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文檔簡介
2024
????????
FossilFuelFinanceWhitePaper
??????????
??????????(KoreaSustainabilityInvestingForum)?2007???????(SRI)???????????????????????????????????SRI??·??,??·??,????·????????????????.???????????????????????CDP?????????????????????.??TCFD,PCAF,RE100,EV100,SBTi?????????????????????????????????????????.
????22?????
???????22???????????
??????????.?????????
????????????????2021
???????????????????
???2024????????????.?
???????????????????
???,???????????????
??.????22???????????
?,????????????????????????????????????
??.???????2024???????
???????????????????
???????????????????
??????????????.
????
??
???
?????·??
???·??
2024????????2025?07?16?
???,???,???,???,???,???,???
??PR??
???
??????,?????????? 04
???????,?????? 05
??????,?????????
???????,?????????? 08
ExecutiveSummary 12
??????????
?????????? 16
???????? 21
????????????? 27
???????????? 32
????????????
??(????)???? 38
?????????? 42
???????????
????????10????? 48
???????????? 53
??
??????????????? 60
???????????????? 61
????????? 65
???????????? 70
Contents
|??????|
????:????,??????(????:??-29?,??-83?)
????:(??)??????????????????????????????(??)????????????????????????,
????????????????????:2025?3?~6?
????:(2024?6????)
????????????????(??,??,????,?·?????)?
|??????????????(??,??,????,?·?????)????????|???????????·?????????|
?????:????????(PF),????,???,????,????
Disclaimer
?2025KoSIFAllRightReserved.???????????????????????????????.??????????????????????????????.???????????????????????(KoSIF)????????????????????????????????????????????????.???????????,???,?????????KoSIF?????????·?????????????????????????????????????.
01
???
??????,?????????????????,??????
???
??22??????????
????????????
????????????????
2023?6???????‘??,??,????????,????’??????2.3??????,???????60.5??????????.???????????????????????????????????????????.??????2040???????????????,????????????????????????????.??????????????????????.
?????????????????????,??????????????·?????ESG???????????????????????,?·??
??????
?????????,??????????????????????.
“1.5?????????3?.”
IPCC?????????????????????????‘????????’(IGCC)???6???
?????????????????????????????????????????????????.???????????????????????????????·?????????????????????????,??????????
?????????????(ESSD)????????????.???????????????.??????(WMO）???2024?????????1.55????????????.????????1.5?????????????????????????
????????????????,?????????????????????.????????????,????????????????????????????.????????????????????????????????????
??????????.????????????????????????.????????(COP)?3?????????????????????????????????????????????????????????.??????2015????????????????????????????????.????????????????????????????????????????????????.
????????????????.????????????????.???????????????????????.???,??????????????????????????????????.??????????.?????????????????????.??????????????「2024????????」????,?????????????????????????.
?????????????2024?6???????173.7??(??,??,????????,????)??,????????????372.3?????.
???????,???????????????????????????????????????????????????????????????.????????(Brown)?????????????????.?????‘????????????’???????,????????(Green)????????????????????.?????????????????????????????????.????????????????????????????????,??????‘??????????’?‘???????????????????’???????????????????,????????????????????.
????‘????’?????????.???????????????????????????.‘1.5?????????3?’??????????????????,??????????????????????????????????.???????????????????????????????.
??????????.????????????????,???,??????????????,????????????????????????.
2024?6????,????????????173.7??????,??2025???????26%?????????????.??????????????????????????,???????????,??,????????????????????.??,?·???????????24.5??????,????????????????????????????????????.
?????????????????,??????????????????????·????????????????????????????.???????????????????????????????????????????.????????????????????????????????????????????????,???????????????????????????????????????????.
????????????????????????????????????.????,???,??????????????????,???????????????????????????????.
????????????????????????,????????????????????????????????????.??,?·????????????????????????????????????????????????????????????????????.??????????????????????????????????????.
「2024????????」?????????????????????????????,?????ESG,??????,???????????????????????????????????????????????.
2024????????
???
?????????????
???
?22?????
??????????????????
??????????
5
4
02
??????,
?????????
???????,??????????
2024????????
???????
??????,
?????????
??????????????,?????????????????????????·????????????????????????.(?)????????????????,CDP???????????,RE100,PCAF????????????????????????????????????????.????????????,??????????????????,???????????????????.
Q.????????????????????????????????,????????????????????
??????????????????????????????????????.????????????????????????????,???????????????????????????????????.2024?6???,????????????????173.7???????????372???????,????GDP??16%????????.????????????????70%??????????,??????????????????????????????.
