In September 2020, my country clearly proposed the target of carbon peak and carbon neutrality . On June 15, 2022, Beijing News established the Zero Carbon Research Institute. How to accurately understand and grasp the trend of dual carbon policy? In the context of carbon neutrality, what opportunities and challenges are different industries and enterprises facing? The Institute will launch the Carbon News from June 2022 to study the latest dual-carbon policies, authoritative voices, low-carbon samples and other key contents, and conduct analysis and interpretation.
【Abstract】
Policy Express
1. Many European countries postponed emission reduction Ministry of Foreign Affairs: I hope these countries will return to the correct track of low-carbon green development
2. Ministry of Ecology and Environment : China completely bans the import of foreign garbage
3. my country's non-fossil energy power generation installed capacity exceeded that of coal-fired power
4. The highest award is 30 million. Beijing Economic and Technological Development Zone has issued 20 measures to support the development of hydrogen energy industry
5. Shanxi has arranged 400 wind power photovoltaic power generation this year About 10,000 kilowatts
6. Boao Zero Carbon Demonstration Zone will create "dual carbon" and "Chinese model"
7. France insists on achieving the goal of 100% of automobiles by 2035. electric vehicle
Market dynamics
1. Chengdu Wenjiang District's first intelligent "carbon neutral" public toilet was unveiled on
2. Battery supply shortage has caused energy storage companies to generally suspend orders? It may only be an industry case
special carbon discussion: "Carbon Catcher" CCUS has accelerated
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1. Policy Express
1. Many European countries postponed emission reduction. The Ministry of Foreign Affairs: I hope these countries will return to the correct track of low-carbon green development
Recently, affected by the energy crisis , many European countries have postponed the process of coal reduction and emission reduction. Chinese Foreign Ministry spokesman Wang Wenbin said at a regular press conference on October 20 that some countries have “returned” climate policies, and hope that these countries will overcome difficulties as soon as possible and return to the correct track of low-carbon and green development.
zero carbon interpretation: Although the climate policies of some developed countries have rebounded due to geopolitical conflicts, slowdown in economic recovery, energy and food crisis, and the climate policies of some developed countries have rebounded, restarted coal-fired power, and increased coal consumption and carbon emissions, it can be foreseeable that the long-term trend of global green and low-carbon transformation determined by the " Paris Agreement " has become irreversible. Wang Wenbin also said that China is determined to pursue the path of green, low-carbon and sustainable development. We will accelerate the green transformation of the development model, promote harmonious coexistence between man and nature, actively participate in global governance of climate change, and make new and greater contributions to the construction of a beautiful China, and a beautiful world.
2. Ministry of Ecology and Environment: China comprehensively bans the import of foreign garbage
On October 21, member of the Party Leadership Group and Deputy Minister of the Ministry of Ecology and Environment Zhai Qing said at the press conference of the 20th National Congress of the Communist Party of China that in 2021, the average concentration of PM2.5 in cities at the prefecture-level and above nationwide decreased by 34.8% compared with 2015, and the proportion of days with good air reached 87.5%. The proportion of surface water (Class I-III) sections reached 84.9%, and the proportion of Class V water bodies dropped to 1.2%. China has completely banned the import of foreign garbage, achieving the goal of zero import of solid waste.
Zero carbon interpretation: Zhai Qing said that my country's determination to build ecological civilization is unprecedented and its strength is unprecedented. In the past ten years, we have included " Beautiful China " in the goal of socialist modernization and strengthening the country, incorporated "ecological civilization construction" into "five-in-one" overall layout , incorporated "harmonious coexistence between man and nature" into the basic strategy of upholding and developing socialism with Chinese characteristics in the new era, incorporated "green" into the new development concept, and incorporated "pollution prevention and control" into 's three major battles . This fully demonstrates the important position of ecological civilization construction in the development of the Party and the country, and also shows the Party’s firm will and strong determination to strengthen ecological civilization construction and ecological environment protection.
3. my country's non-fossil energy power generation installed capacity exceeded coal-fired power
According to CCTV's report on October 20, it was learned from National Energy Administration that my country's energy self-sufficiency rate has always remained above 80%, effectively ensuring the needs of domestic economic and social development.While better ensuring the needs of economic and social development, my country's green energy transformation has also made positive progress. The installed capacity of non-fossil energy power generation exceeded 1.1 billion kilowatts, which historically exceeded the installed capacity of coal-fired power. Correspondingly, the proportion of coal-fired power in the total installed capacity of power generation has also dropped below 50%.
