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For the coal industry, in 2009, the situation of import and export of China’s coal has undergone a huge change. China’s first coal export from coal has become the turbulent coal. Sugar daddyImporting countries, what is undeniable is that China’s “era era of imported coal” has arrived. As the “era era of imported coal” comes, how will the coal-electric game evolve? Can coal-to-electricity joints be quickly broken? What will happen to the coal integration process? This issue’s production topic will focus on these changes that are taking place or are about to happen, hoping to provide readers with a more in-depth understanding.
After the Spring Festival, the market for electric coal that has always been tightly prepared for the cold wave finally came to abdicate and descend. Today, coal inventory in central China has shifted from dying to consolidation, supply is in a loose state, and coal prices have also declined.
However, the long-term game between coal and electricity has not relaxed. In 2010, the contract coal prices rose above 50 yuan/m, which would still infringe on the profits of 60 to 70 yuan of power enterprises. Faced with the high price of coal in the country, power companies have turned their attention to the mainland. In February 2010, China International Import Coal Resources and Australia’s large-scale import coal contract was established. In 2009, China, the world’s largest coal-produced country, also became a coal importer for the first time…
The era of imported coal has arrived, is the era of long coal still far away? In front of the existing Sugar daddy pricing mechanism, how do power companies lay out their chess pieces?
The three decks of hot power enterprises in the electric coal game
Coal Network’s analyzing expert Zhao Yuwei told reporters that power enterprises generally use three tricks to confront the electric coal game: internal adjustment, downstream extension and long-term agreement on signing and purchasing.
”First, you can reduce unit energy consumption. Now the country asks to pay attention. By launching a new machine, energy consumption can be reduced and environmentally friendly. The other is to participate in or perhaps control some coal resources. The third is to carry out coal from abroadCarbon mining and ordering. Settle in domestic and international markets to ensure coal supply. “Zhao Yuwei said.
Last month, the annual coal contract foundation was completed, and the 2010 signing can be called “high price increase”. According to the statistics of the China Coal Marketing Association, intercepted Escort manila By 8 January on January 8, the total amount of coal production demand in 2010 has been initially transferred to 466.17 million tons. The electric factories under the Five Power Group have continuously finalized the coal contract, with the price of key coal per tundra of about 50 yuan.
”The contract rate is very high, the time is very fast, and the total volume is also very large. At that time, the cold wave is coming and helping. However, it is necessary to note that the growth rate of China Coal and Deification is lower than expected at that time, and the growth rate of coal companies in the end was not that big, indicating that the authorities have also cooperated with Sugar baby. “Zhao Yuwei told the reporter.
In his opinion, the coal contracts of domestic enterprises are not a good way to solve the urgent problem. “The signing was signed, but it does not mean that the situation will come to Escort. Sugar babyIt is not the first time that China’s coal and electricity enterprises have lost their contracts. ”
On the other hand, he believed that although there is a good fight between coal and electricity, it is not a big contradiction. “Coal and electricity are all operated by enterprises, but this enterprise is not a complete marketization. The enterprise needs to accept economic development goals, ensure economic growth, and maintain stability. At the same time, there are also indicators of corporate profits. Therefore, especially large domestic enterprises themselves do not develop completely from the market perspective. It’s all right to have more policy care. ”
In this game of being deficient and unrestrained, is power companies responding to the authorities by discussing with coal companies and complaining to the authorities to win the pressure? “A person is beautiful and singing is easy to hear. “At the same time, we have to seek other methods to reduce the raw material cost.
Since 2009, Hua Electric has applied variouslySave the opportunity to integrate small coal mines, gradually increase the investment scale in coal, and improve the control of pyroelectric capital. Through participation in the integration of Shanxi Xiaomei Mining, participation in Ningxia Silver Star Coal Industry’s capital expansion, and participation in Inner Mongolia Coal Mining Company
In addition, the thermal power companies led by China Electric Power Investment are also actively adjusting the industry structureSugar daddy to accelerate the development and application of new forces such as wind energy to reduce the dependence level of coal.
The State-owned Coal Long-term Demand Leader
On February 6, Resourcehouse, an Australian private mine company, has reached a 20-year contract with China Power, and will supply 30 million tons of coal to China Power every year. Subsequently, China Power International Development Co., Ltd. (China Power International) said that the agreement with the signed coal purchase and sale was only an intentional contract and the Sugar daddy‘s physical amount was not determined.
This detailed issue that has not been fully confirmed is the largest imported coal contract in China’s history and is paid attention to. Not only because this suggests that China’s imported coal era will continue in the next 20 years, but also because the coal supply of Chinese power companies may gradually depart from the current market, the color of the long-term agreement will become increasingly larger.
Feeding differences with iron mines, the international coal foundation has been more than 5 years, and can even grow to 20-30 years. “Coal abroad is important for long-term agreements, and each episode will be eliminated until the remaining five participants challenge five. Most of the long-term agreements of coal are priced and adjusted every year according to the inflation index.” said Han Xiaoping, chief information officer of China Power Network.
Long-term agreements are always being promoted after coal-to-electricity connection. EscortXue Jingu, Director of the China Power Enterprises Corporation (China Power) Department of the China Power Enterprises Association (China Power) said to reporters, “From our power supply perspective, power enterprises hope to sign up cooperation to prevent temporary fluctuations in demand. From the perspective of production safety, supply safety and price risks, the risk is href=”https://philippines-sugar.net/”>Sugar baby jointly established that this is a better supply method. Now, not only internationally, but also domestically, we are calling for a long-term agreement mechanism to establish a mechanism for long-term agreement, which is based on thisLast short-term coordination. ”
Xue Jing’s example explains, “For example, Pinay escort through the construction of a platform, the two companies can sign a 3-5-year contract, and the price has been initially agreed upon, which guarantees its strength on this basis. ”
Sugar daddy But in China, the construction of this platform cannot be as good as the participation of the Sugar baby. “Power power companies look forward to long-term cooperation, coal companies don’t, coal companies look forward to short-term profits and a little risk in the long term. I feel that I still want to rise after economics. The hope of power companies is that there is a safe and stable supply in the long run, and the risks have been reduced in the long run. In the book, Ye Qiuliang rarely appears after this. It is a very small hope and attitude. If there is no platform, the agency does not formally participate, and it will be difficult to voluntarily form. “Xue Jingu said.
International Changjiao Coal Domestic Coal
Xue Jingu’s view is that if the authorities do not participate, the Changjiao Coal will change the supply and demand format. “Then the supply is far away. There is no coal intact, but today there is still a lack of coal resources. “Xue Jing said.
As a result, it is also a trend in the past two years to find stable coal supply. “I think the amount of coal imported from China will increase in 2010, and the coal integration in Shanxi has added the right to the authorities. The bureau has to increase the bidding capacity and push up the coal price, but the domestic coal price is already ve TC:
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