After rising for 3 months, the price of thermal coal around the Bohai Sea, which has the benchmark for domestic thermal coal prices, has finally stopped rising. However, the lack of coal resulting from the lack of electricity situation has not been alleviated, the industrial power of the Pearl River Delta's power shortage situation has gradually increased; the competent department estimates that the province's next quarter, the electricity gap will reach 1.8 billion kwh.
According to the data from the Oceanic Coal Online Weekend, the comprehensive average price of the Bohai-Ring thermal coal price index was 843 yuan/ton, which finally ended the 14-week continuous upward trend. In the previous 14 weeks, the price of the index rose by 76 yuan/ton or 9.91%.
The Bohai Bay Thermal Power Coal Index integrates the prices of several major coal ports in the Bohai Rim region including Qinhuangdao. Issued by the Development and Reform Commission appointed by the Marine Coal Market Network.
Analysts from the shipping coal network told the “First Financial Daily†that domestic coastal thermal coal prices held steady for the first time in more than three months, indicating that both supply and demand in the domestic coal market have issued steady signals.
At the same time, however, the electricity consumption situation in the Pearl River Delta region, a major load center in South China, cannot be described as “steadyâ€. It is understood that the power shortage in the region is still spreading.
Li Xiangming, deputy director of the Guangdong Provincial Economic and Information Technology Commission, predicts that during the peak summer months of July and September this year, Guangdong’s overall load demand will be between 73 million and 78 million kilowatts, and electricity demand will be about 130.5 billion kilowatt hours, a year-on-year increase of 10.9%. . Due to the continuous high temperature, tight coal supply, and unit overhaul, the tight power supply situation will continue. The maximum power gap is expected to be around 6 million kilowatts, and the electricity gap is about 1.8 billion kwh.
A person from the Southern Electricity Regulatory Bureau told reporters that at present, Guangdong has begun to plan for power cuts, but with the strain on electricity, the number of blackouts in some areas is increasing. “Now, generally, there is a power outage for 3 days a week, and in some places even for 4 days. The owner of the factory says that it will not be possible to start production.†The source said.
According to another report, due to the long-term pressure limit operation of the main channel of the West-East Power Transmission Company, during the peak summer season of the China Southern Power Grid Corporation, extremely severe weather is prone to multiple failures and serious grid safety. To this end, China Southern Power Grid also organized a coalition anti-accident exercise to meet the peak summer power supply.
An insider of China Southern Power Grid told the newspaper that the electricity sent from Guizhou’s West Electric Power Station has been one of the stable electricity supply in Guangdong. This part of the electricity is currently about 18.8 million kilowatts, which has accounted for 27.9% of the electricity load in Guangdong. A third. However, due to the severe shortage of electricity coal in Guizhou this year, the amount of electricity delivered to Guangdong by the province has been greatly reduced, which has a direct impact on the latter's power supply guarantee.
He said that since most of the domestic coal in Guangzhou Port is trans-shipped in the north, such as the Qinhuangdao Port, the main hub of the north coal and south transport, and the typhoon is frequently occurring during the summer, the typhoon is extremely destructive, causing coal shipment ships to choose each along the route. The sheltering in Hong Kong has affected the normal transportation of the North-South routes, and the major coal-producing ports are facing a large number of pressure and coal pressure phenomena. As a result, the major north-south coal transport passages are temporarily blocked, so that the downstream power plant inventory is not timely and the coal deposits are reduced. Produce "coal shortage."
According to the data from the Oceanic Coal Online Weekend, the comprehensive average price of the Bohai-Ring thermal coal price index was 843 yuan/ton, which finally ended the 14-week continuous upward trend. In the previous 14 weeks, the price of the index rose by 76 yuan/ton or 9.91%.
The Bohai Bay Thermal Power Coal Index integrates the prices of several major coal ports in the Bohai Rim region including Qinhuangdao. Issued by the Development and Reform Commission appointed by the Marine Coal Market Network.
Analysts from the shipping coal network told the “First Financial Daily†that domestic coastal thermal coal prices held steady for the first time in more than three months, indicating that both supply and demand in the domestic coal market have issued steady signals.
At the same time, however, the electricity consumption situation in the Pearl River Delta region, a major load center in South China, cannot be described as “steadyâ€. It is understood that the power shortage in the region is still spreading.
Li Xiangming, deputy director of the Guangdong Provincial Economic and Information Technology Commission, predicts that during the peak summer months of July and September this year, Guangdong’s overall load demand will be between 73 million and 78 million kilowatts, and electricity demand will be about 130.5 billion kilowatt hours, a year-on-year increase of 10.9%. . Due to the continuous high temperature, tight coal supply, and unit overhaul, the tight power supply situation will continue. The maximum power gap is expected to be around 6 million kilowatts, and the electricity gap is about 1.8 billion kwh.
A person from the Southern Electricity Regulatory Bureau told reporters that at present, Guangdong has begun to plan for power cuts, but with the strain on electricity, the number of blackouts in some areas is increasing. “Now, generally, there is a power outage for 3 days a week, and in some places even for 4 days. The owner of the factory says that it will not be possible to start production.†The source said.
According to another report, due to the long-term pressure limit operation of the main channel of the West-East Power Transmission Company, during the peak summer season of the China Southern Power Grid Corporation, extremely severe weather is prone to multiple failures and serious grid safety. To this end, China Southern Power Grid also organized a coalition anti-accident exercise to meet the peak summer power supply.
An insider of China Southern Power Grid told the newspaper that the electricity sent from Guizhou’s West Electric Power Station has been one of the stable electricity supply in Guangdong. This part of the electricity is currently about 18.8 million kilowatts, which has accounted for 27.9% of the electricity load in Guangdong. A third. However, due to the severe shortage of electricity coal in Guizhou this year, the amount of electricity delivered to Guangdong by the province has been greatly reduced, which has a direct impact on the latter's power supply guarantee.
He said that since most of the domestic coal in Guangzhou Port is trans-shipped in the north, such as the Qinhuangdao Port, the main hub of the north coal and south transport, and the typhoon is frequently occurring during the summer, the typhoon is extremely destructive, causing coal shipment ships to choose each along the route. The sheltering in Hong Kong has affected the normal transportation of the North-South routes, and the major coal-producing ports are facing a large number of pressure and coal pressure phenomena. As a result, the major north-south coal transport passages are temporarily blocked, so that the downstream power plant inventory is not timely and the coal deposits are reduced. Produce "coal shortage."
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