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生存第一,氣候第二:抗擊新冠疫情將犧牲環(huán)境?

Katherine Dunn
2020-04-06

抗擊新冠病毒大流行的代價(jià)巨大,會(huì)削弱政府、企業(yè)和金融機(jī)構(gòu)應(yīng)對(duì)下一次危機(jī)的能力。

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聯(lián)合國(guó)氣候行動(dòng)和氣候融資問(wèn)題特使、英國(guó)央行英格蘭銀行行長(zhǎng)馬克·卡尼今年早些時(shí)候表示:“與新冠病毒戰(zhàn)斗就像一場(chǎng)戰(zhàn)爭(zhēng)。但要解決氣候問(wèn)題,我們需要和平?!?。

新冠疫情的蔓延不僅讓個(gè)人和醫(yī)療保健系統(tǒng)面臨威脅,也將企業(yè)和整個(gè)經(jīng)濟(jì)拖入了崩潰的邊緣。政府和企業(yè)正在努力對(duì)抗新冠危機(jī),問(wèn)題在于,受這場(chǎng)戰(zhàn)爭(zhēng)的影響,人們?cè)撊绾螒?yīng)對(duì)疫情前世界一直面臨,以及疫情后將重新面臨的氣候變化挑戰(zhàn)?

新冠病毒的肆虐是否提供了一個(gè)大規(guī)模干預(yù)的機(jī)會(huì),從而支持可再生能源和減少碳排放,還是說(shuō)可能會(huì)導(dǎo)致其一蹶不振?

卡尼在最近一次關(guān)于投資者和氣候變化的活動(dòng)中表示,“贏得和平”并不容易。他說(shuō):“我們得承認(rèn),抗擊新冠病毒大流行的代價(jià)巨大,會(huì)削弱政府、企業(yè)和金融機(jī)構(gòu)應(yīng)對(duì)下一次危機(jī)的能力?!?。

但當(dāng)前的形勢(shì)會(huì)讓人們意識(shí)到:如果我們能夠戰(zhàn)勝冠狀病毒,同樣也能應(yīng)對(duì)氣候變化,他補(bǔ)充道。

生存第一,氣候第二

在新冠病毒出現(xiàn)之前,政府和企業(yè)采取措施應(yīng)對(duì)氣候變化的態(tài)勢(shì)似乎正在增強(qiáng)。2020年開(kāi)始,野火席卷了澳大利亞的大片土地;瑞典氣候活動(dòng)家格里塔·森伯格的名字也已是家喻戶(hù)曉;像貝萊德這樣的主要投資者已經(jīng)承諾將氣候因素置于他們投資組合的核心位置。2020年也將是實(shí)現(xiàn)氣候目標(biāo)的關(guān)鍵一年?!栋屠鑵f(xié)定》明確了到2050年前實(shí)現(xiàn)溫室氣體凈零排放。為達(dá)到這一目標(biāo),到2030年碳排放量必須減少一半,所以沒(méi)有時(shí)間可以浪費(fèi)。

然而,一場(chǎng)更為緊迫的危機(jī)因新冠病毒的蔓延擺在了政府和企業(yè)面前,即如何拯救數(shù)百萬(wàn)人的生命,防止醫(yī)療保健系統(tǒng)崩潰,并支撐幾近癱瘓的經(jīng)濟(jì)。

杜克大學(xué)能源倡議中心主任布萊恩·莫瑞表示,在與企業(yè)高管們交談時(shí),他們向我明確傳遞了一個(gè)信息:“我現(xiàn)在必須優(yōu)先考慮公司的生存,只有活下來(lái)之后大家才能再討論氣候問(wèn)題?!?/p>

這不僅讓人懷疑企業(yè)是否會(huì)重新考慮減排承諾,以及是否會(huì)履行或有能力履行此前的承諾。

國(guó)際能源機(jī)構(gòu)執(zhí)行主任法蒂赫·比羅爾在與大西洋理事會(huì)的一次電話會(huì)議上表示,對(duì)旅游和工業(yè)的大量限制已經(jīng)讓主要城市和制造業(yè)地區(qū)的空氣重新變得清潔,盡管全球碳排放量今年可能會(huì)大幅下降,但代價(jià)是“經(jīng)濟(jì)崩潰”,而不是來(lái)源于政策的長(zhǎng)期影響。

