Topic: Decarbonising the Economy

아시아의 탄소중립 에너지 투자 잠재력

Report | 기후변화에 관한 아시아 투자자 그룹 (AIGCC) | 2021년 3월

AIGCC에서 실시한 참조 연구에 따르면 아시아의 에너지 공급1이 탄소중립을 달성하기 위한 투자 기회가 2020년부터 2050년까지 누적 26조 달러(2°C 시나리오)에서 37조 달러(1.5°C 시나리오)로 추정됩니다(아시아 GDP의 1.7~2.0%에 해당). 앞으로 몇 개월 이내에 아시아 정부들이 탄소중립 로드맵을 발표하는 시점에 필요한 투자 관련 세부 사항이 공개될 것으로 예상합니다.

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アジアにおける ネットゼロ・ エネルギー 投資の可能性

Report | 気候変動に関するアジア投資家グルー プ(AIGCC) | 2021年3月

AIGCC が実施した参照調査によると、アジアのエネルギー供給1 がネットゼロを達成するための投資機会 は、2020年から2050年累計で、26兆米ドル (2°C シナリオ) の領域から 37兆米ドル(1.5°C シナリオ)となる (アジアのGDPの1.7パーセントから2.0パーセントに相当)と推定されます。 当団体では、今後数か月で各国政府が 自国のネットゼロロードマップを公表する際に、投資要件についての更なる詳細情報が出されると見込んでいます。

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Out of the Blocks: Net Zero Investment in Asia (2nd edition)

Report | Asia Investor Group on Climate Change | February 2021

AIGCC has undertaken this study for the second year running to gather investor insights on defining and investing in climate-aligned opportunities, and the barriers to increased investment. The report provides the collective views of Asian investors with funds representing over US$1.9tn in assets under management surveyed over November-December 2020. These investors include asset owners (insurance firms, government pension and sovereign wealth funds) and asset managers.

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中央銀行の気候変動シナリオ: NGFS の解説

Policy Briefings | AIGCC & IGCC | 2020年 8月

NGFSシナリオの使用方法を示すため、AIGCCおよびIGCCは、NGFSの研究を用いて、アジアのエネ ルギーセクターにおける移行リスクの評価を分析した。 アジアのエネルギーセクターは、パリ協定 の目標を達成するために急速に脱炭素化する必要があり、これは、当該地域への石炭とガスの主要 輸出国であるオーストラリアにとって重要な意味を持つ。

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Central bank climate scenarios: Unpacking the NGFS

Policy Briefings | AIGCC & IGCC | July 2020

To demonstrate how the NGFS scenarios can be used, AIGCC and IGCC have developed an assessment of transition risks in the energy sector in Asia drawing upon the NGFS work. The energy sector in Asia will need to decarbonise rapidly to meet the objectives of the Paris Agreement, and this has significant implications for Australia as a major exporter of coal and gas to the region.

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International investors: KEPCO should reconsider supporting new overseas coal power plants

27 March 2020

Current and potential international investors in Korea Electric Power Corporation (KEPCO) have urged the company to reconsider its plans to finance new overseas coal-fired power plants.