Analysis on the dynamic evolution of the equilibrium point of “carbon emission penetration” for energy-intensive industries in China: based on a factor-driven perspective

In order to achieve the carbon peaking and carbon neutrality goals, energy-intensive industries in China, as the main sectors of energy consumption and carbon emissions, had huge pressure to reduce emissions. In addition, the reduction of vegetation area led to a decline in carbon sink capacity, which further exacerbated the imbalance of mutual penetration between carbon source and carbon sink. Therefore, this article considered the role of carbon source and carbon sink and defined and calculated the “carbon emission penetration” (CEP) of the six energy-intensive industries from 2001 to 2020. The KAYA formula and the LMDI method were used to decompose the driving factors of CEP in the three aspects of scale, intensity, and structure. The combined model of STIRPAT and the environmental Kuznets curve (EKC) was used to simulate and analyze the equilibrium points of energy-intensive industries in China from the perspective of factor driving. The analysis results indicated that there were differences in the fluctuation trend of CEP in the six energy-intensive industries, which can be divided into three types: “two-stage growth,” “steady growth,” and “single peak.” Secondly, the driving factors from the three aspects of scale, intensity, and structure—emission intensity (CE), energy consumption intensity (EI), industrial structure (IS), economic scale (GP), and carbon sequestration scale (PCA)—had differences in industry and time dimensions. And the realization time of the CEP equilibrium points of six industries showed a three-level gradient feature significantly. This can provide some reference for the low-carbon transformation of six energy-intensive industries and optimization of China’s environmental management under the carbon peaking and carbon neutrality goals. GRAPHICAL ABSTRACT: [Image: see text]