IEA：加强中国碳市场助力实现碳中和聚焦电力部门（14页）.pdf

1、Enhancing Chinas ETS for Carbon Neutrality:Focus on Power Sector加强中国碳市场助力实现碳中和：聚焦电力部门加强中国碳市场助力实现碳中和：聚焦电力部门IEA-Tsinghua Joint Report Launch国际能源署-清华大学联合报告发布会25 May 20222022年5月25日Page 2Enhancing Chinas ETS for Carbon Neutrality:Focus on Power Sector加强中国碳市场助力实现碳中和：聚焦电力部门加强中国碳市场助力实现碳中和：聚焦电力部门David FISCHE

2、R,Project Coordinator,Environment and Climate Change Unit,IEAZHANG Da,Associate Professor,Institute of Energy,Environment and Economy,Tsinghua University25 May 2022IEA 2022.All rights reserved.Page 3Objectives and Scope 报告主旨与分析范围报告主旨与分析范围 Explore possible pathways of how an enhanced Emissions Tradin

3、g System(ETS)could put the electricity sector on an emissions trajectory that accelerates its alignment with Chinas carbon neutrality target 探索如何通过增强碳市场作用推动电力部门更快脱碳、使其排放轨迹更符合中国碳中和目标的需要 Explore the effects and interactions of Chinas ETS with its renewable energy policy in the electricity sector,namel

4、y renewable portfolio standards(RPS),and how the policy mix could be better coordinated 探索中国全国碳市场（ETS）与可再生能源政策，尤其是与可再生能源配额制（RPS）在电力行业的相互作用与政策效果，并研究如何加强这一政策组合的协同作用 The analysis focuses on the impacts of three different potential ETS designs on CO2emissions,generation mix,costs and policy interaction

5、with the RPS分析三种不同碳市场设计方案对二氧化碳排放、发电结构、政策成本效益、以及碳市场与可再生能源配额制政策互动的影响IEA 2022.All rights reserved.Page 4Scenario情景情景Emissions Trading System(ETS)碳市场碳市场Renewable Portfolio Standard(RPS)可再生能源配额制可再生能源配额制Counterfactual Scenario反事实对照情景RPS可再生能源配额制情景No emissions trading system无碳排放权交易制度Same non-hydro renewable

6、s share target非水可再生能源占比目标各情景中目标保持一致Current Policy Scenario当前政策情景RPS-ETS可再生能源配额制-碳市场情景Intensity-based ETS with free allocation(as implemented in China)基于排放强度、免费分配配额的碳市场（如中国当前实施的碳市场设计）Enhanced ETS(ETS+)Scenarios碳市场加强情景ETS+BM碳市场+基准收紧情景Intensity-based ETS with strong tightening of the coal benchmarks us