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"Coal shortage, power shortage" is coming this year or ahead of schedule
Recently, the National Development and Reform Commission launched a special inspection of thermal coal prices, emphasizing that the price of key contract coal in 2011 will remain unchanged in 2010, and it will not be able to increase prices in any form. According to relevant statistics, on the eve of the summer peak of electricity consumption, the local coal inventory has been in a dilemma. The two opposite news, the long-lost "coal-electricity linkage" mechanism has once again received public attention. While being subject to the heavy pressure of CPI, it is impossible to adjust the price without authorization. On the other hand, it is a hidden "coal shortage" and "electricity shortage" is about to strike. On the eve of the peak of summer electricity consumption, the price of electricity once again fell into a "tangled" situation. Many coal inventories are “emergency†in advance. Every year, as the electricity load suddenly increases, there will be a certain “coal shortage†or “electricity shortageâ€. However, this phenomenon seems to be ahead of schedule this year. According to statistics, as of the end of last month, the total coal inventory of Huazhong Power Grid has fallen to less than 10 million tons, and Hubei Power Coal has fallen to 1.6 million tons. This data can only provide about two weeks of power generation, while Hunan The situation of the coal is even more severe. The coal deposit is about 500,000 tons, which cannot meet the needs of one week of power generation. Also at the end of March, Shaanxi Province released the economic situation in the first quarter of this year. The province's thermal coal inventories fell by 30% year-on-year, about 702,000 tons. This coal inventory phenomenon also caused Shaanxi's thermal power to be “stretched†and had to rely on adjacent ones. Provincial and district support. Anhui even announced the power gap this summer in early April, and the power supply gap is expected to be around 2 million kilowatts. However, as the upstream part of the thermal coal – port coal stocks continue to decline. As of April 3, Qinhuangdao Port's coal inventory was 7.185 million tons, down 159,000 tons on a week-on-week basis, a decrease of 2.16%. The downward trend continued, but the decline was reduced. The inventory of the port has been falling for four consecutive weeks. Affected by the current market supply and demand situation of coal, port coal prices continued to rise slightly. The comprehensive average price of the 24th Bohai Thermal Coal Price Index released on March 30 was 773 yuan / ton, up 3 yuan / ton. The statistics on customs also show that coal imports are not optimistic. It is understood that China's coal imports fell by 47.6% in February, with imports of only 6.76 million tons, while Guangdong's coal imports in February fell by about 50% compared with the same period last year. The relevant person in charge of a thermal power company in Guangdong told this reporter that the coal inventory of the power plant is “inconvenient to discloseâ€. Qiu Xizhe, a researcher in the coal industry of China Investment Consulting Co., said that the phenomenon of “coal shortage†has begun to occur in various parts of China. The supply of coal is in a tight level. The expansion of supply and demand will further increase the price of coal, and the pressure on the cost of power plants will increase. Another "power shortage." Wang Wei, an analyst with Guotai Junan Power Industry, told the Nanfang Daily that at present, the rise in coal prices is not the only factor in the decline of coal stocks in power plants, and the decline in coal stocks is not the only cause of electricity shortages, including the impact of hydropower and the smooth flow of coal. Will affect the power supply situation, "there will be some electricity shortages every summer," but this year is slightly ahead of schedule.