“双碳”目标下中国天然气行业发展机遇与挑战

Opportunities and challenges of the natural gas industry under the“dual carbon”goal

目前我国二氧化碳年排放量约100亿吨,约占全球二氧化碳排放总量的30%,其中煤炭是最大的二氧化碳排放来源。能源结构转型是实现"双碳"目标的必然路径,低碳能源天然气将在能源转型中起到桥梁和支撑作用,发展空间广阔。但我国天然气产业也面临一些问题,包括国内基础设施有待进一步完善,进口LNG资源采购缺乏有效统筹,天然气下游配气环节改革有待推进等。建议国家和地方政府加大鼓励天然气消费,供气企业进一步提升天然气的供应能力与经济性,进一步深化天然气下游领域改革,逐步实现天然气配售分离,助力我国"双碳"目标完成。

At present,China emits about 10 billion tons of carbon dioxide annually,accounting for about 30%of the global total,of which coal is the largest source of carbon dioxide emissions.Energy structure transformation is the inevitable path to achieve the goal of carbon peak and carbon neutrality.Natural gas will play a bridge and supporting role in the energy transition,and there is ample room for development.However,China’s natural gas industry also faces such problems as further improvement of domestic infrastructure,the lack of effective overall planning for the procurement of imported LNG resources,and further promotion of reform of downstream natural gas distribution links.It is recommended that the national and local governments increase encouragement of natural gas consumption,further deepen the reform of the downstream field of natural gas,and gradually realize the separation of natural gas distribution and sales,and help to achieve country’s"dual carbon"goal,and gas supply companies should further improve the supply capacity and economy of natural gas.