船运业纳入欧盟碳排放交易体系的影响分析  

Impact of the shipping industry's inclusion in the EU ETS

作　　者：王卓凡 WANG Zhuofan(Business School of National University of Singapore)

机构地区：[1]新加坡国立大学

出　　处：《国际石油经济》2023年第10期42-49,共8页International Petroleum Economics

摘　　要：从2024年起,航运业将正式纳入欧盟碳排放交易体系,航运公司的应对策略主要有提高能耗效率及转向使用绿色清洁可替代能源两种方式。使用绿色清洁的可替代能源,减排效率最高,但难度也最大。航运业正式纳入欧盟碳排放交易体系将对航运公司的成本带来重大影响,支付碳费并将随之产生的碳税成本转嫁给下游消费者是大部分航运公司在短期内的首选。建议中国海运企业要将规避碳排放交易体系的影响作为涉欧航线的重点考虑因素,逐步探索低碳转型和绿色发展的路径;出口企业要做好全球生产布局的优化;油气企业要大力实施推进绿色低碳转型发展战略。From 2024 onwards,the shipping industry will be formally included in the European Union's carbon emissions trading system,and shipping companies' strategies to cope with this will mainly include improving the efficiency of energy consumption and shifting to the use of green and clean alternative energy sources.The use of green and clean alternative energy is the most efficient way to reduce emissions,but it is also the most difficult.The formal inclusion of the shipping industry in the EU carbon emissions trading system will have a significant impact on shipping companies' costs and paying the carbon fee and passing on the resulting carbon tax costs to downstream consumers is the preferred option for most shipping companies in the short term.It is suggested that Chinese shipping companies should take the avoidance of the impact of the carbon emissions trading system as a key consideration for routes involving Europe and gradually explore the path of low-carbon transition and green development.Export companies should optimize the global production layout and oil and gas companies should vigorously implement the strategy of promoting the development of green and low-carbon transition.

关 键 词：碳排放交易体系 航运业 成本 绿色清洁 能源转型 

分 类 号：X196[环境科学与工程—环境科学] X322[经济管理—产业经济] F552F125