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报告摘要
Copper Regional Focus: Latin America Summary
Executive Summary
Goal: Latin American ICA members aim for net-zero Scope 1 (direct emissions) and Scope 2 (indirect electricity) emissions by 2050 through decarbonization pathways.
Current State: Latin American copper production emitted 35.2 Mt CO₂e in 2018 (86% from mining, 31% Scope 3). By 2050, no-action scenario predicts significant emissions growth, with Scope 3 increasing due to production growth.
Scope
Methodology: Based on 'CopperThe Pathway to Net Zero', using 2018 emissions data (Fraunhofer Institute/Quantis) and archetypes for production processes. Abatement levers analyzed: decarbonized electricity, alternative fuels, equipment electri�cation, and energy e�ciency.
Decarbonization Pathways & Abatement Levers:
- Decarbonized Electricity: Primary lever by 2030 (PPAs, solar farms). In 2040, it remains key alongside alternative fuels.
- Alternative Fuels: Viable for smelters, especially with green hydrogen improvements.
- Equipment Electri�cation: Primarily for trucks (battery-electric), limited battery availability.
- Energy E�ciency: Secondary but growing role.
Scope 3 Emissions
Challenges: Not solely controllable by copper producers; requires partnerships with suppliers and customers. Current initiatives include Huella Chile.
Investment & Enabling Conditions:
- Investment Needed: ~$42 billion by 2050 for decarbonization (24% of total capex).
- Enabling Factors: Competitive decarbonized electricity prices, regulatory incentives, access to abatement technologies, skilled workforce development and recycling capacity.
Way Forward
ICA Latin America commits to:
- Measuring carbon footprint with a common methodology (by end-2024).
- Decarbonizing production responsibly, advancing community and environmental support (Copper Mark).
- Collaborative decarbonization efforts with policymakers, civil society, academia.
Key Points
- Copper's demand will grow due to energy transition technologies.
- Latin American producers are actively reducing carbon footprints using solar, biofuels, electrified haulage.
- Achieving net-zero requires combined action by industry, governments and stakeholders supporting clear policies and infrastructure development.
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