China’s Low Carbon Scenario under global 2 degree target Kejun JIANG Kjiang@eri.org.cn Energy Research Institute, China 1 ERI, China Keyword: Transition – mitigation to reach some climate change targets Emissions (GtC) 15 Category I (< 400 ppm CO2) Category II (< 400-440 ppm CO2) 15 10 10 10 5 5 5 0 0 0 N=27 -5 2000 2020 2040 2060 2080 2100 N=19 -5 2000 2020 2040 2060 2080 2100 Category III (< 440-485 ppm CO2) 15 without neg. emissions with neg. emissions N=76 -5 2000 2020 2040 2060 2080 2100 2100 2095 2090 2085 2080 2075 2070 2065 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 1990 坐标轴标题 CO2 8.00 7.00 L.A 6.00 Africa 5.00 M.E 4.00 S.E.Asia CPA 3.00 EFSU 2.00 P-OECD 1.00 W-OECD USA 0.00 3 CO2 排放量 4000 Is This Real? Feasible? 3500 百万吨碳 3000 2500 2000 Is This Real? Feasible? Baseline LC 1500 ELC 1000 2度情景 500 0 2000 2005 2010 2020 2030 2040 2050 Go much behind the pictures Present in detail for key factors Join modeling forums/workshops/projects Make study on key factors: economy structure change, carbon pricing, roadmap for new technologies, CCS etc. Make data transparency Publication/public available Keep a good modeling research team for long time What’s the future of China’s low carbon policy: key factors • Economic structure optimization policies • Energy efficiency policies • Renewable energy/nuclear power generation oriented policies • CCS • Low carbon consumption/ lifestyle • Land use emission reduction policies: so far relatively poor • Climate change target: China is key part of that • Can we pay for it? Cost and benefit 6 Investment by industrial sectors 建筑业 工业分部门投资 自来水的生产和供应业 煤气的生产和供应业 蒸汽热水生产供应业 180000 电力生产供应业 其他工业 仪器仪表文化办公用机械 160000 电气机械及器材、电子及通信设备制造业 交通运输设备制造业 140000 普通机械、专用设备制造业 金属制品业 有色金属 120000 黑色金属冶炼及压延加工业 亿元 非金属矿物制品业 100000 橡胶制品业, 塑料制品业 化学纤维制造业 医药制造业 80000 化学原料及制品制造业 炼焦业 60000 石油加工 印刷业记录媒介的复制, 文教体育用品制造业 造纸及纸制品业 40000 木材加工及竹藤棕草制品业、家具制造业 服装皮革及其他纤维制品制造 纺织业 20000 烟草加工业 食品饮料加工、制造业 0 2005 非金属矿采选业, 其他矿采选业, 木材及竹材采运业 2010 2020 2030 年份 2040 2050 有色金属矿采选业 黑色金属矿采选业 天然气开采业 石油 煤炭采选业 农业 7 Products output in major sectors, Low Carbon and ELC Unit Million Steel Million Cement Million Glass cases Million Copper Ammonia Million Ethylene Million Soda Ash Million Casutic Million Million Paper FertilizerMillion Aluminum Million Million Paper Million Calcium carbide ton ton ton ton ton ton ton ton ton ton ton ton 2005 355 1060 2020 610 1600 2030 570 1600 2040 440 1200 2050 360 900 399 650 690 670 580 2.6 8.51 5.1 14.67 12.64 62.05 52.2 7.56 46.3 8.5 7 16 7.2 23 24 110 61 34 50 10 7 16 7 24.5 25 115 61 36 50 8 6.5 15 6.5 23.5 25 120 61 36 50 7 4.6 12 5.5 22 24 120 61 33 45 4 8 Unit energy use for key products, LCS Scenario Unit Steel Cement Glass Kgce/t Kgce/t Kgce/Weight Cases Brick Ammonia Ethylene Soda Ash Casutic Calcium carbide Copper Aluminum Paper Electricity fossil fuel Kgce/万块 Kgce/t Kgce/t Kgce/t Kgce/t Kgce/t Kgce/t kWh/t Kgce/t Gce/kWh 2005 760 132 2020 650 101 24 18 685 1645 1092 340 1410 1482 1273 14320 1047 350 466 1328 796 310 990 1304 1063 12870 840 305 2030 2040 564 554 86 81 14.5 13.8 433 1189 713 290 890 1215 931 12170 761 287 421 1141 693 284 868 1201 877 11923 721 274 2050 545 77 13.1 408 1096 672 279 851 1193 827 11877 686 264 9 2050年的低碳住宅 