O****X
发帖数: 24292 | | a*******m
发帖数: 14194 | 2 全球变暖，温室气体控制，基本就是个joke
http://www.mitbbs.com/pc/pccon.php?id=6913&nid=191901
Joke 归joke， 既然人家想玩，我们还是可以玩的。
我的判断是，全球变暖是joke，据中国的一些专家说，气候很可能很快变冷。
那这个时候，我们国家的企业可以把碳排放的指标，抓紧时间卖给西方愿意
买的傻比公司，套现，多捞点钱。
等到过一阵，全球变暖的谣言不攻自破，碳排放的指标就一文不值，
我们中国就等于空手套白狼了。
我记得沙钢好像卖了不少钱，其他企业也该抓紧时间跟进。 | a*******m
发帖数: 14194 | 3 see, 碳排放指标正在被清零。
早卖的发财了，哈哈。
祝贺沙钢！
Carbon Credits Becoming ‘Junk’ Before 2013 Ban Closes
Door: Energy Markets
http://www.bloomberg.com/news/2011-12-06/carbon-
credits-becomin
Investors are rushing to sell some United Nations
emission credits before
they become almost worthless in 2013, pushing prices
to a record low.
With Europe set to stop recognizing credits for
projects that destroy
industrial gases known as hydrofluorocarbon-23 and
nitrous oxide in little
more than a year, holders are “racing to beat” the
ban, according to
Bloomberg New Energy Finance. A UN program that
encourages reductions in the
industrial gases awarded almost twice as many credits
for them this year as
in 2010, according to data compiled by Bloomberg. They
account for about
two-thirds of all so-called Certified Emission
Reductions supplied by the UN
-managed program.
Enel SpA, Honeywell International Inc. (HON) and
Solvay SA (SOLB)’s Rhodia
unit are among investors in projects from Mexico to
China and India that
will lose their biggest market for emission credits as
the European Union,
home of the world’s largest cap- and-trade system,
phases out so-called
offsets it has linked to “windfall” profits that
undermine the market’s
integrity. Emissions-trading systems in Australia and
New Zealand also will
forbid so-called industrial-gas credits, compounding a
glut that sent prices
for the credits to an all-time low last month.
“It’ll be a junk market” for the banned credits, Geoff
Sinclair, London-
based head of carbon trading at Standard Bank Plc,
said in an interview in
Singapore. After 2013, nobody will buy industrial-gas
credits and countries
that have yet to rule them out, such as New Zealand,
are preparing to do so,
he said.
Record Low
Prices for Certified Emission Reductions, known as
CERs, for December
delivery settled today at 4.90 euros ($6.57) a metric
ton on the ICE Futures
Europe exchange, the lowest closing price since they
began trading in 2008.
The credits have lost 80 percent from their peak of 25
euros in July 2008.
The discount of EU-banned credits for 2012 over those
accepted in 2013,
traded as a separate contract, widened 12 percent to
48 cents.
HFC-23 and N2O projects have racked up about 500
million CERs valued at more
than 2.5 billion euros at today’s prices. Developers
received 144 million
CERs in 2011, including those that will still be
accepted in the EU system.
That compares with 78 million in 2010 and 82.8 million
in 2009, according to
UN data. The projects stand to earn at least 150
million credits by the end
of 2012, according to Bloomberg estimates.
Supply in 2011 may surpass 300 million tons this year
and next under the UN-
run emissions credit market, from 132 million last
year, said Trevor
Sikorski, a London-based analyst at Barclays Capital.
It will keep rising in
2012, he said.
“Next year is another difficult one for the carbon
market” Sikorski said
in an interview in Singapore. “It looks a heavily
supplied year.”
Last Resort
The UN market, known as the Clean Development
Mechanism, was set up by the
1997 Kyoto Protocol as a way of letting richer nations
offset their
emissions at home by paying for cleaner technology in
emerging markets.
Investors in these projects get CERs that they can
sell to companies and
governments with pollution caps. While the EU is the
largest market for UN
offsets, Australia will allow emitters to use CERs for
as much as half of
their emissions starting in 2015.
