『Carbon costs rise as power grids hit capacity limits - Dec 12, 2025』のカバーアート

Carbon costs rise as power grids hit capacity limits - Dec 12, 2025

Carbon costs rise as power grids hit capacity limits - Dec 12, 2025

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

 As of December 12, today’s news features potential shifts in commodity pricing due to regulatory changes in the EU, and developments in energy infrastructure, particularly National Grid's new control centre funding. Imports of aluminium, cement and other commodities into the European Union could face higher costs than previously expected for CO2 emissions next year under draft EU plans to tighten its carbon border levy. From January, the EU's Carbon Border Adjustment Mechanism will impose fees on imports of certain industrial products, based on the emissions embedded in their production. The policy is designed to shield European producers against cheaper imports from countries with less ambitious climate rules. Meanwhile, Ofgem has awarded National Grid 48.6 million pounds for the development of a new control centre. National Grid unveiled plans to build a new, state-of-the-art control centre to reinforce network resilience earlier this year. Turning to market updates, new challenges are emerging as the U.S. and Europe face pressing demands for power grid connections due to a surge in data center and industrial projects. Traditional methods for connecting large loads are proving inefficient, leading utilities to explore new strategies for managing the connection application process. The situation is especially critical in regions like Texas and the UK, where demand queues have surged dramatically. In commodity markets, copper has shown some volatility, recently peaking close to 12,000 euros per metric ton before easing slightly. Analysts suggest supply disruptions could stabilize prices around the 11,000 euros mark, but a significant demand boost, particularly from China, is crucial for continued price increases. Moreover, in the tech sector, Nvidia is considering ramping up production of its H200 AI chips due to strong demand from Chinese clients, following a recent U.S. government indication that it may permit such exports. Lastly, global political developments see U.S. envoy John Coale engaging with Belarusian President Alexander Lukashenko in negotiations surrounding political prisoners, indicating ongoing diplomatic efforts amid regional tensions.
まだレビューはありません