China's recent "diesel shortage" has not been alleviated for two months; "electricity shortage", as coal prices continue to rise, power generation enterprises lose money and hidden hidden troubles; "gas shortage", due to the peak of winter gas consumption, the contradiction between supply and demand has increased All this indicates that this winter seems to be trapping the energy shortage.
Recently, investigations and investigations in various places have found that coal-fired oil and gas are often “desolate†year after year, reflecting that the original high-energy-consumption development mode is not sustainable, highlighting the three major paths of energy reform: taking the road of low-carbon development and rationalizing the price formation mechanism To build a multi-transportation pattern.
Strengthening the construction of modern energy industry and comprehensive transportation system is an important task in the "Twelfth Five-Year Plan" period. The central "Twelfth Five-Year Plan" proposal has pointed out the direction and clearly proposed "constructing a safe, stable, economic, and clean modern energy industry system" to "reason the price relationship between coal, electricity, oil, gas, water, minerals and other resource products." .
The pain of power cuts: the warning must go on the road of low carbon development in Chongqing, Hebei and other places. The reporter found an interesting phenomenon. As long as you see the long trucks on the highway, you will know that there must be a gas station nearby, and it is plus or not. To the gas station of diesel.
Du Zhanhai, the boss of a freight company in Tangshan, told the reporter: "There is not enough oil! The dozens of trucks operated by the company are now afraid to send out the goods, and the business has been affected."
The emergence of "diesel shortage", most people are accustomed to analysis from the supply side, that is due to the recent fluctuations in international oil prices, the market price adjustment is expected to be bullish on oil prices, domestic diesel fuels appear "up and down upside down" phenomenon, resulting in gas station operating losses, operators Stop supply and limit supply to avoid retail losses.
However, when the reporter investigated, it was found that due to the completion of energy-saving and emission reduction targets in some places, the unreasonable demand caused by forced power cuts was also an important cause of “diesel shortageâ€.
It is understood that in order to complete the energy conservation and emission reduction targets of 20% reduction in energy consumption per unit of GDP during the “Eleventh Five-Year Plan†period, some of the more pressure-prone provinces have adopted power cut-off measures in the last few months before the deadline. Directly boosted the rise in local diesel demand. Industry insiders expect that the contribution of unexpected power cuts to the national diesel demand will be around 100,000 tons per month.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that the forced power cuts in various places have led enterprises to use their own diesel to generate electricity, which is an important reason for the abnormal increase in diesel demand.
According to the data of the China Merchants Federation's Oil Circulation Committee, more than 2,000 private gas stations in the South have been shut down due to lack of oil, mainly in Guangdong, Jiangsu and Zhejiang. Lin Boqiang said: "This is consistent with the situation in which we have observed a large number of small and medium-sized enterprises in the three provinces and a large number of self-sufficient diesel power generation."
Lin Boqiang believes that the warning signal for power cuts and "diesel shortage" is strong enough. He said: "The next five years can no longer take the road of extensive development of high energy consumption. It is necessary to adjust the structure and must follow the path of low-carbon development, so as not to reproduce the pain of power cuts."
Qi Haidong, the deputy county magistrate of Xinglong County, Hebei, told reporters that by taking the opportunity of reducing emissions, the county actively shut down a number of steel blast furnaces below 400 cubic meters that need to be eliminated next year, and instead develop a low-energy, large-scale mining industry. . He said: "Although the county's fiscal revenue has decreased, the short-term pain is a lasting development."
Coal power "top cow" is trapped: warnings must be rationalized in the price mechanism Shandong, Huadian International Shiliquan Power Plant open storage of coal piles become smaller and smaller. "Electric coal one price per week, do not dare to smash coal, the more power generation, the more loss." Zou Weihe, manager of the plant fuel company, told reporters.
According to Zou Weihe, coal price accounts for 70% of power generation costs, and standard coal of 715 yuan per ton is the breakeven point of the plant. However, it has risen to 810 yuan a ton at the end of October and is still rising. It is expected that the loss of power plant in the fourth quarter will be more serious.
