This week's double carbon events: the first batch of CCER methodology or open four types of projects; LONGi Green Energy plans to invest 3.9 billion yuan to build BC battery projects; China issued the basic rules of the electricity spot market for the fir
Organize | Zhang Yuqiong
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The first batch of CCER methodologies may be opened, including 4 types of projects such as grid-connected offshore wind power
News on September 21, according to people familiar with the matter, the Ministry of Ecology and Environment is reviewing and will soon adopt the first batch of voluntary greenhouse gas emission reduction methodologies, or will open 4 types of projects, including afforestation carbon sinks (including bamboo forests), mangrove restoration, grid-connected offshore wind power, grid-connected solar thermal power generation, etc. It is reported that the biomass energy project has not been approved due to controversy.
Eligible projects can design and approve voluntary greenhouse gas emission reduction projects in accordance with methodological requirements, as well as calculate and verify the emission reductions of voluntary greenhouse gas emission reduction projects, that is, they can be included in the CCER transaction target. (21st Century Business Herald)
The first basic rules for the electricity spot market were promulgated, promoting the safe and orderly coverage of the electricity spot market
News on September 19, the National Development and Reform Commission and the National Energy Administration recently jointly issued China's first basic rule of the electricity spot market - "Basic Rules of the Electricity Spot Market (Trial)", making arrangements for regulating the construction and operation of the electricity spot market. The Basic Rules mainly regulate the construction and operation of the electricity spot market, including the trading of electricity energy in the future, intraday and real-time, as well as the overall planning and connection of spot and medium- and long-term, ancillary services, and agency power purchase by power grid enterprises. It is suitable for provinces (regions, cities)/regional spot markets that adopt the centralized market model, and the connection between provincial (regional, municipal) / regional spot markets and related markets.
In terms of the construction path of the electricity spot market, the Basic Rules specify that in the near future, the focus will be on promoting the construction of inter-provincial, provincial (regional, municipal) / regional markets, starting with "unified market and coordinated operation", strengthening the connection between medium and long-term, spot and auxiliary service transactions, smoothing price transmission in wholesale and retail markets, and promoting the equal participation of new energy, new entities and all types of users in electricity transactions. In terms of regulating the design of the electricity spot market mechanism, expand the scope of market access, and include new entities such as virtual power plants in market transactions.
In addition, the Basic Rules will promote the participation of new energy in electricity market transactions in an orderly manner, promote the preferential consumption of new energy with lower variable costs in a market manner, and realize the optimal allocation and coordinated consumption of new energy on a larger scale. (People's Daily)
LONGi Green Energy: It plans to invest 3.9 billion yuan in HPBCpro high-efficiency batteries, and the expansion of production capacity will continue to advance
On the evening of September 19, LONGi Green Energy announced that the company plans to invest 3.915 billion yuan in the construction of Tongchuan's 12GW high-efficiency monocrystalline cell project, which will adopt HPBCpro high-efficiency battery technology. LONGi Green Energy staff said that HPBCpro high-efficiency batteries have more application scenarios than HPBC batteries, and in addition to distributed scenarios, they can also be used in centralized scenarios.
In terms of production capacity, it is expected that the 30GW HPBC battery project will reach full production by the end of 2023, and the TOPCon battery project is expected to reach full production by the end of the first quarter of 2024. As of August this year, 30GW of Ordos capacity has begun to be put into operation, and it is expected that the capacity will be further released next year. (CBN)
Shell and BYD have partnered with BYD to expand their charging business in the Chinese market
On September 19, Shell's world's largest electric vehicle charging station officially opened in Shenzhen. The charging station is located 2.5 kilometers from the Shenzhen Airport terminal and is equipped with a total of 258 public fast charging terminals. Shenzhen Shell BYD Electric Vehicle Investment Co., Ltd., a joint venture between Shell and BYD, is responsible for the operation of the station.
