Synergistic promotion of energy transition and security
Building a clean, low-carbon, safe and efficient modern energy system is an important foundation for achieving carbon peaking and carbon neutrality. In the process of promoting carbon peaking and carbon neutrality in an orderly manner across the country, many clean energy-rich provinces have accelerated the low-carbon transformation of the energy structure based on their resource advantages, striving to take the lead in realizing the "dual carbon" goal nationwide. But it must be clear that energy transition and energy security must be promoted in concert, otherwise the security and stability of the energy system may be affected. From the current stage, the pace of low-carbon transformation in some clean energy provinces is not fast enough, especially in the construction of diversified clean energy systems, the construction of flexible and regulated power sources, and the development of supporting energy infrastructure. .
The specific performance is:
First, the clean energy structure is relatively simple, and it is difficult to achieve multi-energy complementarity. Clean energy such as wind, light and water belong to passive energy that "depends on the sky". At this stage, it is difficult to ensure the continuous and stable supply of electricity by simply relying on a certain passive energy source. A high proportion of single clean energy installations can easily reduce the resilience of the power supply system, making it difficult to coordinate and complement different energy sources in the event of extreme weather.
Second, the ability to flexibly adjust and stabilize the power supply is insufficient, and the power supply structure needs to be optimized. Some clean energy provinces lack flexible and stable power supply support such as energy storage when developing and utilizing enriched energy such as water, wind, and light on a large scale. As of the end of 2021, the cumulative installed capacity of domestic energy storage is about 43 million kilowatts, while the installed capacity of clean energy reaches 1.063 billion kilowatts.
Third, the development of supporting energy infrastructure is lagging behind, and the mutual aid capacity of power grids is insufficient. The specific manifestations are that the development and utilization of clean energy is not suitable for the speed of grid construction, and it lacks the ability of inter-provincial and inter-regional power mutual assistance and cross-regional regulation. When the power is tight, the power supply in the province is insufficient due to the lag of the two-way transmission channel.
Therefore, clean energy resource-rich provinces should coordinate to promote energy transformation and energy security, focus on improving the stability and risk resistance of the power system, and take a high-quality development path for clean energy.
First, speed up the construction of a multi-energy complementary comprehensive utilization system to effectively ensure regional energy security. In the process of promoting the follow-up energy transformation, the clean energy province is based on energy security, and develops and utilizes diversified clean energy from both sides of energy supply and consumption. On the supply side, plan as soon as possible and adapt to local conditions to promote the large-scale development and utilization of clean energy such as water, nuclear, wind, and light, strengthen the "complementarity" between multiple energy sources, and prevent a single energy structure from affecting regional energy security. For example, areas with abundant water resources should consider strengthening the overall planning of river basin development, and jointly promote the integrated development of water, wind and light. On the consumption side, calculate the development and utilization costs of different energy sources, and continue to improve the cost alleviation and benefit sharing mechanism for multi-energy complementary projects. For example, in areas dominated by hydropower, consideration should be given to designing a price alleviation plan for the power generation cost and construction cost of complementary resources such as wind and solar, and rationally use market mechanisms to encourage the construction of a multi-energy complementary comprehensive utilization system.
Secondly, strengthen the construction of regulated power supply and stable power supply, and consolidate and improve the power supply regulation capability. In the process of actively developing and utilizing clean energy, simultaneously strengthen the supporting role of flexible and stable power sources for energy supply, and improve the resilience of the power system. On the one hand, promote the simultaneous development of the energy storage industry and the construction of local clean energy projects, and give full play to the flexible adjustment ability of energy storage on the supply and demand sides of the power system. Make full use of policies, funds and other means to speed up the improvement of energy storage technology, and regions where conditions permit should take the lead in exploring the construction of energy storage capacity tariff mechanism and capacity market, and accelerate the commercialization and large-scale development of energy storage. On the other hand, it is necessary to correctly understand the important role of thermal power, make it clear that thermal power will still be the main force of energy supply for a long time in the future, do a good job in the construction of the market for guaranteed capacity, actively promote the clean transformation of coal power, improve the power regulation capacity, and support energy The system transitions smoothly.
Third, consolidate the construction of clean energy supporting infrastructure and promote the upgrading of regional power grids. In the future, it is still necessary to further increase investment in power grids, accelerate the interconnection between regional power grids and inter-provincial power grids, and promote the coordinated optimal dispatch of multi-energy complementary bases. Externally, speed up the construction of new power transmission channels, improve the green power transmission capacity, and meet the needs of large-scale development of clean energy in the region. In particular, it is necessary to speed up the planning and construction of cross-provincial and cross-regional UHV transmission channels and networking, and promote regional synergy and complementarity and the allocation of supply and demand. Internally, clean energy provinces at the sending end should also pay attention to the construction of two-way power transmission channels, improve the power mutual aid capacity with the receiving provinces, and alleviate the problem of periodic power shortages caused by seasonal or extreme weather. In addition, it is necessary to further improve the backbone power grid in the province, strengthen the construction of the transmission channel from the power plant in the province to the load center, and improve the regulation ability of the power grid in the province.