2019年全球碳排放意外趨于平穩(wěn),主要貢獻(xiàn)來(lái)源于長(zhǎng)期變化,特別是發(fā)達(dá)國(guó)家放棄使用煤炭,并加大了可再生能源的利用。與那時(shí)不同的是,當(dāng)前碳排放的任何下降都可能因經(jīng)濟(jì)引擎快速重啟和以復(fù)蘇名義放棄氣候承諾而被抵消。

比羅爾說(shuō):“在這場(chǎng)危機(jī)之前,世界各地的很多政府和公司都設(shè)定了減排目標(biāo)和減排責(zé)任。在我看來(lái),在危機(jī)中履行減排承諾非常困難,但這也是一次很好的考驗(yàn)。”

“我們陷入了一場(chǎng)災(zāi)難”

然而,一些分析人士希望,在面臨如此規(guī)模的新冠危機(jī)后,人們會(huì)開(kāi)始從不同角度來(lái)看待應(yīng)對(duì)氣候變化的問(wèn)題。

哈佛商學(xué)院教授瑞貝卡·亨德森說(shuō)道:“現(xiàn)實(shí)是,我們正處于一場(chǎng)災(zāi)難之中。我希望這會(huì)使我們更有可能,也更容易理解將面臨的一些更大災(zāi)難?!彼男聲?shū)《浴火重生的資本主義》即將出版。

亨德森說(shuō),自己一直在試圖告訴人們未來(lái)不太可能一切如常,她“非常希望”新冠危機(jī)會(huì)讓人們真正意識(shí)到:未來(lái)并非一成不變。

但是并非所有人都持樂(lè)觀態(tài)度。

倫敦大學(xué)學(xué)院能源和環(huán)境系統(tǒng)建模教授馬克·巴雷特表示:“我個(gè)人覺(jué)得,人們會(huì)很快忘記這場(chǎng)危機(jī),回到之前的生活狀態(tài)?!?

盡管這場(chǎng)危機(jī)可能讓人們認(rèn)識(shí)到放任氣候變化的風(fēng)險(xiǎn),并讓公眾接受強(qiáng)力的干預(yù)措施,但迅速減少碳排放則是另一碼事。

巴雷特說(shuō):“應(yīng)對(duì)氣候變化沒(méi)有“社會(huì)疏離”這類(lèi)速效對(duì)策,其他解決方案都需要長(zhǎng)期的投資和規(guī)劃。氣候變化將演變成一場(chǎng)規(guī)模空前的災(zāi)難,比新冠危機(jī)嚴(yán)重?zé)o數(shù)倍?!?/p>

戰(zhàn)爭(zhēng)結(jié)束之時(shí)

盡管如此,對(duì)于愿意把握時(shí)機(jī)的政府來(lái)說(shuō),機(jī)會(huì)還是有的。

聯(lián)合國(guó)支持的負(fù)責(zé)任投資原則組織首席執(zhí)行官菲奧娜·雷諾茲表示:“我絕不認(rèn)為氣候變化議題會(huì)從議程上消失。我們已經(jīng)看到投資者和政府在談?wù)揫如何]實(shí)現(xiàn)綠色和可持續(xù)的復(fù)蘇?!?/p>

今年3月,聯(lián)合國(guó)秘書(shū)長(zhǎng)安東尼奧·古特雷斯敦促各國(guó)政府在救助協(xié)議中加入綠色條款,并將《巴黎協(xié)定》置于此類(lèi)協(xié)議的中心,他認(rèn)為,“我們必須信守對(duì)人類(lèi)和地球的承諾?!睋Q句話說(shuō),這場(chǎng)疫情將成為啟動(dòng)綠色新政的一個(gè)窗口。