Currently, the joint venture between Shell and BYD operates more than 13,000 EV charging terminals in Shenzhen and plans to expand its charging network to other cities in China in the future. During the trial operation, Shell Shenzhen Airport charging stations charged more than 3,300 electric vehicles per day. The solar photovoltaic panels installed on the roof of the station generate 300,000 kWh of electricity annually, and all of them will be used to charge customers' vehicles.
Shell currently has more than 40,000 public charging terminals in destinations such as petrol stations, transport hubs, streets and supermarkets around the world, with an expected increase to 200,000 by 2030. Shell operates a retail network of more than 2,800 mobility service stations (including approximately 2,000 gas stations and approximately 800 independent EV charging stations) in China through joint ventures and wholly-owned enterprises, with 25,000 public EV charging terminals. (SSE Report)
The "dual carbon" has achieved remarkable results in three years, and market vitality has stimulated green power
On September 22, China ushered in the third anniversary of the major declaration of carbon peak and carbon neutrality. Standing at a new starting point, the national greenhouse gas voluntary emission reduction trading market is about to restart, the national carbon market is expected to expand, and China's "dual carbon" economy will add "green power".
In the past three years, carbon reduction, pollution reduction, green expansion and growth have achieved remarkable results. The country has built and completed the "1+N" policy system for carbon peaking and carbon neutrality; the cumulative energy-saving and carbon-reduction transformation, flexibility transformation and heating transformation of coal-fired power units has exceeded 520 million kilowatts, and the installed capacity of non-fossil energy power generation has increased from 330 million kilowatts to 1.38 billion kilowatts, historically surpassing coal power; hydropower, wind power, photovoltaic, biomass power generation, and nuclear power under construction have ranked first in the world; and the "new three things" represented by solar cells, lithium batteries and electric manned vehicles It has become a new driving force for foreign trade growth; the proportion of new green building area has increased from 77% at the end of the "13th Five-Year Plan" to 91.2% at present. (Economic Information Daily)
Cathay Smart Energy Fund completed the final pass, with a scale of 1 billion yuan
On September 21, Cathay Fund officially announced that its Cathay Smart Energy Fund completed the final closure, which is the third fund of Cathay Fund to complete the final closure this year. Cathay Smart Energy Fund has a management scale of RMB 1 billion, with a single investment amount of RMB 30 million to RMB 100 million.
The fund focuses on key technologies and business model innovation in carbon peaking and carbon neutrality transition, focusing on photovoltaic, energy storage, hydrogen energy, distributed energy, carbon management, circular economy and sustainable development technologies. The portfolio of investors includes Total Group, Air Liquide Group, CMA CGM Group, Schaeffler Group, Changjiang Venture Capital Fund, Wuhan Economic Development and Qiaoxin Capital. Among them, Total Group, Air Liquide Group, CMA CGM and Schaeffler Group are all the first to invest in VCs in China. (Cathay Communications)
The cumulative power generation of PetroChina's green power exceeded 2 billion kWh
As of September 19, PetroChina's new energy green power generation has exceeded 2 billion kWh, achieved clean energy utilization of 610,000 tons of standard coal, and reduced carbon dioxide emissions by nearly 1.6 million tons. Up to now, PetroChina has completed a total of 106 clean power projects, with 45 projects under construction and 89 projects to be built. (PetroChina News Center)
The first domestic marine green methanol industry chain construction cooperation project was officially launched
According to COSCO Shipping, COSCO Shipping, State Power Investment Corporation, SIPG Group, and China CCIC recently signed the "Memorandum of Cooperation on the Construction of Green Methanol Industry Chain" online in the form of "cloud signing", marking that the first marine green methanol industry chain project covering production, transportation, bunkering, certification and other links in China has entered the actual construction stage.
