碳市场和电力市场耦合研究

低碳化、清洁化是我国电力行业未来发展的方向。碳市场启动,电力作为试点行业,碳市场和电力市场面临着协调和融合问题。为研究碳市场和电力市场的耦合关系,本文首先分析了碳市场机制的成本节约效应以及与电力市场改革的互动效应;然后给出考虑碳排放价格的电力市场发电电能成本模型——LCOEe;最后以广东省为例,对广东碳市场碳价传导至电价设定情景并进行模拟分析。结果显示,碳市场和电力市场存在相互制约的关系,碳排放外部成本内部化影响电力市场出清电价,而电力市场能够缓解碳市场的减排压力,抑制碳市场的活跃度。两市场的耦合研究对于优化电源结构、促进新能源市场的发展,以及启发政策制定者重视两大市场的协同发展具有非常重要的现实意义。

The Coupling Study on Carbon Market and Power Market

Low carbonization and cleanliness are the future direction of China''s power industry. With the launch of the carbon market that taking the electricity market as pilot, these two markets face coordination and integration issues. In order to study the coupling relationship between carbon market and electricity market, this paper analyzes the cost-reduction effect of carbon market mechanism and the interaction effect with electricity market reform; then conducts the Levelized Cost of Electricity-energy (LCOEe) model to evaluate electricity market cost considering carbon price; finally, taking Guangdong province as an example, the carbon price of Guangdong carbon market is transmitted to the setting scenario of electricity price and simulated analysis is carried out. The results show that there is a mutually restrictive relationship between the carbon market and the electricity market. The internalization of carbon external costs affects the electricity market clearing price. In addition, the electricity market can alleviate the carbon market emission reduction pressure and inhibit the carbon market activity. The coupling study on carbon market and power market plays an important role in optimizing power supply structure and promoting the development of new energy market, which can provide suggestions for the synergic development of China''s carbon market and power market.