Domestic coal prices rise and power plants buy imported coal
2024-11-28 14:04:41
“Right now, the price of coal has risen so badly that our profits have been very low.†Mr. Hu, who has long been engaged in the coal business, told reporters that due to rising coal prices, many power plants started to increase their coal imports. Insiders pointed out that this means that the interests of both sides of coal and electricity game into the white-hot stage.
Coal-fired power plant game intensified The latest data show that the thermal coal prices in the ports of the Bohai Rim have increased for 8 consecutive weeks, and the Qinhuangdao Port thermal coal prices have reached new heights. At present, Qinhuangdao coal prices have risen by 5 yuan per ton. The ever-rising domestic coal prices have caused large-scale coal-fired power plants in coastal areas to fall into the power generation deficit situation.
According to industry sources, there is no sign of a reduction in coal prices in the short term from the coal companies. Executives of a large coal company said that the cost of producing coal, including steel, cement, and workers' wages, has also risen recently. In the short term, domestic coal prices are unlikely to fall.
As coal prices have risen, electricity shortages have occurred in many parts of China. In this regard, the industry analysts said that China's existing power supply structure is dominated by thermal power. More than 80% of the country's power supply capacity is thermal power. Once the thermal power installation encounters coal demand or coal prices rise, it will affect power generation and supply. In the long run, the proportion of coal-fired power generation in power generation should be gradually reduced, and dependence on coal should be reduced. At the same time, the proportion of new energy generation such as hydropower, nuclear power, wind power, and solar energy should be increased.
The China Electric Power Enterprise Federation has announced for the first time the monthly economic benefits of power companies. Once again, the power generation companies that suffer huge losses due to coal power price “upside down†are “justifiedâ€. Data show that from January to April, China's five major power generation group's thermal power production business lost 10.57 billion yuan, a loss of 7.29 billion yuan over the same period last year. CEC believes that "the rise in coal prices is the root cause."
Seeking a solution to the problem The import of coal seems to be able to solve the immediate needs of the power plant. According to Platts data, up to now, the FOB price of 6300 kcal/kg thermal coal in Newcastle, Australia has dropped from US$133/tonne in March to US$117/tonne. According to the relevant personages of Qinhuangdao Port Co., Ltd., recently, the phenomenon of emergency coal deposits occurred in the South China Power Plant. Many coal-fired power plants have fallen within 10 days. The decline in international coal prices during the power shortage period has also caused many power plants trapped by high domestic coal prices to switch from overseas.
It is judged by industry insiders that the international coal price may continue to maintain its upward trend. However, due to the tight domestic coal supply situation compared with last year, the domestic coal price is expected to continue to rise. The domestic and international coal price gap will gradually shrink, and domestic prices may even appear. Higher than international prices.
However, there are coal dealers told reporters that the statement that the increase in coal prices led to tight supply and demand of electricity is not objective, the power plant is also through various means and coal companies game, for example, many power companies began to limit the purchase of coal in the domestic market, to buy imported coal .
Zhang Haiyang, head of the China Electric Power Enterprises Federation’s external department, also stated that at present, the direct driver of the “electricity shortage†is the unbalanced relationship between coal and electricity. The real reason is that the mode of power development has not changed and cross-regional transmission capacity is insufficient.
Coal-fired power plant game intensified The latest data show that the thermal coal prices in the ports of the Bohai Rim have increased for 8 consecutive weeks, and the Qinhuangdao Port thermal coal prices have reached new heights. At present, Qinhuangdao coal prices have risen by 5 yuan per ton. The ever-rising domestic coal prices have caused large-scale coal-fired power plants in coastal areas to fall into the power generation deficit situation.
According to industry sources, there is no sign of a reduction in coal prices in the short term from the coal companies. Executives of a large coal company said that the cost of producing coal, including steel, cement, and workers' wages, has also risen recently. In the short term, domestic coal prices are unlikely to fall.
As coal prices have risen, electricity shortages have occurred in many parts of China. In this regard, the industry analysts said that China's existing power supply structure is dominated by thermal power. More than 80% of the country's power supply capacity is thermal power. Once the thermal power installation encounters coal demand or coal prices rise, it will affect power generation and supply. In the long run, the proportion of coal-fired power generation in power generation should be gradually reduced, and dependence on coal should be reduced. At the same time, the proportion of new energy generation such as hydropower, nuclear power, wind power, and solar energy should be increased.
The China Electric Power Enterprise Federation has announced for the first time the monthly economic benefits of power companies. Once again, the power generation companies that suffer huge losses due to coal power price “upside down†are “justifiedâ€. Data show that from January to April, China's five major power generation group's thermal power production business lost 10.57 billion yuan, a loss of 7.29 billion yuan over the same period last year. CEC believes that "the rise in coal prices is the root cause."
Seeking a solution to the problem The import of coal seems to be able to solve the immediate needs of the power plant. According to Platts data, up to now, the FOB price of 6300 kcal/kg thermal coal in Newcastle, Australia has dropped from US$133/tonne in March to US$117/tonne. According to the relevant personages of Qinhuangdao Port Co., Ltd., recently, the phenomenon of emergency coal deposits occurred in the South China Power Plant. Many coal-fired power plants have fallen within 10 days. The decline in international coal prices during the power shortage period has also caused many power plants trapped by high domestic coal prices to switch from overseas.
It is judged by industry insiders that the international coal price may continue to maintain its upward trend. However, due to the tight domestic coal supply situation compared with last year, the domestic coal price is expected to continue to rise. The domestic and international coal price gap will gradually shrink, and domestic prices may even appear. Higher than international prices.
However, there are coal dealers told reporters that the statement that the increase in coal prices led to tight supply and demand of electricity is not objective, the power plant is also through various means and coal companies game, for example, many power companies began to limit the purchase of coal in the domestic market, to buy imported coal .
Zhang Haiyang, head of the China Electric Power Enterprises Federation’s external department, also stated that at present, the direct driver of the “electricity shortage†is the unbalanced relationship between coal and electricity. The real reason is that the mode of power development has not changed and cross-regional transmission capacity is insufficient.
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