2.4.1. Scenario Setting
The essence of scenario forecasting lies in constructing multiple hypothetical scenarios to forecast and analyze potential future carbon emission pathways. These scenarios are typically grounded in factors such as different policy measures, technological advancements, economic growth trajectories, and social behavior. Scenario forecasting is employed to forecast and analyze various potential outcomes under uncertain conditions. Its primary objective is to consider multiple possible future scenarios, facilitating more effective responses to potential changes and risks. This approach is widely applied in domains such as climate forecasting, supply chain management, and energy prediction.
Different from global-scale studies that typically utilize the IPCC Shared Socioeconomic Pathways, this study adopts a “bottom-up” policy analysis approach to construct three scenarios: baseline, low-carbon, and extensive. The setting of scenario parameters is derived directly from the “14th Five-Year Plan” (2021–2025) and the “Outline of Vision 2035” issued by 30 provinces in China. For instance, specific targets for GDP growth, population planning, and energy consumption control indicators for each province are established in accordance with local administrative documents. The rates established in the “14th Five-Year Plan” better reflect local economic and energy development conditions. This approach ensures that the forecasting results align closely with China’s actual administrative targets and regional development roadmaps, thereby providing a reference basis with higher local relevance for provincial policymakers compared to generic global scenarios.
This research established three development scenarios: the baseline, low-carbon, and extensive scenarios. This research established three development scenarios: the baseline, low-carbon, and extensive scenarios.
Baseline scenario: This scenario refers to the steady development aligned with the planning documents issued by 26 provinces and 4 municipalities of China. This scenario reflects the future carbon emission trends based on the development goals outlined in successive “Five-Year Plan,” along with policies on population, energy, urbanization, and other influencing factors for each province. The growth rates of six influencing factors are derived from the development plans proposed within the “Outline of the 14th Five-Year Plan for National Economic and Social Development,” “Outline of Vision 2035,” and the “14th Five-Year Plan for Energy Development” of each province and municipality.
Table 4 provides the growth rates of these factors. This scenario assumes the continuity of current policies and that established development plans remain unchanged. The parameter settings are strictly based on the “14th Five-Year Plan” and the “Outline of Vision 2035” of various provinces and municipalities, reflecting the natural evolutionary pathway under the existing policy framework.
Low-carbon scenario: This scenario represents a development pathway characterized by “accelerated innovation and active transition.” Under this scenario, the design posits that the government will adopt more aggressive decarbonization strategies, significantly reducing energy consumption per unit of GDP through accelerated technological innovation (e.g., Jiangsu Province is set to achieve an annual reduction of 4.0%), and implementing stricter industrial transition pathways (e.g., the cement industry accelerates the promotion of low-carbon technologies, and the share of coal consumption decreases by 1.4% annually). This scenario simulates China’s potential to achieve deep decarbonization under strong policy interventions and the application of breakthrough low-carbon technologies.
Extensive scenario: This scenario represents a development pathway characterized by “policy delay and high resource dependence.” It simulates conditions where emission reduction policies lag in implementation or weaken in enforcement, under the assumption that economic growth is prioritized and environmental constraints are relaxed. Under this pathway, the inertial growth of energy-intensive industries leads to energy consumption and carbon emissions maintaining high levels, serving to evaluate the risks associated with achieving carbon peak targets under unfavorable conditions.
Although technological progress and renewable energy deployment are not listed as standalone input variables, they have been implicitly integrated into the setting of scenario parameters. Specifically, technological progress is primarily reflected in the reduction rate of energy consumption per unit of GDP. A faster rate of decline in energy consumption is set in the low-carbon scenario compared to the baseline scenario (e.g., Jiangsu Province is set to an annual decrease of 4.0%, versus 3.4% for the baseline), simulating the energy efficiency gains resulting from advancements in energy-saving technologies and industrial upgrading. The deployment of renewable energy is represented by the decline in the share of coal consumption. The sharper decline in the coal share under the low-carbon scenario (an annual decrease of 1.4%, compared to 1.0% for the baseline) represents the process of actively substituting fossil fuels with renewable energy sources, such as wind and solar power.
Taking Jiangsu Province as a case study, the parameter settings under the baseline, low-carbon, and extensive scenarios are presented in
Table 5.
