据油价网2021年8月6日报道,全球著名商业咨询服务多元化供应商IHS Markit在本周的一项新研究中表示,在近期和长期内,天然气都可能成为减排的支柱。
尽管许多分析师和净零倡导者已经开始质疑天然气在全球减排中的作用,但IHS Markit却持有不同观点。
根据这份题为《可持续的火焰:天然气在净零排放中的作用》的研究报告,在短期内,天然气可以支持及早采取行动,取代污染更严重的煤炭和石油。 更重要的是,从长期来看,天然气基础设施可以作为运载低碳燃料的“预建”。
IHS Markit在一份新闻稿中表示:“天然气基础设施的固有多功能性——特别是它在未来可转换为运载低碳燃料的能力——为天然气长期成为‘脱碳的第二个支柱’创造了机会。”
IHS Markit说,从长远来看,天然气可以用于许多行业,包括发电、钢铁生产、卡车、氢气生产和氨生产,以降低排放强度。
IHS Markit表示,尽管成本差别很大,但如果碳价格在每吨40美元至60美元之间,许多天然气的拟议用途都是可行的,这将接近目前某些市场的水平。
IHS Markit全球和可再生天然气副总裁Shankari Srinivasan表示:“改造基础设施存在技术挑战,但成本虽然很高,但仍低于建造全新设施。”
IHS Markit全球天然气首席策略师迈克尔·斯托帕德表示:“可再生能源产能将继续增长,电气化将扩大覆盖范围,电池存储的改进将使脱碳电网更加可靠。”
斯托帕德补充说:“但向低碳天然气供应的过渡也将需要服务于电气化和电线无法覆盖的行业。”
李峻 编译自 油价网
原文如下:
IHS Markit: Natural Gas Is Crucial In Energy Transition
Natural gas could become a pillar of emissions reduction both in the near and long term, IHS Markit said in a new study this week.
While many analysts and net-zero advocates have started to question the role of natural gas in global emissions reductions, IHS Markit has a different view.
According to the study, ‘A Sustainable Flame: The Role of Gas in Net Zero,’ natural gas could support in the short term early action of switching from the more polluting coal and oil. More importantly, in the longer term, gas infrastructure could act as a “pre-build” for carrying low-carbon fuels.
“The inherent versatility of gas infrastructure—particularly its ability to be converted to carry low-carbon fuels in the future—creates an opportunity for gas to be a “second pillar of decarbonization” over the long-term,” IHS Markit said in a press release.
In the long term, gas could be used in many sectors—including power generation, steel production, trucks, hydrogen production, and ammonia production—to cut emission intensity, the analytics firm said.
While costs would vary widely, many of the proposed uses of natural gas could be viable with a carbon price between $40 and $60 per ton, which would be close to levels already found in some markets today, according to IHS Markit.
“Repurposing infrastructure has technical challenges but the costs, while significant, are still lower than building entirely new facilities,” said Shankari Srinivasan, vice president, global and renewable gas at IHS Markit.
“Renewable capacity will continue to grow, electrification will broaden its reach and improvements in battery storage will make a decarbonized grid more reliable,” Michael Stoppard, chief strategist, global gas, IHS Markit, said.
“But the transition to a low-carbon gas supply will also be needed to serve the sectors beyond the reach of electrification and wires,” Stoppard added.
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