coal is not only the most important energy substance in China at present, but also one of the raw materials at the source of the chemical industry chain. In the complex chemical industry chain, the relationship between a variety of chemicals is close and interlinked, the trend of coal has always been the most important concern of many chemical people, so the shortage of coal supply for the entire chemical industry, have a very important impact.
According to public information, coal downstream is mainly electric power, steel, chemical industry, building materials, etc., of which chemical industry and building materials accounted for a total of about 19%.
In addition to the rising cost of power generation, the most direct impact of the soaring price of
coal in
is the price trend of coke, methanol, formaldehyde, ethylene glycol, PVC and olefin products in the coal chemical industry chain. For the whole chemical industry chain, the tight price of coal will be gradually transmitted to all links under the effect of "butterfly effect".
▶The gap is enlarged, the coal supply is tight, the cost of the chemical industry chain is rising, and the
is
. The coal gap is increasingly enlarged, which also simultaneously promotes the high coal price. As of the end of September, the blended coal price of 5550 Daka in Qinhuangdao Port set a new record of 1700 yuan/ton, and the blended coal price of 5000 Daka in calorific value was 1540 yuan/ton, up 140 yuan/ton on a week-on-week basis, which is called "crazy stone".
The current coal price has broken through the previous year's high value, policy risk increased, spot recently there is a sell-off to take profit situation, but the recent supply is still tight, in the transportation by the weather and Daqin line maintenance or limited, demand is still strong, coal prices or remain high.
▶Double control tightening, coal tension to promote power restrictions and production restrictions intensified the 
of
in addition to the role of the chemical industry chain, resulting in some chemical prices, coal supply tension also exacerbated the local power tension.
,
according to incomplete statistics, at present, more than 20 provinces, cities and regions in China have encountered double control and double restriction. Since September, a total of 24 listed companies have issued 39 announcements on power restriction and shutdown, involving 12 industries. The chemical industry listed companies account for about 30% of all discontinued companies, a total of 11 companies.
From the announcement of the regional distribution of listed companies, Jiangsu Province has the largest number, a total of 12, of which the chemical industry has 6; Shandong Province and Zhejiang Province are closely followed by 5.
previously reported that due to the double control of energy consumption, the operating rate of many major chemical provinces has declined, and tens of thousands of chemical companies have been affected. Products such as silicone and yellow phosphorus in Yunnan have been reduced by 90%. The 9 provinces, cities and regions where energy consumption intensity has not decreased but increased include dozens of chemical products, of which 35 chemical products account for more than 50% of the country, including some varieties of pesticides, potassium chloride, polyester, nylon, yellow phosphorus, industrial silicon, phosphorus trichloride, calcium carbide and other varieties.
, when
everyone is looking forward to some areas in October to ease some of the "double limit" pressure, the coal province of Shanxi's "black swan" incident once again pushed the power plant voltage to its peak.
,
some power companies even said that they are already facing the dilemma of "one-time power generation and a dime loss", which can not help but make more chemical people worry about the current situation.
, it is
understood that at present, some enterprises have received the power restriction notice after the National Day holiday, that is to say, in the last two months of the year, the double limit situation will become more and more severe, and the operating rate of chemical enterprises will also face a sustained low situation.
▶More than a dozen chemical enterprises "self-help" price increases, the future or will face no goods dilemma
, whether it is the shortage of coal at the source, or the sluggish market brought about by the production line restriction and the continuous low operating rate, it is fatal for chemical enterprises. Under the rapid increase in costs, chemical companies can only choose to increase prices to transfer the pressure to the downstream and carry out "self-help". Since the fourth quarter, the pace of price increases for chemical companies has not stopped. Some companies even remind customers to confirm whether there are goods and the stock cycle before purchasing.
Yiyang Zhenbang Calcium Products: From October 10, the price of light calcium will be increased by 50 yuan/ton. The high volume price will be negotiated separately, and the invoice will be charged with 10% tax.
of
Nantong Dongli New Material Technology: From October 10, the sales price of various models (erucamide, oleic acid amide and other amide products) will be increased by 3000 yuan/ton in the domestic market and 400 USD/ton in the foreign market.
