Core Points - The National Development and Reform Commission released a draft implementation plan for renewable energy consumption minimum ratio targets and electricity consumption responsibility weight system, marking a significant step in regulating renewable energy consumption [1] - The plan systematically incorporates non-electric renewable energy consumption into minimum ratio assessments, addressing structural issues in renewable energy demand, particularly in high-energy and high-carbon emission industries [2] - The introduction of green hydrogen, ammonia, and methanol as alternatives is highlighted as a solution for industries like steel and chemicals to reduce carbon emissions effectively [2][3] Summary by Sections - **Renewable Energy Policy** - The implementation plan establishes minimum consumption ratio targets for renewable energy and introduces a responsibility weight system for electricity consumption [1] - It sets non-electric renewable energy consumption targets, indicating a broader approach to renewable energy regulation [1] - **Industry Impact** - The policy is expected to drive the green transformation of high-energy industries, particularly in steel and chemical sectors, by promoting the adoption of green hydrogen technologies [2][3] - The plan outlines specific accounting methods for green hydrogen, ammonia, and methanol, counting their consumption as part of energy consumption metrics [2] - **Market Opportunities** - The shift towards green hydrogen and related products is anticipated to create new growth opportunities in the industry, especially for suppliers of core equipment like electrolyzers and companies leading in green methanol project investments and process innovations [3]