly control the total amount and unit consumption, so as to quickly eliminate some production capacity. Reversing the current situation of sharp decline in profits in the whole industry, the policy has not achieved the desired goal of eliminating backward production capacity.
2. The use of alternative fuels in the cement industry will increase significantly in recent years. The carbon emission of alternative fuels is not included in the calculation. At present, the coal price is relatively expensive. The use of alternative fuels can save the cost of coal and has certain economic benefits. After the implementation of carbon emissions, the cement industry will be guided to vigorously use alternative fuels and promote the development of related industries.
3. As the sulfur (iron) aluminate cement clinker and aluminate cement clinker (with process emission) have low carbon emission factors, it shows that the state encourages the production and use of special clinker and special cement, which is good for the special cement (clinker) industry.
4. Indirect emissions from electricity consumption in the cement industry are not included in the calculation. Although the total amount of this part is relatively small, it also encourages enterprises to carry out energy-saving transformation. Some energy-saving projects of contract energy management have taken into account the direct economic benefits of carbon reduction when calculating the income, which will have some impact on such projects. However, electricity saving is a practical way to reduce the capital expenditure of electricity consumption, and it is also the biggest driving force for the transformation of electricity saving in enterprises.
5. It will have a certain impact on the promotion of low-carbon clinker in the current general silicate clinker. Due to the modification of the calculation method, the general silicate low carbon clinker, or low calcium clinker, high belite clinker and other low carbon dioxide emission clinker, which are being vigorously promoted at present, are also unified according to 0.
So what should be done for specific cement enterprises? Attend more carbon emission training meetings organized by local environmental protection bureaus, cement networks and other institutions, learn the regulations and guidelines, learn the operation rules of the national carbon market management platform, the national carbon emission trading market management platform and the national carbon emission registration system and trading system. Large enterprises are advised to train more relevant personnel at the same time. Timely understanding of carbon price information, reasonable time to buy and sell their own carbon assets, resulting in positive returns.
2. Increase the use of alternative fuels. The guidelines stipulate that the carbon emissions of alternative fuels are not included, and the use of alternative fuels can save the use of raw coal and indirectly reduce the total calculated carbon emissions. It is suggested that the alternative fuel projects of enterprises should be submitted to the government for approval through the process. If the measured values are used in the future, the use of alternative fuels and hazardous wastes should be deducted and calculated, and then various evidences must be used to support them.
3. Increase the use of alternative raw materials. Find out all kinds of waste residue resources around the enterprise, adjust the batching scheme in time, use the alternative raw materials in the deduction catalogue as far as possible, and prepare the contract, test, weighing and other certification materials in accordance with the regulations. At the same time, it should be noted that the catalogue of alternative raw materials and the catalogue of comprehensive utilization of resources in the guide are not consistent, which requires enterprises to balance and sometimes make trade-offs.
4. Use high calorific value coal. The latest accounting rules stipulate that the test of incoming coal shall be issued by a testing institution/laboratory that has passed CMA certification or CNAS accreditation and has the ability to detect the low calorific value of the received basis, and the test report shall be stamped with CMA qualification certification mark or CNAS accreditation seal. At present, there is basically no cement enterprise laboratory recognized by CMA or CNAS, which means that the value of enterprise testing can not be used, only the default value specified in the accounting report can be used, which means that the higher the calorific value of coal used, the less the total amount of coal used, the lower the final calculated carbon emissions, and the use of high calorific value coal. It is of great benefit to the production and quality of the kiln system. According to the 5,000-ton clinker production line, the annual output of clinker is 1.55 million tons, the standard coal consumption is 100 kcal, the raw coal of 5,000 kcal and 6,000 kcal is used, the difference of carbon emissions is calculated to be 7.5
, and the clinker coal consumption of the enterprise is compared. Through thermal calibration and other means to find the reasons for the high coal consumption of enterprises, carry out the corresponding transformation, as far as possible to make their own enterprise standard coal consumption per ton of clinker less than 100 kg, to achieve the advanced level of the industry, whether from the reduction of coal costs and carbon emissions must be done.
6. Do a good job of clinker output inventory, and it is recommended to adopt automatic inventory and other technical methods. Especially for the all-purpose plant, the clinker is directly used in the cement mill from the clinker warehouse. Sometimes, a large amount of clinker is stored in the storage shed due to off-peak production. Because it is difficult to stack the clinker neatly, it is difficult to inventory. The guide also specifies the detailed inventory method of the clinker warehouse.
7. Install automatic monitoring equipment for flue gas carbon dioxide emission as soon as possible. According to the requirements of the document, it is suggested that enterprises install the equipment, and it is possible to use direct monitoring data accounting in the later period. Enterprises install the equipment earlier, so as to compare the deviation between the measured data and the calculated data of their own enterprises and deal with it in advance.
8. Build a "double carbon" digital platform, or upgrade the energy management system, build a "double carbon" and energy carbon digital platform, build a digital factory, and know the carbon emission data of their own enterprises in real time.
9. Although cement products are not included in carbon emission management, it is suggested that enterprises should pay more attention to the technical progress of low-carbon cementitious materials such as low-carbon cement, geopolymer cement and solid waste cementitious materials, and understand and enter the field as soon as possible in combination with the surrounding resources. Low-carbon cementitious materials can achieve real low-carbon production, save energy and resources, and reduce production costs by using a large number of solid wastes. Although low-carbon cementitious materials can not completely replace ordinary cement in the future, their market share will certainly increase.
10. Pay attention to CCUS technology progress. At present, many CCUS demonstration lines have been built and are under construction in the cement industry, but the construction cost and operation cost are still relatively high, and there is no large-scale promotion and application. With the tightening of carbon emission indicators and the progress of technology, it is expected that more than 30% of the clinker lines in the cement industry will be equipped with CCUS by 2050.
Summary: The cement industry has been clearly included in the carbon emissions trading market in 2024. Cement enterprises need to comprehensively and accurately understand the relevant regulations and guidelines, seek advantages and avoid disadvantages according to their own actual situation, work hard to reduce their carbon emissions per ton of clinker and reduce the production cost of clinker. In the current industry trend, we can win the peers and make our enterprises survive and develop better.
Calculate clinker production process emissions, fuel combustion emissions, electricity & heat consumption emissions, total carbon emissions & carbon intensity and other related data. To access more carbon emission policies and data of the cement industry, please visit: < a" in Wuhu Conch International Hotel on October 24-25. Href = "https://www.ccement.com/project/snjnhb202410/index. that the conference will focus on the core issues of low-carbon development and green upgrading in the cement industry, discuss the application of energy efficiency improvement and energy-saving and carbon-reducing technologies, and how the cement industry can make use of the carbon trading mechanism." Promote their own low-carbon transformation.
