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【Ecological Environment Week Observation】It is a special weekly report product owned by GuShiio.com. It aims to present the most important policies, events, discussions, and data in the global ecological environment field to readers every week, and use the most real and cutting-edge information to capture the small and important things around us. Change. The world is cold and hot, and the vision lights up the future.
policy
- China imposes additional tariffs on US oil and gas products
According to Xinhua Agency, the Customs Tariff Commission of the State Council issued an announcement on February 4 that starting from February 10, additional tariffs will be imposed on some imported goods originating in the United States. Among them, a 15% tariff will be imposed on liquefied natural gas and coal, and a 10% tariff will be imposed on crude oil, agricultural machinery, large-displacement vehicles, pickup trucks, etc. According to Caixin.com, among the energy types involved in the tariff increases, they have a greater impact on liquefied natural gas in the United States. In 2024, China imported 4.1584 million tons of liquefied natural gas from the United States, making it the fifth largest source of liquefied natural gas imports in the United States. The relevant announcement also pointed out that on February 1, the U.S. government announced that it would impose a 10% tariff on all China goods exported to the United States on the grounds of fentanyl and other issues. This unilateral tariff increase seriously violates the rules of the World Trade Organization. It is not only not conducive to solving its own problems, but also undermines normal economic and trade cooperation between China and the United States.
- New rules for new energy entering the market are released
On February 9, the National Development and Reform Commission and the National Energy Administration jointly issued the “Notice on Deepening the Market-oriented Reform of New Energy On-grid Tariffs and Promoting the High-quality Development of New Energy”, which promotes the comprehensive formation of new energy on-grid tariffs from the market, establishes and improves support for new energy systems and mechanisms for high-quality development have been deployed. It clearly points out that we should improve spot market trading rules, promote new energy to participate fairly in the real-time market, and accelerate the realization of voluntary participation in the day-to-day market; continuously improve medium and long-term market trading rules, shorten the trading cycle, increase the trading frequency, and achieve weekly, multi-day, and day-to-day opening. After the policy was released, the relevant person in charge explained to Xinhua Agency that the main contents of the market-oriented reform of new energy feed-in tariffs have three aspects: First, promote the comprehensive formation of new energy feed-in tariffs by the market. In principle, all on-grid electricity of new energy projects enters the electricity market, and on-grid electricity prices are formed through market transactions; the second is to establish a price settlement mechanism to support the sustainable development of new energy sources. After new energy participates in market transactions, it establishes a sustainable development price settlement mechanism in the settlement link, and settles the electricity included in the mechanism according to the mechanism electricity price; the third is to distinguish between existing and incremental projects and implement classified policies. The mechanism electricity prices for existing projects are properly connected with current policies, and the mechanism electricity prices for incremental projects are determined through market-based bidding methods. The relevant person in charge also said that this reform marks a key step in building a new power system in a market-oriented manner and will have a profound impact on the power industry.
- “Medium and Long-term Plan for Natural Forest Protection and Restoration” released
On February 7, the six departments of the State Forestry and Grassland Administration, the National Development and Reform Commission, the Ministry of Finance, the Ministry of Human Resources and social protection, the Ministry of Natural Resources, and the State Administration of Financial Supervision jointly issued the “Medium and Long-term Plan for Natural Forest Protection and Restoration.” It is proposed that by 2035, the natural forest protection and restoration system will be basically sound, the natural forest area will remain at about 2.58 billion acres, the quality will be fundamentally improved, and the natural forest ecosystem will be healthy, stable and fully functional. Relevant plans also clarify that integrated management and protection should be implemented for all natural forests and non-natural public welfare forests, management and protection responsibilities should be fully implemented, and management and protection capabilities should be continuously improved, with an area of 3.235 billion acres; comprehensive measures such as tending, transformation, and promotion of renewal should be adopted to carry out systematic restoration and focus on 401 million acres of forest that urgently needs to be improved.
- Chris Wright was approvedus EnergyMinister
According to Xinhua Agency, the U.S. Senate voted on February 3 local time to approve Christopher Wright as U.S. Energy Secretary.· According to previous reports from the GuShiio.com Stock Market Smart APP, Wright is the founder and CEO of American oil service giant Liberty Energy, which is regarded as one of the important promoters of the U.S. shale oil revolution. In addition, like Trump, Wright himself is also a well-known climate change skeptic. He publicly denied the existence of the climate crisis on social platforms in 2023. At the same time, he also criticized the Biden administration’s clean energy subsidy policy, saying that no matter how much money is invested and how many policies are formulated, the energy transformation will not really happen. During last year’s U.S. election, Wright became a campaign donor for Trump. After winning the election, the latter announced in November that it intended to nominate Wright for the post of Energy Secretary. At a Senate hearing in January this year, Wright said that the top priority after taking office is to expand domestic energy production in the United States and reduce domestic energy costs, especially liquefied natural gas and nuclear energy.
event
- Data from the Copernicus Climate Change Service shows January was the hottest month on record
According to the latest data released on February 6 by the Copernicus Climate Change Service, the European Union’s climate monitoring agency, the global average surface temperature reached 13.23℃ in January 2025, 1.75℃ higher than the pre-industrial level (1850 to 1900)., becoming the hottest January since records began in 1940.
- equatorial Central and EasternPacificentered the LA Nina state
The latest SST monitoring results released by the National Climate Center on February 6 show that the SST in the equatorial Middle East and Pacific has entered a La Nina state. The National Climate Center predicts that La Nina will remain in February and March and will weaken to neutral in mid-to-late spring. It is reported that La Niña is a phenomenon that continues to be abnormally cold over a large area of the equatorial, Middle East and Pacific Ocean. It can cause global climate anomalies, increase the risk of drought and heavy rainfall in some areas, and the eastern part of my country is often affected by it and experience low precipitation.
Big company dynamics
- TeslaShanghai Energy Storage Super Factory is about to be put into operation
According to the Shanghai Securities News, Tesla’s first energy storage super factory outside the United States in Shanghai will hold a commissioning ceremony on February 11. It is reported that the factory will be settled on April 9, 2023 inShanghai lingangThe new area will hold a groundbreaking ceremony on May 23, 2024 and pass the completion acceptance on December 31. The total investment is approximately 1.45 billion yuan and the total area is approximately 200,000 square meters. It is mainly used to produce Tesla’s ultra-large commercial energy storage battery Megapack, with an energy storage scale of nearly 40GWh, and the products will be sold to the global market after being put into production. In the first quarter of this year, the factory began to increase its production capacity. It is worth mentioning that according to the announced financial report, Tesla’s electric vehicle sales will fall year-on-year in 2024 for the first time in ten years. As competition in the electric vehicle market becomes increasingly fierce and profit margins continue to tighten, the energy storage business that has emerged in recent years has also become the company’s most eye-catching source of future performance growth.(This article is launchedtoGuShiio.com Stock Market Smart APP, author|Hu Jiameng, editor|Liu Yangxue）
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