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麦肯锡:通过247清洁电力购买协议实现全网脱碳之路(英文版)(60页).pdf

上传人: AG 编号:606365 2024-01-01 60页 14.90MB

1、LDES CouncilA path towards full grid decarbonization with 24/7 clean Power Purchase AgreementsPublished in May 2022 by the LDES Council.Copies of this document are available upon request or can be downloaded from our website:.This report was authored by the LDES Council in collaboration with McKinse

2、y&Company as knowledge partner.This work is independent,reflects the views of the LDES Council,and has not been commissioned by any business,government,or other institution.The authors of the report confirm that:1.There are no recommendations and/or any measures and/or trajectories within the report

3、 that could be interpreted as standards or as any other form of(suggested)coordination between the participants of the study referred to within the report that would infringe EU competition law;and2.It is not their intention that any such form of coordination will be adopted.Whilst the contents of t

4、he report and its abstract implications for the industry generally can be discussed once they have been prepared,individual strategies remain proprietary,confidential and the responsibility of each participant.Participants are reminded that,as part of the invariable practice of the LDES Council and

5、the EU competition law obligations to which membership activities are subject,such strategic and confidential information must not be shared or coordinated including as part of this report.2ContentsAcronyms .Preface.Executive summary.I.The need for 24/7 clean PPAs.II.Barriers to 24/7 clean PPAs.III.

6、Proposed quality assessment framework and implementation.Laying the foundation for a quality assessment of 24/7 clean PPAs.Technology deployment,costs,and decarbonization impact of quality ratings.Technical considerations for implementation.IV.Ensuring impact is captured.V.The path forward.Appendix

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本文主要讨论了24/7清洁电力购买协议(PPA)在推动电网深度脱碳中的作用。主要观点包括: 1. 当前的清洁可再生能源PPA仅在年度供需平衡上发挥作用,无法激励电网全面脱碳。 2. 24/7清洁PPA通过提供时间匹配的清洁电力,增加脱碳影响,减少企业面临的市场风险。 3. 目前24/7清洁PPA的广泛采用面临一些障碍,包括缺乏灵活性技术、缺乏碳核算激励措施和标准、以及成本溢价。 4. 提出了一个质量评估框架,包含四个质量等级(入门级、银级、金级和铂金级),每个等级对五个关键维度(清洁供需匹配水平、时间和地理粒度、可再生性和灵活性或可调度性的额外性)提出不同要求。 5. 随着技术的成熟和规模化,预计到2040年,铂金级PPA的成本将下降30-40%。
24/7清洁PPA如何实现电网深度脱碳? 24/7清洁PPA的成本优势是什么? 24/7清洁PPA如何帮助企业应对价格波动风险?
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