Green electricity needs to be supplied and used well (Ecological Talk)
Recently, the Beijing Municipal Development and Reform Commission issued the "Beijing Renewable Energy Substitution Action Plan (2023-2025)", proposing to accelerate the promotion of renewable energy substitution in key areas, regions and industries, and strive to expand the scale of market-oriented application of green electricity, and strive to achieve about 25% of the city's renewable electricity consumption responsibility by 2025. The introduction of this action plan provides a good reference for promoting the high proportion and large-scale development of renewable energy and promoting the overall acceleration of the domestic green power industry.
At present, many provinces, including Xinjiang and Inner Mongolia, are actively promoting wind power, solar power generation and wind and photovoltaic integration projects. According to data from the National Energy Administration, China's renewable energy power generation accounted for 31.6% of the total electricity consumption of the whole society last year, of which the annual power generation of wind power and photovoltaic exceeded 1 trillion kilowatt hours for the first time. During the "14th Five-Year Plan" period and a longer period of time, the development of renewable energy in China will usher in a broad space, but it will also face many challenges.
First, the continuous and stable supply capacity of green electricity is insufficient. China's energy production and consumption are inversely distributed, and it is still necessary to vigorously improve the flexible regulation capacity of power supply and the potential of the system to absorb new energy. To ensure the balance between the supply and demand of green power and achieve a stable supply of green electricity, it is necessary not only to solve the problem of randomness and volatility and achieve stable output, but also to solve the problem of matching the supply of green power with the peak-to-valley changes of electricity load.
Second, green power still faces price and cost challenges. As China's new energy enters the era of parity and the "dual carbon" goal continues to advance, the market's acceptance of green electricity prices has increased significantly, and the contradiction between the electricity quantity and electricity price of green electricity is expected to be resolved. However, at present, some provinces have implemented downward bidding for green power projects, resulting in the declared electricity price being significantly lower than the benchmark coal price, and if the cost of wind turbines and photovoltaic equipment is not as slow as expected, the investment income of the green power industry will be affected.
Third, the marketization of green electricity is not sufficient. In recent years, China has issued policy documents to guide green power consumption, which has effectively promoted the consumption of new energy. However, at present, China's participation in the green electricity trading market is relatively limited, and the market vitality has not been fully stimulated.
Fourth, the environmental value of green electricity has not yet been fully reflected. In recent years, China's green power trading policy and related institutional mechanisms have been gradually developed and improved, but the domestic green power trading and carbon trading market mechanisms coexist, the environmental attributes of green power are not clear, the domestic and international markets have not been effectively connected, and the environmental value of green power has not been fully realized.
Therefore, green electricity must not only be generated and supplied, but also used well. Adhere to the simultaneous development of centralized and distributed, and vigorously develop renewable energy. Give full play to the role of China's large-scale clean energy base as a "group army" and "main force", and attach importance to the development of distributed energy according to local conditions. Focus on strengthening the construction of green power bases and transmission channels, give full play to the role of fiscal, financial, environmental protection and other policies, and provide strong support for the green power industry.
Expand the application of green power in key areas. In the industrial field, it will focus on organizing and carrying out green power trading for large power users such as manufacturing enterprises and data centers, and encourage them to increase the proportion of renewable energy utilization; in the field of construction, we will actively promote the replacement of green electricity in urban sub-centers and public institutions; in the field of transportation, we will focus on promoting the electrification of buses, logistics vehicles, sanitation vehicles, etc., and include charging pile battery swap operators in the green power trading system.
Promote the large-scale development of the green power industry. By carrying out the construction of green power consumption service platforms and organizing the provision of green power trading services, we will further broaden the subscription channels for green electricity and promote green power certificates. Enterprises and individuals can also be encouraged to participate in green power subscription through verifiable methods such as direct procurement, purchasing by power companies, and purchasing green power certificates.
Strengthen the connection and international docking of green electricity, green certificates and carbon markets. We will continue to expand the coverage of the green electricity trading market, optimize the green certificate issuance system, expand the green certificate trading platform, and enrich the trading varieties and trading methods. At the same time, we will further promote the construction of the domestic carbon market, enrich carbon financial instrument products, improve supporting regulatory policies and measures, and do a good job in docking with the international carbon market and carbon tariff policies.