太阳能利用 舒适和节能 生态生活教育 光伏电池 (25-47% 的家庭拥有屋顶光伏电池, 转换效率接近30% 减少10-20% 能源需求 屋顶植被 高效照明 【如 LED照明】 太阳热利用 普及率: 20-60% 减少50%照明需求, 普及率 100% (目前 6%) 能源检测系统 高效绝热 (家用电器) 减少 60% 采暖需求, 普及率70% 超高效空调 燃料电池 COP =8, 普及率 100% 待机电源耗电 降低1/3 , 普及率100% 热泵采暖 普及率 0-20% COP=5 普及率 30-70% 向公众提供经济和环境 信息促使大家成为 低碳消费 高效家用电器 减少能源需求,支持舒适和安全生活方式 10 5 Transport, Low carbon scenario Family car ownership, per 100HH Family car annual travel distance, km Average engin size of family cars, litter Fuel efficiency of car, L/100km Share of MRT in total traffic volume, % Share of Biofuel, % Share of electric car, % Share of fuel cell car, % Urban Rural 2005 2010 2020 2030 2040 2050 3.37 0.08 9500 1.7 9.2 0.011 1.10% 0% 0% 14 0.2 9500 1.6 8.9 0.016 1.30% 0.12% 0% 36 8 9300 1.6 7.1 0.025 4.1% 3.2% 0.80% 65 38 8635 1.6 5.9 0.046 7.70% 6.80% 1.60% 77 70 8300 1.5 4.8 0.1 12% 12.5% 4.70% 78 90 7480 1.4 4.1 0.21 13% 19.8% 7.90% 11 Rapid bus: using existing rapid road Power Generation 12000 Bio 10000 TWh Solar 8000 Wind 6000 Nulcear Hydro 4000 N.Gas 2000 Oil fired Coal fired 0 2000 2005 2010 2020 2030 2040 2050 CCS future 120 100 IGCC-Fuel Cell IGCC US-Critical Super Critical Large Coal Unit Samll Coal % 80 60 40 20 0 2000 2005 2010 2020 Year 2030 2040 2050 14 NOx Emission in China, ELC scenario SO2 Emission 16.0 30 14.0 25 12.0 BaU 15 LC 10 10.0 Mt MtSO2 20 ELC 8.0 Other 6.0 Power generation 4.0 5 2.0 0 2005 2010 2020 2030 2040 0.0 2050 2000 2005 2010 2020 2030 2040 2050 2000 1800 1600 1400 1200 1000 800 600 400 200 0 PM2.5 Emission 6.0 5.0 BaU LowCarbon Mton 4.0 3.0 Other 2.0 Power generation 1.0 Mercury Emission 0.0 2005 2010 2020 2030 2040 2050 600.0 2000 2005 2010 2020 2030 2040 2050 500.0 400.0 ton 1000ton Black Carbon Emission in China 300.0 Other 200.0 Power generation 100.0 15 0.0 2000 2005 2010 2020 2030 2040 2050 A Snapshot of Selected China Energy Options Today: Climate and Energy Security Impacts and Tradeoffs in 2025 Bubble size corresponds to incremental energy provided or avoided in 2025. The reference point is the “business as usual” mix in 2025. The horizontal axis includes sustainability as well as traditional aspects of sufficiency, reliability, and affordability. The vertical axis illustrates lifecycle greenhouse gas intensity. Bubble placements are based on quantitative analysis and ERI expert judgment. Industry Industry Efficiency Efficiency Power Sector (this size corresponds to 40 billion kWh) by comparing low energy scenario and BaU Power Sector (this size corresponds to 40 billion kWh) by comparing low energy scenario and policy BaU Nuclear Nuclear Transport Sector (this size corresponds to 200 thousand barrels of oil per day) by comparing low energy scenario and BaU Transport Sector (this size corresponds to 200 thousand Liquefied barrels of oil per day) by comparing policy BaU scenario Natural Gas (LNG) and BaU Clean Coal Imports Reduce Energy Security For specific details on the assumptions underlying the options on this chart, go to www.wri.org/usenergyoptions Building Efficiency Positive Climate Characteristics Corn Ethanol Vehicle Fuel Efficiency Standard Solar PV Wind Biodiesel Ultra-Super Critical (IGCC) with CO2 Capture Hydro Hydro Plug-In Hybrids CO2 -Enhanced Oil Recovery Oil Imports