With the arrival of the peak of coal storage in winter, coal prices continue to rise. Recently, the reference price of coals announced by Qinhuangdao Port has reached the highest level in the winter last year. The price of 5,500 kcal calorie thermal coal has risen to 795 to 805 yuan per ton on the 17th, up more than 20% from the same period of last year.
Under the situation that coal prices have risen all the way, the losses of domestic thermal power plants are constantly expanding. According to a recent report issued by the China Electricity Council, as of September, there have been overall losses in 10 provinces of thermal power companies. Some power plants have no money to buy coal, which may lead to coal shortage and can not guarantee winter heat supply.
Although it has been cracked for many years, the systemic contradiction of China's "market coal and planned electricity" is still outstanding. Xue Jing, director of the statistics department of China Electricity Council, said: "The continuous increase in coal prices and the lag in the adjustment of electricity prices are the fundamental reasons for the increase in the rigid costs of thermal power companies and the serious losses."
In order to rationalize the formation mechanism of coal-fired electricity prices, China has implemented coal-electricity linkage since 2004 to alleviate the plight of power plants. However, due to various factors, this mechanism has not been implemented successfully. It has only been linked four times.
China is a resource-rich country with “rich coal, less oil and lack of gasâ€. Apart from the overall shortage of natural gas, there is no shortage of coal, diesel and electric power installed capacity. The shortage often occurs in local areas or special stages. Because the price formation mechanism has not been straightened out.
But rationalizing the price formation mechanism does not mean blindly raising prices. Lin Boqiang believes that it is necessary to promote the formation of energy price mechanisms that conform to market rules and adapt to China's national conditions, so as to guide more energy-saving energy consumption behaviors, such as resource tax reform and residential ladder price, are all small steps to promote the energy price mechanism. "try.
The change of "Southern Coal North Transportation": warning that multi-transportation becomes a top priority. In the Fangchenggang of Guangxi Beibu Gulf, the coal terminal is on the train, and it is busy. A transit port and trade distribution center for the “Southern Coal and Northern Transportation†is emerging in the Beibu Gulf.
Ye Shixiang, chairman of Guangxi Beibu Gulf International Port Group Co., Ltd. told reporters: "It is estimated that the annual coal transit business will exceed 10 million tons, more than double the amount of last year."
The Beibu Gulf port uses the advantages of coal-rich areas such as Guizhou in the west and Vietnam, Indonesia and Australia in the south. It integrates the coal resources in these areas into the port yard, and then blends coal according to different needs, directly building coal trade. The information and financial platform, the Pearl River Delta and even the Yangtze River Delta customers have come to the forefront, even the Japanese power plants have come to negotiate coal blending business.
In the past, due to the scarcity of coal resources in the south, coal relied on the northern coal-producing provinces. In the off-season, there was no demand in the market, and the transportation bottleneck was prominent during the peak season. The new phenomenon of the “Southern Coal North Transportation†in the Beibu Gulf Port has changed the single “Northern Coal South Transportation†pattern, which has guaranteed the demand of the southern coal market to a certain extent and stabilized the market price.
In the winter of 2009, under the influence of severe cold and dry weather, the shortage of coal resources and the limited capacity of Huazhong and South China experienced a “coal shortage†and “electricity shortageâ€, highlighting the fact that China’s energy delivery is too dependent on transporting coal and rail transportation. Disadvantages. This summer's Beijing-Tibet high-speed traffic jam also reflects the shortcomings of China's long-distance coal transportation. It is imperative to construct an integrated transportation system that combines coal transportation and transportation, and railway sea roads.
Shu Yinyu, deputy general manager of the State Grid Corporation of China, said that during the "Twelfth Five-Year Plan" period, the State Grid will increase the proportion of transmission by vigorously building power grid lines, and build more power transmission channels in coal provinces to achieve "coal from the air." Alleviate the pressure on coal transportation, and strive to increase the transmission ratio from less than 5% to more than 20% by 2020.
