作者:

郭博堯 、 葉長城 、 王思原 、 葉雲卿 、 余志達 、 馬志明 、 魏聰哲鄭睿合 、 黃雯琦


中文關鍵字:

鋼鐵工業;碳排放;關稅政策;台灣

英文關鍵字:

Steel Industry;Carbon Emissions;Tariff Policy;Taiwan


公開日期:

2024/12


類型:

研究報告


全文連結:

摘要:

近年歐盟為強化能源密集產業之國際低碳競爭力,以低碳轉型為標誌,從碳交易市場此內部措施與國際氣候公約多邊機制之推動,再於2023年10月起新增類似碳關稅之單邊措施—「碳邊境調整機制」(Carbon Border Adjustment Mechanism, CBAM),先納管鋼鐵、水泥等6類產業;對歐盟出口國自須檢視歐盟機制與配套後,尋求為自身能源密集產業提供兼顧內外之碳戰略方向建議。 爰此,本社今年規劃「我國對歐盟碳關稅機制與碳戰略之因應」議題,優先聚焦臺灣最受歐盟碳關稅衝擊之鋼鐵與扣件業,分析歐盟碳戰略新布局、背後產業發展與競爭緣由、與對相關產業之可能影響,並參考其他主要國家對歐盟碳戰略布局之可能合作或反制策略,從而研提臺灣產業之因應方向建議。
In recent years, the European Union (EU) has sought to enhance the international low-carbon competitiveness of energy-intensive industries by promoting a low-carbon transition. This effort includes internal measures such as the carbon trading market and the advancement of multilateral mechanisms under international climate agreements. Additionally, in October 2023, the EU introduced a unilateral measure similar to a carbon tariff—the Carbon Border Adjustment Mechanism (CBAM)—which initially covers six industries, including steel and cement. For countries exporting to the EU, it is essential to assess the EU’s mechanisms and complementary policies to develop carbon strategy recommendations that balance both domestic and international considerations for their energy-intensive industries. In response, our organization has planned a study on "Taiwan's Response to the EU Carbon Tariff Mechanism and Carbon Strategy" this year, with a primary focus on Taiwan’s steel and fastener industries, which are most impacted by the EU’s carbon tariffs. The study aims to analyze the EU's new carbon strategy, the underlying industrial development and competitive dynamics, and the potential impact on related industries. Furthermore, it will examine possible cooperative or counteracting strategies adopted by other major countries regarding the EU’s carbon strategy. Based on these findings, the study will propose recommendations for Taiwan’s industrial response.