I-ESG ekuGqaliseni: Uguqulo lwaMandla luyafudumeza Njengoko i-AGL kunye neQueensland ziQalisa ukuPhuma kwamalahle

Ukuthatha okuQatha:

I-ESG iba yeyona nto iqwalaselwayo kumashishini njengoko utshintsho lwamandla ahlaziyekayo lukhawuleza.

I-AGL Energy ivala i-Loy Yang A Power Station kwi-2035, ishumi leminyaka ngaphambili kunokuba bekucwangcisiwe.

I-Queensland iphelisa umbane wayo omninzi obaselwa ngamalahle ngowama-2035.

Utshintsho olukhawulezayo kude namalahle luchaphazela ukwahlulwa kombane, amashishini afuna amandla amaninzi, ulwakhiwo, imigodi kunye nabathengisi bezithuthi zombane.

Amashishini anokusebenzisa ukucwangciswa okunokwenzeka ukuba aphendule ngokuqhubekayo kwiintsingiselo ezihamba ngokukhawuleza.

Isantya se-ESG siya ngokukhula kumacandelo karhulumente nawabucala

Indalo esingqongileyo, intlalontle kunye nolawulo (ESG) iya isibaluleka ngakumbi kumashishini aphumeleleyo njengoko abathengi babo, abatyali-mali kunye nabanini-zabelo bafuna inyathelo elibambekayo lokwamkela uzinzo. Izibophelelo zamashishini zokusingqongileyo - i-E kwi-ESG - zigxile kakhulu njengoko i-Australia itshintsha ukusuka kumafutha e-fossil ukuya kwizinto ezivuselelekayo, ezibonakaliswe kwiinguqu ezikhawulezayo kumacandelo karhulumente nawabucala. Iinkampani kufuneka zicwangcise ngokuguquguqukayo kwaye ziziqhelanise nezi meko, okanye zisengozini yokushiywa ngasemva.

I-ESG ichaphazela igama lombutho eluntwini. Njengoko iimpawu zeenkampani zaseOstreliya kwezentlalo, kokusingqongileyo kunye nolawulo zisiya zibaluleka ngakumbi kubathengi, amashishini ebekade enenxaxheba encinci ye-ESG ayanyanzelwa ukuba athathe amanyathelo afanelekileyo okuzinzisa, uxanduva lwentlalo kunye nokusekuhleni kweshishini ukuze bahlale bephambi kwegophe. Imibutho emikhulu iya kuthatha la manyathelo kuqala, phambi kokuba amashishini amancinci alandele ukukhokela kwawo.

Uxinzelelo lokunciphisa ukukhutshwa kwezinto ezikhutshwayo luyakhula kuwo omabini amacandelo karhulumente nawabucala. Enye yeenkampani ezinkulu zamandla e-Australia, i-AGL, kutshanje zi cwangciso ukuvala isikhululo saso sombane iLoy Lang A ngamalahle ngowama-2035 – ishumi leminyaka ngaphambili kunokuba bekucwangcisiwe ekuqaleni. Ngeli xesha, uRhulumente waseQueensland ujonge uku ucime umbane wamalahle ngo-2035. Ezi ziganeko zibonisa utshintsho olubanzi lwamandla njengoko i-Australia ifuna ukunciphisa ukukhutshwa kunye nokunciphisa ukuthembela kwelizwe kumalahle kwiimfuno zalo zamandla.

Ke, sinokufunda ntoni kwezi ziganeko, kwaye-okubaluleke ngakumbi-zithetha ntoni kumashishini ase-Australia?

Iifemu kufuneka zamkele iESG kucwangciso lwazo olunokwenzeka, ukwenza into engalindelekanga ukuba iqikeleleke ngakumbi.

Utshintsho lwamandla ngokwemvelo lunzima ukuqikelela kwaye luzele kukungaqiniseki, kwaye lubeka umngcipheko omkhulu kubathengi nakumashishini ngokufanayo. Nangona kunjalo, iifemu zinokujongana nezi meko ziguquguqukayo ngokwamkela isicwangciso sokuqulela, kunye neESG edityaniswe kwindlela esebenzayo yolawulo lomngcipheko.