Zero carbon interpretation: At present, global energy supply and demand are tight and prices are high. my country continues to increase the supply of clean energy, increase oil and gas exploration and development efforts, strengthen clean and efficient use of coal, the overall energy supply and demand situation is stable, and the overall energy price is stable.
4. The highest award 3000 0,000. Beijing Economic and Technological Development Zone issued 6 measures to support the development of the hydrogen energy industry
Recently, Beijing Economic and Technological Development Zone issued the "Several Measures of Beijing Economic and Technological Development Zone on Promoting the High-Quality Development of the Hydrogen Energy Industry". This is the first hydrogen energy industry development policy issued by Beijing Economic and Technological Development Zone. It focuses on three aspects: innovative ecosystem creation, industrial cluster cultivation, and demonstration application promotion. 20 specific measures have been issued. For major hydrogen energy industry projects that meet the relevant conditions, a reward of up to 30 million yuan will be given to support the development of enterprises.
Zero carbon interpretation: The domestic hydrogen energy industry is still in its early stages of development, and it is particularly critical to provide support around the pain points of the upstream and downstream of the industrial chain. A loose industrial environment and policy support will also promote the better development of the hydrogen energy and fuel cell industries. Through the implementation of this measure, by 2025, Beijing Economic and Technological Development Zone will form a number of key technological breakthroughs in the hydrogen energy field, build a number of high-level scientific and technological innovation carriers, and promote the industrialization of a number of major innovation achievements, and the core competitiveness of the hydrogen energy industry will be significantly enhanced.
5. Shanxi has arranged a wind power photovoltaic power generation scale this year 4000,000 kilowatts
Shanxi Provincial Energy Bureau Recently issued the "Shanxi Province Work Plan for Supporting the Development of New Energy Industry in 2022" proposed that this year, the wind power photovoltaic power generation scale will be arranged to support chain leaders to drive the development of the upstream and downstream industrial chain of new energy and support the construction of coal-fired peak-shaving capacity. According to reports, among which, about 3 million kilowatts are used to support investment and construction of new energy industry chain projects in Shanxi.
zero carbon interpretation: Shanxi's resources and regions determine that in the new energy system, wind power, photovoltaic are the main body, and pumped storage is an important support. Wang Maosheng, deputy director of the Shanxi Provincial Energy Bureau, recently stated that he will continue to promote the development of new energy and renewable energy. In terms of wind power and photovoltaics, we will focus on promoting the large-scale development of wind power and photovoltaic power generation bases, and plan to build the integrated wind, light, fire storage base in northern Shanxi, multi-energy complementary integrated energy base, and a Baili Scenic Base in the West Shanxi. At the same time, optimize and promote the distributed development of wind power and photovoltaic power generation, promote the application of new energy in industries, construction, transportation and other fields, and promote the integrated development and utilization of new energy and rural revitalization.
6. Boao Zero Carbon Demonstration Zone will create " dual carbon " " China model "
According to the new Hainan client on October 20, recently, the "Implementation Plan for Hainan Boao Zero Carbon Demonstration Zone" was approved by the Provincial Development and Reform Commission. The demonstration zone will show the world the window for China's green and low-carbon development concept, technology and practice, and further create Chinese model and world brands. It is initially estimated that the total investment will reach 780 million yuan. After completion, it will achieve natural environment, green buildings, zero carbon energy, full use of waste, and operational wisdom, which will further meet the informal, comfortable, harmonious, green and efficient conference requirements, and the construction cycle will be three years.
Zero carbon interpretation: The permanent site of the Boao Forum for Asia Dongyu Island , after 20 years of development, construction and continuous operation, the current landscape has heavy traces of artificial landscape, old buildings and facilities, low resource recycling rate, and insufficient intelligent operation and maintenance capabilities. The construction of project is an important window to showcase my country's "dual carbon" work achievements, and an important carrier for building Hainan's national ecological civilization pilot zone. It is a basic requirement for the upgrade of the Boao Forum for Asia, and will become an important engine to lead the green transformation and development of Qionghai City .
7. France insists on achieving the goal of automobiles by 2035 by 6% as electric vehicles
In an interview released by French Echo on October 17, French President Macron said that France's goal is to produce 2 million electric vehicles each year by 2030. France insists on achieving the goal of 100% electric vehicles by 2035. Macron said France will reach the level of producing 1 million electric vehicles per year by 2027. In addition, Macron will increase financial assistance for half of the families to purchase electric vehicles from 6,000 euros to 7,000 euros.
zero carbon interpretation: In order to achieve carbon neutrality by 2050, European Commission previously proposed to reduce the carbon dioxide emissions of new cars by 55% from 2030 compared with the level in 2021, and reduce the carbon dioxide emissions of new cars by 100% from 2035. EU passed a resolution in June this year to stop selling new fuel vehicles in the EU from 2035. The ban on selling orders, including hybrid vehicles, has set its own goals. However, the proposal was voted on by all parties and some lawmakers believed that the EU should show certain flexibility in the process of implementing climate goals and cannot be "one-size-fits-all". The industry believes that for China, which has advantages in the new energy industry chain, the EU's "transportation revolution" is a good market opportunity.
