公用环保｜江苏启动绿电直连，绿色+低价模式新探索

Core Viewpoint - Jiangsu Province has initiated the first batch of green electricity direct supply pilot projects for battery companies to mitigate risks associated with EU carbon footprint requirements, which may lead to carbon taxes and trade barriers [1][2]. Group 1: Green Electricity Direct Supply Model - The green electricity direct supply model allows for direct provision of green power from renewable projects to large users, enhancing energy production and consumption alignment [3]. - This model meets user demands for low-carbon energy while reducing transmission losses and costs, thus stabilizing electricity prices and ensuring a steady supply for renewable energy projects [3][4]. Group 2: Impact of EU Regulations - The demand for green electricity direct supply is driven by the EU's Battery and Waste Battery Regulation, which requires battery products sold in the EU to declare their carbon footprint starting July 2024 [4]. - The pilot projects in Jiangsu connect renewable energy projects directly to battery companies, helping them meet green electricity consumption needs and avoid carbon emission issues that could affect exports [4]. Group 3: Government Support and Expansion - Multiple provinces, including Shanxi, Shandong, Inner Mongolia, and Jilin, are promoting the development of green electricity direct supply models, encouraging long-term contracts between renewable energy companies and export-oriented businesses [5][6]. - The expansion of this model is expected to enhance the stability of renewable energy project operations and provide new avenues for energy consumption [6]. Group 4: Investment Strategy - The demand for green electricity direct supply is anticipated to grow due to EU carbon border tax policies, improving profitability expectations for green electricity operators [8]. - As the market for renewable energy continues to grow, operators with strong resource endowments and refined energy management are likely to see enhanced profitability [8].