1、2030 2030|3 4 9 13 16 17 18 22 232|2050 2021 52023 10 2030 2030 3 Rick Wen Eva Chuang|2019 1 185 2 2020 3,4 2020 Deloitte2020 Deloitte Resources Study 77%5 6 4|2050 European Green Deal GHG Paris Agreement 72030 8 GDP 9 2017 2018 5.1%4%GDP 10 Carbon Brief 2019 122020 2 25%11 40 cap-and-trade 12 Black
2、Rock7 13 Larry Fink2020 14 15 25%Task Force on Climate-Related Financial Disclosures,TCFD Sustainability Accounting Standards Board,SASD ESG 16 100+Climate Action 100+450 40 17 5|Deloitte 19 Future of Energy 2035 Bloomberg New Energy Finance,BNEF 2010 1,100/kWh 2019 156/kWh86%18 BNEF2023 100/kWh 19I
3、oT AI Deloitte Navigating the energy transition from disruption to growth89%E&R 20 30%1030 6|ShellRepsolEquinorTotalBP 21 22 BP1010 50 23 CO2 Capture Utilization Storage;CCUS 24 Total 25 10%2030 20%26 DuPont 100%2030 30%60%27 Occidental CCUS 28 Monitor Deloitte Australia 2019 112 69%2017 2019 112 45
4、.3 96%Greenhouse Gas Protocol 297|8|OPEC UBS2020 36 30 Wells Fargo&Company Goldman Sachs 31 2C efuel/9|IoT EV C2CNT 32 Massachusetts Institute of Technology 33 34 BP2050 35 BP50 GW 1015 2 2030 36Repsol 2050 37 Repsol2025 2030 2040 38 39 RepsolKia Motors CorporationWiBLE 10|Shell Shell2022 3%4%35 40
5、Shell 16,500 41Shell 42 ShellDeloitte 43 Decarbonising Shipping:All Hands on Deck 80 2212 44 CCUS 11|2005 2030 40%Equinor Tampen Equinor KonKraft KonKraft Norwegian Oil and Gas Association Federation of Norwegian Industries Norwegian Shipowners Association Confederation of Trade Unions LO United Fed
6、eration of Trade Unions LO Norwegian Union of Industry and Energy Workers CCS Equinor Eidesvik OshoreViking Energy GHG KonKraft 2020 2030 2050 The energy industry of tomorrow on the Norwegian Continental Shelf:Climate strategy towards 2030 and 2050 https:/konkraft.no/wp-content/uploads/2020/02/The-e
7、nergy-industry-on-the-NCS.-climate-strategy-towards-2030-and-2050.pdf2020 820 12|41 2020 2022 4213|2050 COP 21 47 Dow Chemical Fuenix Ecogy Group NouryonAir LiquidePort of RotterdamShell 48 AI 12.5 8 49 20%50 40%51 60%14|60%52 53/54 CCS CCU 15|E&R 40C104 F 55 16|2030 17|World Economy Forum,WEF Decar
8、bonization EU Green Deal 2020 EU Taxonomy Regulation 2.0 3.0 2015 2021/18|AppleNIKE Unilever2030 2050 New York State Common Retirement Fund 2020 22 ESG World Resources Institute 2 73.0%30.4%15.9%12.4%Deloitte 2020 Deloitte 2020 Deloitte Resources Study 75%1.rsted DONE Energy 2025 19國家課徵碳費/碳稅施行碳交易制度利
9、害關係人溝通成本市場機會及潛在變化排碳之環境衝擊與減緩邊境碳稅企業碳風險1|2.C2CNT 1.BASF 22016,World Resources Institute,20202 20|21 0 2.3.|積極進行碳風險管理，除有益於成本控管、避免財務及商譽損失之外，企業可透過建立低碳競爭優勢，提升獲得新市場、新客戶的機會，驅動營運成長及奠定長期發展利基。機會視角 風險視角資訊發散線性模式利潤導向點對點思考尋求認同被動維持現況資訊整合價值導向生態圈思考 尋求合作主動創新再造循環經濟針對多元碳風險議題，企業可透過科技協助、組織政策等管理手段，強調量化數據、即時性及透明度，方能協助領導團隊掌握真
10、實現況，結合公司營運發展方向，逐步精進碳管理績效。利潤導向的企業受到碳風險的挑戰，需盡快將短中長期碳效益納入考量，透過低碳目標與決策制定，獲益將反映在企業長遠的營運獲利與競爭力上，可為利害關係人創造長期的價值。夥伴間傳統的利益往來模式，需重新以永續的視角出發，尋求更多互惠與可持續發展的路徑，企業透過了解與外部利害關係人的碳依存關係，打造與ESG兼容並蓄的產業生態網絡。企業從過去爭取認同與支持的態度，應進一步轉化為上下貫徹、內外兼顧，更全面、更立體的永續價值鏈，以求與利害關係人合作創新，並建立共同的低碳成果。過去企業多以不傷害環境為目的，現在更應強化主動式的氣候治理，並善用企業核心能力結合淨零碳
