I-ESG Ekugxileni: I-Energy Transition Iyashisa Njengoba I-AGL ne-Queensland Beqala Ukuphuma Kwamalahle

Ukuthatha okubalulekile:

I-ESG isiba yinto ecatshangwa kakhulu emabhizinisini njengoba uguquko lwamandla avuselelekayo luyakhula.

I-AGL Energy ivala i-Loy Yang A Power Station ngo-2035, iminyaka eyishumi ngaphambi kwalokho okwakuhleliwe.

I-Queensland iqeda ugesi wayo omningi obaswa ngamalahle ngo-2035.

Ukushintsha okusheshayo kude namalahle kuthinta ukuhlukaniswa kukagesi, izimboni ezidinga amandla kagesi, ezokwakha, ezezimayini kanye nezitolo ezidayisa izimoto zikagesi.

Amabhizinisi angasebenzisa ukuhlela izimo eziphuthumayo ukuze aphendule ngokuqhubekayo kumathrendi ahamba ngokushesha.

Umfutho we-ESG uyakhula ezinkampanini zikahulumeni nezizimele

Ezemvelo, ezenhlalakahle kanye nokubusa (i-ESG) iya ngokuya ibaluleke kakhulu emabhizinisini aphumelelayo njengoba abathengi bawo, abatshalizimali kanye nabanikazi bamasheya befuna izinyathelo ezibambekayo zokwamukela ukusimama. Izibopho zezemvelo zamabhizinisi - i-E ku-ESG - zigxile kakhulu njengoba i-Australia ishintsha isuka kumafutha enziwe ngezinto ezimbiwa phansi iye kwezivuselelekayo, okubonakale ezinkambisweni ezithuthuka ngokushesha ezinkampanini zikahulumeni nezizimele. Izinkampani zidinga ukuhlela ngendlela eguquguqukayo futhi zivumelane nalezi zindlela, noma zisengozini yokusala ngemuva.

I-ESG ithinta isithunzi senhlangano emphakathini. Njengoba izimfanelo zezinkampani zase-Australia kwezenhlalo, ezemvelo kanye nokubusa zibaluleka ngokwandayo kubathengi, izimboni ebezikade zinokuzibandakanya okuncane kwe-ESG ziphoqeleka ukuthi zithathe izinyathelo eziqondile zokusimama, isibopho senhlalo kanye nokusobala kwenkampani ukuze zihlale ziphambi kwejika. Izinhlangano ezinkulu ngokuvamile zizothatha lezi zinyathelo kuqala, ngaphambi kokuba amabhizinisi amancane alandele ukuhola kwawo.

Ingcindezi yokunciphisa ukungcola iyanda kuzo zombili izinhlaka zikahulumeni nezizimele. Enye yezinkampani ezinkulu zamandla e-Australia, i-AGL, muva nje umemezele izinhlelo ukuvala isiteshi saso sikagesi esisebenza ngamalahle i-Loy Lang A ngo-2035 - iminyaka eyishumi ngaphambi kwalokho okwakuhleliwe ekuqaleni. Khonamanjalo, uHulumeni waseQueensland uhlose qeda ugesi obaselwa ngamalahle ngo-2035. Lezi zenzakalo zibonisa ushintsho olubanzi lwamandla njengoba i-Australia ifuna ukunciphisa ukungcola kanye nokunciphisa ukuthembela kwezwe emalahleni ngezidingo zalo zamandla.

Ngakho-ke, yini esingayifunda kulezi zenzakalo, futhi - okubaluleke nakakhulu - zisho ukuthini kumabhizinisi ase-Australia?

Amafemu adinga ukwamukela i-ESG ekuhleleni izimo eziphuthumayo, ukuze enze okungalindelekile kubonakale kakhudlwana.

Ukushintsha kwamandla kunzima ukubikezela futhi kugcwele ukungaqiniseki, futhi kubangela ubungozi obukhulu kubathengi nakumabhizinisi ngokufanayo. Noma kunjalo, amafemu angakwazi ukuzulazula kulezi zimo eziguquguqukayo ngokwamukela ukuhlelwa kwezimo eziphuthumayo, ne-ESG ehlanganiswe nendlela esebenzayo yokulawula ubungozi.

