Green development of mining under the goal of "double carbon" new answer sheet

In order to effectively reduce the carbon emissions of the non-ferrous metal industry, on August 1, 2022, the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Ecological Environment jointly issued the "Implementation Plan for carbon Peak in the Industrial Field", which put forward clear major actions and key tasks for the non-ferrous metal industry: requiring control of production capacity, accelerating technological upgrading, and increasing the proportion of recycled raw materials. In November, the "Non-ferrous Metal Industry carbon peak Implementation Plan" was issued, proposing to optimize the scale of smelting capacity, prevent the disorderly expansion of smelting capacity of key varieties, and raise the industry access threshold. It is necessary to adjust and optimize the industrial structure, guide the efficient and intensive development of the industry, encourage the development of the renewable non-ferrous metal industry, and realize the cascade utilization of energy resources and industrial recycling. We will speed up the withdrawal of inefficient production capacity, strengthen energy conservation and carbon reduction technologies, and promote green and low-carbon technologies. It is necessary to promote clean energy replacement, control fossil energy consumption, encourage the consumption of renewable energy, and strive to reach 25% of electrolytic aluminum by 2025 and 30% of renewable energy by 2030. To build a green manufacturing system, the development of recycled metal industry, by 2025, recycled metal supply accounted for more than 24%. Build a green and clean production system, accelerate the digital transformation of industries, and study the inclusion of key varieties of non-ferrous metals in the national carbon emission rights trading market.

The process of achieving the "double carbon" goal is also the process of gradual transformation of global fossil energy to clean energy, and the direction of policy is bound to drive market changes.

In the past two years, the rapid development of the new energy industry and the acceleration of the global "decarbonization" process have accelerated the contradiction between the supply and demand of new energy minerals in non-ferrous metals, and also promoted the rapid structural adjustment of the related mineral products market. According to S&P data, in 2021, the number of major new energy minerals (lithium, cobalt, nickel) project mergers and acquisitions was 321, an increase of 154.76%. Among them, the number of global lithium mining mergers and acquisitions projects was 168, an increase of 290.7%; The number of global cobalt mining project mergers and acquisitions was 15, an increase of 87.5%; The number of global nickel project mergers and acquisitions was 138, an increase of 84% year-on-year.

Relevant experts predict that in the next 10 years, China's total demand for non-ferrous metals will continue to rise, copper, aluminum, lead and zinc and other bulk metal demand, although near the peak, but the total is still very large. The demand for new energy minerals such as lithium, cobalt, nickel and rare earth will increase rapidly and is expected to increase significantly by 2030. The high dependence of domestic mineral resources on foreign countries is difficult to change for a long time.

Therefore, while paying great attention to and accelerating the efforts of the non-ferrous metal industry to achieve the goal of "double carbon", it should also pay great attention to and strive to ensure the security of the non-ferrous metal supply chain, attach great importance to enhancing the ability of autonomy and control, establish "bottom line thinking", clarify the strategic bottom line of domestic production of important mineral resources, and increase the exploration and development of strategic mineral resources. We will work hard to consolidate the domestic base of large circular resources and ensure the supply of primary products.

The operation and structural adjustment of the steel industry are gradually showing a good trend

The iron and steel industry is a basic industry related to the national economy and the people's livelihood, and is an important symbol to measure the comprehensive competitiveness of the country.

The state attaches great importance to the development of the steel industry. However, industrial carbon emissions have a large correlation with steel production.

Relevant data show that the carbon emissions of China's steel industry account for about 15% of the country's total carbon emissions, and it is the largest carbon emission industry in 31 categories of manufacturing.

There are three main paths for steel carbon reduction, namely deepening the steel industrial structure, reducing crude steel production, energy conservation and emission reduction, and technology upgrading.

In January 2022, the Ministry of Industry and Information Technology issued the "Guidance on Promoting the high-quality development of the steel industry", the main objectives mentioned in the goal, and strive to 2025 electric furnace steel production accounted for more than 15% of the total crude steel production, the steel industry to use scrap steel resources of 300 million tons, more than 80% of steel capacity to complete ultra-low emission transformation, comprehensive energy consumption per ton of steel reduced by more than 2%.