The cold current of the assault caused tensions in many provinces and cities such as Henan, Shaanxi, and Hubei, and the voltage limit of the pull limit was quite large. In some areas, even the power plant “grab coal†phenomenon appeared.
However, it is worth noting that in the state of tight coal, Qinhuangdao Port and other coal transit stocks are sufficient, and coal prices have not risen, but have declined.
More power saving coal tension
The reporter learned from the Henan Electric Power Company that since November, with the temperature in Henan Province further lower, the peak of winter electricity consumption has come, but due to the relative lag of the supply of coal, the total inventory of Henan coal has rapidly declined, resulting in a severe power supply situation. .
The reporter learned from the Northwest Power Grid Corporation that due to the continuous shortage of coal supply, on the 13th, Shaanxi Power Grid once again increased the power limit, and launched the "2010 Shaanxi Power Grid Orderly Power Plan" orange I-level plan, this is December On the 8th, Shaanxi began to raise the warning level for the third time since the start of power cuts. The limit load has increased from 600,000 kilowatts to 2.3 million kilowatts, almost quadrupling.
In Shaanxi Province, the current coal-deficient shutdown capacity of the province reached 1.78 million kilowatts, the poor quality of coal quality was 2.59 million kilowatts, accounting for 28.19% of the power-on capacity of the grid. At the same time, there are still 3 million kilowatts of coal stored below 3 days. The possibility of downtime.
Affected by the continued shortage of coal supply, the same situation also occurred in Hubei, Shandong, Shanxi, Chongqing and Guizhou provinces. Moreover, in the Liaoning and Jilin provinces and the eastern Inner Mongolia, where the rain, snow and winds are cooling, the power plant “grab coal†phenomenon has also appeared.
Coal and electricity price differences
The reporter learned that at present, there are insufficient coal reserves in power plants in many places, not because of insufficient coal supply, but because of the current differences between coal and electricity on contract coal prices. In short, the power plant believes that the current market coal price is too high, and the willingness to purchase coal in the market is not strong. At the same time, coal-fired enterprises' contracted coal prices were limited, which affected the enthusiasm of their outbound contract coal.
Due to the increase in demand for heating coal caused by cooling in Europe, the price of coal index in Newcastle, Australia rose by 1.1% on a week-on-week to US$117/ton, the highest value since the statistics were recorded in May 2009. "The rise in international coal prices will indeed form a 'temptation' for domestic coal prices, but the actual impact is limited." Senior coal expert Li Chaolin once told reporters that domestic supply and demand internal factors will only affect coal prices.
Because of the long-standing differences in coal prices between coal-fired power companies, this has caused a short-term stalemate.
Qinhuangdao stock is stable
When multiple provinces faced the “burning coal†urgency, the coal inventory and price of Qinhuangdao Port were not affected at all.
"At present, Qinhuangdao Port and other coal transit stocks are sufficient, and coal-fired tension is mainly a problem of transport capacity. As long as the capacity is guaranteed and the cold wave is reduced or relieved, of course, the cold wave is strengthened, and the local tension of coal may also be intensified." Li Chaolin said.
The reporter learned from the coal resource network that the coal inventory of Qinhuangdao Port has remained at more than 7 million tons, which is within the reasonable inventory range of the port.
According to statistics, on December 20, the domestic coal stocks in Qinhuangdao Port rose slightly from 6.71 million tons to 7.08 million tons, up 370,000 tons on a week-on-week basis, and the number of coal storage days rose to around 12 days. Moreover, the data shows that as of December 20, the closing price of Qinhuangdao Port 5500 kcal was 795 yuan / ton, down 5 yuan / ton.
The reporter also learned from the Ministry of Railways that since the winter, especially since December, the railway department has focused on ensuring the supply of coal in the Beijing-Tianjin-Tangshan, Hunan, Hubei, and Jiangxi provinces, and actively adjusted the coal-fired daily loading plan, requiring the entire road. The average daily loading of coal has reached more than 45,000 vehicles. Since December, the total daily coal loading capacity of 45,404 vehicles, an increase of 7775 vehicles.
In addition, in mid-December, the Shenyang Railway Bureau also increased the capacity to rush the transportation of coal to solve the "burning coal". According to statistics, from December 1st to 19th, Shenyang Railway Bureau sent 4530 cars per day (60 tons of coal per car), effectively alleviating the tension of coal used in power plants.