Isicwangciso sokuqulela nje siSicwangciso B semeko ethile enokuthi ivele. Imibutho emininzi iyisebenzisa ukuzama ukunciphisa ukungaqiniseki kunye nokuthintela iziphumo eziyintlekele. Njengoko abatyali-mali kunye nabathengi besanda befuna ukuthotyelwa kwe-ESG kwiifemu, ngakumbi malunga nesenzo sokunciphisa ukukhutshwa kokukhutshwa, iifemu kufuneka zilungelelanise ucwangciso lwazo lomngcipheko ukuze zihlangabezane nezi nkxalabo ngokucace ngakumbi - umzekelo, ngokuqinisekisa ukuba inkqubo yabo yokuthenga iyahambelana ne-ESG kulo lonke ukubonelela. Ngaphezu koko, le ndlela ivumela iifemu ukuba zilungiselele, kwaye zilungele ngokukhawuleza, iziganeko ezinempembelelo ephezulu, njengokuvalwa okunokwenzeka kwamalahle amakhulu. Isikhululo sombane.

Imeko ye-AGL: kuthetha ntoni oku kulwahlulo lombane kunye namashishini asezantsi?

Isicwangciso-qhinga se-AGL sokuhamba kude nombane obaswa ngamalahle siqaqambisa indlela iESG esiba ngowona mngcipheko uphambili kumaqumrhu. Lo mngcipheko udlulela ngaphaya kokulindelwe ngabathengi ukuquka iimfuno zabaninizabelo kunye neemvakalelo zomtyali-mali. Phakathi kokunyuka kwenkxaso yoluntu malunga nokuncitshiswa kokukhutshwa kwezinto ezikhutshwayo, abaninizabelo abakhulu bakhuthaze i-AGL ukuba iqhubele phambili ukuvalwa kwayo kwe-Loy Yang A. Ukongeza, inkampani ikhuphe entsha IsiCwangciso sokuSebenza sokuTshintsha kwiMozulu, ukuzibophelela ukuya kuthi ga kwi-20 yeebhiliyoni zeerandi ekuhlaziyeni nasekuqiniseni utyalo-mali lwamandla ngo-2036.

Utshintsho olukhawulezayo olusuka kumalahle lubeka umngcipheko omkhulu kwiijenereyitha zombane wefosili, njengoko uninzi lombane waseOstreliya uvela kumalahle. Ngokwahlukileyo, utshintsho olukhawulezayo luthetha utyalo-mali olukhulu kumthamo ohlaziyekayo, onceda ngokuthe ngqo kwiijenereyitha zombane ohlaziyekayo, ezifana ne-hydro, yelanga kunye nomoya. Esi siphumo ziindaba ezimnandi kulwakhiwo lwefama yomoya kunye nofakelo lwephaneli yelanga. Ulwakhiwo olunzima lusenokufuneka, njengoko umthamo wombane othe chatha kuya kufuneka uxhaswe ngamandla utyalo-mali kuthumelo olukhulu kunye nokusasazwa izakhiwo.

Ukuvalwa okukhawulezileyo kwezikhululo ezikhulu ezibaswa ngamalahle kuqikelelwa ukuba kuya kuqhuba ukuguquguquka okubonakalayo kumaxabiso ombane kwiivenkile ezinkulu. Ukwehliswa okubukhali komthamo kunokudala ukunyuka kwamaxabiso. Nangona kunjalo, ukuqinisekiswa okwaneleyo okuvuselelekayo kunye notyalo-mali lwegesi lukhona kuya kuphelisa amandla athile alahlekileyo. Amaxabiso eWholesale amele malunga nesinye kwisithathu seendleko zokuhlala. Esi sicwangciso-qhinga siya kubeka uxinzelelo olusezantsi kumaxabiso okuthengisa kwixesha elide, ngelixa linciphisa ngokufanelekileyo ukukhutshwa kwe-Australia. Nangona kunjalo, ukonyuka kotyalo-mali kwii-asethi zothumelo nokusasazwa, ezinegalelo elithe chatha kwiindleko zentengiso yendawo yokuhlala, kusenokwenzeka ukuba zicuthe ukuhla kwexabiso lentengiso kwixesha elifutshane.

