목차 3 B-PMR 6 7 10 11 Michael Watters 11 12 Dirk Forrister 12 I: 13 II: 15 III: 18 IV: 19 V: 21 A: I 26 B: II 26 C: 27 D: 27 E: MRV 27 28 34 37 42 2
. 2010. 2020 30%., 2020 244. (83 Mt CO2e), (68.2 Mt CO2e), (48 Mt CO2e), (36.8 Mt CO2e). 2015 1. (1 2015~2017, 2 2018~2020, 3 2021~2026). 125 25.. 6,,,,,,. 500. (National Allocation Plan).. 1 100%. 2 97%, 3 90%. 2 3 3% 10%. 100%. 3
(Korean Certified Emission Reductions : KCERs). 10% 1,2. 3 50%,.. 10%. 3. tco2e 10. (tco2e 91 ) 2012. 490. 62%. (MRV),,. 1 2013 6 2013 12 2014 1 2014 6 2014 7,, / 2014 10 2015 1 1 4
(%) / 2012 2013 2015 2020 1.5 3.0 6.1 26.7 0.4 0.6 2.8 7.5 0.4 0.4 0.6 3.9 0.1 0.2 2.1 6.5 0.3 0.5 3.0 8.5 0.4 0.6 2.8 7.5 0.4 0.5 2.4 7.1 / 0.4 0.6 1.1 6.3 / 0.4 0.5 0.7 4.0 0.4 0.5 0.7 4.1 0.45 0.7 1.2 7.6 / 0.2 2.2 32.3 61.7 2.4 3.4 26.3 39.5 1.0 1.8 17.3 27.7 0.3 1.1 15.2 31.9 0.5 0.6 1.3 6.7 0.2 0.2 0.3 1.7 0.5 0.6 0.9 5.0 0.2 0.5 3.2 7.1 2.0 4.2 9.6 34.3 1.8 5.0 8.9 27.0 1.9 4.4 8.8 26.7 5.2 8.6 15.7 25.0 / 0.0 0.1 1.7 5.2 1.3 2.0 9.0 12.3 1.6 3.3 10.0 30.0 5
(B-PMR). 16 (Partnership for Market Readiness : PMR). (Business Partnership for Market Readiness: B-PMR). (IETA) PMR,,. (IETA)., (IETA) PMR, ' '( ). 2012 10 24 (IETA), B-PMR. (IETA), PMR. (IETA) PMR 5. PMR.. B-PMR..,. (IETA),,, (IETA). B-PMR (IETA) B-PMR. ialstom Bakermc BP Camco Ch E nel GDFSu EEE EC Greenstre LRQAlrqi morganstanl Norton rose PW riotintorio Shlll SPC statkrafts statoil vattenfallvat VCSI 6
. MRV: MRV IT : 2013 9 26-27,. : : (IETA) : (IETA) : 9 26 13:30-13:40 13:40-13:50 13:50-14:00 14:00-14:10 GIR Michael Watters IETA Dirk Forrister 14:10-14:45 14:45-15:00 15:00-15:25 15:25-15:45 Theme 1: ( ) ETS : ETS : Shell Trading Roon Osman Abyd Karmali, Bank of America Merrill Lynch 7
15:45-16:00 16:00-16:45 Richard Chatterton, Bloomberg New Energy Finance 16:45-17:05 Theme 2: Robert Hansor, LRQA 17:05-17:45 Eric Boonman, Statkraft 17:45-18:30 : MRV 18:30-20:30 (, : ) Changmin Yoo, PwC 9 27 8:30-9:00 1 IETA 9:00-10:00 Theme 3: : 10:00-11:00 : 11:00-11:20 Theme 4: Manuel Moeller, European Energy Exchange AG (EEX) Andy Kruger, Markit Environmental Registry & Auction 11:20-12:00 EU ETS : Jelena Simjanovic, Thomsonreuters 12:00-12:40 : Lloyd Vas, Carbon Market Institute; Roon Osman, Shell 12:40-13:00 13:00-14:30 ( : ) 8
9 27, 14:30-15:15 PMR PMR Xueman Wang Theme 5: : 15:15 16:15 Group A: : Chevron Julie Mulkerin, Solvay Energy Services Jason Lee Group B: : Shell Trading Roon Osman, Alstom Giles Dickson, Group C: : European Energy Exchange AG (EEX) Manuel Moeller, Markit Environmental Registry & Auction Andy Kruger Group D: : Bank of America Merrill Lynch Abyd Karmali, Statkraft Eric Boonman Group E: MRV : LRQA, 16:15 16:45 16:45-17:15 Ecoeye 17:15-17:45 : David Antonioli,VCS 17:45-18:15 : EU-ETS Giles Dickson, Alstom 18:15-18:30 B-PMR IETA 9
한국,,. - 2008. 2020. (MRV)- (TMS) MRV. -,..,,. -. EU ETS ETS, ( ) ( ),. B-PMR. B-PMR. 10
B-PMR (IETA)... Michael Watters (IETA)... EU ETS.. 11
,, 2012.. (IETA) CEO, Dirk Forrister B-PMR..,. 12
I:.. EU ETS. Shell Trading Roon Osman.....,.,.. Roon Osman,,,,,..,.... 13
