【ferro-alloys.com】

  In recent years, the price fluctuation of stainless steel spot market is extremely fierce, and the market trend is a topic closely concerned by the two session.

  So what information do the two conferences deliver?

  From the information released in the meeting, the topic of "carbon peak, carbon neutralization" has become the focus.

  Premier Li Keqiang, in his government report this year, says: "We should implement the goal of self-determination contribution of countries dealing with climate change by 2030. We will accelerate the green transformation development mode, promote high-quality economic development and high-level protection of the ecological environment, and reduce energy consumption and carbon dioxide emissions per unit of GDP by 13.5% and 18%, respectively. "

 When putting forward the main expected goals for this year's development, we further specified that "we should do a solid job in achieving the peak and neutralizing carbon emissions.". Formulate the action plan for reaching the peak of carbon emissions by 2030. Optimize the industrial and energy structure. Promote the clean and efficient use of coal, vigorously develop new energy, and actively and orderly develop nuclear power on the premise of ensuring safety.

  What is "carbon peak and carbon neutralization"?

  Carbon peak: it means that at this certain time, carbon dioxide emissions will no longer reach a peak, and then gradually fall back.

  "Carbon neutralization" means that, in a certain period of time, through afforestation, energy conservation and emission reduction and other ways, it can offset its own carbon dioxide emissions and achieve "zero emission" of carbon dioxide.

  What kind of impact will it have on the industry?

  01 Carbon peak and carbon neutralization is conducive to the elimination of backward production capacity

  The mention of "carbon peak" and "carbon neutralization" directly reminds us of "double control" policy in Inner Mongolia before the two sessions.

  In the first quarter of 2021, the budget power consumption of high energy consuming enterprises in Inner Mongolia continued to decline significantly, resulting in the large-scale shutdown of ferrochrome and ferronickel plants from mid-January.

  It is precisely due to the fact that ferronickel and ferrochrome industries are high energy consumption and high emission industries, which has become the top priority of environmental protection in recent years.

  In contrast, the discharge of waste such as ferronickel slag is more serious than ferrochrome. As early as around 2015, after several rounds of elimination of backward production capacity, the current production capacity of ferronickel is mainly based on closed advanced process, with the purpose of energy conservation, emission reduction and clean production.

  The industry believes that the recent "double control" policy in Inner Mongolia predicts that the elimination of backward production capacity is the only way for green development.

  02 Carbon peak and carbon neutralization is conducive to the long-term development of new energy automobile industry

  People believe that with the stricter carbon emission standards, new energy vehicle industry will gain rapid development in the future. In 2015, California proposed to ban the listing and sales plan of traditional fuel vehicles by 2030. Subsequently, Germany, France, Britain, Norway, Netherlands and India have announced their fuel vehicle ban schedule. At home, the Ministry of industry and information technology has also launched a study on the exit schedule of traditional fuel vehicles, but the specific time has not been set, but it means that the exit of fuel vehicles in the future will be the general trend.

• [Editor:Catherine Ren]