瑞士苏黎世联邦理工学院Klaaen, Lena和Steffen, Bjarne课题组在研究中取得进展。他们提出了关于在欧洲实现净零路径的必要条件是投资转移的元分析。这一研究成果发表在2023年1月5日出版的国际学术期刊《自然—气候变化》上。

研究团队开展了一项元分析，以得出2035年之前气候相关基础设施所需的技术层面的投资转移。研究发现总体投资需求急剧上升，近期几年(2021-25年)内每年需要大约900亿欧元。发电厂、电网和铁路基础设施的投资变化最为剧烈，从俄罗斯天然气进口中独立出来的雄心甚至加剧了这种转变。研究结果强调了可持续金融政策的必要性，这些政策需要具体考虑到这些部门的融资结构。

据悉，实现温室气体（GHG）净零排放需要对低碳基础设施进行快速和大规模的投资。为了相应地调整资金流向，欧盟尤其强调可持续的金融监管。然而，人们对所需的具体投资转移的理解并不充分，这可能导致人们对关键技术的导向作用不够。

附：英文原文

Title: Meta-analysis on necessary investment shifts to reach net zero pathways in Europe

Author: Klaaen, Lena, Steffen, Bjarne

Issue&Volume: 2023-01-05

Abstract: Reaching a pathway towards net zero GHG emissions requires rapid and massive investments in low-carbon infrastructure. To redirect finance flows accordingly, particularly the European Union places an emphasis on sustainable finance regulation. However, the specific investment shifts required are not fully understood, which could lead to an insufficient steering effect for crucial technologies. Here we conduct a meta-analysis to derive the required technology-level investment shifts for climate-relevant infrastructure until 2035. We find a steep uptick in overall investment need, with almost €90billionyr^-1 being required already within the very near term (2021–25). Investment shifts are most drastic for power plants, electricity grids and rail infrastructure, which is even increased by the ambitions to become independent from Russian gas imports. Our findings highlight the need for sustainable finance policies that take into account the financing structures of these sectors specifically.

DOI: 10.1038/s41558-022-01549-5

Source: https://www.nature.com/articles/s41558-022-01549-5