新能源发电就近消纳的成本收益分析

Core Insights - The article discusses the rapid development of renewable energy in China, highlighting both achievements and challenges, particularly in energy consumption and power system regulation [1] - It emphasizes the introduction of new policies aimed at facilitating the consumption of renewable energy through market-oriented reforms [1] Policy Developments - In February, the National Development and Reform Commission and the National Energy Administration issued a notice to deepen market-oriented reforms for renewable energy grid pricing [1] - In May, a notice was released to promote green electricity direct connection projects, introducing new consumption scenarios [1] - On September 12, a new notice was published to improve pricing mechanisms for local consumption of renewable energy, providing clear guidelines for project investors [1] Project Construction Requirements - The notice outlines specific technical requirements for renewable energy local consumption projects, clarifying the rights and obligations of project participants [2] - It establishes clear physical and safety responsibility boundaries to mitigate operational disputes and safety risks [2] Consumption Ratio and Weighting - The notice mandates that the annual self-consumption of renewable energy projects must be at least 60% of total available generation and 30% of total electricity consumption, with a minimum of 35% for new projects starting in 2030 [3] - This high self-consumption ratio aims to reduce pressure on the public grid and ensure alignment with user electricity demand [3] Economic Feasibility Assessment - The economic viability of projects hinges on reducing electricity costs, with key cost components being energy charges, transmission and distribution fees, and system operation fees [4] - Investors are advised to compare the costs of self-consumption against public grid purchasing costs to determine project feasibility [4] Market Participation Pathways - Renewable energy projects can also generate revenue through excess grid connection, but this is highly dependent on the local electricity market's operational status [6] - In regions with continuous electricity spot markets, projects face both higher revenue opportunities and increased risk management requirements [6] - Conversely, in areas without continuous spot markets, projects are generally not allowed to send electricity back to the grid, limiting revenue potential [7]