According to the "Daily Economic News" report, the stocks of the three major coal transit ports in the north have dropped for four consecutive weeks, and coal and coal stockpiles in several provinces and cities have also been in an emergency. Among them, Hunan and other places are only enough for half a month to approach the "warning line."
The flood season has not yet arrived, but the rising electricity consumption in some places continues to climb... All indications indicate that the "coal shortage" has begun to disturb many places.
Recently, the National Development and Reform Commission issued an urgent notice requesting that in 2011 the key contract thermal coal prices remain the same level in 2010 and do not disguise the price in any form.
The reporter was informed that in 2010 the price of key coal contracts was 520 yuan/ton. This price is about 200 yuan/tonne difference with the current market coal price.
Analysts pointed out that after the "strict control" of coal prices, related companies will reduce supply, the "coal barren" situation may intensify, coupled with the decline in coal imports, which will pose a severe power supply for the summer of this year. challenge.
The power plant and port inventory coal fell across the board. The reporter learned that as of March 27, the entire network of coal in Central China Power Grid fell to 9.14 million tons, of which the supply of coal in Hunan was the most severe and 540,000 tons of coal could only be used 4 days, lower than the "warning line."
At present, Hunan Power Grid has a power generation capacity of about 8 million kilowatts due to lack of coal shutdowns, poor thermal power coal quality, low water and electricity heads, and unit overhauls. Based on this, Hunan Province has implemented orderly electricity use measures on March 21. The maximum daily limit of electricity consumption is about 1.2 million kilowatts, and the maximum daily electricity consumption is 11 million kilowatt-hours.
At the same time, coal inventories at major ports are also declining. As of March 31, Qinhuangdao Port’s coal inventories amounted to 7.282 million tons, a week-on-week decline of 1.33%, and it has dropped 1.197 million tons of coal inventory from the beginning of the month; SDIC Jingtang Port The coal inventory was 1.56 million tons, a 23.15% decrease from the beginning of the month; the SDIC Caofeidian port coal inventory decreased by 500,000 tons to 1.97 million tons from the beginning of the month. The three major northern coal transit port inventories have dropped for four consecutive weeks, with an overall decline of 16.7%.
Overseas Coal Dealers Suspend Quotations from China It is understood that with the tight supply of domestic coal, some suppliers of thermal coal and coking coal in Australia have suspended quotations from Chinese importers.
Industry analysts believe that after the earthquake in Japan, the demand for energy imports accelerated, and it may affect Chinese coal imports in the third quarter of this year.
According to statistics from the General Administration of Customs of China, China’s coal imports in February were only 6.76 million tons, a decrease of 47.6%, which is the lowest monthly import level since April 2009.
Compared with the same period of last year, Guangdong's coal import ratio has dropped by about 50% in the same period last year, which also directly led to a significant decline in coal inventory in Guangdong Province.
In the international arena, the nuclear crisis in Japan and the unrest in the Middle East and North Africa began to affect the world energy market and coal prices skyrocketed. International oil prices continued to rise on the 4th. At the close of the day, oil prices in New York and London were once again set to rise at two-and-a-half year highs.
The Swiss mining giant Xstrata signed a supply contract with China National Electric Power Co., Ltd. for the current financial year (starting on April 1st). Xstrata, which is listed in London, will supply the latter with electricity at a price of US$130 per ton for the coal used as fuel for coal-fired power plants, an increase of 32.6% over the 2010-2011 price of US$98 per ton. According to reports, the latest contract price is also higher than the historical record of US$125 per ton for 2008-2009, setting a price benchmark for Asia that is eager for energy.
In any case, this price is not competitive in China. The cost of importing all kinds of coal has been more expensive than that of domestic companies purchasing from Shanxi, ranging from tens of dollars to several hundred dollars. Some companies’ coal imports have basically become Stagnation.
The coal-electricity linkage further stranded. The above-mentioned situations indicate that on the one hand, the coal power supply in some provinces and municipalities is tight, and on the other side, the NDRC does not allow the price of key coal contracts to increase. This makes thermal power plants and coal suppliers face a dilemma. Who will resolve this contradiction?
Dong Xing Securities analyst Zhou Hongyu told reporters that the coal price negotiations have been facing difficulties, and coal prices have become a headache for coal companies and power companies. He believes that in the current situation of high inflation, coal-fired linkage mechanism can not yet take place, not to mention the electricity price of people's livelihood, can not easily rise.
He explained that coal prices have long been market-oriented, and electricity prices are still regulated by the state. Although the price of the key contract coal prices is not allowed to increase prices, companies may increase their prices in disguise by supplying coal with low combustion value, so this time The NDRC pointed out in particular that it cannot disguise the price in any form.
The China Energy Research Institute's Energy Policy Research Center reported that the actual execution price of key coal-fired coal contracts in 2011 will be raised by RMB 30/tonne on the basis of 2010. If electricity prices cannot be effectively channelled at that time, the loss of thermal power companies may further increase.
From 2003 to 2004, from 2006 to 2007 and at the beginning of 2010, there have been various degrees of “coal shortageâ€, “electricity shortage†and “oil shortage†in various parts of China. Han Xiaoping, chief information officer of China Energy Network, believes that this is caused by the stagnation of electricity reform and the inability of both supply and demand sides to conduct effective transactions.
