韩国钢铁制造商在新的碳规则下面临高昂的成本、利润风险和要求政府帮助的呼声。 South Korea’s steelmakers face steep costs under new carbon rules, risking profits and prompting calls for government help.

随着2026年K-ETS阶段的碳许可成本上升,韩国钢铁工业面临严重的金融压力,预计POSCO和现代钢每年将花费6000亿韩元用于碳信用额度。 South Korea’s steel industry faces severe financial strain as carbon permit costs rise under the 2026 K-ETS phase, with POSCO and Hyundai Steel projected to spend 600 billion won annually on carbon credits. 降低免费拨款和降低排放上限,如果每吨价格达到3万韩圆,每年成本将增加6 000亿韩圆,有可能使总利润的60%消失。 Reduced free allocations and a lower emissions cap could force an additional 600 billion won in annual costs if prices hit 30,000 won per ton, potentially wiping out 60% of combined profits. 美国和欧盟的高电价和关税加大了压力,促使工业要求政府提供支持,以缓解向碳中和的过渡。 Higher electricity prices and tariffs from the U.S. and EU add to pressure, prompting industry calls for government support to ease the transition to carbon neutrality.