CEO of Energy Foundation: Achieving the "Dual Carbon" Goal with New Growth Momentum

"By utilizing digitalization and artificial intelligence to comprehensively improve energy efficiency in various sectors of the national economy, we have calculated the potential. If we ensure that global temperature rises below two degrees Celsius, there is approximately 140 trillion yuan of investment potential. During the '14th Five Year Plan' period, there is approximately 46 trillion yuan of potential, with an average annual investment of 9 trillion yuan."

At the recently held 25th Peking University Guanghua New Year Forum, Zou Ji, CEO of the Energy Foundation and President of China, stated that there are two new growth drivers for achieving the "dual carbon" goals: new demand, new investment areas, and new investment directions; The second is to rely on innovation in technology and institutional mechanisms to improve total factor productivity. The integration of green and low-carbon economy and digital economy is a new agenda, direction, and driving force.

Zou Ji believes that the integration potential of green, low-carbon economy and digital economy should be fully utilized. On the one hand, it is necessary to adjust against the cycle and form effective investments in new directions; On the other hand, it is necessary to deepen institutional and mechanism reforms, maximize the role of factor markets in allocating environmental factor resources, balance factor supply and demand through price mechanisms, and connect cross cycle transformation.

He pointed out that there are six main paths to achieving carbon neutrality. One is sustainable energy use methods, including energy conservation and improving energy efficiency; The second is the deep decarbonization of the power sector, and the important thing is the conversion of electricity to non fossil fuels; The third is electrification in the field of terminal energy use, with the most typical example being electric vehicles. In addition, electrification is also involved in the fields of construction and industry; The fourth is fuel conversion of non electric energy sources, such as using methanol, ammonia, etc; The fifth is carbon sequestration and negative emissions; Six is the reduction of non carbon dioxide greenhouse gas emissions, involving methane, etc.

能源基金会首席执行官：实现“双碳”目标有新的增长动能

“利用数字化和人工智能全面提高国民经济各个部门的能效，这里面的潜力我们算过，如果确保全球气温上升低于两摄氏度，大概有140万亿元投资的潜力。‘十四五’期间大概是46万亿元的潜力，平均每年9万亿元。”

在不久前举行的第二十五届北大光华新年论坛上，能源基金会首席执行官兼中国区总裁邹骥表示，实现“双碳”目标有两个新的增长动能：一是新需求、新投资领域和新投资方向；二是依靠科技与体制机制创新，提高全要素生产率。绿色低碳经济和数字经济以及二者的融合是新议程、新方向、新动能。

邹骥认为，要发挥绿色低碳经济和数字经济的融合潜力。一方面，要逆周期调节，向新方向形成有效投资；另一方面，要通过深化体制机制改革，最大限度发挥要素市场配置环境要素资源的作用，通过价格机制平衡要素供求，衔接跨周期的转型。

他指出，实现碳中和有6条主要路径。一是可持续的用能方式，包括节能和提高能效；二是电力部门的深度低碳化，重要的是向非化石能源的电力转化；三是终端用能领域的电气化，最典型的例子是电动车。此外，在建筑、工业领域也涉及电动化的问题；四是非电能源的燃料转换，如使用甲醇、氨等；五是碳汇及负排放；六是非二氧化碳温室气体减排，涉及甲烷等。