AI时代如何保障能源安全，这份报告给出建议

Core Insights - China's energy security is undergoing a profound transformation from "risk prevention" to "strong systems" in response to the restructuring of the global energy landscape and the rapid rise in energy demand from emerging fields like artificial intelligence [1][2] Group 1: Energy Security Transformation - The report indicates that by 2035, China aims to establish a modern energy security framework characterized by safety, greenness, efficiency, intelligence, and openness [1] - The systematic construction of institutional, technological, and market frameworks during the "14th Five-Year Plan" period is expected to lead to fundamental improvements in the energy system's structure, resilience, governance modernization, and international competitiveness [1] Group 2: External and Internal Challenges - China faces internal challenges such as resource endowment constraints (rich in coal but poor in oil and gas), regional supply-demand mismatches, and an underdeveloped electricity market [2] - External challenges include fragmented energy trade, reshaped green rules, differentiated carbon pricing systems, and intensified great power competition [2] Group 3: Impact of Artificial Intelligence - The most significant new variable on the demand side is artificial intelligence, with power consumption related to AI expected to increase by 33%-50% for every doubling of computing power [2] - The ongoing "East Data West Computing" project and accelerated deployment of computing infrastructure are driving rapid growth in energy demand from AI-related facilities, posing new challenges for regional load distribution, system scheduling, and power security [2] Group 4: Recommendations for Energy System - The report suggests systematically incorporating the potential energy consumption growth from AI-related industries into national energy planning [2] - It emphasizes the need for institutional innovation, market mechanism reform, and systematic governance to achieve an integrated layout of "source-network-load-storage-computing" [2] Group 5: Market Reforms and Financial Support - Market-oriented reforms are identified as the core approach to enhance the efficiency and resilience of the energy system, advocating for the establishment of a unified national electricity market system [3] - The report calls for a shift from subsidy-driven to value-driven frameworks, proposing the establishment of a green tax system and carbon tax pilot programs to incentivize investments in energy storage, hydrogen energy, carbon capture, and energy efficiency [3]