雷諾茲指出,這一呼吁在歐洲越來(lái)越受到重視。歐盟和英國(guó)已經(jīng)承諾到2050年實(shí)現(xiàn)“凈零排放”。

在美國(guó)州一級(jí)政府,也有人呼吁將綠色干預(yù)作為災(zāi)后重建經(jīng)濟(jì)政策的關(guān)鍵部分。在與卡尼同期發(fā)表的演講中,加州州長(zhǎng)、加州公務(wù)員退休基金(加州最大的公共養(yǎng)老基金)董事會(huì)成員余淑婷表示,旨在重建經(jīng)濟(jì)的所有公共和私人融資以及貨幣政策都應(yīng)該包含“氣候風(fēng)險(xiǎn)因素”。

然而在美國(guó)國(guó)家層面上,要求優(yōu)先考慮綠色發(fā)展的內(nèi)容在2萬(wàn)億美元經(jīng)濟(jì)救助法案中遭到刪除。杜克大學(xué)的莫瑞表示,這是必然的,因?yàn)檫@樣做既能通過(guò)針對(duì)企業(yè)的支持,又可以避免引發(fā)導(dǎo)致該法案推遲通過(guò)的“政治地獄風(fēng)暴”。

盡管如此,在談到后疫情時(shí)代的經(jīng)濟(jì)時(shí),卡尼指出,近期在英國(guó),人們頻繁提及二戰(zhàn)后社會(huì)的巨大變化:英國(guó)福利國(guó)家制度的建立,以及醫(yī)療保健和教育改革。這一次可能也是如此。

他說(shuō):“一旦這場(chǎng)戰(zhàn)爭(zhēng)結(jié)束,為子孫后代保護(hù)地球?qū)⑹俏覀兠媾R的最大挑戰(zhàn)?!保ㄘ?cái)富中文網(wǎng))

譯者:艾倫

審校:夏林

聯(lián)合國(guó)氣候行動(dòng)和氣候融資問(wèn)題特使、英國(guó)央行英格蘭銀行行長(zhǎng)馬克·卡尼今年早些時(shí)候表示:“與新冠病毒戰(zhàn)斗就像一場(chǎng)戰(zhàn)爭(zhēng)。但要解決氣候問(wèn)題,我們需要和平?!?。

新冠疫情的蔓延不僅讓個(gè)人和醫(yī)療保健系統(tǒng)面臨威脅,也將企業(yè)和整個(gè)經(jīng)濟(jì)拖入了崩潰的邊緣。政府和企業(yè)正在努力對(duì)抗新冠危機(jī),問(wèn)題在于,受這場(chǎng)戰(zhàn)爭(zhēng)的影響,人們?cè)撊绾螒?yīng)對(duì)疫情前世界一直面臨,以及疫情后將重新面臨的氣候變化挑戰(zhàn)?

新冠病毒的肆虐是否提供了一個(gè)大規(guī)模干預(yù)的機(jī)會(huì),從而支持可再生能源和減少碳排放,還是說(shuō)可能會(huì)導(dǎo)致其一蹶不振?

卡尼在最近一次關(guān)于投資者和氣候變化的活動(dòng)中表示,“贏得和平”并不容易。他說(shuō):“我們得承認(rèn),抗擊新冠病毒大流行的代價(jià)巨大,會(huì)削弱政府、企業(yè)和金融機(jī)構(gòu)應(yīng)對(duì)下一次危機(jī)的能力?!?。

但當(dāng)前的形勢(shì)會(huì)讓人們意識(shí)到:如果我們能夠戰(zhàn)勝冠狀病毒,同樣也能應(yīng)對(duì)氣候變化,他補(bǔ)充道。

生存第一,氣候第二

在新冠病毒出現(xiàn)之前,政府和企業(yè)采取措施應(yīng)對(duì)氣候變化的態(tài)勢(shì)似乎正在增強(qiáng)。2020年開(kāi)始,野火席卷了澳大利亞的大片土地;瑞典氣候活動(dòng)家格里塔·森伯格的名字也已是家喻戶(hù)曉;像貝萊德這樣的主要投資者已經(jīng)承諾將氣候因素置于他們投資組合的核心位置。2020年也將是實(shí)現(xiàn)氣候目標(biāo)的關(guān)鍵一年。《巴黎協(xié)定》明確了到2050年前實(shí)現(xiàn)溫室氣體凈零排放。為達(dá)到這一目標(biāo),到2030年碳排放量必須減少一半,所以沒(méi)有時(shí)間可以浪費(fèi)。

