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碳供应成本曲线: 煤炭资本支出Carbon supply cost curves: coal capital expenditures 碳供应成本曲线: 煤炭资本支出Carbon supply cost curves: coal capital expenditures

碳供应成本曲线: 煤炭资本支出Carbon supply cost curves: coal capital expenditures

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  • 更新时间:2021-09-09
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CTI的研究旨在促进投资界对能源和气候未来的新思考。在本报告中,CTI与能源转型顾问公司6“VQDTKPivqigvjgthqtvjg”“TuvvkoghwVWtgeqcn合作,以成本曲线的形式对主要行业和经济来源的需求和供应进行预测。该分析为考虑不同能源需求和碳排放情景随时间变化对现实世界和市场的影响提供了一个有价值的工具。除其他外,本文总结的研究提供了一种强大的风险分析方法,帮助大多数投资者,他们不能简单地从整个行业撤资,但需要了解和调整他们在当今世界的煤炭风险敞口。然后,投资者可以通过一些fgitgqheqp_fgpegcpfurgek_ekv[jqyvqtgfktgev capital从高成本、高碳项目中剥离出来,转向更经济和环境可持续的替代方案。

CTI’s research is designed to prompt new thinking about the future of energy and climate for the investment community. In this report, the second in a series, CTI worked with Energy Transition Advisors '6#VQDTKPIVQIGVJGTHQTVJGƂTUVVKOGHWVWTGEQCN demand and supply projections from the leading industry and economic sources in the form of a cost curve. This analysis provides a valuable tool for considering the real world and market impacts of different energy demand and carbon emissions scenarios over time. Among other things, the research summarized here provides a powerful risk analysis methodology to help the majority of investors who cannot simply divest from an entire sector but need to understand and adjust their risk exposure to coal in today’s world. Investors can then determine, with some FGITGGQHEQPƂFGPEGCPFURGEKƂEKV[JQYVQTGFKTGEV capital away from high cost, high carbon projects and towards more economically and environmentally sustainable alternatives.

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