Steel industry supply chain to achieve the goal of "double carbon" path analysis and impact on cost

In order to achieve the "double carbon" goal, the steel industry, as the largest carbon emission industry in the field of energy terminal consumption, is the key area of carbon control management, and will be included in the national carbon emission rights trading market in the future, in order to promote the transformation of steel production enterprises to the direction of cleaner production to reduce carbon emissions. Therefore, iron and steel enterprises urgently need to carry out the construction of carbon emission accounting standard system, carbon control organization system, personnel training, etc., so as to establish a carbon emission accounting system for the steel industry and lay the foundation for the implementation of carbon quota allocation and carbon emission trading system.

(2) Implement the transformation of steel production processes to reduce carbon emissions in production

The 14th Five-Year Plan calls for promoting the clean and efficient use of coal and other fossil energy, and promoting the green transformation of steel, petrochemical, building materials and other industries. The Global Energy Internet Development Cooperation Organization's "China's Carbon peak before 2030 Research Report" proposes that to achieve carbon peak, we must "change the mode of energy production with clean alternatives, and change the mode of energy use with electric energy instead."

The process transformation of green steel production includes electric furnace steelmaking and hydrogen steelmaking. Electric furnace steelmaking is the main way to promote the replacement of electric energy, with scrap steel as the main raw material and electricity as the main energy source, this method has low energy consumption, low emissions and obvious advantages of energy saving and emission reduction. At present, China's electric furnace steelmaking accounted for only 9%, while the United States and the European Union accounted for 62% and 40%, respectively. At present, the development conditions of electric furnace steelmaking are mature, energy saving and environmental protection, and China should adopt more low-carbon electric furnace steelmaking to reduce carbon emissions in steel production. Hydrogen steelmaking is conducive to hydrogen instead of carbon monoxide as a reducing agent for steelmaking, and there is no carbon dioxide emission in the reduction process, which can realize the complete decarbonization of steel production, and is the future development direction.

(3) Steel logistics to green transformation, reduce steel supply chain carbon emissions

Iron and steel logistics should achieve green development by changing the mode of transport, developing multimodal transport, and developing intelligent transportation. The first is to change the mode of transport, on the one hand is to promote "electricity instead of oil", and promote enterprises to use new energy vehicles for road transport. At present, the development of China's new energy automobile industry is leading the world, new technologies continue to emerge, the cost of lithium batteries continues to decline, and hydrogen energy technology is gradually mature and applied, with the advantages of developing new energy vehicles; On the other hand, from road transport to cleaner railway transport, reduce the proportion of road transport, increase the proportion of railway transport, speed up the construction of freight railways, solve the "last kilometer" problem, attract enterprises to choose railway transport. In the 14th Five-Year Plan, it is proposed to speed up the transportation of bulk goods and medium - and long-distance goods "rotating rail" and "rotating water". Secondly, it is to develop multimodal transport, strengthen infrastructure construction, multimodal transport station construction, logistics park construction and so on. First, the development of autonomous driving technology, according to the Ministry of Transport research, autonomous vehicles than human driving can save up to 12% fuel, more energy saving and environmental protection, at present China's rapid development of autonomous driving technology, the basic conditions for promotion and application; The second is to build an information platform to promote the development of shared transportation modes and improve logistics pendulum, and realize real-time data exchange and information sharing through the information platform to improve logistics efficiency.

Third, the implementation of carbon emission reduction measures in the steel industry has a huge impact on costs

(A) The steel industry carbon emissions accounting system construction needs to increase investment. In accordance with the requirements of the 14th Five-Year Plan, it is necessary to promote market-oriented trading of carbon emission rights. The investment in the construction of carbon market is not only the investment in the construction of carbon emission system, but also the investment in the construction of various supporting measures within enterprises. The construction of carbon emission accounting system in the steel industry requires a lot of human, financial and material input.