“双碳”背景下火电机组CCUS应用的成本及收益分析

Costs and Benefits Analysis of CCUS Application in Coal-fired Power Plant Under the Background of"Dual-Carbon"

在“双碳”目标提出的背景下,为解决火电机组碳排放量高的问题,对其进行CCUS改造(Carbon Capture,Utilization and Storage,碳的捕集、利用与封存)。为了给企业投资CCUS项目提供更多可行性参考,综合当前电-碳双市场发展趋势总结并分析了火电机组进行碳捕集、压缩与运输的成本、收益情况及其影响因素,同时对2025-2060年碳捕集和运输成本的变化趋势进行合理预测。将某省火电机组作为典型案例,假设该省火电机组于2022年进行CCUS改造,对其2022-2070年的项目运行及收益情况进行计算与分析,收益中涵盖二氧化碳的地质利用与封存及碳交易。最终得出若2022年进行CCUS项目改造,则预计于2039-2040年间实现收益覆盖成本的目标,且项目周期中碳捕集费用在支出费用中占比最高,此外在整个项目周期中成本占比最高的环节为碳捕集环节等结论。

Under the background of the"dual carbon"target,CCUS(Carbon Capture,Utilization and Storage)can be carried out for thermal power units to solve the problem of high carbon emissions.In order to provide more feasible references for enterprises to invest in CCUS projects,we Summarized and analyzed he costs and benefits of carbon capture,compression and transportation of thermal power units and their influencing factors by integrating the current development trend of the electricity-carbon dual-market,At the same time,the change trend of carbon capture and transportation costs from 2025 to 2060 was reasonably predicted.Taking a province's thermal power units as a typical case,assuming that the province's thermal power units would under go CCUS retrofit immediately in 2022,the project operation and benefits from 2022 to 2070 was calculated and analyzed,and the benefits would cover the geological utilization and storage of CO_(2) and carbon trading.The final conclusion is that if the CCUS retrofit is carried out in 2022,it is expected to achieve the goal of covering the cost with the revenue between 2039 and 2040,and that the carbon capture cost accounts for the highest proportion of the expenditure in the project cycle,and the link that accounts for the highest proportion of the cost in the whole project cycle is the carbon capture link,and so on.