“绿电直连”风起 高耗能企业迎降本减碳新机

Core Insights - The article discusses the development of the world's largest green hydrogen ammonia project in Chifeng, which has been operational for over 22 months and is directly connected to 100% green electricity [1] - The introduction of the "green electricity direct connection" policy by the National Development and Reform Commission and the Energy Administration is a significant step towards promoting renewable energy usage [1][3] - The policy allows for direct supply of green electricity from renewable sources to single electricity users, enhancing market participation and reducing electricity costs for high-energy-consuming industries [3][4] Industry Implications - High-energy industries such as steel and non-ferrous metals are particularly suited for the green electricity direct connection model due to their high electricity consumption and sensitivity to electricity costs [3][4] - The steel industry is transitioning from traditional long-process methods to short-process methods, where electricity costs constitute a larger portion of total energy consumption, making green electricity essential [4][5] - The integration of artificial intelligence (AI) in optimizing electricity usage strategies is crucial for the steel industry to manage carbon emissions and meet regulatory requirements [5][9] Economic Considerations - The cost of green electricity can be as low as 0.2 yuan per kilowatt-hour, with the potential to reduce end-user prices below 0.4 yuan per kilowatt-hour, depending on local conditions [1][5][6] - The article highlights the disparity in electricity prices across regions, which can affect the competitiveness of green electricity solutions [6][10] - The direct connection model is seen as a way to provide economic incentives for industries to innovate and reduce their carbon footprint [10] Technical Challenges - Successful implementation of the green electricity direct connection model depends on the load characteristics of users, with a focus on their ability to adjust and respond to supply fluctuations [7][8] - The integration of energy storage systems and AI-driven management is essential to ensure stable and continuous power supply while maximizing economic efficiency [8][9] - The article emphasizes the need for a balance between renewable energy generation and storage capacity to avoid supply gaps and ensure safety in operations [8]