??????????(EU),????????????????????????????????????.????,SFDRSustainableFinanceDisclosureRegulation???????????????????????????????,????????????????????????.??,?????????????????????,??????????????????????????????????????????.
Q.????????????????????????????????????????????????????????
????????????????????????????????.??????????????,??????????????????????????,??????????????????????.???????????????????????????.
??,?????????????????????????,??????????????????ESG?????????????.?????????,????StrandedAsset??,?????????????????????????.
??,???????????????????·??·
??????,?????????
?????????????????????????.????????????????????????????????,?????????????.
??????????????.?????????????????,??·??????????????????????????????????.??????????????????????????????????????,?????????????????????????????.
Q.????????????????·??????????????????????
EU???,???????????????????????????????????????????.????,EU?SFDR?CSRD????????,??????????????,????????????????????????????????????.???????????????????????????????????????.
??,???????????????????????????????,???????????????????????????.??????????????????????????????????.
????????????????.
??,????????????????????????.
??,?????????????????.
??,?????????????????.
Q.?????????????????????????????????????????????????,??????????????????????
?????????????????????????????????????????????????,??????,????????????
??????????.?????????????‘????’?????????????????????????????.
?????????????????PCAF·TCFD????????????????,????????????????????????????????????,???????????????????????????????????????????.
??,???????????????????????????????????,CDP,PCAF,RE100??????????????????????????????????????.?????????????????????,?????,???????????,?????????????????????????????????????????????,??????????????????????????????????.
Q.????????????????????????????????
????????????????????????????????????????,?????????????????????.????????????????????.???????????????????,ESG????????(KPI)??????????????????.
??,??????????????,????????????????????????????????.????????????,??????,???????????????.?????,?????????????????????????????????,??????????????????????????????.
????????????????????????.??????,?????,????????????????????????????,????????????????.
9
03
ExecutiveSummary
1213
2024????????ExecutiveSummary
ExecutiveSummary
?????2024????????
|??(????)??(2024?6????)
??198.6??
???,41.7%??
????????????????????????????????
?????
???????
92.0%
?????????????????????????????????????
44.4%
????
41.9??(54.4%)
????
35.2??(45.6%)
|??????(2024?6????)
??77.1??
???????44.4%
–6.1%
2024????
?????????
??????,????????????????
2050???????????
2.2??
?????
???????
|?·?????????(??)
??
24.5??
???????
1/5??
?·???????????
2020?2023?
23.3%7.5%???2020?2023?
8.4%-11%???????
▲
????
106.2??(61.2%)
????67.5??(38.8%)
55.2??
????(??)??????·??????
|????????(2024?6????)
??
?.
???????,372.3??
???????
58%
???????
55.6%
????64.3??
????32.3??
|???????????(2024?6????)
??96.6??
???????55.6%
2023?
–3.2%???2024?
6.2%?????????
??:????????
??:LNG????
??????????????
????
????
?????????????
|????????
●????????????
-????????????????????????????
-???????????????????????????
●2050?????????????,??????
-????????????????????????????????
-????????????????????????????????,???????????????????
●LNG????,??????????????????????
-LNG????????????????,????????????????????
-???????????5??????????,2024????10.1%??
門
●??????????????????????
-??50%?????????????
-???????(5?)?????????
●?·????????????
-????????????????????????????
-????????????????????????????
04
??
????????
??????????
????????
?????????????
????????????
2024??????????????????
1617
??????????
????????????????
???1????????????????1(2024?6??)??:??(%)
31.3%
29.9%
54.3
51.9
14.4%
12.7%
25.0
22.1
6.7%
4.7%
11.7
8.3
0.2%
0.4
??
????
????
?????
?????
???
?????
??
??
????????
???2???????????????????????(2024?6??)
??:??(%)
56.8
(46.6%)
41.4
(34.0%)
23.6
(19.4%)
?2024?6????????????,????,????????(PF),??????????????????????????????173.7?????????????96.6??(55.6%),????77.1??(44.4%)????
????????????????????????????????1,??????????121.8??.????????????56.8??(??
?46.6%)??????,???????41.4??(34.0%),??23.6??(19.4%)??
????????
?????????????????????????????????,??????????????????????????????????????????????????
1????????????????????,??,??????????????????????????????????????????????????????????????????.????????????????&??????????????????????????????????.????????????????????????????,?????????(??)?????????????
????
?????(???????????)???????????106.2??(61.2%)??,?????67.5??(38.8%)?????????
????????????41.9??(?????39.5%),?????????64.3??(60.5%)????
????????,????????????32.8??(????????78.3%)???????????????.??99%???32.5?????????????????(?????3??)
