中能观察 | 内蒙古为能源转型注入“直供活水”

Core Viewpoint - The Inner Mongolia Energy Bureau has issued a pilot implementation plan for direct green electricity connection projects, innovatively including existing loads such as the electrolytic aluminum industry and national zero-carbon parks, aiming to achieve traceable green electricity sources and reduced electricity costs through a point-to-point supply model [1][2]. Group 1: Direct Green Electricity Connection Model - The direct connection model is a systematic reconstruction of energy production and consumption, allowing renewable energy to reach users directly, thus addressing the pain points of unclear green electricity consumption [2][3]. - The plan includes seven categories of entities eligible for green electricity direct connection, such as new electricity loads and hydrogen-based green fuel projects, expanding the application scenarios for green electricity [2][3]. Group 2: Economic Benefits and Market Dynamics - The direct connection leads to immediate cost reductions for enterprises, with electricity costs potentially decreasing by 10%-20%, particularly benefiting high-energy-consuming industries like electrolytic aluminum and ferrosilicon [6][7]. - The shift in demand from compliance to competitiveness is transforming green electricity from an environmental value to an economic value, creating a virtuous cycle of cost reduction and efficiency improvement [7]. Group 3: Systemic Transformation and Regional Development - The direct connection is reshaping the electricity system ecology by breaking the traditional "source-network-load" structure, allowing for local production and consumption of renewable energy, thus reducing transmission losses and investment pressure on the grid [7][8]. - The initiative is becoming a new calling card for attracting investment in Inner Mongolia, with clear green electricity traceability and lower energy costs drawing more green industries to the region [7][8]. Group 4: Challenges and Recommendations - Despite the potential, large-scale promotion of direct green electricity connections faces challenges, including cost-sharing mechanisms and the need for further clarity on pricing structures [8]. - Recommendations include accelerating the development of supporting policies, establishing reasonable cost-sharing mechanisms, and exploring integrated models for small and medium-sized enterprises to share green electricity resources [8].