Next year''s
Time：2021/12/22 16:53:38 Tag：carbon neutrality, carbon peaking, energy storage, energy, green transition
From the promulgation of the "1+N" top-level design in 2021, to the setting of the tone at the latest Central Economic Work Conference, and to the "construction drawings" released by many departments recently, the thinking of the "dual carbon" work in 2022 is further clear.
Judging from the signals released, in the new year, more emphasis will be placed on promoting the optimal combination of coal and new energy. While actively promoting the development of renewable energy such as wind power and photovoltaics and the development of diversified energy storage industries, the clean and efficient utilization of coal and other traditional energy and The capacity building of supply guarantee will be strengthened. At the same time, the energy consumption of raw materials is not included in the total energy consumption control, and the transition from “dual control” of energy consumption to “dual control” of total carbon emissions and intensity will have a profound impact on local governments, local economies and enterprises, and accelerate the green transformation of multiple industries. To advance, industry insiders suggest that the relevant supporting rules for the "dual control" of carbon emissions should be improved as soon as possible.
Multiple departments show double carbon "construction drawings" next year
"We must push forward unswervingly, but it is impossible to achieve success in one battle." "We must adhere to the principles of national overall planning, conservation priority, two-wheel drive, internal and external smoothness, and risk prevention"... The Central Economic Work Conference emphasized that it is necessary to correctly understand and grasp carbon emissions. Peak carbon neutrality.
In the eyes of industry insiders, compared with the requirements of the Central Economic Work Conference for the "dual carbon" work in the past two years, last year was to set goals and raise requirements, this year is to set the direction and control the rhythm, and "establish first and then break".
"These judgments are a correction of the early campaign-style carbon reduction and one-size-fits-all production shutdown." Liu Manping, senior economist at the Price Monitoring Center of the National Development and Reform Commission, believes that it is necessary to fully understand the long-term and systematic nature of double carbon, and correctly handle double carbon and economic growth. relationship, dual carbon should serve economic growth.
The idea has been clarified. Recently, multiple departments have intensively deployed and put forward specific measures. On December 20, the Ministry of Industry and Information Technology held a National Industry and Information Technology Work Conference, which made it clear that one of the key tasks to be carried out in 2022 is to implement the carbon peaking action in the industrial field and steadily promote the green and low-carbon transformation of the industry. Vigorously develop green manufacturing, and carry out demonstration applications of green and low-carbon technologies and products. Implement industrial energy efficiency and water efficiency improvement plans. Resolutely curb the blind development of "two high" projects.
A few days ago, the State-owned Assets Supervision and Administration Commission of the State Council held a meeting of the heads of central enterprises. In 2022, it is necessary to implement the guiding opinions on the "dual carbon" work of central enterprises, pay close attention to green and low-carbon technology research, and accelerate the promotion and application of advanced technologies. Accelerate the establishment of a green and low-carbon recycling industry system, and promote energy conservation and carbon reduction in the fields of steel, non-ferrous metals, petroleum and petrochemicals, construction, transportation, and building materials. Explore the cooperation between central enterprises in utilizing forestry carbon sink resources. Resolutely curb the blind development of "two high" projects.
At the National Development and Reform Work Conference, the National Development and Reform Commission proposed to strengthen refined energy management, ensure people's livelihood and public energy needs, promote the orderly implementation of transformation and upgrading of key industries and enterprises whose energy efficiency is lower than the benchmark level, and promote the strengthening of the whole society. Save electricity and energy.
Promote the optimal combination of coal and new energy
As an important field of "double carbon", the energy industry will usher in profound changes.
"The changes of this year's Central Economic Work Conference are mainly to put forward scientific ideas to deal with the relationship between traditional energy and new energy. Based on my country's resource endowment, energy structure and the development status of new energy industry, it is clear that traditional energy must be realized on the premise of ensuring energy security. It also emphasizes the need to strengthen the clean and efficient utilization of coal and the optimal combination of coal and new energy at this stage." Mao Tao, director of the International Cooperation Division of the International Economic and Technical Cooperation Center of the Ministry of Industry and Information Technology, told the "Economic Information Daily" reporter.
It is understood that my country is the largest coal producer and consumer in the world, and coal accounts for about 89% of the retained energy reserves. At present, 60% of the coal resources mined in my country every year are used for power generation. At the same time, about 50% of my country's power installed capacity is coal-fired power.