Recently, investigations and investigations in various places have found that coal-fired oil and gas are often “desolate†year after year, reflecting that the original high-energy-consumption development mode is not sustainable, highlighting the three major paths of energy reform: taking the road of low-carbon development and rationalizing the price formation mechanism To build a multi-transportation pattern.
Strengthening the construction of modern energy industry and comprehensive transportation system is an important task in the "Twelfth Five-Year Plan" period. The central "Twelfth Five-Year Plan" proposal has pointed out the direction and clearly proposed "constructing a safe, stable, economic, and clean modern energy industry system" to "reason the price relationship between coal, electricity, oil, gas, water, minerals and other resource products." .
The pain of power cuts: the warning must go on the road of low carbon development in Chongqing, Hebei and other places. The reporter found an interesting phenomenon. As long as you see the long trucks on the highway, you will know that there must be a gas station nearby, and it is plus or not. To the gas station of diesel.
Du Zhanhai, the boss of a freight company in Tangshan, told the reporter: "There is not enough oil! The dozens of trucks operated by the company are now afraid to send out the goods, and the business has been affected."
The emergence of "diesel shortage", most people are accustomed to analysis from the supply side, that is due to the recent fluctuations in international oil prices, the market price adjustment is expected to be bullish on oil prices, domestic diesel fuels appear "up and down upside down" phenomenon, resulting in gas station operating losses, operators Stop supply and limit supply to avoid retail losses.
However, when the reporter investigated, it was found that due to the completion of energy-saving and emission reduction targets in some places, the unreasonable demand caused by forced power cuts was also an important cause of “diesel shortageâ€.
It is understood that in order to complete the energy conservation and emission reduction targets of 20% reduction in energy consumption per unit of GDP during the “Eleventh Five-Year Plan†period, some of the more pressure-prone provinces have adopted power cut-off measures in the last few months before the deadline. Directly boosted the rise in local diesel demand. Industry insiders expect that the contribution of unexpected power cuts to the national diesel demand will be around 100,000 tons per month.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that the forced power cuts in various places have led enterprises to use their own diesel to generate electricity, which is an important reason for the abnormal increase in diesel demand.
According to the data of the China Merchants Federation's Oil Circulation Committee, more than 2,000 private gas stations in the South have been shut down due to lack of oil, mainly in Guangdong, Jiangsu and Zhejiang. Lin Boqiang said: "This is consistent with the situation in which we have observed a large number of small and medium-sized enterprises in the three provinces and a large number of self-sufficient diesel power generation."
Lin Boqiang believes that the warning signal for power cuts and "diesel shortage" is strong enough. He said: "The next five years can no longer take the road of extensive development of high energy consumption. It is necessary to adjust the structure and must follow the path of low-carbon development, so as not to reproduce the pain of power cuts."
Qi Haidong, the deputy county magistrate of Xinglong County, Hebei, told reporters that by taking the opportunity of reducing emissions, the county actively shut down a number of steel blast furnaces below 400 cubic meters that need to be eliminated next year, and instead develop a low-energy, large-scale mining industry. . He said: "Although the county's fiscal revenue has decreased, the short-term pain is a lasting development."
Coal power "top cow" is trapped: warnings must be rationalized in the price mechanism Shandong, Huadian International Shiliquan Power Plant open storage of coal piles become smaller and smaller. "Electric coal one price per week, do not dare to smash coal, the more power generation, the more loss." Zou Weihe, manager of the plant fuel company, told reporters.
According to Zou Weihe, coal price accounts for 70% of power generation costs, and standard coal of 715 yuan per ton is the breakeven point of the plant. However, it has risen to 810 yuan a ton at the end of October and is still rising. It is expected that the loss of power plant in the fourth quarter will be more serious.
