Play the role of "ballast stone", coal power is irreplaceable!

In order to realize the "dual carbon" goal as soon as possible, China has proposed to build a new power system with new energy as the main body since the beginning of last year

At the 2022 Economic Situation and Electric Power Development Analysis and Forecast Conference held on March 24, authoritative experts from China Electricity Council (hereinafter referred to as "China Electricity Council") and State Grid Corporation of China (hereinafter referred to as "State Grid") He said that under the "dual carbon" goal, it is necessary to correctly understand the value of coal power, and to appropriately develop pillar power sources to ensure power supply during the transition period

It is very important to build a new type of power system coal power

In the second half of last year, there was a rare phenomenon of coal shortage and power curtailment in some areas, which seriously affected economic development and social stability.

Yang Kun, Secretary of the Party Committee and Executive Vice Chairman of the China Electricity Council, said that by 2030, as new energy sources occupy the majority of installed capacity, coal-fired power will still be the largest supporting power source for system flexibility and power generation

Power grid companies are responsible for connecting to various power sources and generating electricity on the grid, and to ensure the safety and stability of power transmission

To promote the development of new energy, it is necessary to strengthen the market-oriented reform

Experts in the power industry also generally believe that under the current situation, the reform of electricity marketization needs to be accelerated to form a more complete mechanism, so as to promote the better development of new energy

"Last year, the proportion of new energy power participating in market transactions was nearly 30%, and the proportion of new energy entering the market from January to February this year was nearly 40%, so the speed of new energy power entering the market is very fast

　　Regarding how to promote the construction of the power market in the next step, Shi Lianjun believes that to solve a key problem can not be achieved through a single market mechanism or market design, first of all, the top-level design of the power market must be carried out
.
Then, it is necessary to clearly follow the construction path of "unified market, two-level operation", and with the development of the market, finally realize the integration of the inter-provincial and intra-provincial markets
.

　　In terms of how to promote the entry of new energy power into the market in an orderly manner, Shi Lianjun believes that the first is to distinguish the stock and increment to promote the rational determination of the guaranteed utilization hours in the whole life cycle of new energy, and gradually reduce the scale of guaranteed electricity year by year, so that more parts can enter the market
.
Secondly, in terms of purchasing new energy and electricity on the user side, it is hoped that the next policy can be decomposed to users as much as possible, at least to high-energy-consuming users
.

　　Shi Lianjun also believes that a large amount of new energy power generation is currently subsidized by the state by reporting zero prices, which is not a virtuous cycle
.
A certain minimum price should be set for new energy companies to reflect the green value as much as possible and generate a certain green energy premium.
This premium can be used to offset the corresponding subsidies, and can also be used to pay for future adjustment fees
.
At the same time, it is necessary to design some financial means of green certificate market and carbon market to promote its benefits
.
The last is to establish a coordinated resource compensation mechanism to meet the needs of new energy anti-peak shaving
.
In addition, it is necessary to promote flexible adjustment resources including pumped storage, (new) energy storage, adjustable load resources, distributed energy, new energy vehicles, etc.
, and participate in the market as an independent entity or aggregator
.

　　Yang Kun said that to speed up the construction of a nationally unified power market that adapts to a high proportion of new energy transactions, it is necessary to standardize and unify the basic transaction rules and technical standards of the power market, break the geographical boundaries of power transactions, and promote the realization of unified, standardized operation and efficient power markets at all levels.
articulate
.
At the same time, further clarify the functional positioning of the green power market, the green certificate market, and the carbon market, straighten out the relationship between the three, build a green trading system with the same goals and mutual coordination, improve the mechanism for new energy to participate in the market, and establish a relationship with new energy.
A medium- and long-term power trading mechanism adapted to its characteristics
.
Encourage new energy to participate in the spot market, improve trading rules and assessment mechanisms, ensure the operating income of new energy companies, further improve the price transmission mechanism, and establish a fair and reasonable auxiliary fair market in accordance with the market principle of who benefits and bears
.

From: Shanghai Securities News