Ukuhlelwa kwezimo eziphuthumayo kuwuhlelo B lwesimo esithile esingase sivele. Izinhlangano eziningi ziyisebenzisela ukuzama ukunciphisa ukungaqiniseki nokuvimbela imiphumela eyinhlekelele. Njengoba abatshalizimali kanye nabathengi beqhubeka befuna ukuthotshelwa kwe-ESG kumafemu, ikakhulukazi mayelana nesenzo sokunciphisa i-emissions, amafemu kudingeka alungise ukuhlela kwawo ubungozi ukuze abhekane nalokhu kukhathazeka ngokucace kakhudlwana - isibonelo, ngokuqinisekisa ukuthi inqubo yabo yokuthenga iyahambisana ne-ESG kulo lonke uchungechunge lokuhlinzeka. Ngaphezu kwalokho, le ndlela ivumela amafemu ukuthi alungiselele, futhi azivumelanise ngokushesha, nemicimbi enomthelela omkhulu, njengokuvalwa okungenzeka kwesakhiwo esikhulu esibaswa ngamalahle. isiteshi sikagesi.

Udaba lwe-AGL: kusho ukuthini lokhu ekuhlukaniseni ugesi nezimboni ezisezansi nomfula?

I-pivot yesu le-AGL kude nogesi obaselwa ngamalahle igqamisa indlela i-ESG eba yingozi enkulu ngayo ezinkampanini. Le ngozi idlulela ngalé kokulindelwe ngabathengi ukuze ihlanganise nezimfuno zabanikazi bamasheya kanye nomuzwa womtshalizimali. Phakathi nokwesekwa komphakathi okukhulayo kwesenzo sokunciphisa ukungcola, abanikazi bamasheya abakhulu bakhuthaze i-AGL ukuthi iqhubekisele phambili ukuvalwa kwayo kwe-Loy Yang A. Ngaphezu kwalokho, inkampani ikhiphe entsha Uhlelo Lokusebenza Lokuguquguquka Kwesimo Sezulu, yenza imali efinyelela ku-$20 billion ekutshalweni kwezimali okuvuselelekayo nokuqinisa amandla ngo-2036.

Ushintsho olusheshayo olusuka emalahleni lubeka engcupheni enkulu emshinini wokuphehla ugesi wezinsalela ezimbiwa phansi, uma kubhekwa ugesi omningi wase-Australia uvela emalahleni. Ngokuphambene, inguquko esheshayo isho ukutshalwa kwezimali okukhulu kumthamo ovuselelekayo, okuzuza ngokuqondile iziphehli zikagesi ovuselelekayo, njenge-hydro, i-solar nomoya. Lo mphumela uyizindaba ezinhle zokwakha ipulazi lomoya kanye nokufakwa kwamaphaneli elanga. Ukwakhiwa okunzima nakho kungase kudingeke, njengoba umthamo kagesi owengeziwe uzodinga ukusekelwa ngamandla utshalomali ekudluliselweni nasekusabalaliseni ngezinga elikhulu ingqalasizinda.

Ukuvalwa ngokushesha kweziteshi ezinkulu ezibaswa ngamalahle kulindeleke ukuthi kuqhubekisele phambili ukuntengantenga okukhulu kwamanani entengo kagesi wezitolo ezinkulu. Ukwehliswa okubukhali komthamo kungadala ukwenyuka kwamanani. Kodwa-ke, ukuqiniseka ukuthi utshalomali oluvuselelekayo kanye negesi lukhona kunganciphisa umthamo olahlekile. Amanani e-Wholesale amelela cishe ingxenye eyodwa kwezintathu yezindleko zokuhlala. Lelisu lizofaka ingcindezi ephansi emananini okuthengisa esikhathini eside, libe linciphisa ngempumelelo ukukhishwa kwe-Australia. Noma kunjalo, ukwanda kokutshalwa kwezimali ezimpahleni zokudlulisa nokusabalalisa, okufaka isandla kakhulu ezindlekweni zokudayisa zendawo yokuhlala, kungenzeka kukhawulele ukwehla kwentengo yezitolo esikhathini esifushane.