With the arrival of the peak of coal storage in winter, coal prices continue to rise. Recently, the reference price of coals announced by Qinhuangdao Port has reached the highest level in the winter last year. The price of 5,500 kcal calorie thermal coal has risen to 795 to 805 yuan per ton on the 17th, up more than 20% from the same period of last year.
Under the situation that coal prices have risen all the way, the losses of domestic thermal power plants are constantly expanding. According to a recent report issued by the China Electricity Council, as of September, there have been overall losses in 10 provinces of thermal power companies. Some power plants have no money to buy coal, which may lead to coal shortage and can not guarantee winter heat supply.
Although it has been cracked for many years, the systemic contradiction of China's "market coal and planned electricity" is still outstanding. Xue Jing, director of the statistics department of China Electricity Council, said: "The continuous increase in coal prices and the lag in the adjustment of electricity prices are the fundamental reasons for the increase in the rigid costs of thermal power companies and the serious losses."
In order to rationalize the formation mechanism of coal-fired electricity prices, China has implemented coal-electricity linkage since 2004 to alleviate the plight of power plants. However, due to various factors, this mechanism has not been implemented successfully. It has only been linked four times.
China is a resource-rich country with “rich coal, less oil and lack of gasâ€. Apart from the overall shortage of natural gas, there is no shortage of coal, diesel and electric power installed capacity. The shortage often occurs in local areas or special stages. Because the price formation mechanism has not been straightened out.
But rationalizing the price formation mechanism does not mean blindly raising prices. Lin Boqiang believes that it is necessary to promote the formation of energy price mechanisms that conform to market rules and adapt to China's national conditions, so as to guide more energy-saving energy consumption behaviors, such as resource tax reform and residential ladder price, are all small steps to promote the energy price mechanism. "try.
The change of "Southern Coal North Transportation": warning that multi-transportation becomes a top priority. In the Fangchenggang of Guangxi Beibu Gulf, the coal terminal is on the train, and it is busy. A transit port and trade distribution center for the “Southern Coal and Northern Transportation†is emerging in the Beibu Gulf.
Ye Shixiang, chairman of Guangxi Beibu Gulf International Port Group Co., Ltd. told reporters: "It is estimated that the annual coal transit business will exceed 10 million tons, more than double the amount of last year."
The Beibu Gulf port uses the advantages of coal-rich areas such as Guizhou in the west and Vietnam, Indonesia and Australia in the south. It integrates the coal resources in these areas into the port yard, and then blends coal according to different needs, directly building coal trade. The information and financial platform, the Pearl River Delta and even the Yangtze River Delta customers have come to the forefront, even the Japanese power plants have come to negotiate coal blending business.
In the past, due to the scarcity of coal resources in the south, coal relied on the northern coal-producing provinces. In the off-season, there was no demand in the market, and the transportation bottleneck was prominent during the peak season. The new phenomenon of the “Southern Coal North Transportation†in the Beibu Gulf Port has changed the single “Northern Coal South Transportation†pattern, which has guaranteed the demand of the southern coal market to a certain extent and stabilized the market price.
In the winter of 2009, under the influence of severe cold and dry weather, the shortage of coal resources and the limited capacity of Huazhong and South China experienced a “coal shortage†and “electricity shortageâ€, highlighting the fact that China’s energy delivery is too dependent on transporting coal and rail transportation. Disadvantages. This summer's Beijing-Tibet high-speed traffic jam also reflects the shortcomings of China's long-distance coal transportation. It is imperative to construct an integrated transportation system that combines coal transportation and transportation, and railway sea roads.
Shu Yinyu, deputy general manager of the State Grid Corporation of China, said that during the "Twelfth Five-Year Plan" period, the State Grid will increase the proportion of transmission by vigorously building power grid lines, and build more power transmission channels in coal provinces to achieve "coal from the air." Alleviate the pressure on coal transportation, and strive to increase the transmission ratio from less than 5% to more than 20% by 2020.
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