Jiangsu Hemings New Materials: Since October 8, the original quotation has been invalid. The new order placing process: 1. Confirm whether the goods are available; 2. Confirm the product price; 3. Confirm the payment method; 4. Confirm the stocking cycle; 5. Sign the purchase and sale contract
Huateng Jichun: Adjust the prices of some products: benzene and propylene are increased by 200-300 yuan/ton; True stone paint is increased by 250-400 yuan/ton; Waterproof/elastic category is increased by 200-300 yuan/ton; Pure C category is increased by 200-300 yuan/ton.
of
Dalian Chemical (Jiangsu) Co., Ltd.: From October 8, VAEP rubber powder will be increased by 500 yuan/ton.
Fenran Industry (Shanghai) Co., Ltd.:, from October 8, the price of all cellulose products of KORMAN Chemical KORMAN series in the United States will be adjusted by 2600 yuan/ton, and the foreign trade price will be increased by 300 USD/ton. Multifunctional AMP-95 Series: Price Increase 1200-1500 Yuan/Ton; Fungicide BIT mildew inhibitor series: price increase 1000-2000 yuan/ton; Defoamer, silicone series: price increase 2000-3500 yuan/ton; Some additives of industrial paint: price increase by 50-100%.
Shanghai Snow New Materials: Starting from October 8, the prices of some product lines will be adjusted as follows: acrylic thickeners: the price will be increased by 500-1000 yuan/ton; Polyurethane rheological agents: the price will be increased by 1500-2000 yuan/ton; Multifunctional additives: the price will be increased by 1000-1500 yuan/ton; Defoamers: the price will be increased by 1000-2000 yuan/ton.
Wanhua Chemical: From October 8, the price of industrial and wood water-based products will be adjusted: acrylic emulsion: the price will be increased by 300-600 yuan/ton; Hydroxypropyl dispersion: the price will be increased by 500-1000 yuan/ton; PUA and PUD: the price will be increased by 500-1000 yuan/ton; Water-based curing agent: the price will be increased by 3000-5000 yuan/ton.
Suzhou World Name Technology: From October 8, the corresponding product prices will be adjusted as follows:
1.SUP86 series white pulp will be increased by 2000 yuan/ton, and color pulp will be increased by 3000 yuan/ton;
2.TSE L series, LR series and SIP series waterborne white pulp will be increased by 700 yuan/ton; 3.TSE L series, LR series, SIP series water-based black pulp up-regulated 500 yuan/ton;
.
4.JD series water-based white pulp up-regulated 350 yuan/ton; Beige series up-regulated 250 yuan/ton;
5.
5. Other color series and customized products shall be adjusted according to the order situation.
Jiangxi Province Bailui Calcium Carbonate, Peak Calcium Carbonate, Bailui New Materials: From October 7, the prices of light calcium series products, active calcium series products and nano calcium series products will be increased by 100 yuan/ton, and the specific prices will be subject to the quotations of products in each sales area.
Wanhua Chemical: From July 7, the price of water-based acrylic emulsion for architectural coatings will be increased by 300-600 yuan/ton.
:
Weifang Yaxing Chemical: From the 7th, the prices of all CPE brands will be increased by 1000 yuan/ton.
Shandong Rike Rubber and Plastic Technology: From the 6th, the price of chlorinated polyethylene products will be increased by 1000 yuan/ton.
:
Hunan Wenxiu Chemical Industry: From October 5, all silicone-acrylic emulsions will be increased by 600-1000 yuan/ton on the original basis.
:
Shandong Sanyi Group: Chlorinated Polyethylene Series Factory Price Increases 1000 yuan/Ton.
Weifang Shuoyi Chemistry: Chlorinated Polyethylene Series Factory Price Raised by 1000 Yuan/Ton.
of
Hubei Double Bond Fine Chemical Industry: Adjust the product price and implement a single price according to the change of material market price.
▶The Standing Committee of the State Council: Correcting the "one size fits all" suspension of production and production restrictions, and the "sports" carbon reduction
. According to the
Chinese government website, Premier Li Keqiang of the State Council presided over an executive meeting of the State Council on October 8 to further deploy the supply of electricity and coal this winter and next spring to ensure the people Basic life and economic smooth operation; passed the "The People's Republic of China Yellow River Protection Law (Draft)".
