Should the state "step on the brakes" of the waste power generation industry?

Take a solid waste incineration project in Heilongjiang Province as an example

A solid waste incineration project in Heilongjiang Province invested 565.23 million yuan, designed to treat 1000 tons/day, equipped with two 500-ton incinerators and one 20MW turbo-generator unit; At the same time, supporting construction of flue gas purification system, waste water treatment system, fly ash treatment system and other supporting projects.

According to the "2021 biomass power generation project construction Work Plan" (Energy [2021] No. 1190) policy, if the non-competitive configuration project, according to the domestic waste treatment service fee :60 yuan/ton, annual operation days :333 days/year, franchise period: 30 years (construction period: 2 years), on-grid electricity price: The boundary conditions of coal benchmark electricity price 0.3740 yuan/KWH, provincial electricity price subsidy 0.1 yuan/KWH, central electricity price subsidy 0.1760 yuan/KWH (82500 hours of the whole life cycle can enjoy the central electricity price subsidy) are as follows:

According to the "2021 biomass power generation project construction Work Plan" (energy [2021] No. 1190) policy, if it is a competitive configuration project, according to the domestic waste treatment service fee :60 yuan/ton, annual operating days :333 days/year, franchise period: 30 years (construction period: 2 years), on-grid electricity price: The boundary conditions of coal benchmark electricity price 0.3740 yuan/KWH, provincial electricity price subsidy 0.1 yuan/KWH, central electricity price subsidy 0.1760 yuan/KWH (need to participate in bidding online part) are as follows:

"12th Five-Year", "13th Five-Year" ten years to encourage the development of solid waste incineration power generation projects and do not specify the specific scope and time of decline, the same scale and similar boundary conditions, many projects previously estimated than a solid waste incineration project in Heilongjiang Province non-competitive allocation class is more optimistic; Similarly, according to the "Work Plan for the construction of biomass power generation Projects in 2021" (Energy [2021] No. 1190), the economic difference between non-competitive configuration projects and competitive configuration projects is also very large. After the end of 2021, the competitive configuration projects that achieve the completion of all units and connect to the grid need to further adopt the multiple application of biomass energy. Reduce power generation costs and other means to improve the economy of the project.

conclusion

Since 2020, the state has started to put the brakes on the domestic waste incineration power generation industry. Compared with the Notice of the National Development and Reform Commission on Issuing the "Trial Measures for the Management of Renewable Energy Power Generation Price and Cost Allocation" (Development and Reform Price [2006] No. 7), The two documents of the National Development and Reform Commission, the Finance Bureau and the National Energy Administration on issuing the "Implementation Plan for Improving the Construction and Operation of biomass Power Generation Projects" (Development and Reform Energy (2020) No. 1421) and the "Work Plan for the construction of biomass power generation Projects in 2021" (Development and Reform Energy [2021] No. 1190) clearly stipulate that the central subsidies will be withdrawn year by year The time and plan mainly involve central subsidy funds, project storage, and the proportion of central subsidy shared by the central government.

In addition to the central subsidy time and central subsidies and other factors, the economy of domestic waste incineration project is also affected by the waste treatment service fee payment cycle, the benchmark price payment cycle of coal-fired power generation, the provincial price subsidy payment cycle, the central price subsidy payment cycle, etc. In particular, the central electricity price subsidy of non-competitive allocation projects needs to continue to queue and the bidding cycle of competitive allocation projects needs to be further clarified.