What is the impact of the EU s carbon tariff and Germany s heating law on us?

Mondo International Updated on 2024-02-01

01 What is CBAM?

Carbon Border Adjustment Mechanism(Carbon Border Adjustment Mechanism), abbreviated as CBAM, is also called"Carbon tariff".。YesOn the basis of the implementation of strict domestic climate policies, high-carbon products imported or exported are required to pay or refund corresponding taxes or carbon allowances.

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The CBAM draft includes cement, steel, electricity, aluminium and fertilizers as the first sectors to be included, and sets up a transition period (October 1, 2023 to December 31, 2025) during which importers in these industries are not required to pay corresponding fees. However, the following information about the imported product needs to be submitted, including the amount of the product imported, the importing country, the carbon emissions and indirect emissions contained in the product, and the price paid by the product in the country of origin. After the transition period ends, importers will need to pay for the emissions of their imports, while the EU considers whether to expand the sector.

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As a means of environmental protection and climate change response, carbon tariffs are intended to encourage enterprises to reduce greenhouse gas emissions and promote the development of clean energy, but at the same time, they will also have a certain impact on the operation and cost of enterprises.

With the official launch of the EU carbon tariff, domestic enterprises are facing new challenges and opportunities.

As one of China's largest partners, the EU has a very large demand for China's export products. However, the addition of carbon tariffs has led EU member states to adopt higher tariffs on products with higher carbon emissions, whichIt means that those enterprises with high energy consumption and high emissions will face greater barriers. This is undoubtedly a huge challenge for those enterprises that rely on exports.

02 What is GEG

New Building Energy Act(geg), also known as"Heating Law"., requestedPhasing out oil and gas heating equipment starting in 2024According to the standards of a residential building, German heating must use more than 65% renewable energy;By 2045, all heating systems must rely entirely on renewable energy!

Although the bill initially applies only to new buildings, older buildings do not need to be replaced immediately with their heating systems during the five-year transition period.

However, from 2029 onwards, more biomass or hydrogen heating will be gradually introduced into the heating systems of existing buildings, and the proportion will gradually increase, from at least 15% from 2029, at least 30% by 2035, and at least 60% from 2040. The law will remain in force until December 31, 2044, which is:From 2045, Germany will have a total ban on oil and gas heating.

However, due to the impact of the first volume, the dependence of the German heat pump market on imports will deepen. In addition to imports and exports between EU countries,China is the largest import partner of heat pump products in the European Union, and the prosperity of the European heat pump market will bring good opportunities to Chinese related enterprises.

03 It's time to transform and upgrade

The implementation of the EU's "carbon tariff" and the passage of the German "Heating Act" have not only brought us challenges, but also brought new opportunities to the industry.

First of all, the implementation of the "carbon tariff" may lead to an increase in part of the cost of enterprises, but howImproving energy efficiency and reducing energy consumption will promote the development of related industries.

Secondly, as the cost of carbon emissions increases,Companies with less carbon emissions, or those that are transitioning faster, will have more competitive advantages in the marketand companies with more emissions may be at risk of being phased out.

04 What kraftboxx can bring

(1) KraftboxX phase change energy storage materials

In order to solve the problem of carbon emissions and energy use, kraftboxx has developed products (made of salt, ester or paraffin) specifically for energy storageThe phase change temperature is between -33 +89, which can meet almost most application scenarios。At the same time, some of the PCM materials of KRAFTBOXx have also passed the food certification according to NSF HT1, which can be used safely and securely in the food industry.

(2) Product specifications(partially).

Through years of research and verification with its research institutesKraftBoxX phase change energy storage products are designed with a proprietary style that allows the PCM layer to remain low in thickness while maintaining a large surface area, allowing the entire PCM to participate in the phase change process and achieve efficient heat transfer (rapid heat storage and release) even with very small temperature differences。Different product forms can be flexibly applied to a variety of scenarios, allowing users to have more heat storage options!

The picture shows some product specifications).

(3) Core advantages

Increase energy storage. It can increase the energy storage capacity by 3 or 4 times in the same volume, and it is easy to retrofit.

Reduce the volume of the energy storage tank. In the case of the same energy storage capacity, the volume of the same type of water tank can be reduced by 3 or 4 times.

Extend the life of the system. Reduce the number of starts and stops of the main engine and extend the cycle cycle, so as to improve the service life of the main engine and reduce the maintenance cost of the equipment.

Peak shaving and valley filling. Reducing peak power (peak shaving) and taking advantage of low-cost "night tariffs" and self-production measures.

Simplify process control. By converting the temperature peak to the phase change temperature, a constant input and output temperature of the energy storage tank is realized, which is integrated as a thermal transfer device.

More phase transitions, greater stability. The number of phase changes of 5000 times can ensure the stability of long-lasting use, and the service life is longer and more secure.

KraftboxX phase change energy storage products have many application cases in the world, which will be presented to you in the future.

(4) Product application introduction(partially).

In the buffer tank, after adding the kraftboxx phase change energy storage capsuleUnder the same volume, the heat storage can be effectively improved, and the use of peak-to-valley electric difference can greatly reduce the cost of use by operating at night. The increase in heat storage and heat preservation time effectively increases the service life of the heat pump and improves the stability of the system

The picture shows the kraftboxx energy storage tank and the internal renderings).

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Although carbon tariffs and other things have brought some challenges to enterprises, they have also brought opportunities for transformation and upgrading. As long as we actively respond to challenges, increase R&D investment, and improve energy efficiency, we can successfully seize opportunities and achieve higher goals.

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