The hottest coal industry has entered the era of p

2022-07-30
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As the coal industry enters the era of "production control", it needs to take multiple measures to get rid of difficulties.

as the coal industry enters the era of "production control", it needs to take multiple measures to get rid of difficulties.

China Construction Machinery Information

the Spring Festival has passed, and the "cold current" in the coal market has not decreased. In coal producing areas, due to high inventory and weak demand, many local coal mines in Shanxi and Inner Mongolia are still in the "holiday mode", and the resumption plan may be postponed. Under the double pressure of "cold winter" in the market and environmental constraints, China is stepping on the "emergency brake" of coal production expansion and gradually entering the era of "production control"

control and limit the production of "life-saving straw" in Chengdu coal market

recently, the once differentiated coal price trend has gone green again after the Spring Festival, and the coal prices of main producing areas and ports have fallen simultaneously. "Taiyuan index" fell after holding steady for a short time. On March 11, the latest Bohai Rim thermal coal price index closed at 488 yuan/ton, down 8 yuan/ton from the previous period, creating a "nine consecutive falls" in the year and the largest weekly decline since August last year

in addition, Shenhua, China coal and other large coal enterprises have successively launched preferential promotion policies of price reduction in disguised form, the market pessimism is rising, and the industry's concern about the continuous decline of coal prices is further intensified

at the same time, policy constraints at the environmental level have been tightened. In the past two years, the problem of urban smog, which has attracted much attention, is causing people to reflect on the energy structure dominated by coal

on March 6, the Ministry of industry and information technology and the Ministry of Finance jointly released the action plan for clean and efficient utilization of coal in the industrial field, proposing that by 2017, 80million tons of coal consumption will be saved in the four major fields of coking, industrial furnaces, coal chemical industry and industrial boilers; By 2020, this target will reach more than 160million tons

considering a document jointly issued by six national ministries and commissions at the end of last year, in order to prevent and control air pollution, by 2017, coal consumption in Beijing, Tianjin, Hebei and Shandong alone will be reduced by 83million tons compared with 2012. In the next two years, China will reduce coal consumption by at least 160million tons

the above signals indicate that under the dual pressure of the market and the environment, controlling and limiting production is becoming the "life-saving straw" of the coal industry. According to the data, in January this year, the coal output of Shenhua Group and China coal energy both decreased year-on-year, and China Coal declined month on month for four consecutive months. In addition, during the Spring Festival, a large number of coal mines were shut down for holidays, making it difficult for the coal output to increase in the first quarter

before, so as to select the appropriate instrument! Shanxi, a major coal province, has issued the strategic goal of energy development in the next five years, clearly defining the upper limit of coal production, use and sales, and no longer competing for the "coal leader". Shenhua Group, the largest coal producer in China, also proposed to reduce its coal output by 10.8% this year, reducing its output by 33million tons compared with 2014, which has become a rare good news in the "cold winter" of the market

coal enterprises encountered a "prisoner's dilemma" in limiting production.

coal enterprises must limit production. However, the author finds that with the downward trend of coal market increasing, the price war of coal enterprises tends to become more and more intense. The excess of the market has increased production, the decline of coal prices has scrambled to reduce prices, and coal enterprises are facing a "prisoner's dilemma" in limiting production

"in the first two years, it was clear that the market was surplus. Instead, large coal enterprises' traded volume for price 'and fell into a vicious circle." A person from Shanxi coal industry said that as early as the end of 2011, coal prices began to decline, and the problem of overcapacity has emerged. However, coal enterprises are worried about unilaterally limiting production and losing the market. They all hope that other coal enterprises will reduce production, increase production, reduce costs and seize the market

behind the dilemma of coal enterprises is the ubiquitous super capacity production of coal mines. In the "golden decade" of coal, under the background of "tight balance" of the market, in order to ensure power coal production and energy security, coal mine super capacity production once became the norm, and the actual output of some coal mines even exceeded the approved capacity by more than three times

according to the data of the National Bureau of statistics, the national raw coal output in 2014 was 3.87 billion tons, a year-on-year decrease of 2.5%, which became the first decline in China's coal output since the beginning of the 21st century. However, behind the "first drop in the century", some coal mines have not yet eliminated illegal production, super capacity production and other phenomena. According to the data of the national energy administration, the fracture surface and the axis of the test piece are about 45 °. By the end of last year, 6816 coal mines had been registered and announced to produce in China, with a production capacity of only 3.126 billion tons, far lower than the actual output in recent years

in addition, coal enterprises face special industrial problems in limiting production. "Unlike other industries, once coal production capacity is formed, it will be difficult to reduce it." Pan Yun, vice president of Shanxi Academy of Social Sciences, said that during the "golden decade", the expansion rate of coal production capacity in the "three West" region was about 10% to 15%. However, as the economic development has entered the new normal, the growth rate of capacity release has not slowed down significantly, but the growth rate of demand has dropped rapidly from more than 6% to about 2%

"even if the production capacity is no longer increased, it is difficult to change the pattern of oversupply in the coal market in the future." Pan Yun said that, on the one hand, economic growth is slowing down, on the other hand, energy conservation and emission reduction efforts are increasing, and the proportion of alternative energy such as hydropower and natural gas is increasing. These factors will have a restraining effect on coal demand

the coal industry believes that although Shanxi, Shenhua and other regions and enterprises have clearly put forward plans to stabilize production, it is difficult to break through the "prisoner's dilemma" because only a few provinces and enterprises control production capacity. It is urgent to strengthen industry supervision, industry self-discipline and standardize coal production links

it is worth noting that the two consecutive joint meetings of the coal industry this year focused on the coal production environment, including "illegal construction and production, unsafe production, super capacity production, production and consumption of low-quality coal". The national development and Reform Commission said that in the near future, it will speed up the revision, improvement and issuance of relevant documents, speed up the verification of illegal construction and production in coal mines, and speed up the implementation of the joint punishment mechanism for violations of law and dishonesty in the field of coal mine construction and production

"real estate enterprises can run around the country, but coal enterprises are all local enterprises except some central enterprises." Pan Yun said that in this context, coal enterprises' production restriction needs more coordination from the national level. During the economic downturn, especially for resource-based areas, the coal produced is GDP regardless of its benefits. Reducing coal output means reducing GDP

at the same time, with the promotion of the integration of coal resources, which reflects China's own scientific and technological strength, the number of large mines has increased significantly, and the government's ability to regulate and control the market has increased accordingly. Pan Yun suggested that the coal supply and demand balance, prediction and reserve mechanism should be established, and an industry association similar to OPEC should be established to avoid resource waste to the greatest extent in the case of insufficient demand. At the same time, while strictly implementing the policies of limiting production and curbing overproduction, we should strengthen the coordination between the main coal producing areas to avoid intensifying vicious competition in the process of "controlling production"

the industry believes that if the production restriction policy of coal enterprises is strictly implemented and the industry self-discipline is further strengthened, the current imbalance between coal supply and demand is expected to be improved

Copyright © 2011 JIN SHI