Navigating CBAM - Green Certificates and Zero-Carbon Industrial Parks
1. CBAM's Multi-Layered Impact
- Coverage Expansion: From 2026, CBAM will tax lithium batteries and PV modules, with default carbon intensity based on EU benchmarks.
- Cost Implications: Using coal-fired power for production could increase costs by **$0.02-0.03/W** due to CBAM levies.
2. Strategic Responses from Chinese Enterprises
- Green Power Certification
- Leading firms like LONGi and Tongwei use I-REC Green Certificates to achieve 100% renewable energy production, cutting emissions to 40% of EU benchmarks.
- Zero-Carbon Park Models
- Parks integrating solar/wind microgrids, smart energy management, and circular resource systems reduce emissions by 40-60%.
- TÜV Rheinland-certified factories require 5% annual emission reductions under ISO 14064-1 standards.
3. Value Proposition for Buyers
- Procurement Priority: Modules with EPD (Environmental Product Declaration) and LCA (Life Cycle Assessment) reports command 15% price premiums in EU markets.
This article dissects the EU Carbon Border Adjustment Mechanism's (CBAM) impact on renewable energy industries and offers actionable solutions, including green certificate strategies and zero-carbon park models.
