必须将煤电作为新型能源体系的重要基础设施丨能源思考

Core Viewpoint - The coal power system should be regarded as a crucial infrastructure for the new energy system in China, emphasizing the need for technological development and institutional reforms to explore a suitable transition path for coal power [1][6][10] Group 1: Importance of Coal Power in the New Energy System - Coal power has historically been a significant component of China's energy system, and it is essential for supporting the rapid development of renewable energy sources like wind and solar [2][4] - The current coal power generation hours have decreased from approximately 5500 hours in the early 2000s to an expected 4200 hours in 2024, not due to reduced demand but due to its role in stabilizing renewable energy output [2][3] Group 2: Role of Coal Power in Energy Security - Coal power plays an irreplaceable role in ensuring stable electricity supply and maintaining energy security, especially as the share of unstable renewable energy sources increases [4][10] - Recent instances of power shortages in regions like Sichuan highlight the need for coal power to balance supply and demand during periods of renewable energy shortfall [4] Group 3: Technological Innovations and Flexibility - The existing coal power plants can be upgraded for flexibility and equipped with Carbon Capture and Storage (CCS) technology, allowing them to reduce emissions while providing necessary grid support [5][8] - The cost-effectiveness of retrofitting existing coal plants for flexibility is emphasized, as it can provide significant resources for grid balancing at a lower cost compared to building new storage facilities [5][9] Group 4: Policy Recommendations for Coal Power Transition - It is recommended to retain advanced coal power units and gradually reduce their operating hours instead of decommissioning them, ensuring they remain available for backup and regulation [7][10] - The development of CCS technology should be prioritized to lower costs and enhance the role of coal power in the new energy system [8] - Market reforms should be implemented to reflect the value of coal power as a flexible and backup energy source, ensuring adequate compensation mechanisms are in place [9]