??????????(??)?????????????????????????????????????????2021?11.9????2023?16.2??????.???2024???????????14.8????????????,?????????????????????4?????????????????????,??????????????,???????????
????????????????64.3??????????????????????(31.6??)?????????????????PF/?????????(30.7??)?97%?????
???3??????????????????(2024?6??)??:??
14.8
16.9
0.8
????(??)????(??)??????(??)
????
??????67.5????????35.2??(52.2%)?????????????32.3??(47.8%)?????????.?????????????????22.5???????????????????,???8.4??,?????6.9??,???3.7??,?????3.5??????
??????????25.0??(?????37.1%)??????????????,?????22.1??(32.8%),?????11.7??(17.3%),???8.2??(12.2%),?????0.4??(0.6%)?????.???????????????????????(?8.4??)?PF?????(?2.3??)??????????45.0%???
????????
2024??????????????????
1819
??????????
???/?????????
???5???????????
(2024?6??)
???4???????????
??:%
(2024?6??)??:%
0.2%
8.9%9.3%
38.6%17.3%
25.7%
1.0%
3.1%
4.5%
7.4%
8.9%
58.0%
15.6%
0.6%
0.8%
?????????PF
????w????w????(????)
??????????????(???)?????(??????)w???w??
?????????
???????????????,??,??,??,???,??(???)??????????,??‘??’?????????????58.0%(100.8??)????????
????????????74.8%????????????????????????????????,????????????????????????????????????????????????????????????????.?????????????????????????·????????????
???????????27.2??(15.6%),?????15.4??(8.9%)????????,????????????????,????,PF,????????,??????????????????????????????????
?????????
???????????????????,2024?6???????67.0??(??????38.6%),????44.7??(25.7%),PF30.0??(17.3%),????16.2??(9.3%),????15.4??(8.9%),????0.4??(0.2%-??????)????
2020
2021
2022
2023
2024.6
9.2
11.9
16.8
16.1
14.8
???????1,2??????????????,??????????????????(??37.5??,????17.7??)??????????56.0%,39.6%????????.?????????????,????????????????????????????????
?PF???,????????????(??????,??????,??????)???????7.0?????23%?????????.??LNG??????????????,??????????????????
??????????
?????????????
???6???????????????:??(%)
175.9173.0173.7
0.4
8.2
11.7
22.1
0.3
8.4
12.3
0.7
159.9
0.7
8.2
147.0
146.8
0.4
5.5
9.7
21.9
19.3
12.4
7.2
0.5
11.1
6.3
10.1
24.6
23.3
22.9
8.7%
10.0%
25.2
25.0
26.9
29.0
25.7
22.0
51.9
51.7
51.7
42.7
41.9
-1.3%
0.2%
37.6
-1.7%
54.3
50.7
47.4
48.1
46.0
50.5
201920202021202220232024.6
??????????????????????????????????
??????????????????????,??3?????????(2020?:0.2%,2021?:8.7%,2022?:10.0%)?????????????2023?-1.7%?????????
???????????????2022???????????????16.1???60.9%?????9.8????????????????????,?????????4.9?????
???,2023????????????????????????,?????????????????????????????????1.7%??.???????????????????????????????????2023??????0.7??????????????????
?2024????????????????????????????????????????0.4%????????.?????????????????????????????????????(-1.4??)?????????????????2024??????????????
??
???7?????????????????:??
2024??????????????????
2021
??????????
????????????????
???7??????????????2??:??(%)
45.5
12.4
32.0%
31.1
29.8
30.9
28.5
10.5
-4.3%
11.2
3.6%10.0
10.3
16.4
33.1
4.0
-73.6%
-59.6%
20.6
18.7
20.9
18.2
12.4
2019
2020
2021
???????
202220232024.6.??e??????
??????????????????2022?32.0%???????????,2023?-59.6%,2024?6?
-73.6%??????
????????,2022?23.9%?????,2023?-16.6%,2024?6?-61.3%??????,??2022?????????????????????????????????????????????????????????.????????????????????????????????????
?2022?????????????????????2023???????????(2023?:-45.1%,2024?6?:-31.7%).??2022?????????????????????????????????????????,????????????,????????????????????????
??2024?6???????6????????????2024??????????????????
2???????????????????????
????????
??????????????
???1??????????????(2024?6??)??:??(%)
28.1%
26.3%
21.6
20.3
16.1%
14.6%
12.4
11.3
9.7%
7.5
5.1%
3.9
0.2%
0.1
??
????
????
?????
?????
???
?????
????
??????
??????????77.1???????????41.9??(54.4%),?????35.2??(45.6%)???