11、目標，發展出更具低碳競爭力的產品、服務或內外部營運模式，對氣候調適作出積極貢獻。結合服務與科技創新，延續各環節能資源的再利用價值，以終為始，串聯設計、製造、使用至產品生命週期之尾聲，最終邁向閉鎖式供應鏈的循環經濟。3 22|23 Rick Wen.tw Wilson Lung.tw Eva Chuang.tw Stephen Hsu.tw Ike Chen.tw Sam Chu.tw Maggie Chang.tw Judy Hsu.tw Patrick Tsai.tw Joseph Jang.tw|1.Sandra Laville and Jonathan Watts,“Across the
12、 globe,millions join the biggest climate protest ever,”The Guardian,September 20,2019.https:/August 25,2020.2.Ibid.3.L auren S ommer,“W hy China s air has been clearer dur ing the coronav ir us outbreak,”NPR,March 4,2020,https:/www.npr.org/sections/goatsandsoda/2020/03/04/811019032/why-chinas-air-ha
13、s-been-cleaner-during-the-coronavirus-outbreak,accessed August 25,2020.4.Sushmita Pathak,“With coronavirus lockdown,Indias cities see clear blue skies as air pollution drops,April 10,2020,NPR,https:/www.npr.org/sections/coronavirus-live-updates/2020/04/10/831592401/with-coronavirus-lockdown-indias-c
14、ities-see-clear-blue-skies-as-air-pollution-dr,accessed August 26,2020.5.Marlene Motyka,et al.,Deloitte Resources 2020 Study,Deloitte Insights,2020,https:/Coleman,“Why is employee activism on the rise?”Forbes,May 30,2019,https:/August 25,2020.7.Euro p ean Co mmis si o n,“C lima te A c t i o n:205 0
15、l o ng-ter m s t r a te g y,”https:/ec.europa.eu/clima/policies/strategies/2050_en,accessed June 22,2020.8.Dan Murtaugh,“China is the emissions behemoth.Can it change fast enough?”Bloomberg Green,January 21,2020,https:/August 25,2020.9.Ibid.10.Ibid.11.L auri My ll y v ir ta,“A nal y sis:Coronav irus
16、 temporaril y reduced Chinas CO2 emissions by a quarter,”Carbon Brief,February 19,2020,https:/www.carbonbrief.org/analysis-coronavirus-has-temporarily-reduced-chinas-co2-emissions-by-a-quarter,accessed August 25,2020.12.Brad Plumer and Nadja Popovish,“These countries have prices on carbon.Are they w
17、orking?”,The New York Times,April 2,2019,https:/August 25,2020.13.Blackrock website,https:/Auguat 20,2020.14.Larry Fink,“A fundamental reshaping of finance,”BlackRock,January 2020,https:/accessed August 25,2020.15.Ibid.16.Ibid.17.C lima te A c t ion 1 0 0+,“G l ob al inve s tor s dr i v ing b usin e
18、 s s t r ansi t ion,”http:/www.climateaction100.org/,accessed June 22,2020.18.Matthew Bandyk,“Battery prices fall nearly 50%in three years,spurring more electrification:BNEF,”Utility Dive,December 3,2019,https:/August 25,2020.19.Ibid.20.Stanley Porter,et al.,“Navigating the energy transition from di
19、sruption to growth:Energy and industrial companies are positioned for a low-carbon future,”Deloitte Insights,July 8,2020,https:/August 25,2020.21.Climate Action 100+,“2019 Progress Report,”2019,https:/August 20,202022.James Murray,“How the six major oil companies have invested in renewable energy pr
20、ojects,”NS Energy,January 16,2020,https:/August 26,2020.23.bp press release,“From international oil company to integrated energy company:bp sets out strategy for decade of delivery toward net zero ambition,”August 4,2020,https:/|25to-integrated-energy-company-bp-sets-out-strategy-for-decade-of-deliv
21、ery-towards-net-zero-ambition.html,accessed September 14,2020.24.Ibid.25.Total press release,“Total adopts a new climate ambition to get to net zero by 2050,”May 5,2020,https:/September 14,2020.26.Ibid.27.DuPont Press Release,“DuPont Announces 2030 Sustainability Goals,”Oc tober 30,2019,https:/Augus
