The cost difficult to pass on to weaken the company's green power consumption willingness expert suggestion to explore the long -term electricity purchase agreement of Green Electric Power

Under the guidance of the "dual carbon" goal, the consumption of green electricity (green power refers to the power generated by renewable energy power generation projects) has become a new trend. Technology companies, mainly on the Internet data center business, have always been large energy consumption. What changes and problems are they facing the field of green power consumption?

On August 24th, the Green Peace and Tsinghua Sichuan Energy Internet Research Institute jointly issued a report "Sina for Green Electric Consumption: Cases, Challenges and Suggestions" (hereinafter referred to as the "Report"), which pointed out that technology companies are conducting green electricity During market -oriented transactions, there are still problems such as rising electricity prices, mismatches of supply and demand, and limited transaction flexibility.

In this regard, on August 24th, Ye Ruiqi, the climate and energy project manager of Green Peace East Asia Branch, said in a written interview with the reporter of "Daily Economic News" that the supply party of green power should be encouraged Exploring a new model of various comprehensive paths for green power consumption, especially the new exploration of the formation of green power prices, pricing methods, and many years of PPA (long -term power purchase agreement) protocol.

The price of fire power drives green power transactions has risen

At present, with the continuous stricter of domestic policy energy efficiency and emissions, the technology industry, especially the digital infrastructure field in the technology industry, has attracted attention.

According to the "Report", the total energy consumption of China's Internet data center in 2020 is about 150.7 billion kilowatt -hours. It is expected that more than 450 billion kWh will be exceeded in 2035. Carbon emissions will exceed 100 million tons. The large -scale consumption of the data center is green power, turning to 100%renewable energy is a key path for the industry to achieve carbon neutrality.

According to the report, if the electricity center industry uses green electricity in about 85%of the data center industry in 2035, the annual green power consumption is estimated to reach 400 billion kilowatt -hours. Based on 0.6 yuan/kWh, it will involve more than 240 billion yuan. The market potential will be huge, and the market potential will be huge. Essence

However, the domestic green power market is still in the early stages of construction, and corporate green power consumption is still not common. From the perspective of existing green power consumption paths, technology companies mainly realize green electricity procurement through green power market -oriented transactions, investment self -construction new energy power stations, green certificate transactions, and new energy+energy storage+demand -side response.

Among them, the aforementioned "Report" believes that "green power market -oriented transaction" is the most feasible way in the future. However, many companies have worried about the rise in green power transaction prices. According to the aforementioned report, the prices of long -term transactions in the 2022 and monthly thermal power of more than the same period of the provinces and cities generally increased by 10%to 20%compared with the same period, which has also driven the price of green power transactions.

However, in the current society that has not yet formed green consumption habits, that is, consumers' willingness to pay environmental premiums for green products still needs to be cultivated, most downstream products are difficult to increase, and the cost of green power environment premium costs is difficult to pass. This directly weakens the ability and willingness of the enterprise to pay the green power environment premium.

The aforementioned report pointed out that most companies hope that the advantages of low marginal costs in new energy will form an independent green electricity price formation mechanism. During the period of high coal power operating costs, they can play a role in calming electricity prices. In addition, in order to fluctuate the price of green electricity and prevent the risk of rising electricity prices, the interviewed enterprises have expressed their hope to explore the signing of long -term power purchase agreement with the new energy power generation party to lock the long -term green power supply.

The willingness to procurement of small and medium -sized technology companies is still in the early stages

On the other hand, the current green power consumption still occurs mainly among head companies, and small and medium -sized technology companies have not participated in high degree of participation. Ye Ruiqi bluntly stated that the willingness and cognition of small and medium -sized technology enterprises (including cloud services and data centers) for carbon neutralization and green electricity procurement are still early stages, or wait and wait.

"There may be many ways to restrict factors." Ye Ruiqi said that this includes not only the degree of acceptance of the green electric premium, the ability to conduct cost of downstream products, but also the lack of understanding or capital of the zero -carbon economy, or the lack of from the lack of from from The pressure of customers or investors may also be limited by the lack of professional knowledge or team support.

But in Ye Ruiqi, this is also normal. "The overall green consumer market in China is still in the early stage of development, and the scale is limited. There are still many places to be improved. As the first batch of" crab -eating "companies, leading technology companies have just started large -scale green power consumption. Looking forward to the further maturity of the green power market in the future, the faucet effect can be passed on to the central and tails. "

According to the aforementioned report, the current green power transaction mechanism mainly has two aspects: supply and demand mismatch and limited transaction flexibility. On the one hand, green power demand enterprises are generally distributed in the central and eastern regions with well -developed economies, and the supply of green power is still mostly in the "three north regions", and the mismatches of supply and demand have caused serious green power transactions. On the other hand, the current trading center restricts the transaction variety, price formation, contract, and contract cycle, resulting in limited trading methods that buyers can implement and insufficient flexibility.

In this regard, most companies hope to break the barriers between the province as soon as possible and significantly reduce the threshold for transaction between each other. In addition, in the process of carrying out green electricity transactions, buyers and sellers can flexibly agrerive personalized transactions according to their own needs.

According to Ye Ruiqi, this year's inter -provincial green power transactions have made progress.Since June, Beijing and Shanghai have organized the first -time inter -provincial green power transactions that have been involved in the first major users."We recommend that are interested in such transactions, actively maintain close communication with local power trading centers, electricity sales companies, and competent departments, convey the demand for green electricity, and keep close attention to policies to strive for opportunities to participate in the pilot."Daily Economic News

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