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【WGC2025】中集安瑞科鞠晓锋:天然气行业将从“资源规模竞争”转向“低碳服务能力竞争”
Xin Hua Cai Jing· 2025-05-12 08:04
Core Insights - The 29th World Gas Conference (WGC2025) will be held in Beijing from May 19 to 23, marking the first time the event is hosted in China since its inception in 1931 [1] - The global energy landscape is undergoing significant restructuring, presenting historic development opportunities for the energy sector, with "green, low-carbon, transformation, and upgrading" being key industry themes [1][2] - The natural gas industry is experiencing three core trends: deepening regional trade, decarbonization capabilities becoming a new competitive advantage, and increasing demand differentiation [1] Industry Trends - The industry is shifting from "resource scale competition" to "low-carbon service capability competition," with market concentration likely favoring industry giants that combine flexible supply and decarbonization technologies [1] - The establishment of the National Petroleum and Natural Gas Pipeline Group is accelerating the implementation of a unified national network, enhancing competition in upstream and downstream sectors [1] - There is a focus on diversifying natural gas imports while increasing domestic gas production, which is improving supply chain resilience [1] Company Initiatives - The company is committed to becoming a comprehensive service provider for low-carbon smart energy solutions, leveraging "key equipment + core processes + integrated services" to drive technological innovation in the industry [2] - The company is actively involved in projects that utilize waste gases, such as collaborating with steel companies to develop integrated solutions for converting coke oven gas into liquefied natural gas (LNG) and hydrogen [4] - The company is participating in large-scale renewable energy projects, including green hydrogen and green ammonia integration projects, emphasizing the importance of efficient energy storage technologies in the low-carbon transition [5] Market Development - The maturity of the natural gas market depends on ensuring energy security while expanding low-carbon transition capabilities, requiring consensus across the industry [6] - There is a need to accelerate the improvement of market-based pricing systems and stimulate infrastructure investment, while also integrating natural gas infrastructure with hydrogen and renewable energy sources [6] - The WGC2025 will feature over 80 forums covering topics such as global energy dynamics, energy transition, regional gas development, and digital innovation in the industry [6]
碳市场发展壮大,碳服务如何才能跟上?
目前,全国统一碳市场已形成碳排放权交易市场(强制碳市场)、温室气体自愿减排交易市场(自愿碳 市场)"双轮驱动"的格局,交易规模持续扩大,"排碳有成本,减碳有收益"的治理体系加快构建。随着 碳市场发展壮大,相关专业服务需求、场景和业态不断发展和迭代。 再次,除检定校准、检验检测、项目审定与减排量核查等个别环节外,其他领域准入门槛较低或不明 确,机构服务质量参差不齐。而且,扶持碳市场专业服务发展的专项政策尚未明确,制度规范碎片化, 服务评价和监管体系不健全,跨部门跨地区监管机制不完善,曾出现企业与服务机构串通弄虚作假的典 型案例。 比如,在强制碳市场,以数据质量精细化、链条化、信息化管理为重点,涌现出了计量检定校准服务、 检验检测服务、排放报告编制服务、技术审核服务等专业机构;在自愿碳市场,出现项目设计文件编 制、碳汇等计量监测、减排量核算报告编制、项目审定、减排量核查等服务模式。此外,还出现了问题 诊断、交易咨询、履约咨询、碳资产咨询、碳会计、碳市场法务、碳金融、能碳数字化、信息披露等服 务需求。 碳市场相关专业服务业态在加快成长的同时,也存在一些问题和挑战。 我国经济社会发展正加快迈向绿色化、低碳化阶段,碳市 ...