Business As Usual In 2025 Gas-to-Liquids Biomass Power Cellulosic Ethanol Increase Energy Security Expanded Domestic Oil Production Coal-to-Liquids (with carbon capture) Coal-to-Liquids (no carbon capture) Revised 7/10/2008 Negative Climate Characteristics 16 Water consumption and greenhouse gas emission of energy generation technologies Hydro (dam) Water consumption (m 3 /MWh) 7 Geothermal 500,000 MWh/yr This size = 100,000 MWh/yr 1,000,000 MWh/yr 5 Close-loop solar thermal Close-loop nuclear 3 Close-loop USC with CCS Close-loop SC with CCS Close-loop SC Open-loop nuclear 1 Open-loop IGCC Open-loop SC with CCS Close-loop IGCC with CCS Open-loop IGCC with CCS Open-loop USC with CCS Close-loop USC Close-loop NGCC Close-loop NGCC with CCS Dry SC with CCS Open-loop NGCC with CCS Open-loop NGCC Dry solar thermal -350 -150 Wind (run-of-river) Hydro 50 -1 Energy efficiency for buildings Top 1000 companies energy efficiency program Dry USC with CCS Solar PV Dry NGCC with CCS 250 450 Close-loop subcritical Close-loop IGCC Open-loop subcritical Open-loop USC Dry NGCC 650 Greenhouse gas emission (Kg CO2 /MWh) 850 1050 Dry USC Open-loop SC Dry SC -3 17 Dry subcritical No. 1 28 key technologies in the enhanced low carbon scenario in China Sector Industry technology 2 3 4 Transport 5 6 7 8 9 Building 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 Power generation Technology High efficiency equipment Description energy High efficiency furnace, kiln, waste heat recovery system, high efficiency process technologies, advanced electric motor New manufacture process technology for cement and steel CCS In cement, steel making, refinery, ethylene manufacture Super high efficiency Advanced diesel hybrid diesel vehicle engine Electric car Fuel cell car High efficiency 30% higher energy aircraft efficiency Bio-fuel aircraft Super high efficiency With COP>7 air-conditioner LED lighting In house renewable Solar PV/Wind/Solar hot energy system water and space heating Heat pumps High isolation building High efficiency electric appliance IGCC/PolyWith efficiency above 55% Generation IGCC/Fuel cell With efficiency above 60% On shore Wind Off shore wind Note Nearly market in Mature Mature Mature before 2030 Mature Mature before 2020 Solar PV Solar Thermal th 4 Generation Nuclear Advanced NGCC With efficiency above 65% Biomass IGCC CCS in power generation Alternative fuels Second generation bio-ethanol Bio-diesel Vehicles, ships, vessels Grid Smart grid Circulating Recycle, reuse, tecnologies reducing material use 18 Can we do it: Peak before 2025? • Economic structure will change soon, pushing by policy or wait until market decide(this will cause big problem for low capacity utilization) • Technology is ready • Economic ability is getting much stronger to pay for low carbon development • Global target need us move faster • Low carbon development is getting to be a main stream in China 19 工艺品及其他制造业 废弃资源和废旧材料回收加工业 电力、煤气及水生产和供应业 电力、热力的生产和供应业 燃气生产和供应业 水的生产和供应业 建筑业 交通运输、仓储和邮政业 批发、零售业和住宿、餐饮业 其他行业 生活消费 仪器仪表及文化、办公用机械制造业 家具制造业 造纸及纸制品业 印刷业和记录媒介的复制 文教体育用品制造业 石油加工、炼焦及核燃料加工业 化学原料及化学制品制造业 医药制造业 化学纤维制造业 橡胶制品业 塑料制品业 非金属矿物制品业 黑色金属冶炼及压延加工业 有色金属冶炼及压延加工业 金属制品业 通用设备制造业 专用设备制造业 交通运输设备制造业 电气机械及器材制造业 