高盛-关税、去全球化和减碳的成本(英)-2025
Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization
Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization
Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization
Note: The following is a redacted version of the original report published February 25, 2024 [52 pages]. EQUITY RESEARCH | 25 February 2025 | 5:21AM CET Tariffs, deglobalization and the cost of decarbonization核心数据:the lower half of the cost curve moves down on average by 7% yoy. However, more-expensive technologies in hard-to-abate;cumulative 45% decline for the lower 50% of the cost curve since 2019.;decarbonizing passenger transport and the cost of solar paired with battery storage by 30%+.。
本报告由高盛发布,发布于 2025 年。
覆盖 2025 年,全文约 49。
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适合战略规划、行业研究员等读者参考。
重点分析了LNG等议题。