文 | AlphaEngineer(1)核心结论:IMO绿色航运法案即将落地,绿醇行业迎来重要机遇绿醇行业正处在需求爆发而供给严重不足的超级景气周期起点,值得重点关注。国际政策是绿醇需求爆发的核心驱动力。国际海事组织( IMO )的绿色航运法案预计将于 2025 年 10 月正式通过,并自 2027 年起对大型远洋船舶实施碳排放限制及征收碳税。根据该法案,超额排放的船舶将面临每吨二氧化碳最高 ...
Source Link文 | AlphaEngineer(1)核心结论:IMO绿色航运法案即将落地,绿醇行业迎来重要机遇绿醇行业正处在需求爆发而供给严重不足的超级景气周期起点,值得重点关注。国际政策是绿醇需求爆发的核心驱动力。国际海事组织( IMO )的绿色航运法案预计将于 2025 年 10 月正式通过,并自 2027 年起对大型远洋船舶实施碳排放限制及征收碳税。根据该法案,超额排放的船舶将面临每吨二氧化碳最高 ...
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