COSCO SHIPPING said that the use of green methanol fuel is an important way for the shipping industry to achieve green transformation. COSCO SHIPPING Group has ordered 12 24,000 TEUs of the world's largest methanol dual-fuel container ships, and has placed orders for more than 200 methanol ships worldwide. (SSE News)
China's first offshore oilfield group energy storage power station was put into use at full capacity
On September 20, China's first offshore oilfield group energy storage power station, Weizhou Power Grid Energy Storage Power Station, was integrated into the Weizhou Oilfield Group Power Grid at full capacity. The Weizhou Power Grid Energy Storage Power Station, together with the gas power station, waste heat power station and photovoltaic power station in the Weizhou Oilfield Group Power Grid, have jointly built China's first intelligent power system for offshore oilfield groups with integrated source-grid-load-storage and multi-energy complementarity.
Weizhou Power Grid Energy Storage Power Station is located in CNOOC Weizhou Terminal Treatment Plant, which is the first energy storage project in China to be applied to the power grid of offshore oilfield groups. The power station has an installed capacity of 5 MW/10 MWh, a total energy storage capacity of 10,000 kWh, and is equipped with virtual synchronous machine technology. At the same time, the power station replaces the traditional diesel generator, and can cooperate with the gas turbine generator to achieve black start, effectively avoiding the greenhouse gas emissions generated by the diesel generator set when it is working, and achieving green power supply.
After the Weizhou Power Grid Energy Storage Power Station is connected to the grid, it will save 9,200 tons of standard coal energy consumption and reduce carbon dioxide emissions by 18,400 tons per year through "peak shaving and valley filling", which can effectively stabilize the fluctuation of Weizhou terminal distributed photovoltaic power station and improve the peak regulation capacity and new energy consumption capacity of the power grid. (Xinhua News Agency)
The country's first batch of large-scale wind power photovoltaic base projects, the Yalong River Laba Mountain Wind Power Project, was put into operation for power generation
On September 21, the first batch of large-scale wind power photovoltaic base projects in the country and the landmark project of the Yalong River Basin Water, Wind and Solar Complementary Green and Clean Renewable Energy Demonstration Base - Laba Mountain Wind Power Project in Dechang County, Liangshan Prefecture, Sichuan Province was officially put into operation for power generation. The commissioning of the project for power generation will play a positive role in accelerating the construction of an integrated water, wind and solar base in the Yalong River Basin, helping to build a new energy system with multi-energy complementarity, and achieving the "double carbon" goal.
The Laba Mountain Wind Power Project is the largest wind power project put into operation since the 14th Five-Year Plan in Sichuan and Chongqing, and is a high-altitude mountain wind farm. The total installed capacity of the project is 258,000 kilowatts, with a total investment of more than 1.92 billion yuan, and an average annual power generation of about 680 million kilowatt hours, which can meet the annual electricity consumption of about 310,000 Sichuan households, and the annual clean electricity generated is equivalent to saving about 200,000 tons of standard coal and reducing carbon dioxide emissions by about 560,000 tons. (Xinhua News Agency)
CATL was awarded a contract for a battery project in Western Australia
The Western Australian government said on September 19 that it had signed a contract with China's CATL to supply containerized liquid-cooled battery systems for the second phase of the Kwinana battery project and the Collie battery project. The Spanish company Power Electronics will supply inverters for both projects. Combined, the contracts are worth more than $1 billion, according to the statement.
The second phase of the Kwinana battery project, which began in June and is expected to be completed by the end of 2024, will provide 200 MW of electricity and 800 MWh of energy storage. Collie Battery will be WA's largest battery project, providing 500 MW of electricity and 2,000 MWh of energy storage. (Interface News)
The French oil giant plans to invest $300 million in a joint venture with India's largest clean energy company
According to comprehensive foreign media reports, Adani Group, India's largest infrastructure company, announced that French energy giant Total Energies will invest $300 million to form a joint venture with Adani Green Energy, a renewable energy development company under the group, with both sides holding 50% of the shares to enhance India's renewable energy power generation capacity.
The joint venture will have a portfolio of 1,050MW, including 300MW in operation, 500MW under construction and 250MW in developing solar and wind assets. (Finance Associated Press)
