欧洲化学品将从欧盟绿色协议支出计划中获益

据ICIS网站6月4日消息 根据瑞士信贷的数据，欧洲化学品公司预计，在欧盟绿色协议的支持下，将在可持续发展项目上释放数千亿欧元的投资，从而增加业务势头。

由世界银行主办的一次虚拟会议，来自20家化工、农业、包装和水泥公司的管理团队向投资者致辞，所有化工公司都表示，在欧盟绿色投资计划的推动下，他们对销售增长的预期有所提高。

欧盟执行机构欧盟委员会提出了一系列绿色投资措施，作为7500亿欧元经济复苏刺激计划的核心。

预计本周将公布融资细节。据报道，这些细节将包括910亿欧元/年的赠款和贷款担保，用于建筑装修，如隔热和屋顶太阳能电池板、250亿欧元的可再生能源招标以及200亿欧元/年的拨款和担保，用于未来两年的清洁运输，发展清洁制氢。

化学品公司积极提高建筑能源效率、车辆轻量化和可再生能源组件，这意味着拟议的资金可能会成为该行业的意外之财，并有助于将其重点更有力地放在可持续发展议程上。

瑞士信贷指出，对清洁氢的关注意味着，如果欧洲议会和27个成员国改善这些措施，在生产、碳捕获和基础设施方面进行投资的法国液态空气可能是最直接的受益者。

王磊 摘译自 ICIS

原文如下：

Europe chemicals to gain from EU green deal spending plans

European chemicals players are expecting to see increased business momentum on the back of the EU’s green deal expected to unlock hundreds of billions of euros of investment in sustainability projects, according to Credit Suisse.

A virtual conference organised by the bank hosted management teams from 20 chemicals, agriculture, packaging and cement firms address investors, with all chemicals firms present noting expectations for an increase in sales on the back of the mooted EU green investment plan.

However, little visibility on uplift from the measures is expected over the next 12-18 months.

The European Commission - the EU's executive body - has proposed a raft of green investment measures at the heart of a €750bn coronavirus recovery stimulus package.

Specifics on funding are expected to be published this week; they would reportedly include €91bn/year in grants and loan guarantees for building renovations such as insulation and rooftop solar arrays, €25bn in renewable energy tenders and €20bn/year in grants and guarantees on clean transport over the next two years, and development of clean hydrogen production.

Chemicals firms are active in increasing building energy efficiency, vehicle lightweighting and in renewable energy components, meaning that the proposed funding could be a windfall for the industry and serve to drive its focus more strongly onto the sustainability agenda.

The focus on clean hydrogen means that France’s Air Liquid, which has invested in production and carbon capture and infrastructure, may be the most direct beneficiary, if the measures are improved by European Parliament and the 27 member states, Credit Suisse noted.