2. Market dynamics
1. Chengdu Wenjiang District's first intelligent " carbon neutral " public toilet unveiled at
Recently, Chengdu, Sichuan Province unveiled a new public toilet, also known as "5G Smart Easy Station", is a high-tech product that adopts "sewerless technology". It integrates and innovates the use of advanced intelligent technologies such as microbial degradation, full-time IoT sensing system, infrared anti-virus and epidemic prevention, effectively solving the pain points such as high energy consumption, heavy odor, and difficulty in building and site selection.
zero carbon interpretation: At present, this "black technology" public toilet has entered many places such as Dali, Yunnan, Weifang, Shandong, Zhoushan, Zhejiang, etc. For example, in July this year, the first "smart carbon neutral public toilet" in Lhasa, Tibet was launched. This is a major breakthrough for the use of sewerless public toilets in high-altitude areas and is of great significance to improving the livelihood and well-being of the plateau. "Smart Carbon Neutral Public Toilet" is innovative, unique and universal, replicable and popularizable, can adapt to different geographical and climatic environments around the world, and can launch customized products according to local conditions.
2. The shortage of battery supply has caused energy storage companies to generally suspend orders? It may be only an industry case
On October 18, according to media reports, an executive of a certain energy storage company said that due to the insufficient supply of batteries, the order has been suspended. It is understood that since the end of September, battery supply has continued to be short of, and the suspension of orders by companies is quite common and the situation is becoming increasingly serious. Several battery manufacturers said that energy storage batteries are in short supply and spot stocks have been scheduled until next year. However, on the 19th, a listed energy storage equipment company said that "forced to suspend orders" is not a common problem in the industry, and may only be an individual industry case. At present, everything is normal for the upstream and downstream supply.
zero carbon interpretation: It is worth noting that due to the resonance of global demand, it is an indisputable fact that downstream demand for energy storage is booming. The institution expects that this will directly drive the demand for lithium batteries to increase, but with the industrialization of sodium batteries and vanadium batteries , this supply pattern will undergo drastic changes.
3. Special topic carbon discussion: "Carbon Catcher" CCUS runs acceleration
Speaking of "carbon neutrality", many people may not yet understand how to achieve it. Logically speaking, there are two directions of effort to reduce carbon dioxide in the atmosphere: one is to reduce input and reduce carbon dioxide generated by human activities; the other is to increase the path, that is, to maximize the fixation capacity of the environment and artificial carbon dioxide, and directly reduce the concentration of carbon dioxide in the atmosphere. In the current second path, in addition to planting trees (the process is slow), high-tech intervention is also required, such as the CCUS technology, which has been mentioned more in recent years.
When interpreting the top 20 reports, many experts and scholars mentioned CCUS technology again.For example, Zhang Zhongxiang, director of the founding school and outstanding professor of the School of Economics at Ma Yinchu, dean of the National Institute of Energy, Environment and Industrial Economics, and an expert of the Beijing News' "Zero Carbon Thirty People" think tank, said that CCUS technology, as a guaranteed technology, is the upper limit of the cost of zero-carbon technology, will have an impact on the decline in the cost reduction and development scale of CCUS technology in the future. The
CCUS application has also accelerated in China. Recently, the first provincial CCUS planning research report in China, "Guangdong Province Carbon Dioxide Capture, Utilization Transportation and Seal Planning Research Report", was released, and it is recommended to build four major CCUS clusters in Guangdong Province.
1. What is CCUS?
CCUS full name Carbon Capture, Utilization and Storage refers to the process of separating CO₂ from industrial processes, energy utilization or atmosphere, and directly utilizing or injecting into the formation to achieve permanent CO₂ emission reduction.
According to the technical process, CCUS is mainly divided into carbon capture, carbon transportation, carbon utilization, carbon storage and other links. Among them, the main methods of carbon capture include pre-combustion capture, post-combustion capture and oxygen-rich combustion, etc.; carbon transportation is to transport the captured CO₂ to designated locations through pipelines, ships, etc.; carbon utilization refers to the process of resource utilization of captured CO₂ through engineering and technical means, and the utilization methods include mineral carbonization, physical utilization, chemical utilization and biological utilization, etc.; carbon storage is to inject the captured CO₂ into deep geological reservoirs through certain technical means to isolate it from the atmosphere for a long time. The storage methods mainly include geological storage and marine storage.