22、t 26,2020.28.Occidental company report,“Climate-related Risks and Opportunities:Positioning for a low-carbon economy,”2019,https:/August 20,202029.Greenhouse Gas Protocol,FAQ,2020,https:/ghgprotocol.org/sites/default/files/standards_supporting/FAQ.pdf.Accessed August 20,2020 30.“UBS Bank wont fund n
23、ew offshore Arctic oil,gas projects,”PBS News Hour,March 9,2020,https:/www.pbs.org/newshour/economy/ubs-bank-wont-fund-new-offshore-arctic-oil-gas-projects,accessed August 26,2020.31.PBS Newshour,“UBS Bank wont fund new offshore Arctic oil,gas projects”www.pbs.org/newshour/economy/ubs-bank-wont-fund
24、-new-offshore-arctic-oil-gas-projects acessed,August 20,2020.32.David Roberts,“These uses of CO2 could cut emissions and make trillions of dollars,”Vox,November 27,2019,https:/August 26,2020.33.David Chandler,“MIT engineers develop new way to remove carbon dioxide from air,”MIT News,October 24,2019,
25、https:/news.mit.edu/2019/mit-engineers-develop-new-way-remove-carbon-dioxide-air-1025,accessed August 26,2020.34.Ibid.35.bp press release,“From international oil company to integrated energy company:bp sets out strategy for decade of delivery toward net zero ambition,”August 4,2020,https:/September
26、14,2020.36.Ibid.37.Repsol web site,https:/September 14,2020.38.Ibid.39.Repsol press release,“Kia Motors Iberia and Repsol join forces to launch W iB L E,a n e w c ar-shar ing o p er a to r,”Januar y 31,201 8,https:/September 14,2020.40.Shell web site,“What is Shells net carbon footprint ambition?”,h
27、ttps:/September 14,2020.41.Ibid.42.Ibid.43.“Decarbonising Shipping:All hands on deck,”Deloitte and Shell,2020,https:/August 20,202044.Ibid.45.Ibrahim AlHusseini,“Climate change is only going to make health crisis like the coronavirus more frequent and worse,”Business Insider,April 5,2020,https:/|4?o
28、p=1,accessed August 26,2020.46.“Single-use plastic:China to ban bags and other items,”BBC,January 21,2020,https:/August 26,2020.47.European Commission,“Climate Action:2050 long-term strategy,”https:/ec.europa.eu/clima/policies/strategies/2050_en,accessed June 22,2020.48.Irene Boghdadi,“Circularity i
29、n the Chemicals Industry:Drivers,Challenges and Solutions,Cleantech Group,February 11,2020,https:/August 26,2020.49.Wolfgang Falter,“The future of(fossil)hydrocarbons,”Deloitte,2019,https:/chemicalconvention.org/wp-content/uploads/2019/11/Deloitte-Conference-presentation.pdf Accessed,August 15,2020.
30、50.Ibid.51.Ibid.52.Ibid.53.Ibid.54.Ibid.55.Bureau of Meteorology,Australian Government,http:/www.bom.gov.au/australia/heatwave/knowledge-centre/,accessed September 11,2020.56.http:/www.bom.gov.au/australia/heatwave/knowledge-centre/,accessed September 11,2020.57.https:/ghgrule.epa.gov.tw/greenhouse_
31、sub/greenhouse_sub_page/55 58.https:/ic.tpex.org.tw/introduce.php?ic=W00059.https:/.tw/postwrite/Detail/263807.aspx#.YJT7P7UzY2w 60.https:/61.https:/ieknet.iek.org.tw/iekppt/ppt_more.aspx?actiontype=ppt&indu_idno=7&domain=71&sld_preid=604862.https:/66.https:/www.politico.eu/sponsored-content/how-will-the-chemical-industry-contribute-to-the-circular-economy/26Designed by CoRe Creative Services.RITM0726366