Envoys from 190 nations are meeting this week in
Durban, South Africa, to
discuss climate rules. A failure to get a second
compliance period to follow
the Kyoto Protocol would be a “new low” for the UN
program, Sikorski said.
Industrial-gas credits may eventually find buyers in
Japan, which is
planning to set up bilateral emissions trading with
other countries. Still,
the ban on these credits may be extended to the
governments of 38 nations
with emissions targets under the Kyoto Protocol, the
European Commission
said in a Nov. 14 statement. That would remove the
only remaining markets
for industrial-gas credits after 2013.
Environmental Poison
HFC-23 and NO2 are so damaging to the environment that
they should be banned
outright and not entitled to get emission credits, the
EU and other
governments have said. HFC-23 can trap 11,700 times
more heat per molecule
than carbon dioxide and remain in the atmosphere for
over 200 years,
according to the U.S. Environmental Protection Agency.
Giuseppe Deodati, head of carbon strategy at Enel SpA,
declined to comment
last month on how it would sell industrial gas CERs
after 2013. Enel is the
largest private investor in HFC-23 projects, with
stakes in seven of 19
projects globally, according to data compiled by the
UN Environment Program
’s Risoe Centre.
Roop Salotra, chief executive of the chemicals
business at SRF Ltd. (SRF),
which is set to earn 52 million CERs from its HFC-23-
destroying project in
Rajasthan, India, by 2020, declined to respond to an
e-mail from Bloomberg.
Forward Contracts
Some industrial-gas projects have sold credits to be
created after 2012
through forward contracts, according to Vishwajit
Dahanukar, managing
director of Managing Emissions, a Mumbai-based broker.
The contracts have a
clause saying the CERs to be generated must be
compliant with the EU’s
Emissions Trading System, he said.
“The buyers for these CERs are typically companies
that are large
compliance buyers and they wouldn’t expose themselves
to that kind of risk,
” Dahanukar said.
At least 11 publicly traded companies own projects
that reduce emissions of
HFC-23 or N2O, according to UN project documents. They
include a plant set
up by Rhodia in Brazil, a facility in Mexico started
by a joint venture
between Honeywell and Cydsa SAB (CYDSASAA), and at
least 10 other projects
owned by China’s Zhejiang Juhua Co. (600160) and
Dongyue Group (189) and
India’s Rashtriya Chemicals and Fertilizers Ltd.
(RCF), SRF Ltd., Chemplast
Sanmar Ltd. (CPI), Gujarat Fluorochemicals Ltd.
(GFLC), Navin Flourine,
Hindustan Fluorocarbons Ltd. (HFC) and Deepak
Fertilizers & Petrochemicals
Corp. (DFPC)
Closing Door
“There’s an oversupply situation driving prices down
even as demand
remains weak and uncertain,” said Henry Derwent, head
of the International
Emissions Trading Association, in an interview in
Singapore. “The door to
HFC credits has closed just about everywhere.”
The EU also is introducing geographic restrictions on
offsets in its market.
From 2013, it will accept new offsets only from
projects based in least-
developed countries. That will exclude China and
India, which are set to
supply 88 percent of all CERs to be generated to 2012,
according to the
Roskilde, Denmark-based Risoe Center.
Chinese producers are threatening to release the gas
back into the
atmosphere if they can’t find a way to sell credits,
Xie Fei, revenue
management director at the state-run China Clean
Development Mechanism Fund,
said in a Nov. 3 interview.
The industry is counting on new domestic emissions-
trading systems planned
in Australia, South Korea, Japan and China, said Xuedu
Lu, adviser to the
Asian Development Bank and a former Chinese climate
negotiator.
“Some people say just scale up supply and there will
be new carbon markets,
” he said. “This is totally wrong. If there’s no
demand, your supply has
nowhere to go.”
Price Lows
CER prices may extend their slump as the credits flood
the market, according
to Assaad Razzouk, chief executive officer of
Sindicatum Sustainable
Resources Group, a developer of clean- energy projects
that is partly owned
by Citigroup Inc. and Cargill Inc.
