节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
K-钢铁法案增强韩国钢铁产业竞争力
韩国国会通过K-钢铁法案,以支持本土钢铁生产商并提升行业竞争力。法案要求贸易、工业和能源部制定五年总体规划及年度行动计划,总理下属特别委员会将负责战略决策与实施的监督工作,确保行业发展与碳中和目标保持一致。
法案涵盖多项务实举措:遴选低碳钢铁技术、推进绿色钢铁园区建设、支持生产设施升级,同时强化废钢供应链,并将电力、水、氢气等关键基础设施纳入国家基准规划。韩国钢铁协会对该立法予以欢迎,期望其能与2025年11月公布的钢铁发展计划同步加速实施。
K-钢铁法案面临能源成本ƌ..
尽管法案提供支持,钢铁行业仍对未纳入电力补贴表示失望。向电弧炉转型成本高昂,且为实现国家自主贡献(NDC)减排目标需承担额外财务压力。钢铁企业估算,电价上涨与碳排放许可的年度综合成本或达1万亿韩元。
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