然而,一場(chǎng)更為緊迫的危機(jī)因新冠病毒的蔓延擺在了政府和企業(yè)面前,即如何拯救數(shù)百萬(wàn)人的生命,防止醫(yī)療保健系統(tǒng)崩潰,并支撐幾近癱瘓的經(jīng)濟(jì)。

杜克大學(xué)能源倡議中心主任布萊恩·莫瑞表示,在與企業(yè)高管們交談時(shí),他們向我明確傳遞了一個(gè)信息:“我現(xiàn)在必須優(yōu)先考慮公司的生存,只有活下來(lái)之后大家才能再討論氣候問(wèn)題?!?/p>

這不僅讓人懷疑企業(yè)是否會(huì)重新考慮減排承諾,以及是否會(huì)履行或有能力履行此前的承諾。

國(guó)際能源機(jī)構(gòu)執(zhí)行主任法蒂赫·比羅爾在與大西洋理事會(huì)的一次電話會(huì)議上表示,對(duì)旅游和工業(yè)的大量限制已經(jīng)讓主要城市和制造業(yè)地區(qū)的空氣重新變得清潔,盡管全球碳排放量今年可能會(huì)大幅下降,但代價(jià)是“經(jīng)濟(jì)崩潰”,而不是來(lái)源于政策的長(zhǎng)期影響。

2019年全球碳排放意外趨于平穩(wěn),主要貢獻(xiàn)來(lái)源于長(zhǎng)期變化,特別是發(fā)達(dá)國(guó)家放棄使用煤炭,并加大了可再生能源的利用。與那時(shí)不同的是,當(dāng)前碳排放的任何下降都可能因經(jīng)濟(jì)引擎快速重啟和以復(fù)蘇名義放棄氣候承諾而被抵消。

比羅爾說(shuō):“在這場(chǎng)危機(jī)之前,世界各地的很多政府和公司都設(shè)定了減排目標(biāo)和減排責(zé)任。在我看來(lái),在危機(jī)中履行減排承諾非常困難,但這也是一次很好的考驗(yàn)?!?/p>

“我們陷入了一場(chǎng)災(zāi)難”

然而,一些分析人士希望,在面臨如此規(guī)模的新冠危機(jī)后,人們會(huì)開(kāi)始從不同角度來(lái)看待應(yīng)對(duì)氣候變化的問(wèn)題。

哈佛商學(xué)院教授瑞貝卡·亨德森說(shuō)道:“現(xiàn)實(shí)是,我們正處于一場(chǎng)災(zāi)難之中。我希望這會(huì)使我們更有可能,也更容易理解將面臨的一些更大災(zāi)難。”他的新書(shū)《浴火重生的資本主義》即將出版。

亨德森說(shuō),自己一直在試圖告訴人們未來(lái)不太可能一切如常,她“非常希望”新冠危機(jī)會(huì)讓人們真正意識(shí)到:未來(lái)并非一成不變。

但是并非所有人都持樂(lè)觀態(tài)度。

倫敦大學(xué)學(xué)院能源和環(huán)境系統(tǒng)建模教授馬克·巴雷特表示:“我個(gè)人覺(jué)得,人們會(huì)很快忘記這場(chǎng)危機(jī),回到之前的生活狀態(tài)?!?

盡管這場(chǎng)危機(jī)可能讓人們認(rèn)識(shí)到放任氣候變化的風(fēng)險(xiǎn),并讓公眾接受強(qiáng)力的干預(yù)措施,但迅速減少碳排放則是另一碼事。

巴雷特說(shuō):“應(yīng)對(duì)氣候變化沒(méi)有“社會(huì)疏離”這類(lèi)速效對(duì)策,其他解決方案都需要長(zhǎng)期的投資和規(guī)劃。氣候變化將演變成一場(chǎng)規(guī)模空前的災(zāi)難,比新冠危機(jī)嚴(yán)重?zé)o數(shù)倍?!?/p>

戰(zhàn)爭(zhēng)結(jié)束之時(shí)

