Harnessing Inflation And Aggravating The Possibility Of Coal Shortage And Power Shortage This Year

According to analysts, the price of electricity coal is strictly controlled, and the relevant enterprises will reduce the supply. Coal shortage "The situation will be aggravated, plus coal The decline in imports will pose a severe challenge to the electricity supply this summer.
In order to stabilize the current inflation situation, the national development and Reform Commission recently issued an urgent circular requiring that the price of key contract coal in 2011 will remain unchanged in 2010 and should not be disguised in any form. Price increase 。 However, in 2010, the contract price of key electric coal was at the price of 520 yuan / ton, which is about 200 yuan / ton price difference with the current market coal price. According to analysts, the price of coal is strictly controlled, and the relevant enterprises will reduce the supply. The situation of coal shortage will aggravate, and the decline in coal imports will pose a severe challenge to the electricity supply this summer.

Data show that as of March 27th, the central China Power Grid coal inventory dropped to 9 million 140 thousand tons, of which the situation of Hunan coal supply is the most severe, 540 thousand tons of coal can only be used for 4 days, below the warning line. In March 29th, Shaanxi released the economic situation in the first quarter of this year, saying that the total coal inventory in the province was 700 thousand and 200 tons, down 30% from the same period last year. Meanwhile, the stock of the three major northern coal transfer ports has declined for four consecutive weeks, and the recent electricity coal contract has reached a new high. Some suppliers such as Australia have also suspended their quotations to Chinese importers. The above situation shows that, on the one hand, the supply of coal in some provinces and cities is tight. On the other hand, the NDRC does not allow the price of key electric coal contracts to rise. This puts thermal power plants and coal suppliers in a dilemma.

In the past 2003-2004 years, 2006-2007 years and early 2010, there were varying degrees of "coal shortage", "electricity shortage" and "oil shortage" in different parts of China. Han Xiaoping, chief information officer of China energy network, believes that this is caused by the stagnation of power reform and the failure of effective supply and demand between the two sides.