Analysis of the prospect of natural gas power generation under the background of "carbon neutrality"

2.2 Strengthen cooperation in the upper, middle and lower reaches to jointly promote the healthy development of the natural gas industry

The establishment of the National pipeline network company basically breaks the storage and transportation restrictions of China's natural gas industry, and the goal of "carbon neutrality" provides additional opportunities for the rapid development of the natural gas industry. The next decade will be an opportunity period and window period for the development of China's natural gas industry, and participants in the natural gas industry need to jointly seize the development opportunities: While upstream enterprises continue to increase domestic natural gas exploration and development efforts, they actively "go out" to obtain high-quality overseas resources, and provide high-quality, stable and economic natural gas resources for downstream enterprises. (2) Midstream enterprises should strengthen infrastructure and emergency peaking capacity construction to provide safe and reliable storage and transportation facilities for the development of the natural gas industry. ③ Downstream enterprises to establish a good sense of service, to create high-quality natural gas use experience for users.

2.3 Fully release the natural gas market dividends brought about by the reform of the pipeline network system

We should continue to promote innovation in operating models and fully release the reform dividends brought by the new system. The first is to do a good job in the preparation of the two parts of the price of natural gas infrastructure, can take the pilot first, gradually promote the way to change to the two parts of the price; Second, at present, China does not have the conditions for market-oriented distribution of pipe and capacity, we can consider the incremental pilot first, and then gradually promote; Third, after the establishment of the pipeline network company, more and more upstream enterprises will enter the field of upstream exploration and development and LNG import, which will lead to the diversification of natural gas supply resources at the same time, but also lead to the dispersion of supply guarantee responsibilities, it is recommended to further clarify the division of natural gas supply guarantee responsibilities. At the same time, the National Development and Reform Commission recently issued the "Natural Gas Pipeline Transportation Price Management Measures (Interim)" and "Natural Gas Pipeline Transportation Price supervision and Examination Measures (interim)" only stipulated the cost supervision and transportation price of cross-provincial pipeline networks, and it is recommended to further clarify the rules for determining the transportation price of provincial natural gas pipeline networks, and appropriately reduce the permitted rate of return. Further reduce the transportation cost of natural gas.

2.4 Continue to promote the reform of the natural gas industry in a coordinated manner

Natural gas market reform is a systematic project that needs overall consideration and cannot be accomplished overnight. At present, there are some problems in China's natural gas market, such as lack of competition in the upstream, obvious shortfalls in the midstream infrastructure, "one national network" has not been completed, and no influential benchmark price has been formed, which affect the strategic opportunities of China's natural gas market under the vision of carbon neutrality. The following suggestions are put forward: First, study and implement effective measures to encourage and guide diversified capital into the upper and midstream links, and promote the rapid development of upstream exploration and development and midstream infrastructure construction. Second, vigorously promote the independent operation of regional and provincial pipe networks or voluntary integration into national pipe network companies according to market-oriented principles, and completely open up the midstream transport link. The third is to speed up the construction of price trading centers and form influential benchmark prices as soon as possible. Fourth, according to the progress of the reform in the upper and middle reaches, the price control of the market is relaxed in an orderly manner, and the gate station price is gradually abolished by region to promote the market price of natural gas.

2.5 Vigorously solve the constraints of natural gas power generation

Natural gas power generation is not only the best choice for China to achieve "carbon peak" as soon as possible, but also an effective means to adjust the peak frequency and maintain the safe operation of the power grid, which needs to be paid full attention to. It is suggested that efforts should be made to clear the obstacles of natural gas power generation from the following aspects: First, compared with coal power generation, natural gas power generation has the advantages of environmental protection, low-carbon and flexible, and the externalities of coal power generation should be internalized through policy means to create a fair development environment for the development of natural gas power generation; The second is to speed up the market-oriented reform of electricity price, establish a peaking trading mechanism, so that the value of natural gas power generation peak and frequency regulation is fully reflected in the price; The third is to break the policy bottleneck of the direct supply of natural gas to the gas power plant, reduce the intermediate link cost, and effectively reduce the raw gas cost of the gas power company; Fourth, increase scientific and technological innovation, strive to realize the localization of natural gas power generation equipment as soon as possible, and reduce the cost of natural gas power generation equipment.