Ukunikezwa kwamandla nezintengo kuthinta wonke amabhizinisi ngezinga elithile. Kodwa-ke, izimboni ezidinga amandla kagesi zithembele ikakhulukazi ekuhlinzekeni ugesi ozinzile, ngakho-ke zisengozini yokuguquguquka kwentengo. Isibonelo, izincibilikisi ze-aluminium, ezikhipha i-aluminium ku-alumina, zisebenzisa ugesi kakhulu ezinqubweni zabo zokukhiqiza. Ukugcinwa kwamafu, ukusingathwa kwe-inthanethi nabahlinzeki besitoreji sedatha nabo banezindleko ezinkulu zezinsiza, ezidinga amanani amakhulu kagesi ukuze kusetshenziswe amaseva amakhulu. Njengoba ugesi umele into eyizindleko eziyisisekelo kubasebenzisi bamandla abalulekile, ukwenyuka kwamanani okungaba khona kulindeleke ukuthi kubambezele amarijini enzuzo yala mabhizinisi. Kodwa-ke, amabhizinisi angadlulisa ngempumelelo lokhu kwenyuka kwezindleko azokhawulela umonakalo kumugqa wawo ophansi.

Njengoba ukungaqiniseki kweminyaka embalwa edlule kubonisile, amabhizinisi adinga ukuguquguquka futhi ulungiselele yonke imiphumela engenzeka. Kumabhizinisi asezimbonini ezisebenzisa kakhulu amandla kagesi, lokhu kungasho ukusungula uhlelo lokubuyekeza izinkontileka zabo zamandla ngaphambi kokuvalwa kwesiteshi sikagesi ngasinye okuhleliwe. Izinhlelo zezimo eziphuthumayo, njengezinkontileka zokulondoloza amandla, zingase zisetshenziswe uma kwenzeka izikhathi zokuvala ziba mfushane. Lawa maqhinga okunciphisa aqinisekisa ukuthi ukuntengantenga kwemboni kulindelwe okungenani, uma kungalawulwa ngokuphelele, nokuthi amabhizinisi anezinhlelo ezikhona zokuphendula ngokushesha.

Isenzo sikahulumeni esiqinile singanikeza inkomba ecacile kumafemu njengoba ezulazula emanzini aneziphepho

Izimboni ezidinga amandla kagesi, ngokubambisana nohulumeni, zingathatha izinyathelo ezisheshayo ukuze kugcinwe ukunikezwa okungaguquki. Isibonelo, i-Federal Government's Australian Renewable Energy Agency (ARENA), exhasa amaphrojekthi okushintsha amandla, muva nje. ugunyaze isibonelelo sika-$1.5 million ukwenza ibhola ligingqike ku-windfarm entsha engasogwini eduze kwasePortland, eVictoria. Lo msebenzi uhlose ukuhlinzeka inkampani esetshenziswa kakhulu ugesi eVictoria, iPortland Aluminium Smelter, ngogesi ovuselelekayo oyi-100%. Usuku lwayo lokuphothula olulinganiselwa ku-2028 luhambisana nokuvalwa kwe-EnergyAustralia kwesiteshi saso samandla esiphehlwa ngamalahle eYallourn.

Amaphrojekthi avuselelekayo asekelwa uhulumeni kulindeleke ukuthi atshale izimali ezinkulu kule minyaka eyishumi ezayo, nokudale isidingo esinamandla sezinsizakalo zobuchwepheshe nezesayensi. Ikakhulukazi, ucwaningo lwesayensi, ukubonisana ngobunjiniyela kanye nokuhlola kanye nezinsizakalo zokudweba amamephu konke kungenzeka kuzuze kulo mkhuba. Amabhizinisi emkhakheni wezinsizakalo zesayensi yezemvelo nawo kulindeleke ukuthi abe nesidingo esikhulu, ikakhulukazi ekuhloleni ukuthi kungenzeka yini amaphrojekthi avuselelekayo. Igalelo lalawa mabhizinisi lingaba yisisekelo njengokunquma ukuthi indawo ehlongozwayo yepulazi lomoya elingasogwini inomoya owanele ukuba isebenze, kodwa nokho kuyisinyathelo esibalulekile ekwandeni kwepayipi lephrojekthi evuselelekayo.

