據ICIS網站6月4日消息 根據瑞士信貸的數據，歐洲化學品公司預計，在歐盟綠色協議的支持下，將在可持續發展項目上釋放數千億歐元的投資，從而增加業務勢頭。

由世界銀行主辦的一次虛擬會議，來自20家化工、農業、包裝和水泥公司的管理團隊向投資者致辭，所有化工公司都表示，在歐盟綠色投資計劃的推動下，他們對銷售增長的預期有所提高。

歐盟執行機構歐盟委員會提出了一系列綠色投資措施，作為7500億歐元經濟復蘇刺激計劃的核心。

預計本周將公布融資細節。據報道，這些細節將包括910億歐元/年的贈款和貸款擔保，用于建筑裝修，如隔熱和屋頂太陽能電池板、250億歐元的可再生能源招標以及200億歐元/年的撥款和擔保，用于未來兩年的清潔運輸，發展清潔制氫。

化學品公司積極提高建筑能源效率、車輛輕量化和可再生能源組件，這意味著擬議的資金可能會成為該行業的意外之財，并有助于將其重點更有力地放在可持續發展議程上。

瑞士信貸指出，對清潔氫的關注意味著，如果歐洲議會和27個成員國改善這些措施，在生產、碳捕獲和基礎設施方面進行投資的法國液態空氣可能是最直接的受益者。

王磊 摘譯自 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.