Recently, Prime Minister Rishi Sunak said that the ban on the sale of new petrol and diesel cars from 2030 will remain in place. Government policy, emphasizing that this only applies to new cars, not existing ones. Prior to this, more than 40 Conservative MPs and peers had written to the prime minister asking for a delay in the deadline for the ban and asking Sunak to lift the ban. Under pressure, however, Sunak said the 2030 ban remained part of his agenda and reiterated his commitment to transition to zero emissions in an appropriate and pragmatic manner.
Energy Minister Andrew Bowie publicly endorsed Prime Minister Sunak’s views. At the same time, however, the Prime Minister announced the award of at least 100 new oil and offshore gas licenses in north-east Scotland. United Nations Secretary-General Antonio Guterres said British Prime Minister Rishi Sunak had become a "dangerous radical" pursuing "moral and economic madness".
As far as the author knows, most of the natural gas imported by the UK comes from Norway, which is imported from the pipeline to the mainland . The UK is more dependent on natural gas than other European countries. The issuance of a large number of licenses will help the UK to increase natural gas imports, promote the stability of local natural gas prices, and have a positive effect on chemical companies that burn a large number of natural gas. At the same time, the prospect of banning the sale of fuel vehicles is expected to continue to promote the production and sales of electric vehicles, driving the consumption of cathode materials NMP and upstream BDO. Although the current new energy vehicle power battery has a trend of transformation from P-type battery to N-type battery, there is a stable demand for NMP in different technical routes, so the overall BDO market is positive.
2023In mid-April, the EU Council approved the ban on fuel vehicles The sale schedule is officially in effect. According to the regulations approved by the European Council at the end of March, from 2035, the sale of new fuel vehicles with non-zero carbon emissions will be banned in the EU. However, the acceptance of the British nationals is not high. According to the poll conducted by Turo, 43% of the British people will not consider replacing electric vehicles when they change their cars next time. of Gen Z and baby boomers also said they would not buy an electric vehicle. Whether the "burning ban" will change remains to be seen.
微信扫一扫打赏