2. What is the application prospect?
Driven by the goal of carbon neutrality, CCUS technology ushers in vigorous development. The Global Carbon Capture and Sequestration Status 2021 released by the Global Carbon Capture and Sequestration Research Institute mentioned that the global CCUS project has shown an upward trend for four consecutive years, with the total capture capacity increasing by 32%. 71 new CCUS commercial projects were added in 2021, increasing the number of global CCUS commercial projects to 135. Among them, 27 projects have entered operation, with a capturing capacity of 40 million tons per year.
, CEO of the Global Carbon Capture and Storage Institute, once predicted that by the middle of this century, CCUS annual production capacity will grow from 40 million tons to billions of tons. The industry is expected to require $655 billion to $1.28 trillion in investment over the next 30 years. Factors such as the proposal of climate policies in various countries, the formulation of zero-carbon strategies of major enterprises, the strengthening of the global CCUS technology network, the development of blue hydrogen energy, and the commercial prospects of carbon negative technology have provided strong impetus for the large-scale application of CCUS.
3. Where is the application?
Industrial production is an important application scenario for CCUS, and Shengli Oilfield "eat" carbon dioxide to drive oil out is an example. It is understood that separating and purifying the carbon dioxide exhaust gas generated during the production process, and then injecting it into the reservoir through the gas injection station, can increase crude oil liquidity, drive away crude oil in the reservoir micropores, and greatly improve oil recovery. The carbon dioxide oil flooding efficiency is 40% higher than that of water flooding, the oil production cost is 20% lower than that of water, and the storage rate can reach 60%-70% at one time. As a result, it not only increases oil production, but also reduces carbon dioxide emissions into the air, and has both ecological and economic benefits.
Food and cosmetics are also application scenarios of CCUS. An interviewee once introduced to the Beijing News that, for example, the microalgae aquaculture and carbon sequestration project of a subsidiary of Shanxi Antai Group, put into production, can reasonably and effectively capture coal-fired flue gas containing carbon dioxide and serve as the growth base for microbial microalgae, thereby converting it into high added value and high nutritional value algae products. Algae powder is widely used in medicinal and cosmetics fields.
4. What challenges are faced?
With the continuous support of major national science and technology projects and national key R&D plans, my country has made continuous breakthroughs in key technologies in all links of CCUS. Among them, the pre-combustion physical absorption method of the carbon capture link, the uranium ore ground leaching mining technology of the carbon utilization link, etc. are in the commercial application stage.
At the same time, my country still has shortcomings such as a small number of CCUS-related facilities and a small project scale, and some key technologies lag behind the international advanced level.According to the data of "The Application Status of Carbon Dioxide Capture, Seal and Utilization Technology", the number of carbon capture and storage facilities that have been completed, under construction and proposed in China accounts for 7.7% of the global total, accounting for far lower than 50.8% of the United States. CIDI Consulting data shows that in 2021, the number of CCUS projects with a capture scale of less than 300,000 tons/year in my country accounted for 88.9%, and only 3.7% of projects with a capture scale of more than 600,000 tons/year, while the average annual carbon capture scale of CCUS in the United States is about 2.414 million tons/year.
technology and cost issues are also issues that are discussed a lot in the industry. For example, what CCUS in oil fields requires is high-purity carbon dioxide, which must be captured, purified by specific devices, and transported or transported before being injected into the hole. Such carbon dioxide is still a relatively scarce resource in the market. In terms of cost issues, some companies have mentioned to the Beijing News that the proportion of the captured carbon dioxide currently does not account for the own carbon dioxide production, and the transportation cost of liquid carbon dioxide is also high. In addition, there are also problems such as insufficient storage security.
【Link】
Beijing News Zero Carbon Research Institute was established on June 15, 2022. It aims to pursue zero carbon and will create a new product integrating content, data, services, research reports, and activities, aiming to provide intellectual support and media support for dual carbon work. The Zero Carbon Research Institute will record the development of "dual carbon" and innovate popular science products, build high-end think tanks, R&D industry and local green databases, build a "dual carbon" consulting system, build an exchange platform, organize public welfare activities, publish research reports, and select excellent cases.
If you have good cases and creativity, please contact us: [email protected]
Beijing News Zero Carbon Research Institute Cheng Weimiao Bai Huabing
Editor Chen Li Proofreading Lu Qian
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