东盟航空碳抵消与减排机制（CORSIA）经济潜力及建议：东盟成员国、航司及区域利益相关者机遇分析

Recommendations for ASEAN governments51Recommendations for other CORSIA56stakeholders to help unlock supply56Conclusion61General disclaimer62Annex 1: Introduction63to CORSIA63Purpose63CORSIA adoption and administration63CORSIA-eligible Emissions Units (CEEUs) for compliance64Annex 2: List of CORSIA-eligible projects66Annex 3: List of ASEAN airlines69Annex 4: CORSIA supply and demand forecasting methodology71About Abatableʼs model71Forecasting demand71Forecasting supply75Disclaimers78Annex 5: NDCs and host country authorization79Nationally Determined Contributions (NDCs), sectoral conditionality, andnational policies79Article 6 and NDC targets80National Article 6 engagement80ASEAN Article 6 engagement81Technical Annex: Country-level analysis83Brunei Darussalam (Brunei)84National climate policies85CORSIA supply landscape85Cambodia86National climate policies87 Table of contents Table of contents2Acknowledgements4Opening remarks5Glossary8Executive summary11The CORSIA economic potential for ASEAN11Recommendations for ASEAN member states, airlines and stakeholdersin the region13Introduction17Purpose and approach17CORSIA as a compliance market17Authorizations under Article 6 and CORSIA readiness19CORSIA market dynamics24ASEAN CORSIA supply24ASEAN CORSIA demand29CORSIA prices32CORSIA supply and demand in ASEAN34The state of ASEAN airlinesʼengagement with CORSIA andrecommendations36Initial factors limiting engagement37Strategic recommendations for airlines38The ASEAN CORSIA opportunity, and recommendations to realize it41The economic opportunity of eligible, aligned and aligned pipeline CEEUs41Socioeconomic impacts from eligible and aligned CEEUs in ASEAN48 CORSIA supply landscape87Indonesia90National climate policies91CORSIA supply landscape91Lao PDR94National climate policies95CORSIA supply landscape95Malaysia98National climate policies98CORSIA supply landscape99Myanmar102National climate policies103CORSIA supply landscape103Philippines106National climate policies107CORSIA supply landscape107Singapore110National climate policies110CORSIA supply landscape111Thailand114National climate policies115CORSIA supply landscape115Timor-Leste118National climate policies118CORSIA supply landscape119Viet Nam122National climate policies123CORSIA supply landscape123Technical Annex source list128 Acknowledgements Members of the Expert Advisory Committee Additional contributors including: BoeingDr. Kimberly Camrass Aung Soe Moe, ASEAN SecretariatJoel Gould, BeZeroEllery Sutanto, Climate Impact XMarshall Brown, Global Green Growth Institute (GGGI)Charlie Pool, HowdenKelvin Lee, International Air Transport Association (IATA)Björn Fondén, International Emissions Trading Association (IETA)Philip See Yew Jin and Rahimah Farjan Ali, Malaysia Aviation GroupSapra Shradha, OCBCBoris Mak and Esther Ho, Singapore AirlinesChandra Shekhar Sinha, World Bank All Nippon AirwaysAir AsiaAir New ZealandArtio, Bilal HussainBridge Carbon, Minh Tran and Bindi ArundhutiConservation International, Anirudh KrishnanGlencore, Caspar Chiquet and Louis WangEVA AirJapan Airlines Co., Ltd.OKA, Chris Slate and Stewart DuncanVerra, Win Sim TanVietnam AirlinesVirgin Australia Sharmine TanHeather ShefferJoseph Ellsworth GenZero Anshari RahmanPuar Si LiangAlexandros Metzler Abatable Juan Carlos Arredondo BrunBryan McCannValentina Hernandez GomezAlejandro Limon PortilloGreg Lydka MorrisStephania BohorquezMarc HeightKate Taylor Opening remarks At Boeing, we see this topic as highly relevant not only to carbon market development, but to the broadersustainability trajectory of aviation. As the industry works on fleet renewal, scaling Sustainable Aviation Fuel,improving operational efficiency, and advancing new technologies, a credible and well-supplied CORSIA marketremains a critical component of the transition. What happens in ASEAN matters far beyond the region. The ability of ASEAN countries to contribute eligiblesupply at scale will influence not only compliance readiness for airlines, but also confidence in the integrity,liquidity, and practical functioning of the wider CORSIA market. This report highlights a central reality: market integrity and supply availability must advance together. Withouttimely authorizations, corresponding adjustments, and policy clarity, eligible supply will remain constrained. Yetwith effective coordination, ASEAN has the potential to play a globally significant role in strengthening CORSIAimplementation and expanding access to high-quality units. For Boeing, this matters because the credibility of the CORSIA market has implications well beyond compliance.It affects airline planning, investor confidence, host country participation, and the overall pace of aviationdecarbonization. A functioning CORSIA market can help bridge the gap while other decarbonization pathwayscontinue to scale, providing the sector with a practical and disciplined mechanism to manage emissions in thenear term. This report is intended to give ea