The
Conference pointed out that since the beginning of this year, energy prices in the international market have risen sharply, and domestic power and coal supply and demand have continued to be tight. Various factors have led to the recent power cuts in some places, which has affected normal economic operations and residents' lives. Relevant parties have taken a series of measures to strengthen energy supply security in accordance with the deployment of the Party Central Committee and the State Council.
In view of the fact that the pressure on power and coal supply and demand is still large this winter and next spring, the meeting emphasized that ensuring energy security and ensuring the stability of the industrial chain supply chain are important contents of the "six guarantees". It is necessary to give full play to the role of the coal, electricity, oil and gas transportation guarantee mechanism and effectively use Market-oriented means and reform measures to ensure the supply of electricity and coal.
first, the
of should give priority to people's livelihood, ensure people's livelihood and heating energy in winter, and ensure that coal is used for power generation and heating, especially in Northeast China in winter. Strengthen the supply of gas for people's livelihood, and timely organize the "south gas north" to increase the heating gas in the northern region.
On the premise of ensuring safe production, the second
of
should promote the release of production capacity of coal mines with the potential to increase production as soon as possible, speed up the production of approved and basically completed open-pit coal mines, and promote the rectification of coal mines that have stopped production in accordance with the law and resume production as soon as possible. Transportation departments should give priority to ensuring the transportation of coal and ensure that the produced coal is transported to the places where it is needed in time.
The third
of
should support coal and electricity enterprises to increase power supply. In view of the difficulties of coal-fired power enterprises, the implementation of phased tax deferred payment policy, to guide and encourage financial institutions to ensure coal-fired power enterprises to purchase coal and other reasonable financing needs.
the fourth
of should reform and improve the market-oriented formation mechanism of coal and electricity prices. Promote all coal-fired power generation electricity to enter the electricity market in an orderly manner. On the premise of maintaining the stability of electricity prices for residents, agriculture, and public welfare undertakings, the fluctuation range of market transaction electricity prices will be adjusted from no more than 10% and 15% to no more than 20% in principle, and make classified adjustments. For high energy-consuming industries, prices can be formed by market transactions without being restricted by floating 20%. Local governments are encouraged to implement phased preferential policies for small and micro enterprises and individual industrial and commercial households.
the fifth
of should speed up the construction of large-scale wind power and photovoltaic bases in desert Gobi desert areas, and speed up the construction of emergency backup and peak shaving power supply. Actively promote coal, natural gas, crude oil reserves and energy storage capacity building.
the sixth
of should resolutely curb the blind development of the "two high" projects. Improve the dual control mechanism of local energy consumption, and promote the new renewable energy consumption not to be included in the total energy consumption for a certain period of time. Promote the implementation of energy-saving and carbon-reducing transformation in key areas, and vigorously promote coal conservation and utilization in major coal-consuming industries.
The
meeting requested that all parties should consolidate their responsibilities for energy supply and safe production. Adhere to seeking truth from facts and strengthen overall planning. All localities should strictly implement the responsibility of territorial management, do a good job in the management of electricity consumption in an orderly manner, correct the "one size fits all" suspension of production or "sports" carbon reduction in some places, and oppose inaction and disorderly action. Major coal-producing provinces and key coal enterprises should implement the task of increasing production and supply as required. Central power generation enterprises should ensure that their thermal power units should be fully distributed. Power grid enterprises should strengthen power operation dispatching and safety management. Those who do not implement the responsibility of energy supply should be held accountable seriously.
The "The People's Republic of China Yellow River Protection Law (Draft)" was passed at the
Conference. The draft highlights the strengthening of ecological protection and restoration, the conservation and intensive use of water resources, pollution prevention and control and other systems and regulations, and strictly sets the legal responsibility for illegal acts. The meeting decided to submit the draft to the Standing Committee of the National People's Congress for deliberation.
▶Inner Mongolia coal release capacity documents went viral, moving coal fell more than 6% 
November holiday, Shanxi and Hebei, Shandong, Jiangsu, Zhejiang, Tianjin and other 14 provinces (autonomous regions, municipalities) signed the fourth quarter coal medium-and long-term guarantee contract to ensure energy supply, involving the guarantee of 55 million tons.