The flood season has not yet arrived, but the rising electricity consumption in some places continues to climb... All indications indicate that the "coal shortage" has begun to disturb many places.
Recently, the National Development and Reform Commission issued an urgent notice requesting that in 2011 the key contract thermal coal prices remain the same level in 2010 and do not disguise the price in any form.
The reporter was informed that in 2010 the price of key coal contracts was 520 yuan/ton. This price is about 200 yuan/tonne difference with the current market coal price.
Analysts pointed out that after the "strict control" of coal prices, related companies will reduce supply, the "coal barren" situation may intensify, coupled with the decline in coal imports, which will pose a severe power supply for the summer of this year. challenge.
The power plant and port inventory coal fell across the board. The reporter learned that as of March 27, the entire network of coal in Central China Power Grid fell to 9.14 million tons, of which the supply of coal in Hunan was the most severe and 540,000 tons of coal could only be used 4 days, lower than the "warning line."
At present, Hunan Power Grid has a power generation capacity of about 8 million kilowatts due to lack of coal shutdowns, poor thermal power coal quality, low water and electricity heads, and unit overhauls. Based on this, Hunan Province has implemented orderly electricity use measures on March 21. The maximum daily limit of electricity consumption is about 1.2 million kilowatts, and the maximum daily electricity consumption is 11 million kilowatt-hours.
At the same time, coal inventories at major ports are also declining. As of March 31, Qinhuangdao Port’s coal inventories amounted to 7.282 million tons, a week-on-week decline of 1.33%, and it has dropped 1.197 million tons of coal inventory from the beginning of the month; SDIC Jingtang Port The coal inventory was 1.56 million tons, a 23.15% decrease from the beginning of the month; the SDIC Caofeidian port coal inventory decreased by 500,000 tons to 1.97 million tons from the beginning of the month. The three major northern coal transit port inventories have dropped for four consecutive weeks, with an overall decline of 16.7%.
Overseas Coal Dealers Suspend Quotations from China It is understood that with the tight supply of domestic coal, some suppliers of thermal coal and coking coal in Australia have suspended quotations from Chinese importers.
Industry analysts believe that after the earthquake in Japan, the demand for energy imports accelerated, and it may affect Chinese coal imports in the third quarter of this year.
According to statistics from the General Administration of Customs of China, China’s coal imports in February were only 6.76 million tons, a decrease of 47.6%, which is the lowest monthly import level since April 2009.
Compared with the same period of last year, Guangdong's coal import ratio has dropped by about 50% in the same period last year, which also directly led to a significant decline in coal inventory in Guangdong Province.
In the international arena, the nuclear crisis in Japan and the unrest in the Middle East and North Africa began to affect the world energy market and coal prices skyrocketed. International oil prices continued to rise on the 4th. At the close of the day, oil prices in New York and London were once again set to rise at two-and-a-half year highs.
The Swiss mining giant Xstrata signed a supply contract with China National Electric Power Co., Ltd. for the current financial year (starting on April 1st). Xstrata, which is listed in London, will supply the latter with electricity at a price of US$130 per ton for the coal used as fuel for coal-fired power plants, an increase of 32.6% over the 2010-2011 price of US$98 per ton. According to reports, the latest contract price is also higher than the historical record of US$125 per ton for 2008-2009, setting a price benchmark for Asia that is eager for energy.
In any case, this price is not competitive in China. The cost of importing all kinds of coal has been more expensive than that of domestic companies purchasing from Shanxi, ranging from tens of dollars to several hundred dollars. Some companies’ coal imports have basically become Stagnation.
The coal-electricity linkage further stranded. The above-mentioned situations indicate that on the one hand, the coal power supply in some provinces and municipalities is tight, and on the other side, the NDRC does not allow the price of key coal contracts to increase. This makes thermal power plants and coal suppliers face a dilemma. Who will resolve this contradiction?
Dong Xing Securities analyst Zhou Hongyu told reporters that the coal price negotiations have been facing difficulties, and coal prices have become a headache for coal companies and power companies. He believes that in the current situation of high inflation, coal-fired linkage mechanism can not yet take place, not to mention the electricity price of people's livelihood, can not easily rise.
He explained that coal prices have long been market-oriented, and electricity prices are still regulated by the state. Although the price of the key contract coal prices is not allowed to increase prices, companies may increase their prices in disguise by supplying coal with low combustion value, so this time The NDRC pointed out in particular that it cannot disguise the price in any form.
The China Energy Research Institute's Energy Policy Research Center reported that the actual execution price of key coal-fired coal contracts in 2011 will be raised by RMB 30/tonne on the basis of 2010. If electricity prices cannot be effectively channelled at that time, the loss of thermal power companies may further increase.
From 2003 to 2004, from 2006 to 2007 and at the beginning of 2010, there have been various degrees of “coal shortageâ€, “electricity shortage†and “oil shortage†in various parts of China. Han Xiaoping, chief information officer of China Energy Network, believes that this is caused by the stagnation of electricity reform and the inability of both supply and demand sides to conduct effective transactions.
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