盡管如此,對(duì)于愿意把握時(shí)機(jī)的政府來(lái)說(shuō),機(jī)會(huì)還是有的。

聯(lián)合國(guó)支持的負(fù)責(zé)任投資原則組織首席執(zhí)行官菲奧娜·雷諾茲表示:“我絕不認(rèn)為氣候變化議題會(huì)從議程上消失。我們已經(jīng)看到投資者和政府在談?wù)揫如何]實(shí)現(xiàn)綠色和可持續(xù)的復(fù)蘇。”

今年3月,聯(lián)合國(guó)秘書(shū)長(zhǎng)安東尼奧·古特雷斯敦促各國(guó)政府在救助協(xié)議中加入綠色條款,并將《巴黎協(xié)定》置于此類(lèi)協(xié)議的中心,他認(rèn)為,“我們必須信守對(duì)人類(lèi)和地球的承諾?!睋Q句話說(shuō),這場(chǎng)疫情將成為啟動(dòng)綠色新政的一個(gè)窗口。

雷諾茲指出,這一呼吁在歐洲越來(lái)越受到重視。歐盟和英國(guó)已經(jīng)承諾到2050年實(shí)現(xiàn)“凈零排放”。

在美國(guó)州一級(jí)政府,也有人呼吁將綠色干預(yù)作為災(zāi)后重建經(jīng)濟(jì)政策的關(guān)鍵部分。在與卡尼同期發(fā)表的演講中,加州州長(zhǎng)、加州公務(wù)員退休基金(加州最大的公共養(yǎng)老基金)董事會(huì)成員余淑婷表示,旨在重建經(jīng)濟(jì)的所有公共和私人融資以及貨幣政策都應(yīng)該包含“氣候風(fēng)險(xiǎn)因素”。

然而在美國(guó)國(guó)家層面上,要求優(yōu)先考慮綠色發(fā)展的內(nèi)容在2萬(wàn)億美元經(jīng)濟(jì)救助法案中遭到刪除。杜克大學(xué)的莫瑞表示,這是必然的,因?yàn)檫@樣做既能通過(guò)針對(duì)企業(yè)的支持,又可以避免引發(fā)導(dǎo)致該法案推遲通過(guò)的“政治地獄風(fēng)暴”。

盡管如此,在談到后疫情時(shí)代的經(jīng)濟(jì)時(shí),卡尼指出,近期在英國(guó),人們頻繁提及二戰(zhàn)后社會(huì)的巨大變化:英國(guó)福利國(guó)家制度的建立,以及醫(yī)療保健和教育改革。這一次可能也是如此。

他說(shuō):“一旦這場(chǎng)戰(zhàn)爭(zhēng)結(jié)束,為子孫后代保護(hù)地球?qū)⑹俏覀兠媾R的最大挑戰(zhàn)?!保ㄘ?cái)富中文網(wǎng))

譯者:艾倫

審校:夏林

Fighting the coronavirus is like a war. But to address climate change, “we need to win the peace,” says Mark Carney, UN special envoy on climate action and climate finance, and governor of the Bank of England until earlier this year.

The spread of the coronavirus has created a life-or-death crisis not just for individuals and for health care systems—but for businesses and economies as a whole. As governments and businesses face down the coronavirus crisis, the question will be where this war leaves the challenge the world was facing before the coronavirus—and will face again after: climate change.

Will the devastation of the coronavirus offer a chance to intervene on a mass scale to support renewables and cut emissions—or cause a potentially fatal loss of momentum?

“Winning the peace” won’t be easy, Carney acknowledged at a recent event on investors and climate change. “Because the costs of fighting the pandemic will diminish the capacity of governments, businesses, and financial institutions to tackle the next crisis—and we should acknowledge that,” said Carney.

But the current situation should hold a lesson, he added: If the world can address the coronavirus, it can address climate change too.

Survival first, climate later

Before the coronavirus, momentum seemed to be building behind governments and businesses taking steps to address climate change. As 2020 began, wildfires were destroying vast swaths of Australia; the Swedish climate activist Greta Thunberg had become a household name; and major investors like BlackRock had pledged to put climate at the center of their portfolios. It would also be a critical year for fulfilling climate goals. In order to meet the Paris Agreement guidelines of cutting emissions to net zero by 2050, emissions must fall by half by 2030—so there’s not a year to waste.

