2020-11-19

Steam coal prices have risen slightly for three weeks. Various parties increase supply to prevent”coal crazy”

By yqqlm yqqlm

The reporter of”Economic Information Daily” learned from Qinhuangdao Coal Net on the 18th that, as the weather vane of the domestic coal market, the latest issue of the Bohai Rim Thermal Coal Index closed at 566 yuan/ton, up 1 yuan/ton. Tons, this is the third consecutive week that the index has risen slightly. The analysis believes that the country’s coal demand, especially in the Northeast, has surged into the heating season, but the best-selling coal types are seriously out of stock, and the market has regained momentum.

Under this situation, we will provide more to prevent”coal crazy”. At the regular press conference on November 17, Meng Wei, spokesperson for the National Development and Reform Commission, said that in the next step, domestic coal companies will continue to increase production and supply, and guide and supervise The three northeastern provinces increased coal procurement through multiple channels, strengthened railway and port transportation capacity, adjusted power delivery, maintained coal storage in power plants at a reasonable level, and ensured the need for heating coal in the Northeast.

According to the reporter’s understanding, many coal companies such as the National Energy Group have recently made arrangements and demanded to go all out to do a good job in energy supply and heat preservation this winter and next spring. Since November, China National Railway Group Co., Ltd. has also carried out a special operation to ensure coal supply in winter for 60 days. It is clear that the average daily coal loading of national railways in November and December this year will reach more than 72,000 vehicles. Qinhuangdao, Jingtang Port, The total amount of coal stored in Caofeidian Port is not less than 17 million tons to ensure continuous and stable coal supply. Intensify the outbound coal transportation in major coal producing areas such as Shanxi, Shaanxi, and Inner Mongolia, and focus on guaranteeing the winter coal supply in Northeast China. For power plants that can store coal for less than 7 days, as long as the company puts forward the demand and implements the coal source, immediately activate the emergency coal supply guarantee mechanism, tailor the transportation plan, and organize the key supply guarantee.

At the beginning of this year’s heating season, many northern regions started heating ahead of schedule, which led to a rapid increase in coal demand.”The focus is on ensuring the supply of coal for heating in Northeast China. Before the beginning of the heating season, organize relevant parties to take measures to implement the heating coal source in advance. Since heating began on October 20, the operation has been stable, and the key power plants have kept coal storage for 20 days. Above level.” Meng Wei introduced.

Since late October, major production areas such as Shaanxi, Shanxi, and Inner Mongolia have seen tight pulling conditions. Coal prices continue to remain high, which has supported port coal prices. Moreover, the demand for coal in the Northeast region has soared, the distribution of supply from northern ports has intensified, and during the overhaul of the Daqin line, the northern port and railway collection ports have been restricted. Since late October, the inventory of the three ports of Qintangcang has continued to be below 20 million tons, which is aided by insufficient reserves. Pushed the port market bullish sentiment.

In addition, the policy of importing coal is unclear, and the dual purchase of domestic and foreign trade has blown demand bubbles. Qi Bo, an analyst at Qinhuangdao Coal Network, said that from the perspective of this month, the policy implementation is tighter than market expectations, and the lack of import supplements has caused downstream consumer terminal purchases to shift to the domestic trade market. At the same time, due to the higher profit margins of imported coal, consumer entities will Focus on both domestic and foreign markets. Although the demand for terminal power plants is relatively weak, the superposition of dual procurement demand shows that the total demand has increased significantly, which has expanded the room for coal price increases to a certain extent.

Author:□ reporter Wang Lu in Beijing

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Source:Economic Information Daily