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微软与BioCirc的65万吨碳移除交易意味着什么?

微软在2026年5月签署协议,将在七年内购买多达65万吨碳移除信用额度,来源于丹麦BioCirc的生物能源碳捕集与封存项目(BECCS),表明其碳移除战略并未停止。[2][9] BioCirc通过沼气厂处理农业废弃物并捕集产生的生物源CO₂,然后将其永久封存(例如储存在北海海底),从而生成可出售的碳移除信用。[2] 与此同时,AI和云计算推动数据中心建设,使微软自2020年以来的排放量上升超过23%,不断增长的能源需求可能威胁其2030年实现碳负排放的承诺。[17][27]

Illustration of carbon capture and storage linked to AI data centers and renewable energy infrastructure
How does Microsoft’s recent purchase of 650,000 metric tons of carbon‑removal credits from BioCirc challenge reports that the company pausedMicrosoft’s BioCirc agreement highlights the growing role of carbon‑removal projects as AI data centers increase global energy demand.
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Create a landscape editorial hero image for this Studio Global article: How does Microsoft’s recent purchase of 650,000 metric tons of carbon‑removal credits from BioCirc challenge reports that the company paused. Article summary: Microsoft’s BioCirc deal shows Microsoft has not stopped carbon-removal buying altogether; at most, earlier reports appear to describe a pause, slowdown, or selectivity in new deals rather than a full exit. The bigger is. Topic tags: general, general web, user generated. Reference image context from search candidates: Reference image 1: visual subject "The new arrangement shows that Microsoft is indeed rebalancing its carbon removal program and has not abandoned it. However, given the growth in" source context "Microsoft signs deal to buy 650,000 carbon removal credits from BioCirc | Ukraine news - #Mezha" Reference image 2: visual subject "In April 2026, Micro

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微软在2026年5月宣布的一笔新交易,再次把科技行业的气候承诺与AI基础设施扩张之间的矛盾摆到了台面上。公司同意从丹麦生物能源企业 BioCirc 购买 65万吨碳移除信用。这不仅表明微软并未真正停止碳移除投资,也凸显了一个更大的问题:随着AI数据中心的快速扩张,企业减排目标正变得越来越难实现。

一笔“规模不算大,但意义不小”的交易

根据协议,微软将在 未来七年内购买最多65万吨碳移除信用,这些信用来自BioCirc在丹麦的生物能源碳捕集与封存(BECCS)项目 

单从数量看,这并不是微软历史上最大的碳移除采购之一。但它出现的时间点非常关键。就在几周前,市场上曾有报道称微软正在 暂停新的碳移除采购。因此,这笔新协议被视为一个信号:微软并没有退出这一市场,而更可能是在 重新评估或调整投资节奏 

在碳移除行业,这一点尤为重要。微软一直是全球最大的买家之一,其长期采购合同通常能帮助项目开发商获得融资、建设基础设施并扩大规模。

BioCirc如何“制造”碳移除信用

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