Since the beginning of this year, the supply and demand of coal and electricity have been tight, and some provinces and cities have once shut down power cuts. "This also highlights the main position of coal power in the power supply guarantee in the near and mid-term. Renewable energy does not currently have the ability to replace in the energy system in terms of power generation and stability." Yuan Jiahai, a professor at North China Electric Power University It is judged that during the "14th Five-Year Plan" period, there is room for new coal-fired power scale and power generation to buy time for the gradual replacement of renewable energy. In the follow-up, it is necessary to deeply tap the energy-saving potential of the existing coal-fired power plants, and further reduce the backward coal-fired power generation units. At the same time, it is necessary to vigorously develop pumped storage and other energy storage methods to increase the flexibility of the entire power system.
The National Development and Reform Commission proposed that in 2022, the adjustment and optimization of the energy structure will be promoted in an orderly manner, and the construction of large-scale wind power and photovoltaic bases focusing on desert, Gobi and desert areas will be actively promoted, and the traditional energy sources, especially coal and coal-fired power, will continue to be utilized. Peak shaving and bottom line supply guarantee.
The State-owned Assets Supervision and Administration Commission of the State Council has also made it clear that in the new year, we must focus on the clean and efficient utilization of coal, speed up the flexible transformation of coal-fired power units, develop renewable energy and diversified energy storage industries, and increase new energy consumption capacity. Promote the increase of domestic oil and gas reserves and production, and strengthen the construction of oil and gas, coal and other reserves capacity.
Change from "Dual Control" of Energy Consumption to "Dual Control" of Carbon Emission
It is worth mentioning that the Central Economic Work Conference also mentioned for the first time that the energy consumption of raw materials should not be included in the total energy consumption control.
Ning Jizhe, deputy director of the National Development and Reform Commission, said at the "2021-2022 China Economic Annual Conference" that the energy used for raw materials is coal chemical industry and petrochemical industry. In the process of converting energy products into raw materials, not 100% carbon dioxide is emitted into the air, but generally 20% is emitted and 80% is converted into raw materials. However, the energy emitted by fuel is carbon dioxide, so the statistics must be calculated separately, and the management department must assess, all of which have put forward clear requirements.
Mao Tao said that under the existing total energy consumption control mode, the policy "relaxes" new renewable energy consumption and raw material energy consumption, not blindly "blocking", but focusing on the role of "sparse". It provides a scientific solution for the new energy consumption of enterprises, and also helps to stabilize the price of raw materials and ensure the stable operation of the industrial economy.
In addition, this meeting clearly created conditions to realize the transition from "double control" of energy consumption to "double control" of total carbon emission and intensity as soon as possible. Industry insiders pointed out that this shift highlights the overall leadership of carbon emissions in the energy revolution.
"The 'dual control' of energy consumption is to control the growth of emissions. If the incremental part of electricity comes from green electricity, then not only does it not need to limit, but it should be as much as possible." Yuan Jiahai believes that this policy clarifies that future assessments will no longer be required. It is a separate total energy consumption, but assesses the total carbon emissions and the carbon emission intensity per unit of GDP, which has a profound impact on local governments, local economies and enterprises, and is conducive to local governments to increase the planning, development and consumption of new energy. It is also beneficial for enterprises to upgrade technology, improve processes and accelerate green transformation through innovation.
Dong Zhanfeng, deputy director of the Management and Policy Research Institute of the Environmental Planning Institute of the Ministry of Ecology and Environment, said that the transition to the "dual control" index of carbon emissions can not only promote energy-saving transformation, but also promote the clean transformation of the front-end energy structure, and promote the solution to the "double control" of energy consumption. It is conducive to the precise control of the growth of fossil energy such as coal and the development of non-fossil energy industries, and is more conducive to ensuring energy supply and avoiding social problems caused by energy shortages.
Industry insiders suggest that the relevant supporting rules for the "dual control" of carbon emissions should be improved as soon as possible. "Currently, the calculation of my country's carbon emission caliber is still relatively rough, and the relevant standards and other systems need to be improved." Yuan Jiahai suggested that the next step should be to introduce more detailed policies in terms of "relaxing" the energy use of raw materials and "dual control" of carbon emissions. , to establish a scientific accounting method. (Source: Economic Information Daily)