“The price impact would be that they would still have
a market but would
sell at significantly less,” Razzouk said.
The prospect of lower prices and dwindling buyers is
weighing on Indian
companies, which are increasingly reluctant to
register new projects with
the UN program, said Anmol Singh Jaggi, director of
Gensol Consultants Pvt.
in Ahmedabad, India, which advises and brokers carbon
projects. Filings that
developers need to submit before registering projects
are down by 50
percent since last year, he said.
“New registrations may be up because the UN is working
overtime to process
them before the cutoff, but people have stopped trying
to register new
projects,” Jaggi said. “What’s the point? If I start
now, I won’t be
able to finish in time.”
There is a “massive push” to register as many projects
as possible before
the end of 2012 in order to qualify for EU ETS
eligibility, said Richard
Chatterton, analyst for Bloomberg New Energy Finance.
It’s increasingly
unlikely that these projects will get through in time,
he said.
To contact the reporters on this story: Dinakar
Sethuraman in New Delhi at
d*****[email protected]; Natalie Obiko Pearson in Mumbai
at npearson7@
bloomberg.net
To contact the editor responsible for this story:
Alexander Kwiatkowski at
a**********[email protected] | b*****d
发帖数: 61690 | | a*******m
发帖数: 14194 | 5 早卖的发财了。
2008年能卖 5块钱的排碳权， 今天只值1块 ，还不好卖 。
要是前面多卖，上margin，今天再买回来填上，相当于做空，
就发大了。
我好久之前就提醒大家快点卖，因为谎言一被戳穿，
排碳权就一文不值了。
国内好像沙钢占了些便宜。
Record Low
Prices for Certified Emission Reductions, known as CERs, for December
delivery settled today at 4.90 euros ($6.57) a metric ton on the ICE Futures
Europe exchange, the lowest closing price since they began trading in 2008.
The credits have lost 80 percent from their peak of 25 euros in July 2008. | a*******m
发帖数: 14194 | 6 still not too much money ya.
http://www.yncdm.org/Chinese/Bs_NewsInfo.asp?Action=%B9%FA%C4%D
沙钢CDM项目通过国家发改委审核
发布日期：[2007-5-8]
日前，江苏沙钢集团申报的三个CDM项目已顺利通过国家发改委审核。这些项目每年可
向发达国家出售107万吨CO2减排量额度，通过价值置换，预计每年可创效益800余万美
元。
沙钢是江苏省节能环保先进企业,在实施科技创新项目建设中,始终坚持同步实施环
境保护工程,发展循环经济,“十五”以来，节能减排和资源综合利用的技改投入超过30
亿元，在650万吨钢板工程等项目建设中已实施了一系列减排CO2等绿色环保项目，具备
了参与CDM项目的条件，但需要按CDM的要求申报获得中国政府和联合国的认证，确定
CO2减排权，从而把减排量出售给发达国家。2006年3月，沙钢集团投资部向国家发改委
申报的三个CDM项目，即热电厂5#、6#机组燃气-蒸汽联合循环发电（CCPP）项目、焦化
厂干熄焦余热蒸汽发电(CDQ)项目、宏发炼铁厂1～3#高炉煤气余压余热能量回收发电(
TRT)项目，年减排量分别达到59.8万吨、34.2万吨和13.8万吨。
目前，沙钢集团投资部已先后完成所有申报项目调研、环评等相关资质资料和有关
文件的补充完善和国际买家的选定，以及签订《购碳意向书》等工作。此次通过国家发
改委审核，将大大加快沙钢CDM项目的工作进度，下一步将由国际著名审定机构德国莱
茵技术集团公司进行“30天公示”和现场调研、国际买家专家小组审慎性评估、向联合
国CDM执行理事会提交CDM注册等工作，预计到今年7月份申报工作将全部结束。该项目
正式实施后,将成为沙钢节能减排和降本增效的新平台。 |
|