???????21.6??(28.1%),????20.3??(26.3%)?,??20??????????????????????????????.???????98.2%(21.3??)???????,??????,???????,??????????????,???????PF,????,????????,???????????????????????????????,???????????????????????
??????????????12.4??(16.1%)????????????????????,????????11.3??(14.6%),??????7.5??(9.7%),????3.9??(5.1%),?????0.1??(0.2%)?.????????????????????????????????????????,???????????PF??????????????????(?21.8??(92.4%)).???????????????????????????2021????????????????????????????????????????????????
2024??????????????????
2223
????????
???/???????
???2?????????(2024?6??)???3?????????(2024?6??)
??:%
1.8%
??:%0.5%
97.7%
3.9%15.1%
52.3%28.6%
??w??w??
???????PF????
?????????????97.7%????????????,??????????????????.?????????????,???????????????????????????????????????????3,??????????????????????????,??????????????????????????
?????????????,????52.3%???????????,?????28.6%,PF?15.1%,?????3.9%???.??PF???,??10????????????,??????,?????????????????7.0????PF???60.3%???.?????????????????????????,PF??????,????????????????,???????????????????????????????????????????
3IEA,200andCounting:GlobalFinancialInstitutionsAreExitingCoal(2023)
???4????????????????????&?????????(2024?6??)
??????(??)
.9%
93.1%
3.7
3.5
6.9
8.4
15.6
17.2
43.5%56.5%
??
???
????
????
????????
??????????
??????????????????????????
???????????????????71.8??(93.1%),????5.3??(6.9%)??,?????????????????????????????????????.????????????????,?????????????????????,????????????????????,????????????????????????????
??????????????????????????55.2??(????32.8??,????22.4??)??,???????????43.5%???.??????????????????????,????????????????(???32.9%)??16.9??????????????????????.???????????????????8.4??????????????????????,?????6.9??,???3.7??,?????3.5?????
??????2024?6?????????20.3????,??76.8%(15.6??)??????????????.??2021~2022????????????????????????????4,???????????????????????????????????????.??????????????????????????????????????????????????????
4KCMI,TheImpactofSpecialBondIssuanceExpansionontheBondMarket(2024)
2024??????????????????
2425
????????
???????????
???5???????????(2024?6??)??:??(%)
77.1
82.182.10.10.1
73.1
0.1
4.112.2%
0.2
3.9
4.3
68.8
7.9
12.7
7.8
63.6
0.1
0.1
2.5
5.8
2.7
7.5
6.6
8.1%
13.3
.
5.5
11.0
9.7
6.3%
12.4
13.2
13.5
13.9
13.6
11.3
12.5
11.8
0.1%
20.3
21.9
22.0
15.3
17.3
15.8
-6.1%
21.3
21.7
20.4
20.1
19.6
21.3
201920202021202220232024.6
??????????????????????????????????
?2019~2022??????????63.6????2022?82.1?????????.???????,?????????????????????,??2022??????????12.2%??????.2023??????????????2024????????-6.1%???????
??????????????????????????,??????????????????,2024???????????????.???????????,????????????????????????????
?2024?????????????(11.3??),?????(12.4??),????(20.3??)?????????????????,????????????????1.6??,2.6?????????????.??????NH???????????????????????????????????????????????????????????????????1.5????????????????
????????
??????????????
???6??????????????5,6(2024?6??)??:??(%)
23.9%
12.4
5.8%
11.2
10.5
3.2
10.3
10.0
0.8
1.0
0.8
-10.5%
-16.6%
1.4
1.8
1.7
4.0
1.7
3.7
3.3
2.3
0.6
2.6
4.0
0.1
1.3
0.1
1.4
0.9
0.2
2.3
4.3
4.0
3.9
4.3
2.9
1.0
0.9
0.5
0.5
0.9
201920202021202220232024.6
??????????????????????????????
?2019~2021????????????????9~10????????????????????,2022?????????????3.2?????????????????12.4?????????,???????23.9%???.2022?~2023????????????????????????????????????????????????????????
?2023????????????????2023?-16.6%,2024?6?-61.3%???????.2023??????????????????,?????????????????????????????.????????????????PF???????2023?????????????,??????????????????????????,????????????????????????.2024????????????1.3?????????????????,??????????????????????????????,??6?????????????????????????????????????
5???????,?????????????????????????
6??????????????????????????????????,??????????????????????????????????????
2024??????????????????
2627
????????
???????????
???7PF?????????????(??)7(2024?6??)??:??
35.9
??????
??????????
28.3
13.5
8.8
??????,??????,????????
7.1
2.2
20252030203520402045
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