(1) GDP: Based on the planning goals proposed in the “Outline of the National Economic and Social Development Plan of Jiangsu Province,” the annual GDP growth rate of Jiangsu Province is set at 5.50%. Accordingly, the baseline scenario is set to have an annual average of 5.50% for 2023–2025, with 0.5 percentage point decrease in each subsequent phase. The GDP growth rates for the low-carbon and extensive scenarios are adjusted by ±0.5% relative to the baseline scenario.
(2) Total people: Comparing data from “China’s Seventh National Population Censuses” (2020) with the “Sixth Census” (2010), Jiangsu Province’s permanent resident population increased by 6.087 million over the past decade, representing a 7.74% growth and an average annual growth of 0.75%. The population growth rate in the baseline scenario is set at 0.75%, whereas the rates for the low-carbon and extensive scenarios are set at 0.65% and 0.85%, respectively. In subsequent phases, the growth rate decreases by 0.05% per phase.
(3) Urbanization rate: According to the “Outline of the 12th, 13th, and 14th Five-Year Plans for the National Economic and Social Development Plan of Jiangsu Province,” the target urbanization rates for the end of the “12th Five-Year Plan,” “13th Five-Year Plan,” and “14th Five-Year Plan” (2015, 2020, and 2025) are set at 63%, 67%, and 75%, with annual growth rates of 1.20%, 0.90%, and 0.30%, respectively. With rapid economic development and continuous improvement of urban infrastructure, Jiangsu Province has experienced a rapid increase in its urbanization rate over the past few decades. Its urbanization level has now reached a relatively high point. As the capacity of cities to absorb new population approaches saturation, the annual growth rate of urbanization in Jiangsu Province has begun to slow down. Consequently, the annual urbanization growth rates are set at 0.2%, 0.3%, and 0.4% for the three scenarios. In subsequent phases, the growth rate will gradually decrease. Once the urbanization rate reaches 100%, no further growth will be assumed.
(4) Energy consumption: According to the “Chinese Action Plan for Carbon Peaking Before 2030” and the “Comprehensive Work Plan for Energy Conservation and Emission Reduction for the 14th Five-Year Plan,” the energy consumption per unit of GDP should mandate a 13.5% reduction by 2025 compared to 2020. The “Implementation Plan for Carbon Peak in Industrial Field and Key Industries of Jiangsu Province” mandates that by 2025, a 17% reduction in energy consumption per unit of industrial added value is targeted for enterprises above the specified size, compared to the base year 2020. Throughout the “14th Five-Year Plan” period, the annual decline percentages of total energy consumption in Jiangsu Province are set at 3.4%, 4.0%, and 2.8% for the low-carbon, baseline, and extensive scenarios, respectively.
(5) Coal consumption share: By 2020, Jiangsu Province successfully controlled and reduced coal consumption, with the directly utilized coal after conversion decreasing from 272.09 million tons to around 240 million tons, thereby maintaining a trend of negative growth. According to the “Comprehensive Work Plan for Energy Conservation and Emission Reduction for the 14th Five-Year Plan Period” issued under the authority of the State Council, coal consumption in the Beijing–Tianjin–Hebei and the surrounding areas, along with the Yangtze River Delta region, is expected to decrease by approximately 10% and 5%, respectively, by 2025. Therefore, under the baseline scenario, the coal consumption share is projected to decline annually by 1%, with rates of −1.4% and −0.6% for the low-carbon and extensive scenarios, respectively.
(6) Cement production: The “Implementation Plan for Ultra-low Emission Transformation in the Cement and Coking Industries of Jiangsu Province” highlights the comprehensive promotion of ultra-low emission transformation and evaluation in Jiangsu Province’s cement and coking industries. By the end of 2025, all cement and coking enterprises in Jiangsu Province are expected to complete ultra-low emission retrofitting and clean production renovation. In addition, all new, expanded, or relocated cement and coking enterprises must comply with ultra-low emission standards. In 2011, cement production in Jiangsu Province totaled 14.8997 million tons, rising to 15.76736 million tons in 2019, 15.27513 million tons in 2020, and 15.40211 million tons in 2021, reflecting a gradual stability. On the basis the historical growth of cement production, the annual growth rates for the baseline, low-carbon, and extensive scenarios are set as 0.21%, 0.27%, and 0.33%, respectively.