通信设备、计算机及其他电子设备制造业 农副食品加工业 食品制造业 饮料制造业 烟草制品业 纺织业 纺织服装、鞋、帽制造业 皮革、毛皮、羽毛(绒)及其制品业 木材加工及木、竹、藤、棕、草制品业 采掘业 煤炭开采和洗选业 石油和天然气开采业 黑色金属矿采选业 有色金属矿采选业 非金属矿采选业 其他采矿业 农、林、牧、渔业 分部门能源消费量, Energy demand by sector, 1995-2010 70000 60000 50000 40000 30000 1995 20000 2000 2005 10000 2006 2007 0 2008 2009 2010 Investment in Energy Industry in China Energy Expenditures in China 14000 300000 10^8Yuan 10000 8000 BaU 250000 HLC 200000 6000 HELC 4000 LLC 10^8Yuan 12000 BaU 150000 HLC 100000 2000 50000 0 0 HELC 2000 2005 2010 2020 2030 2040 2050 2000 2005 2010 2020 2030 2040 2050 Year Year GDP Loss, % 10^8 Yuan Addtional Investment in end use sectors in ELC 6.00% 20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 2010 2020 2030 2040 2050 5.00% 650ppm 4.00% 550ppm 3.00% 450ppm 2.00% Per Capita 1.00% Industry Transport Building Total Carbon Intensity 0.00% Year -1.00% 2010 2020 2030 2050 2075 2100 21 Good News: Rapid GDP growth could provide strong support • By 2015, GDP in China could reach 75trillion Yuan(in current value) • Newly added accumulated GDP is 450 Trillion Yuan • Cumulated GDP is 860 Trillion Yuan • All the investment need in all modeling study is much small 22 What is the role of technologies in the mitigation? Technology learning curve 1.2 Fuel Cell IGCC 1 Hydrogen Car Index, 2005=1 Poly-Generation Solar Thermal Power 0.8 PV 4th Generation Nuclear 0.6 Off shore wind on shore wind Biomass Power 0.4 Advanced NGCC Electic Car 0.2 CCS Solar 2010 0 Wind 2010 2005 2010 2020 Year 2030 2050 CCS-PostC CCS-Enduse LED Lighting Policy roadmap: Super high efficiency air conditioner • Efficiency Standard: COP, MEPS • Government Planning • Subsidy Start COP 9.0 8.0 7.0 6.0 5.0 4.0 3.0 2.0 1.0 0.0 2009 2015 2020 2025 2030 2035 2040 2045 2050 24 四、影响电动汽车发展的主要制约因素分析 4. Analysis Major Constraints Factors 3.3 电动汽车实现经济性的趋势分析 Trend Analysis on EVs Technology learning curve 1.2 Fuel Cell IGCC 1 Hydrogen Car Index, 2005=1 Poly-Generation Solar Thermal Power 0.8 PV 4th Generation Nuclear 0.6 Off shore wind on shore wind Biomass Power 0.4 Advanced NGCC Electic Car 0.2 CCS Solar 2010 0 Wind 2010 2005 2010 2020 Year 2030 2050 CCS-PostC CCS-Enduse LED Lighting By 2020, Wind 200GW to 250GW, Solar 50WG Price: US$38000 Subsidy: US$15000(Shanghai), no need to apply number plate(cost US$10000) US$18000(Beijing), no need to apply number plate(By Oct. 2012, 1.1 million people apply for 20000number plates per month), 27 Primary Energy Demand in Beijing 160.0 140.0 120.0 Mtce 100.0 BaU 80.0 Policy Scenario 60.0 Ehanced Policy 40.0 20.0 0.0 2005 2010 2015 2020 2025 2030 Peak CO2 emission by 2015, to be a low carbon city by 2030, comparable with Tokyo, and Shanghai, Tianjin are thinking in similar way Renewable Energy • Renewable Energy Planning 2006: wind 30GW, Solar 2GW by 2020 • 2009 Energy Bureau: Wind 80WG • 2010 Energy Planning: Wind 150 GW, Solar 20GW by 2020 • Now: Wind 200GW to 250GW, Solar 50WG • Based on the conclusion from Chinese Academy for Engineering, grid in China could adopt these renewable energy power generation in short term. 29 Natural Gas Scenarios • In 2010,Natural Gas use 107.2BCM, while 12.2BCM imported. • In our low carbon scenario: by 2030, 370BCM • NEA’s planning: 260BCM by 2015/230BCM 30