Recently, the Xizang Autonomous Branch of the People's Bank of China directed the Lhasa Branch of Everbright Bank of China to issue the first special loan for carbon quota procurement for the Xizang Haitong Cement Co., Ltd.
According to reports, the cement industry is a key area of Xizang carbon emissions, has been included in the national carbon market mandatory emission reduction management scope, low-carbon transformation task is heavy, carbon compliance pressure is prominent. With the expansion and acceleration of
the national carbon market, the cement industry, as a key industry with high carbon emissions, has been included in the scope of mandatory emission reduction management. According to industry data, carbon dioxide emissions from carbonate decomposition and fuel combustion in cement production are about 0.85 to 0.9 tons of CO2 per ton of clinker . With an annual output of 1.5 billion tons of cement and clinker coefficient of 0.65, the annual carbon emissions of the whole industry exceed 800 million tons. The transition of carbon allowances from free allocation to paid use means that this figure will be directly translated into industry costs.
When carbon quotas become a hard constraint, companies with insufficient quotas face two choices: either spend money to buy quotas or reduce production. Either way, the carbon market is substantially reshaping the competitive landscape of the cement industry-the ability to manage carbon assets is becoming a new threshold to determine whether enterprises can "survive". Under the pressure of
carbon compliance, the path of carbon reduction in cement industry is becoming clearer and clearer. From the perspective of technical route, the application of alternative fuels is the fastest way to reduce carbon emissions. The calorific value substitution rate of alternative fuels in Huaxin Cement Diwei Plant has reached more than 60%, and the annual consumption of alternative fuels in Conch Cement Group has reached 6.77 million tons, and the annual emission reduction of carbon dioxide has exceeded 12 million tons. Alternative fuel is not only a means to reduce coal consumption, but also the most direct way to reduce carbon under the pressure of carbon quota.
At the same time, technologies such as raw material substitution (calcium carbide slag, steel slag and other calcareous raw materials instead of limestone), research and development of low-carbon cement clinker, carbon capture, utilization and storage are also accelerating.
Faced with the new changes in carbon compliance, the 15th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 7th Intelligent Summit Forum , which will be held in Wuhu, Anhui Province from July 29 to 30, will focus on the core issues of carbon emission reduction. It is understood that the conference will set up thematic exchanges around the carbon market compliance path, the application of alternative fuel technology, the research and development progress of low-carbon clinker, and the frontier of carbon capture technology.
Carbon quota loans have come, can big test of carbon compliance be far behind? The Xizang's loan to Haitong Cement is a warm-up before the full expansion of the national carbon market. For every cement enterprise, carbon is no longer just a number on the environmental protection report, but a real cost item.
In the future, the gap of carbon reduction capacity will gradually widen the survival distance between enterprises. See you in Wuhu on July 29.
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