暴露于电力部门浅资产的资产所有者的集中可能会引发气候政策的抵制
1Humboldt-Universität zu Berlin, Berlin, Germany. angelika.von.dulong@hu-berlin.de.
Nature communications
|October 13, 2023
概括
识别浅资产的所有者是了解气候政策阻力的关键. 电力行业面临着巨大的资产分摊,特别是在亚太地区,欧洲和美国的煤电厂.
科学领域:
- 环境经济学环境经济学
- 气候政策分析 气候政策分析
- 能源部门研究 能源部门研究
背景情况:
- 评估浅资产风险对于有效的气候政策和预测阻力至关重要.
- 了解资产所有权和分配对于管理向低碳经济过渡至关重要.
研究的目的:
- 分析全球电力部门在2°C升温情景下浅资产的所有者和分配情况.
- 确定最容易受到资产分离影响的关键地区和资产所有者.
- 调查资产分摊与替代能源资产所有权之间的关系.
主要方法:
- 利用新的数据集来绘制全球电力部门资产所有权的地图.
- 量化了资产分离的发生率和集中度,重点关注煤电厂.
- 根据车队年龄分析了所有者层面的风险和资产分离的时间.
主要成果:
- 亚太地区,欧洲和美国对滞留资产,主要是煤电厂的高风险.
- 在像印度这样的国家,资产分离集中在少数所有者手中.
- 欧洲,美国和中国的所有者在国际上持有大量浅煤炭资产.
- 上市的所有者面临巨大的财务风险,潜在的滞留资产会影响股价和股权.
- 资产分摊风险与替代能源资产所有权有积极的相关性,印度是一个值得注意的例外.
结论:
- 分散资产风险在地理上集中,并且特定于所有者,需要量身定制的政策响应.
- 对资产所有者,特别是上市公司的财务影响很大.
- 远离化石燃料的转型需要采取战略方法来管理资产分摊和促进替代能源投资.
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