But the spread of the coronavirus has thrown an even more urgent crisis at governments and business: how to save the lives of millions of people, prevent health care systems from collapsing, and shore up economies that must now enter something comparable to an induced coma.

Brian Murray, director of the Duke University Energy Initiative, says when he talks to executives, the message is clear: “I have to prioritize the survival of my company right now, and I’ll get back to you on that climate stuff after we’ve survived.”

That has put into question not only whether fresh commitments to cut emissions will be made, but also whether companies that have already made commitments will aim to keep them—or be able to.

While global emissions are likely to plummet this year due to the vast restrictions on travel and industry that have already produced cleaner air in major cities and manufacturing regions, those emissions are declining due to “economic meltdown” rather than long-term policy change, said Fatih Birol, executive director of the International Energy Agency, in a conference call with the Atlantic Council.

Unlike in 2019, when emissions unexpectedly flattened due to long-term changes—developed nations moving away from coal, in particular, and ramping up renewable energy sources—any drop could be undone by a rapid restart of economic engines and the jettisoning of climate commitments in the name of recovery.

“Before this crisis, many governments around the world, many companies around the world have set targets how much and how seriously they will reduce emissions,” said Birol. “Now in my view, this is a test, to see if they will go through with their commitments. It will not be easy.”

“We’re in a catastrophe”

However, some analysts hold out hope that after confronting a crisis of this scale of the coronavirus pandemic, people will start to look at addressing climate change differently.

“What I think of the reality is, we’re in a catastrophe,” said Rebecca Henderson, a professor at Harvard Business School and author of the forthcoming book Reimagining Capitalism in a World on Fire. “And I hope it will make it much more likely, and easy to understand, that we have some larger catastrophes coming our way.”

Henderson says she is “very hopeful” that after a career trying to persuade people that the future is unlikely to be business as usual, the coronavirus crisis will make people realize that, in fact, the future is not fixed.

But others are less optimistic.

“My own feeling is people will try to get back to the lives they had back in December as quickly as possible,” says Mark Barrett, a professor of energy and environmental systems modeling at University College London.

While the crisis could drive home the risk of not facing up to climate change—and introduce the public to harsh interventions—rapidly reducing emissions is a different kind of problem.

“There’s no sort of quick fixes, like social isolation. It requires investment, planning, over long periods,” Barrett said. “It’s going to be disaster on an epic scale—10,000 times greater than the coronavirus.”

“Once the war is over”

Still, there is an opportunity here for governments that are willing to seize the moment.

“I don’t by any stretch of the imagination think climate change is going to drop off the agenda,” said Fiona Reynolds, CEO at the UN-backed Principles for Responsible Investing. “We’re already seeing investors and governments talking about [how] the shape of the recovery needs to be green and sustainable.”

In March, UN Secretary-General António Guterres urged governments to attach green provisions to relief deals and put the Paris Agreement at the center of such deals, arguing, “We must keep our promises for people and planet.” It would be a window, in other words, to kick-start a Green New Deal.

That call is being heeded more in Europe, Reynolds notes. The EU as well as the U.K. have already committed to reaching “net zero” emissions by 2050.

At the U.S. state level, too, some are calling for green intervention as a key part of policies to rebuild the post-coronavirus economy. In the presentation alongside Carney, Betty Yee, California’s state controller and a board member for Calpers, the country’s largest public pension fund, said that there should be a “climate risk component” in all public and private financing, and monetary policy, directed toward rebuilding the economy.

But at the national level in the U.S., elements of the $2 trillion relief bill that would prioritize green development were stripped away—an inevitability, said Duke’s Murray, to get support for businesses passed without creating a “political hell storm” that could delay the bill.

Still, speaking about the post-coronavirus economy, Carney noted that in Britain, the period after World War II—a period that has been routinely referred to in recent weeks—brought about massive changes in society: the creation of the country’s welfare state, as well as reforms of health care and education. The same could be true this time, he said.

“Once this war is over, may the challenge really be to create a planet that is fit for our grandchildren,” he said.

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