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    碳关税全球化背景下碳捕集利用与封存技术的价值评估与未来展望

    Valuation and future perspectives of carbon capture, utilization, and storage in global context of carbon border tax

    • 摘要: 近年来,全球范围内多个发达国家均表示考虑制定类似欧洲碳边境调节机制(CBAM)的碳关税机制,该类机制的制定正在形成一种全球化的趋势,未来将严重影响我国高碳排放行业的国际贸易形势。碳捕集、利用与封存技术(CCUS)通过减少产品单位碳排放强度,有望在碳关税机制下迎来较大的应用空间。为评估碳捕集、利用与封存技术(CCUS)在碳关税全球化背景下的应用价值与潜力,探究其对我国高碳排放行业应对碳关税机制的作用,本文聚焦水泥、电力、化肥、钢铁和铝五大优先纳入碳关税机制的行业,通过采用ARIMA模型、CCUS成本学习曲线等方法,结合行业出口数据与技术适配性分析,对各行业未来出口趋势、CCUS部署规模及成本下降趋势进行了预测。通过对比不同碳关税定价情景(低定价65.3元/t CO₂、高定价404.4元/t CO₂),量化评估各行业通过CCUS技术可避免的碳关税成本。本文将行业出口周期性波动、技术学习效应与碳关税政策动态衔接,构建双因素学习曲线模型,综合考量技术积累与研发投入对成本的影响。结果表明,水泥、钢铁、化肥行业具备通过CCUS应对碳关税的潜力。其中,化肥行业因高浓度碳排放源的低成本捕集优势,在2030—2032年高定价情景下可节省32%-64%出口成本,成为短期最优应用场景;水泥行业CCUS部署规模虽超出口隐含碳排放,但需优化资源配置以避免过剩;钢铁行业受限于长流程工艺,CCUS覆盖范围仅8.8%,需结合氢能炼钢等技术协同减排。

       

      Abstract: In recent years, numerous developed countries have explicitly contemplated the establishment of carbon tariff mechanisms analogous to the European Carbon Border Adjustment Mechanism (CBAM). The formulation of such mechanisms is evolving into a globalized trend, which is projected to exert profound impacts on the international trade dynamics of China’s high-carbon-emission industries in the near future. Carbon Capture, Utilization, and Storage (CCUS) technology is anticipated to witness substantial expansion in application scope under the carbon tariff regime. To assess the application value and potential of CCUS technology within the context of carbon tariff globalization, and to investigate its role in enabling China’s high-carbon-emission industries to navigate carbon tariff mechanisms, this study focuses on five industries prioritized for carbon tariff inclusion: cement, power generation, fertilizer, steel, and aluminum. Employing methodologies such as the ARIMA model and CCUS cost learning curves, and integrating industry-specific export datasets with technical suitability analyses, this research forecasts future export trajectories, CCUS deployment scales, and cost-decline trends for each industry. Through comparative analysis of divergent carbon tariff pricing scenarios (a low-pricing scenario of 65.3 CNY/ton CO₂ and a high-pricing scenario of 404.4 CNY/ton CO₂), the study quantifies the carbon tariff costs avoidable through CCUS adoption across industries. This paper establishes a dynamic linkage among industry export cyclical fluctuations, technological learning effects, and carbon tariff policies by constructing a dual-factor learning curve model, which comprehensively accounts for the influences of technological accumulation and research and development (R&D) investments on cost structures. Empirical results demonstrate that the cement, steel, and fertilizer industries possess substantial potential to mitigate carbon tariff impacts via CCUS implementation. Notably, the fertilizer industry, leveraging the low-cost capture advantages of high-concentration carbon emission sources, is projected to achieve 32%~64% savings in export costs under the high-pricing scenario during 2030–2032, emerging as the optimal short-term application domain. While the scale of CCUS deployment in the cement industry exceeds the embedded carbon emissions in export products, resource allocation optimization remains critical to preclude overcapacity risks. In the steel industry, constrained by the prevalent long-process steelmaking technology, CCUS coverage is limited to 8.8%, necessitating synergistic emission reduction strategies integrated with hydrogen-based steelmaking and other low-carbon technologies.

       

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