高盛:2025年关税、去全球化和减碳的成本报告(英文版).pdf |
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Our updated Carbonomics cost curve considers >100 different applications for decarbonization tech across key emitting sectorsreflecting technological innovation and a growing push for local supply chains and tariffs. 0ur four key conclusions:
Innovation delivers, but is two-speed this year: Technological innovation continues to lower the decarbonization cost curve asthe lower half of the cost curve moves down on average by 7% yoy. However, more-expensive technologies in hard-to-abatesec
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