Ubonelelo lwamandla kunye namaxabiso achaphazela onke amashishini ukuya kwinqanaba elithile. Nangona kunjalo, amashishini asebenzisa amandla amaninzi axhomekeke ngokukodwa kubonelelo lombane oluzinzileyo, kwaye ngoko ke asengozini yokuguquguquka kwexabiso. Ngokomzekelo, i-aluminium smelters, ekhupha i-aluminium kwi-alumina, isebenzisa umbane kakhulu kwiinkqubo zabo zokuvelisa. Ugcino lwamafu, ukusingathwa kwe-intanethi kunye nababoneleli bogcino lwedatha nabo bafaka iindleko ezinkulu, ezifuna izixa ezikhulu zombane ukuqhuba iiseva ezinkulu. Njengoko umbane umele ixabiso elisisiseko kubasebenzisi bamandla abalulekileyo, ukonyuka kwamaxabiso okunokwenzeka kulindeleke ukuba kuthintele imida yenzuzo yala mashishini. Nangona kunjalo, amashishini anokuphumelela ngakumbi koku kunyuka kweendleko aya kunciphisa umonakalo kumgca wabo ophantsi.

Njengoko ukungaqiniseki kwiminyaka embalwa edlulileyo kubonisiwe, amashishini kufuneka aziqhelanise neemeko kwaye ulungiselele zonke iziphumo ezinokubakho. Kumashishini akwimizi-mveliso esebenzisa amandla amaninzi, oku kusenokuthetha ukuseka isicwangciso sokuphonononga iikhontrakthi zabo zamandla phambi kokuvalwa kwesikhululo ngasinye esicetywayo. Izicwangciso zokuquleka, ezifana neekhontrakthi zokuxhasa amandla, zinokubekwa kwimeko apho amaxesha okuvalwa anqunyulwa. Ezi zicwangciso zokunciphisa ziqinisekisa ukuba ukuguquguquka kweshishini kulindelwe ubuncinane, ukuba akulawulwa ngokupheleleyo, kwaye amashishini anezicwangciso ezikhoyo zokuphendula ngokukhawuleza.

Isenzo sikarhulumente esomeleleyo sinokunika umkhombandlela ocacileyo kwiifemu njengoko zihamba emanzini anezaqhwithi

Amashishini asebenzisa amandla amaninzi, ngekonsathi norhulumente, angathatha amanyathelo akhawulezileyo ukugcina ubonelelo olungaguqukiyo. Ngokomzekelo, i-Arhente ye-Australian Renewable Energy Agency (ARENA), exhasa iiprojekthi zokutshintsha amandla, kutshanje. iphumeze isibonelelo se-$1.5 sezigidi ukufumana ibhola iqengqeleka kwifamu yomoya entsha engaselunxwemeni kufutshane nePortland, eVictoria. Le projekthi ijonge ukubonelela ngoyena msebenzisi mkhulu wombane waseVictoria, iPortland Aluminium Smelter, ngombane ohlaziyekayo oyi-100%. Kuqikelelwa ukuba umhla wama-2028 wokugqitywa uhambelana nokuvalwa kwe-EnergyAustralia kwisikhululo saso samandla esibaselwe ngamalahle eYallourn.

Iiprojekthi ezihlaziywayo ezixhaswa ngurhulumente kuqikelelwa ukuba ziza kuvelisa utyalo-mali olukhulu kule minyaka ilishumi izayo, zidale imfuno emandla yeenkonzo zobugcisa nezenzululwazi. Ngokukodwa, uphando lwezenzululwazi, iingcebiso zobunjineli kunye novavanyo kunye neenkonzo zokwenza imephu zonke zinokuxhamla kulo mkhwa. Amashishini akwicandelo leenkonzo zenzululwazi yendalo esingqongileyo nawo kuqikelelwa ukuba afunwa kakhulu, ngakumbi ekuvavanyeni ukuba nokwenzeka kweeprojekthi ezinokuhlaziywa. Igalelo lala mashishini linokuba sisiseko njengokumisela ukuba indawo ecetywayo yefama yomoya engaselunxwemeni inomoya owaneleyo ukuba isebenze, kodwa nangona kunjalo ilinyathelo elibalulekileyo kumbhobho wokwandisa weprojekthi ehlaziyekayo.

