(来源:郭丽丽的研究札记)摘要▍绿色甲醇行业元年,绿电运营商拓展新方向2025年4月,国际海事组织(IMO)通过净零排放框架草案,促使航运业进行绿色转型,虽该草案正式表决推迟,但在欧盟EU ETS和FuelEU Maritime双重政策叠加下,航运业“碳排放”成本仍较为显著,清洁燃料替代仍为长期趋势,目前全球绿色甲醇供需严重失衡,价格维持高位,催生国内行业发展机会,国内生物质原料充足,绿色甲醇项目...
Source Link(来源:郭丽丽的研究札记)摘要▍绿色甲醇行业元年,绿电运营商拓展新方向2025年4月,国际海事组织(IMO)通过净零排放框架草案,促使航运业进行绿色转型,虽该草案正式表决推迟,但在欧盟EU ETS和FuelEU Maritime双重政策叠加下,航运业“碳排放”成本仍较为显著,清洁燃料替代仍为长期趋势,目前全球绿色甲醇供需严重失衡,价格维持高位,催生国内行业发展机会,国内生物质原料充足,绿色甲醇项目...
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