ESG 國際新聞週報 5/15-5/21

Microsoft Signs One of the Largest Ever Carbon Removal Deals
微軟與丹麥能源供應商Ørsted宣布了一項最大規模的碳回收協議

Microsoft and Danish energy provider Ørsted have announced one of the largest carbon removal off-take deals, for the purchase of 2.76 million tonnes of carbon removal. Ørsted will capture and store biogenic carbon emissions from its Asnæs Power Station in Denmark over a period of 11 years. The deal forms part of Microsoft's initiative to become carbon negative by 2030 and to remove all of its historical emissions by 2050. Ørsted, Microsoft, and Aker Carbon Capture formed a collaboration in 2021 to explore possibilities in developing carbon capture at biomass-fired heat and power plants, with Aker serving as the carbon capture provider for the new project.

微軟與丹麥能源供應商Ørsted宣布了一項最大規模的碳回收協議，購買276萬噸的碳回收。Ørsted將在11年內捕捉並存儲在其丹麥Asnæs電站產生的生物質碳排放。該協議是微軟實現2030年碳負增長並在2050年移除所有歷史碳排放目標的一部分。Ørsted、微軟和Aker Carbon Capture於2021年共同合作，探索在生物質發熱和發電廠開發碳捕捉的可能性，Aker將為新項目提供碳捕捉服務。

 

Over 40% of Gen Z, Millennials Would Switch Jobs Over Climate Concerns: Deloitte Survey
超過40%的 Z 世代與千禧世代會依據氣候變遷的考量考慮是否轉換工作：德勤報告

According to a new survey from Deloitte, climate change and environmental sustainability are becoming increasingly important for companies' recruitment and retention of employees. The survey found that over 40% of Gen Z and Millennials have changed jobs or sectors due to climate concerns, or plan to do so. The survey involved nearly 23,000 Gen Z and Millennial participants across 44 countries. It found that climate change is a major concern for these groups, with about 60% feeling anxious about the environment and more than 70% actively trying to minimize their environmental impact. Approximately 55% research a company's environmental impact and policies before accepting a job. In addition to employment matters, about 60% of respondents reported being willing to pay more for sustainable products and services.

根據德勤新的調查，氣候變化和環境可持續性正變得對於公司招聘和留住員工越來越重要。該調查發現，超過40%的Z世代和千禧一代因為氣候問題改變了工作或行業，或者計劃這樣做。該調查涵蓋了來自44個國家的近23,000名Z世代和千禧一代的參與者。調查發現，氣候變化對這些群體來說是一個主要的憂慮，大約60%的人對環境感到焦慮，超過70%的人正在積極嘗試減少他們對環境的影響。大約55%的人在接受工作前會研究公司的環境影響和政策。除就業問題外，約60%的受訪者表示願意為可持續產品和服務支付更多的錢。

 

EU Parliament Proposes Ban on Green Claims Based Solely on Carbon Offsetting
歐盟計劃禁止僅基於碳抵消的綠色宣言

The European Parliament has voted to adopt new rules requiring companies to substantiate and verify their environmental claims to prevent greenwashing. The rules are in response to a study that found more than half of the green claims made by companies in the EU were vague or misleading, and 40% were completely unsubstantiated. The rules would require companies to independently verify their environmental claims and identify relevant environmental impacts. The rules also propose banning green claims based solely on carbon offsetting schemes. Additionally, the rules prohibit generic claims like 'environmentally friendly' and 'carbon neutral' without detailed evidence, and they ban product design features that promote early obsolescence.

歐洲議會已投票通過新規定，要求公司證實和驗證其環境聲明，以防止綠色洗白。這些規則是為了回應一項研究，該研究發現在歐盟的公司所做的超過一半的綠色聲稱都是含糊或誤導的，而40%的聲稱完全無依據。這些規則將要求公司獨立驗證其環境聲稱，並識別相關的環境影響。規則還提議禁止僅基於碳抵消方案的綠色宣言。此外，規則禁止未提供詳細證據的通用聲稱，如'環保'和'碳中和'，並禁止促進過時的產品設計。

 

Morgan Stanley Raises $500 Million for Climate Solutions Strategy
摩根士丹利投資管理為氣候解決方案策略募集5億美元私募基金

Morgan Stanley Investment Management (MSIM) announced the first close of its climate private equity strategy, 1GT, raising $500 million. The strategy, launched in 2022, aims to invest in climate solutions companies with the objective of eliminating 1 billion tons of CO2 emissions by 2050. Investors in the strategy include public and private pension funds and an insurance company from the Nordic region, Germany, and the UK. 1GT primarily invests in North American and European private companies that provide products and services enabling significant improvements in carbon footprints and can yield substantial financial returns. Half of the 1GT team’s incentive compensation will be tied to achieving the platform's climate objectives.

摩根士丹利投資管理(MSIM)宣布，其氣候私募股權策略1GT首次完成5億美元的募資。該策略於2022年啟動，旨在投資於氣候解決方案公司，目標是到2050年消除10億噸的二氧化碳排放。策略的投資者包括來自北歐、德國和英國的公共和私人養老基金以及一家保險公司。1GT主要投資於提供可以顯著改善碳足跡並能帶來豐厚金融回報的產品和服務的北美和歐洲私人公司。1GT團隊一半的獎金績效將與實現平台的氣候目標做連結。

 

Ørsted Awarded $1 Billion Deal to Capture and Store Over 8 Million Tonnes of Carbon
丹麥能源供應商Ørsted獲得10億美元合同，實行碳捕捉與碳儲存

Ørsted, a Danish energy provider, has won a 20-year contract for its "Kalundborg Hub" carbon capture and storage (CCS) project from the Danish Energy Agency (DEA). The project aims to capture and store over 400,000 tonnes of CO2 annually, commencing operations in 2025. The project is part of Denmark's Climate Agreement targeting a 70% emission reduction by 2030, with 16 billion DKK ($2.3 billion) allocated for CCS initiatives. The captured carbon will be shipped to the Northern Lights storage reservoir in the North Sea. In related news, Ørsted has secured a 2.76 million-tonne carbon removal agreement with Microsoft, supporting Microsoft's goal to become carbon-negative by 2030.

丹麥能源供應商奧斯特德獲得丹麥能源局(DEA)為期20年的“卡倫堡樞紐”碳捕獲和儲存(CCS)項目合約。該項目計劃每年捕獲和儲存超過40萬噸的二氧化碳，並計劃於2025年開始運營。該項目是丹麥氣候協議的一部分，該協議旨在到2030年實現70%的排放減少，並為CCS倡議分配了160億丹麥克朗（23億美元）。捕獲的碳將被運送到北海的北極光儲存水庫。相關消息，奧斯特德與微軟簽訂了一份276萬噸的碳移除協議，以支持微軟到2030年實現負碳的目標。