Ukukhanya kwelanga: ukuvelisa ithemba ngekamva eliqaqambileyo

Isicwangciso samandla saseQueensland siphawu olubalulekileyo kubatyali-zimali kwicandelo labucala. Umoya, i-solar kunye ne-mpomped hydro iya kwenza kancinci kancinci ukuthembela kwe-Queensland kumalahle, nge-80% yombane wombuso othathwe kwizinto ezivuselelekayo ngowama-2035. Kule minyaka ilishumi izayo, kuqikelelwa i-62.0 yeebhiliyoni zeerandi kutyalo-mali oluvela kwicandelo likarhulumente nelabucala, eliya kubandakanya inkxaso-mali iinjuba zomoya, iipaneli zelanga kunye ne-hydro pumped. Urhulumente ukwatyala imali ekufumaneni ingqesho, okanye ukuqeqesha kwakhona, abasebenzi kwiijenereyitha zamalahle eziphantsi kukarhulumente.

Ngelixa indlela entsha yaseQueensland iza kunciphisa imfuno yamalahle avela kwiijenereyitha zombane, ishishini lemigodi yamalahle liya kuhlala lingachaphazeleki, njengoko kuphela inxalenye encinci yamalahle e-Australia esetyenziswa ngaphakathi. Ekubeni isicwangciso saseQueensland sigxile ekulungiseni ukuveliswa kombane, ukuthunyelwa kwamalahle okubalulekileyo karhulumente kuya kuqhubeka kungaqwalaselwa. I-Australia ngowona mthengisi mkhulu wehlabathi wamalahle e-metallurgical, asetyenziswa kwimveliso yentsimbi, kwaye uye waxhamla amaxabiso amalahle anyuke kakhulu. 

Amanye amashishini ezimayini kuqikelelwa ukuba aya kwenza imali kutyalo-mali olukhulu kwizinto ezinokuhlaziywa. Ngokomzekelo, i-silica sands, eyona nto iphambili kwimveliso yeglasi, isetyenziswe kwiipaneli zelanga ze-photovoltaic. Ukongeza, iiinjini zomoya zifuna intsimbi, ikopolo, ialuminiyam, iintsimbi ezinqabileyo zomhlaba kunye nezinye izimbiwa. Ngaloo ndlela, i-cobalt, ubhedu, i-bauxite, i-iron ore kunye ne-gypsum mining kunokwenzeka ukuba baxhamle kwinguqu yelizwe lonke ukuya kumandla avuselelekayo.

Izibonelelo ezisecaleni, omnye wemingeni ephambili ngombane ohlaziyekayo kukuxhomekeka kwawo emoyeni, emvuleni naselanga ukugcina unikezelo lombane olungaguqukiyo. Ugcino lwamandla oluthembekileyo lubalulekile ukugcina izibane zivutha xa la magalelo enqabile. Iibhetri ze-lithium-ion zibaluleke kakhulu, njengoko zinokugcina amandla ngokufanelekileyo. Zikwasetyenziswa nakwizithuthi zombane (EVs). Njengoko iinzame zokunciphisa ukukhutshwa kwezinto ezikhutshwayo zinabela kwicandelo lezothutho, abathengisi be-EV nabo baqikelelwa ukuba baxhamle kukonke ukufakelwa kombane kuqoqosho. Ngenxa yoko, ukukhula kwemfuno yeebhetri kulindeleke ukuba kunyuse imfuno yemigodi ye-lithium.

Ukujonga phambili: I-ESG yinto engaxoxisiyo kwinguqu yamandla eguquguqukayo

I-ESG iba ngowona mngcipheko mkhulu kwinani elikhulayo lamashishini. Njengoko i-AGL kunye noRhulumente waseQueensland besuka kumalahle ngesantya esikhawulezayo, iifemu kufuneka ziziqhelanise neemeko eziguqukayo kwicandelo lamandla. Ukwenza oko, amashishini kufuneka amkele isicwangciso esisebenzayo sengozi kwaye agcine i-ESG iphambili kulawulo lwawo lomngcipheko.    

Utshintsho olukhawulezayo olusuka kumalahle lunokuba luncedo kwiijenereyitha zombane ohlaziyekayo, iinkampani zemigodi, ulwakhiwo olunzima kunye neevenkile ze-EV. Ngeli xesha, amashishini asebenzisa amandla amaninzi aya kuboniswa kakhulu kwiimarike zombane eziguquguqukayo. Ezi femu kufuneka zicwangcisele into engalindelekanga, kwaye ziqhelane nesiphithiphithi esikhulu esijongene necandelo lamandla lase-Australia kule minyaka ilishumi izayo.

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