Isimo sokukhanya kwelanga: ukukhiqiza ithemba lekusasa eliqhakazile

Uhlelo lwamandla lwaseQueensland luwuphawu olubalulekile kubatshalizimali bemboni ezimele. Umoya, i-solar kanye ne-hydro pumped izokwehlisa kancane kancane ukuthembela kwe-Queensland emalahleni, ngama-80% kagesi wombuso osususelwe ezintweni ezivuselelekayo ngo-2035. Kule minyaka eyishumi ezayo, imali eyizigidigidi ezingama-R62.0 yokutshalwa kwezimali ilinganiselwa ezinkampanini zikahulumeni nezizimele, okuzobandakanya uxhaso lwezimali. eziphehla ugesi, amaphaneli elanga kanye ne-hydro pumped. Uhulumeni futhi utshala imali ekutholeni ukuqashwa, noma ukuqeqesha kabusha, abasebenzi ezinkampanini zikahulumeni zamalahle.

Nakuba indlela entsha yaseQueensland izokwehlisa isidingo samalahle avela kubakhiqizi bakagesi, imboni yezimayini zamalahle cishe izohlala ingathinteki, njengoba ingxenye encane kuphela yamalahle ase-Australia esetshenziswa ngaphakathi. Njengoba uhlelo lwe-Queensland lugxile ekulungiseni kabusha ukuphehlwa kukagesi, ukuthunyelwa kwamalahle okubalulekile kombuso cishe kuzoqhubeka kungabhekwa. I-Australia iyizwe elithumela kwamanye amazwe elikhulu kunawo wonke emhlabeni wamalahle e-metallurgical, asetshenziswa ekukhiqizeni insimbi, futhi ahlomule kuwo. amanani amalahle enyuke kakhulu. 

Ezinye izimboni zezimayini kulindeleke ukuthi zithole imali enkulu ekutshalweni kwezimali ezintweni ezivuselelekayo. Isibonelo, izihlabathi ze-silica, eziyingxenye eyinhloko ekukhiqizeni ingilazi, zisetshenziselwa ama-solar panels e-photovoltaic. Ngaphezu kwalokho, izinjini zomoya zidinga insimbi, ithusi, i-aluminium, izinsimbi ezingavamile emhlabeni kanye namanye amaminerali. Ngakho-ke, ukumba i-cobalt, ithusi, i-bauxite, insimbi yensimbi kanye ne-gypsum kungenzeka kuzuze oguqukweni olubhekiswe kumandla avuselelekayo ezweni lonke.

Ngaphandle kwezinzuzo, enye yezinselelo ezibalulekile ngogesi ovuselelekayo ukwethembela kwawo emoyeni, emvuleni naselanga ukuze ugcine ukutholakala kukagesi ngokungaguquki. Ukugcinwa kwamandla okuthembekile kubalulekile ukugcina izibani zikhanya lapho lezi zokufakwayo ziyindlala. Amabhethri e-lithium-ion abaluleke kakhulu, njengoba akwazi ukugcina amandla ngendlela efanele. Zibuye zisetshenziswe ezimotweni zikagesi (EVs). Njengoba imizamo yokunciphisa intuthu idlulela emkhakheni wezokuthutha, abathengisi bezitolo ze-EV nabo babikezelwa ukuthi bazohlomula ekufakweni kukagesi umnotho uwonke. Ngenxa yalokho, isidingo esikhulayo samabhethri kulindeleke ukuthi sikhulise isidingo sokumbiwa kwe-lithium.

Ukubheka phambili: I-ESG yinto engaxoxiswana ngayo ekushintsheni kwamandla okuguquguqukayo

I-ESG isiba yingozi enkulu ezimbonini eziningi. Njengoba i-AGL kanye noHulumeni wase-Queensland besuka emalahleni ngesivinini esisheshayo, amafemu kufanele azivumelanise nezimo ezishintshayo emkhakheni wezamandla. Ukwenza kanjalo, amabhizinisi kumele amukele ukuhlela okusebenzayo kwezimo eziphuthumayo futhi agcine i-ESG ihamba phambili ekulawuleni kwabo ubungozi.    

Ushintsho olusheshayo olusuka emalahleni lungahle luhlomulise amajeneretha kagesi ovuselelekayo, izinkampani zezimayini, izakhiwo ezinkulu kanye nabathengisi bezitolo be-EV. Khonamanjalo, izimboni ezisebenzisa amandla kagesi zizobonakala kakhulu ezimakethe zikagesi ezintengantengayo. Lezi zinkampani kufanele zihlelele okungalindelekile, futhi zizivumelanise nezinxushunxushu ezinkulu ezibhekene nomkhakha wezamandla wase-Australia kule minyaka eyishumi ezayo.

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