Bank of America Merrill Lynch Abyd Karmali....,. :,,,. Abyd Karmali (MRV) : (MRV). IT :.. :..... 14
BloombergNew Energy Finance Richard Chatterton,. Richard Chatterton.... : 10 76%.. : : tco2e 90. : 10%... II: (MRV). (MRV).. LRQA Robert Hansor (MRV) Robert Hansor. MRV. 15
EU ETS,., /,. 3. (building blocks) (fall-back).,,,. (MRV),, ( ).,, MRV... Statkraft Eric Boonman Eric Boonman,..,,,,. EU ETS. Mr.Boonman 4. 4. :... :. 16
:.. :,..... PwC. Changmin Yoo.. (MACC),.... Key Points... 17
III:,.. European Engery Exchage Manuel Moeller,.,,.,,,. EU ETS..,. 2....,,.. Manuel Moeller.,.... Markit Environment Registry and Auction Andy Kruger..,,.,. 18
,. Andy Kruger.,....,,... IV: Thomso Reuters Jelena SimJanovic EU..,,,. Jelena Simjanovic 2020.,. Thomson Reuters 2015 2020, 627 CO2e. 100-210 CO2e 360 CO2e.. Thomson Reuters EU ETS. 2008 2012, 15% 41%. 59% EU ETS. 19
45% EU ETS, 49%. EU ETS,,. 52% 2030 EU ETS.,..,. Carbon Market Institute Lloyd Vas - (Carbon Pricing Mechanism, CPM).. Lloyd Vas 58% CPM. 73%.. 75% CPM. ¾. 1/5 CPM. 1/3. 40% 2015. EU ETS.. CPM,,. -... 20
Xueman Wang PMR. Xueman Wang,, 16 PMR. 12 PMR 125. 6 PMR.. * * PMR.,. V:... Ecoeye. MRV. (CDM), CDM. 10%. 2020, 2020 50%. Sangsun Ha. CDM (96 ), 2005 (KVER, 400 ),,. 21
. CDM (96 ), 2005 (KVER, 400 ),,.. 17 56 (CO2e). CDM (HFC23), 9-10. KVER 0.5-1. 30% 5, 2020 3.. CDM CER UNFCCC CDM. UNFCCC, UNFCCC CER. UNFCCC CER. UNFCC.. UNFCCC,. CER (early action). CER 2020 30% BAU BAU... CDM CER, UNFCCC CDM. 22
Verified Carbon Standard (VCS) David Antonioli. ISO14065 (International Accreditation Forum, IAF) CDM (CDM DOEs). AFOLU (VCUs) CDM (DOEs) Meth CDM, UNFCCC AFOLU DOE 52 CDM AFOLU (7 ) 23
2007 (ANREU) EU ETS - 7 (,,,,,, ) ARB ARB (CITSS) CDM,, VCS 24
Alstom Giles Dickson EU ETS.. Giles Dickson EU.,,. EU ETS 2005 2020 21%..... EU ETS.... 25
A: I.. EU. Solvay. Chevron. (IETA).,,.,.,.. B: II, B.,.... EU ETS., (EHS). 26
C:. European Energy Exchange..,. D:,. 2014 2015. ( ) ( ). E: (MRV).. MRV. 27
Shell?? Shell Trading Roon Osman Shell. Shell,,. EU. / Shell Trading /. Shell. Roon Osman EU ETS 1? Bank of America Merrill Lynch Abyd Karmali. 2005 2007....,,.... 200, 2007 2008-2009., (TMS)..?. Abyd Karmali Bank of America Merrill Lynch Abyd Karmali.... 3.. 28
CDM Bank of America Merrill Lynch Abyd Karmali.. CDM.,,., Bonn UN, UNFCCC CDM.. IT.,.... IT. Bonn Bonn,. EU ETS 2008. EU ETS? Bank of America Merrill Lynch Abyd Karmali.,......,....?.. BNEF.. Bloomberg New Energy Finance Richard Chatterton. 29
.. 2020 813 30%, 2020... 90.,, 90.,.,.? Bloomberg New Energy Finance Richard Chatterton.. EU ETS..... Top 10..,,. ETS..... Robert Hansor LRQA Robert Hansor.,.,,EU ETS., LRQA,. ETS,. 30
PhaseIII.... EU ETS Phase 2005. Statkraft Eric Boonman. 2003 2004............ OTC. IETA.,,.. EUA EU ETS...... Manuel Moeller 2008., (knock-in) (age-in). 31
..... European Energy Exchange Manuel Moeller.....,. Andy Kruger European Energy Exchange Manuel Moeller.... EU.?. Markit Andy Kruger..,...,..,,. Thomson Reuters Jelena Simjanovic. Lloyd Vas,... CO2e 150.. 32
