碳中和目标对我国天然气行业影响分析及对策思考

Influence of the goal of carbon neutrality on domestic natural-gas industry and some countermeasures

我国碳达峰和碳中和"3060"目标将加快能源结构向清洁低碳转型,这将给传统能源行业带来深远的影响。作为公认最清洁的低碳化石能源的天然气,在能源转型过程中长期发挥重要桥梁作用和平衡作用,但也不可避免地受到新能源规模化增长的影响和冲击。基于天然气在我国能源结构中的地位,深入分析了国内天然气行业的发展机遇和挑战,即天然气作为清洁高效的化石能源将保持长期增长趋势,同时可再生能源电力及新能源将挤占部分天然气需求增长空间,并提出我国天然气行业发展呈现阶段性特征。基于此,为了促进天然气发挥重要作用,推动构建国家安全可靠的多元清洁能源供应体系和实现碳达峰和碳中和目标,提出4个方面的应对策略:(1)坚持天然气长期发展战略,推动产业高质量发展;(2)优化多元化天然气资源供应体系,增强资源供应保障能力;(3)发展天然气发电,为电力系统转型提供可靠支撑;(4)推动需求侧天然气高效利用,实现资源价值最大化。

In China,the"3060"goal of carbon peak and carbon neutrality will speed up energy structure transforming towards some low-carbon clean energy,which may certainly and profoundly affect traditional energy.As a kind of low-carbon clean fossil energy,natural gas plays an important bridge and balance role in this energy transformation in the middle to long term.However,it’s inevitably affected by a large-scale growth of new energy.So,based on natural-gas role in domestic energy structure,the opportunities and challenges to develop natural-gas industry in China were deeply analyzed.On the one hand,also as a clean and efficient fossil energy,natural gas will maintain a long-term growth trend.And on the other hand,other renewable power and new energy may also occupy partial increasing space of natural gas demand.In addition,it’s pointed out that domestic natural-gas industry presents some phased development characteristics.Therefore,in order to promote the exertion of its important role and the construction of national safe and reliable diversified clean energy supply system,and to realize the goal of carbon peak and carbon neutrality,many coping strategies which the natural-gas industry should take actively to satisfy a long-term growth were put forward from four aspects,including(1)to insist on a long-term development strategy to promote quality development,(2)to optimize a diversified natural-gas resource supply system,(3)to develop gas power generation to provide reliable support for the transformation of power system,and(4)to promote an efficient natural-gas utilization from demand side to maximize resource value.