During the long vacation, Shanxi's weather complicates the logic of coal.
According to the latest news from the Shanxi Provincial Emergency Management Department, affected by heavy rainfall, a total of 54947 people were transferred from all over Shanxi during the flood, 60 coal mines, 372 non-coal mines, 14 hazardous chemical companies, 1035 construction projects under construction, and closed 166 scenic spots.
Before the
of
, due to the double control of energy consumption, coal production capacity was already in short supply. This time, 60 coal mines were closed in an emergency, which may cause a greater coal gap after the holiday! According to the latest research report, the global energy shortage is a foregone conclusion, and coal prices are still expected to rise more than expected in October, in which the gap of thermal coal in the dynamic peak season will be further enlarged.
,
in the situation of continuous shortage of electricity and coal supply, increasing coal production and supply has become a top priority, and the relevant coal-producing provinces are already urgently implementing the production increase plan!
On the evening of October 7,
, Inner Mongolia Energy Bureau issued an emergency notice entitled "Inner Mongolia Autonomous Region Energy Bureau on speeding up the release of some coal mine production capacity" circulated on the Internet, or increased the supply of 72 coal mines! A total of 98.35 million tons of nuclear production capacity!
the
Inner Mongolia Energy Bureau requires Xilin Gol League, Wuhai City, Ordos City Energy Bureau, Hulunbuir City Industry and Information Bureau, in order to accelerate the release of coal production capacity, in accordance with the requirements of the National Mine Safety Supervision Bureau and the National Development and Reform Commission Operation Bureau, immediately notify the inclusion of the country's nuclear potential list of 72 coal mines, under the premise of ensuring safety, from now on, can temporarily in accordance with the proposed nuclear capacity to organize production.
the
guidance list of central-owned coal mines in China refers to the requirements of the "Inner Mongolia Autonomous Region Energy Bureau Inner Mongolia Coal Mine Safety Supervision Bureau on Printing and Distributing the Work Plan for Nuclear Increase of Supply Coal Mine Capacity" (Neineng Coal Transportation Zi [2021] No. 564), and goes through the approval report preparation, declaration of production capacity replacement, environmental impact assessment and other follow-up procedures, heat supply and power generation coal medium-and long-term contract signing commitments, before the end of 10 to complete the approval work.
Coal mine safety supervision departments at all levels should strengthen nuclear coal mine safety production supervision, urge coal enterprises to strictly implement the safety production responsibility system, strengthen the investigation and management of hidden dangers, implement various safety measures, adhere to unsafe production, and create favorable conditions for increasing production and supply.
It is understood that the relevant personnel of Inner Mongolia Energy Bureau have confirmed the news and said that the current production increase measures are temporary. The relevant coal mines can organize production according to the monthly average distribution of the annual production capacity after nuclear increase, but the relevant coal mines can apply according to the nuclear increase procedures and will be converted to permanent production capacity after approval.
reported that since the end of August, thermal coal has increased by more than 70%! Affected by the news of this increase in production, thermal coal futures rose and fell, with the highest intraday drop of 6%!
At present, the global energy shortage is a foregone conclusion. Inner Mongolia's coal production capacity is gradually released, which can not meet the current market's thermal coal gap.
Following the "Black Swan" in 2020, many chemical companies are pinning their hopes on 2021, especially the "Golden Nine and Silver Ten", which is slightly clear in the market, hoping to wash away the haze and make a lot of money. However, this traditional peak season seems to be somewhat different, with the rising price of raw materials, the shortage of supply, the shortage of supply, the shortage of supply, the inability to start work, the inability to start work and the lack of electricity... All of the above seems to have played a joke with the chemical people, making everyone complain incessantly.
The central government of the
has taken measures to increase coal supply and ensure electricity consumption. However, industry insiders said that the impact of the current epidemic is still continuing to ferment, and the release of coal production capacity will take some time. In October, Shanxi, a major coal-producing province, suffered another heavy rainfall, and the number of coal mines affected increased to 60. The cold air in the north is coming, the typhoon in the south is coming, and it is the heating season. The situation of lack of coal and electricity may be difficult to change within the year.
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