. Thomson Reuters Jelena Simjanovic... Complimentary policies.. EUA 1 1? Xueman Wang Carbon Market Institute Lloyd Vas.., UNFCCC,. Global Warming Potential.. 1 1..,. 2015. 2018. EU ETS.. Xueman Wang. PMR 3C. 3C (credibility), (comparability), (consistency). PMR.. PMR. 33
, : 2015.,? :. :? : 50 130~140. :. :,, 2015,.. :? :, 3.. : IETA? :,.,,,. LG, :. :, Ian Lee. LG. 34
:,? :.. LG.. : LG? : LG IT. LG. : LG. : 6 LG. IETA? :. EU ETS. PwC, :. :.,. :? : 2015. :? :,. 35
: :... :,? :.. : IETA,?. :... 36
Dirk Forrister CEO. Forrister. 2010 Natsource LLC.., Jim Cooper,,,. IETA. Abid Karmali. 5. 20,,. 2013 6, UN. (CMIA) 2008 2013. UNEP,,,.,, 6.,... Andy Kruger Markit.,25.,,. Markit Markit. Automotive Engineers. 37
PwC. M&A. PwC ODA. CNBC. Richard Chatterton Bloomberg New Energy Finance (BNEF). BNFE UN (CER ERU),,.,,, BNEF. 2011 BNEF, Camco CDM. ( ). Eric Boonman 10 Statkraft. Statkraft EU ETS. Statkraft B-PMR., Fortis 2005,. Dutch utility Nuon 2001.. 38
Robert Hansor LRQA. LRQA LRQA ERM. 5 LRQA, ERM, ICAP, IETA, / EU ETS. LRQA ERM. ( EU ETS,CDM, ISO14064) Giles Dickson Alstom.,,, Alstom 14. Alstom. 2008 Alstom. 16 EU, EU. BUSINESSEUROPE Industrial Affairs,. Lloyd Vas (CMI). 2010 (AETF) CMI. Camco. 2009,, Standard Life Investments. Roon Osman Shell Trading. Shell., 80 CDM Shell CDM CDM CER. 10,. 39
Jelena Simjanović Thomson Reuters Point Carbon(TRPC). TRPC,,., California Attorney General, Lawrence Berkeley National Laboratory, World Bank. Brookings Institution. University of California, Berkeley.,, 4. Manuel Moeller AG (EEX). EEX,. EEX 2010,. (Freie Universität Berlin). Xueman Wang,, PMR. 2010,..., (SCBD). UN. UN. 40
.,,, CDM. 20 CDM CDM. CER OTC CDM CER.. LG. David Antonioli VCS, 20. 2008 CEO - VCS DC 5.,, VCS. (Carbon Expo) (North American Carbon World) Point Carbon Ecosystem Marketplace. 41
/ 1 Kang, KJ 2 Kook, HJ GS 3 Kwon, KS GS 4 Kim, KG 5 Kim, DJ 7 Kim, YT 8 Kim, JB 9 Kim, JS 10 Park, AY 11 Park, YJ LG 12 Park, HM KTRI 13 Kong, HJ 14 Baik, SY 15 Seok, JH GS 16 Eom, Daniel 17 Oh, HH 18 Yoo, SK LRQA 19 Yoo, JH 20 Lee, DH 21 Lee, OK 22 Lee, IH LRQA 23 Lee, JH 24 Lee, JK LG 25 Lee, JH STX 26 Lee, HS 27 Im, ZW 28 Yim, HJ LRQA 29 Jeon, YJ 42
/ 30 Choi, YY 31 Choi, JH CC Center 32 Han, SH 33 Han, JH 34 Hong, MC 35 Hong, WK ETS 36 Hwang, JY GS 37 Kwak, JY 38 Kim, JH The ITC 39 Kim, HS SY Energy Solution 40 Park, JY 41 Lee, SJ 42 Lim, JH 43 Chun, MH 44 Jung, HB GS 45 Kim, BS 46 Kim, YK 47 Kim, WJ Shell 48 Kim, HC 49 Park, SJ 50 Park, JB 51 Park, JH KTRI 52 Sohn, ST 53 Won, JH 54 Lee, KJ NFCF 55 Lee, KU 56 Lee, BJ KTRI 57 Lee, SJ 58 Chin, YJ 59 Hong, MS S- 43
/ 60 Whang, SJ 61 Hwang, HY Envinus 62 Kim, DK 63 Will, Ekkehard EEX 64 Kim, SK Eco HiHope 65 Kim, Matthew 66 Moon, Katie BNEF 67 Shin, BC SLC 68 Nam, KW S- 69 Lee, JH CyberOne 70 Choi, HH ETS 71 Huh, JJ Canada BC 72 Cho, YK 73 Park, HI 74 Kim, KH Selnix 75 Park, KJ 76 Na, YC 77 Park, HJ 78 Oh, NT 79 Lee, YM S 80 Yoon, JH Solvay 81 Lim, BN Ingridian Korea 82 Nam, IH 83 Suh, JH SLC 84 Yoon, BS ETS 85 Eum, SJ 44
I (IETA) 1999.. IETA. IETA. (UNFCCC) IETA. :, 1 : IETA. IETA CDM,,,,. IETA.,. non- Annex I, IETA. 45
IETA Annex I.. WBCSD, WEF. IETA CDM,. 46