According to the usual practice, there will be a wave of electricity peaks in winter in China. Power plants will generally store coal in September, and coal inventory will reach a peak in November. In December and January, the electricity coal stocks will Falling down, 10 days by the industry as a warning line for power plant coal stocks.
It was learned from the Hubei Economic and Information Commission that the province's coal inventories have been below the warning line for seven days in a row, currently only 1.73 million tons. In view of the difficulty in purchasing electricity for storing coal at a later stage, Hubei province implemented an orderly electricity plan at 0:00 on December 22, with a power limit of 20 million kwh on the first day.
According to reports, the Hubei Economic and Information Technology Commission has started the coordinated yellow emergency plan for coal, electricity and transportation since December 20. The Hubei Provincial Electric Power Company will strictly follow the provincial government's principle of “multiple guarantees and less restrictions†and adopt the demand-side management of electricity demand to supervise the industrial enterprises to shift their peaks and failures, and in particular limit the use of electricity in high-energy-consuming enterprises, small chemical fertilizers and other industries with excess capacity. . According to the analysis of the rapidly falling electricity coal stocks and rising electricity demand, the Hubei Economic and Information Technology Commission predicts that by the end of the month, the province's daily coal gap will reach 30,000 tons, which means that the current shortage of electricity will be 60 million kilowatt-hours.
According to another report, some coal-fired power plants in Henan Province have already reached the warning line, 40% of coal-fired power generating units have been storing coal for less than 3 days, and power plants have generated insufficient power, and some regions have started to cut power consumption for high energy-consuming enterprises.
Zhejiang Province adopts annual total amount control measures for production and coal consumption of enterprises. Take Juhua as an example, the annual coal consumption is more than 1.6 million tons, but this year, the quota is only 1.53 million tons, and the electricity utilization gap is about 20 million kilowatt-hours. . The person in charge of the Juhua Production Department stated that most chemical companies had to make up for the loss of the previous period’s electricity production, and they had to use sufficient horsepower to step up production. But now they are faced with a period of power shortage, which has caused enterprises to suffer.
Shanxi Province is a big coal producer and coal prices are directional. Recently, the coal market price has gone from 1200 yuan per ton to 1600 yuan. Due to shortage of power coal and insufficient power, it directly affects the production of electricity. At present, the electricity load in Taiyuan has exceeded 2.7 million kilowatts, and the power supply gap has reached 700,000 kilowatts, and the gap has exceeded 25%. In order to effectively respond to the current severe situation, Taiyuan City raised the requirement that high-risk industries such as chemical industry should use electricity for safe production and high-energy-consuming industries to participate in the orderly use of electricity.
Prior to this, the National Development and Reform Commission made it clear that the tight supply momentum of electric coal and other products has already emerged. To this end, the "Notice on Accomplishing the Cohesion of Coal Production and Transportation in 2011" was specifically issued. At the same time, it is clear that the price of key coal power contracts will remain unchanged from the previous year and must not be disguised in any form.
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