广东省煤炭消费的动态演变及其驱动机制

Dynamic features and driving mechanism of coal consumption for Guangdong province in China

Guangdong Province,as one of China’s fast-developing regions,an important manufacturing base,and one of the national first round low-carbon pilots,still faces many challenges in controlling its total energy consumption.Coal dominates Guangdong’s energy consumption and remains the major source of CO_(2).Previous research on factors influencing energy consumption has lacked a systematic analysis both from supply side(factors related to scale,structure,and technologies)and demand side(investment,consumption,and trade).This paper develops the logarithmic mean Divisia index(LMDI)method that focuses on the supply side and the structural decomposition analysis(SDA)method that focuses on the demand side to systematically identify the key factors driving coal consumption in Guangdong.Results are as follows:(1)Supply side analysis indicates that economic growth has always been the most important factor driving coal consumption growth,while energy intensity is the most important constraining factor.Industrial structure and energy structure have different impacts on coal consumption control during different development phases.(2)Demand side analysis indicates that coal is consumed mainly for international exports,inter-provincial exports,fixed capital formation,and urban household.(3)Industries with the fastest coal consumption growth driven by final demand have experienced significant shifts.Increments in industrial sectors were mainly driven by inter-provincial exports and urban household consumption in recent years.(4)Research on energy consumption in subnational regions under China’s new development pattern of“dual circulation”should not only focus on exports in the context of economic globalization but also pay more attention to inter-provincial exports on the background of strengthened interregional connections.