“煤改气”如何平衡市场与民生？中石化原董事长傅成玉这样建议

Core Viewpoint - The "coal-to-gas" project in China faces sustainability challenges, prompting the introduction of a "supply guarantee agreement" model to address issues related to gas resource coordination, price subsidies, and stable supply for residential gas [1][3][4] Group 1: Policy and Government Role - The Chinese government has significantly promoted the "coal-to-gas" initiative, but there is a lack of sufficient natural gas supply domestically, necessitating a focus on supply security in policy formulation [1][2] - Geopolitical factors are reshaping energy rules, making energy supply and security a top priority for governments [1] - The economic affordability of energy transition policies is crucial, especially for developing countries that still rely heavily on coal for power generation [1][2] Group 2: Investment and Financial Pressure - The "coal-to-gas" initiative requires substantial investment, with China Gas leading efforts in the North China region, having invested over 50 billion yuan [2] - Local governments are also investing significantly, providing subsidies for infrastructure upgrades to support the initiative [2] - Companies face increased capital expenditure pressures due to market pricing trends and the inability to secure sufficient low-priced gas, leading to operational challenges [3] Group 3: Supply Guarantee Agreement - The "supply guarantee agreement" model, initiated by China Gas, aims to clarify responsibilities between government and enterprises, ensuring cost subsidies for price discrepancies and stable gas supply [3][4] - The agreement includes provisions for government subsidies to alleviate financial pressures on companies and commitments from enterprises to prioritize residential gas supply [4] - This collaborative approach is seen as a critical strategy to ensure the sustainability of the "coal-to-gas" projects and stabilize residential gas supply [4]