Low-carbon economic revolution _Stock Market Weekly_ by fdjerue7eeu


									Low-carbon economic revolution (Stock Market Weekly)
   New energy is just a concept, not suitable for investment? At least 2009, the sun is
still the number one private equity investment, General Manager and Chief
Investment Officer elegant stone waves do not think so. Wave appears in the rock, this
super bear market is past the high-carbon economic development model of a
liquidation, will be replaced by low-carbon energy-efficient model of economic
"The U.S. Clean Energy and Security Act" and held in
November this year in Copenhagen will be a catalyst for a low carbon economy - all
the economic activities will be re-defined low-carbon economy will be a global
carbon trading market appears uniform.
Low-carbon economy is a big area, industrial chain, including wind power, building
energy conservation, new energy vehicles, and many new industries, more likely to be
a high growth in the next 40, sustainable focus investment opportunities.
We are at an important economic transition.
70s of last century when Japan's rise, from two U.S. dollars per barrel rose
to 20 U.S. dollars, the first energy crisis occurred, and then evolved into the global
economic crisis and stock market. This is a "BRIC" The rapid
rise of prices of resources also led to soaring oil prices from 30 U.S. dollars per barrel
rose to 147 U.S. dollars, iron ore prices are also soaring prices of all commodities
have seen substantial resources boom, the final result is economic collapse.
The economic crisis broke out in 2008 shows the previous high-carbon economy (coal,
iron and steel, nonferrous metals, etc.) the old road has a dead end - and if the people
of the world like an American to buy a big house and big car emissions, then develop
the results of that destroy the earth.
We have experienced this in human history, the sixth largest super bear market also
told us that the world is no simple economic rise to power, according to the high
consumption of energy-intensive develop the old road of high emissions is not
sustainable. The rise of new economies must open up new economic development
path, the development of resource-saving and environment-friendly low-carbon
economy is the inevitable rise of China's economic path.
Currently, the two biggest problems facing humanity: climate and energy issues. The
climate issue very seriously, in the air of carbon dioxide equivalent concentrations
400PPM (parts per million), to 450PPM if global temperatures rise 2 degrees, the
Arctic ice will melt, causing sea level rise. British scientists say humans time to save
the planet only seven years, the climate issue as the core issue of survival of mankind,
the solution is to develop low-carbon economy, with market-oriented approach to
high-carbon economy pay for the low carbon economy.
Recently, the countries are of high-carbon industries and enterprises on impose a
carbon tax, subsidies through low-carbon emission permit trading and zero emission
clean energy, to reduce carbon emissions and address climate purposes.
The development of human resources and environmental constraints continue to break
the process, resources are limited, human wisdom is infinite, the face of economic
difficulties and crises, mankind can always ways to break through technological
progress and economic development resource constraints conflict . Therefore, the
depression of the most vulnerable to a technological revolution.
1974 outbreak of the first energy crisis, the Japanese electronics industry and to
develop fuel-efficient automobile and car sales in 1980 surpassed the United States,
Japan stock index from the 1960s, rose to 39,000 points, 1,000 points; 1990 outbreak
of the second energy crisis, the United States began to develop the Internet to bring
the world of a network Jing Ji, 1990 Niandai the United States more than four times
the stock Zhishu 上涨; 2008 Global Baofa the third time the economic crisis, the U.S.
government Ti Chu Xin term development of the new energy economy, made three
years of new energy double the proportion ten years to invest one thousand five
hundred U.S. dollars to finance new energy and create 5 million jobs policies.
Recently, the U.S. Congress introduced a more radical "U.S. Clean Energy
and Security Act" to impose on carbon economy 600 billion U.S. dollars in
emissions in order to subsidize new energy, low carbon economy through the
development of quota transactions and create new economic needs.
Now the world has reached a consensus that carbon dioxide emissions by 2050 to
reduce 50% -80%. "Kyoto Protocol" provisions of the
developed countries in 2012 than in 1990 to reduce emissions by 5.6%. Copenhagen
in November this year, will discuss the post-2012 world economy and development,
and now EU emissions targets by 2020 is to reduce by 30%.
"The U.S. Clean Energy and Security Act" and the pattern of
Copenhagen will have an important impact on the global economy will determine the
future direction of global economic development and development models. The
current United States aims to reduce the 3% in 2012, 2020 decreased by 20%, 83% in
2050 to reduce carbon dioxide emissions, the United States participate in emissions
trading market, will promote the formation of a unified global low carbon economy as
quickly as possible development targets.
"Kyoto Protocol" on China and other developing countries have
mandatory emissions requirements, but if you do not reduce emissions, the United
States once it mandatory to China after the pressure reduction will be very large. The
United States began after the mandatory emission reduction, low carbon economy will
create a set of criteria, such as quotas, emissions trading, emission offset, clean energy,
building energy efficiency standards and so on, China does not increase the carbon tax
on our United States, there may be carbon Zengshou tariffs, which would hurt
China's manufacturing and high-carbon economy. The Chinese
Government has already proposed the building of environment-friendly and
resource-saving society: 2010 decreased by 20% than in 2005, the unit GDP energy
consumption, reduce emissions by 10%.
Last year, Copenhagen will become a global low carbon economy to a sign, there will
be a unified global carbon trading market, all economic activities to a low carbon
economy will be redefined. We believe that economic development in the next 40
years, will have high-carbon economic development over the past 30 years, the
emergence pattern of low-carbon economic growth in liquidation mode.
The world's largest market
The characteristic of low-carbon economy to reduce greenhouse gas emissions targets,
to build low power consumption, low pollution-based economic development system,
including low-carbon energy systems, low-carbon technologies and carbon industrial
Low-carbon energy system is through the development of clean energy, including
wind, solar, nuclear, biomass and other alternative energy and low heat of coal, oil
and other fossil fuels to reduce carbon dioxide emissions. Low-carbon technologies,
including clean coal technology (IGCC) and carbon dioxide capture and storage
technology (CCS) and so on. Industrial system, including thermal power low-carbon
emissions, new energy vehicles, energy-efficient buildings, industrial energy
efficiency and emission reduction, economy, resource recovery, environmental
protection equipment, energy-saving materials and so on.
Starting point for a low carbon economy carbon footprint carbon sources and statistics.
There are three major sources of carbon dioxide, which is the main source of carbon
emissions from thermal power, accounting for 41% of total carbon dioxide emissions;
is the fastest-growing automobile exhaust emissions, accounting for 25%, especially
in China car sales to overtake situation in the U.S., this problem is getting worse;
construction emissions accounted for 27% increase in the number of homes with a
stable increase.
Carbon footprint, is a person, product and business consumption of carbon dioxide,
such as after the item is labeled carbon footprint, that is, how much carbon dioxide
consumption, which will encourage the use of low-carbon goods.
Followed by the allocation of carbon quotas is established under the Convention to
impose restrictions on the number down. For example, by 2020 to reduce 30% carbon
emissions will be approved for a particular industry is much, much less than a year to
develop an indicator, it became a quota. The quota can be offset by the development
of new energy and trade.
Low-carbon economy, carbon trading market mechanism is through the purchase of
emission rights trading. Spend money on emissions so that emission rights (ERT) as a
commodity, the contract is to pay the other party by the amount of greenhouse gas
emissions, the buyer can purchase amount for the mitigation of greenhouse emission
reductions to achieve their emission reduction targets.
Carbon trading market will become the largest trading market in recent years, the
annual amount of the transaction were to double the rate, the market value in 2008 is
600 billion euros in 2012 is expected to reach 150 billion U.S. dollars.
Another mechanism is the CDM (clean development mechanism),

To top