However, it is worth noting that in the state of tight coal, Qinhuangdao Port and other coal transit stocks are sufficient, and coal prices have not risen, but have declined.
More power saving coal tension
The reporter learned from the Henan Electric Power Company that since November, with the temperature in Henan Province further lower, the peak of winter electricity consumption has come, but due to the relative lag of the supply of coal, the total inventory of Henan coal has rapidly declined, resulting in a severe power supply situation. .
The reporter learned from the Northwest Power Grid Corporation that due to the continuous shortage of coal supply, on the 13th, Shaanxi Power Grid once again increased the power limit, and launched the "2010 Shaanxi Power Grid Orderly Power Plan" orange I-level plan, this is December On the 8th, Shaanxi began to raise the warning level for the third time since the start of power cuts. The limit load has increased from 600,000 kilowatts to 2.3 million kilowatts, almost quadrupling.
In Shaanxi Province, the current coal-deficient shutdown capacity of the province reached 1.78 million kilowatts, the poor quality of coal quality was 2.59 million kilowatts, accounting for 28.19% of the power-on capacity of the grid. At the same time, there are still 3 million kilowatts of coal stored below 3 days. The possibility of downtime.
Affected by the continued shortage of coal supply, the same situation also occurred in Hubei, Shandong, Shanxi, Chongqing and Guizhou provinces. Moreover, in the Liaoning and Jilin provinces and the eastern Inner Mongolia, where the rain, snow and winds are cooling, the power plant “grab coal†phenomenon has also appeared.
Coal and electricity price differences
The reporter learned that at present, there are insufficient coal reserves in power plants in many places, not because of insufficient coal supply, but because of the current differences between coal and electricity on contract coal prices. In short, the power plant believes that the current market coal price is too high, and the willingness to purchase coal in the market is not strong. At the same time, coal-fired enterprises' contracted coal prices were limited, which affected the enthusiasm of their outbound contract coal.
Due to the increase in demand for heating coal caused by cooling in Europe, the price of coal index in Newcastle, Australia rose by 1.1% on a week-on-week to US$117/ton, the highest value since the statistics were recorded in May 2009. "The rise in international coal prices will indeed form a 'temptation' for domestic coal prices, but the actual impact is limited." Senior coal expert Li Chaolin once told reporters that domestic supply and demand internal factors will only affect coal prices.
Because of the long-standing differences in coal prices between coal-fired power companies, this has caused a short-term stalemate.
Qinhuangdao stock is stable
When multiple provinces faced the “burning coal†urgency, the coal inventory and price of Qinhuangdao Port were not affected at all.
"At present, Qinhuangdao Port and other coal transit stocks are sufficient, and coal-fired tension is mainly a problem of transport capacity. As long as the capacity is guaranteed and the cold wave is reduced or relieved, of course, the cold wave is strengthened, and the local tension of coal may also be intensified." Li Chaolin said.
The reporter learned from the coal resource network that the coal inventory of Qinhuangdao Port has remained at more than 7 million tons, which is within the reasonable inventory range of the port.
According to statistics, on December 20, the domestic coal stocks in Qinhuangdao Port rose slightly from 6.71 million tons to 7.08 million tons, up 370,000 tons on a week-on-week basis, and the number of coal storage days rose to around 12 days. Moreover, the data shows that as of December 20, the closing price of Qinhuangdao Port 5500 kcal was 795 yuan / ton, down 5 yuan / ton.
The reporter also learned from the Ministry of Railways that since the winter, especially since December, the railway department has focused on ensuring the supply of coal in the Beijing-Tianjin-Tangshan, Hunan, Hubei, and Jiangxi provinces, and actively adjusted the coal-fired daily loading plan, requiring the entire road. The average daily loading of coal has reached more than 45,000 vehicles. Since December, the total daily coal loading capacity of 45,404 vehicles, an increase of 7775 vehicles.
In addition, in mid-December, the Shenyang Railway Bureau also increased the capacity to rush the transportation of coal to solve the "burning coal". According to statistics, from December 1st to 19th, Shenyang Railway Bureau sent 4530 cars per day (60 tons of coal per car), effectively alleviating the tension of coal used in power plants.
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