Cracking the "electricity shortage" to break the market coal and plan electricity bottleneck
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Speeding up from the outside to break the bottleneck of “market coal†and “planned electricityâ€, and let the profitable power grid bear more power generation costs internally, which is an effective path.
Not many of the off-season "electricity shortages" made Liu Tie-man, who is in charge of the energy field, frown. Observers analyzed that the deputy director of the National Development and Reform Commission and the director of the National Energy Administration, if they follow the old routine of “ensuring†or “controlling†expediency, they will not completely change the current situation, but will also delay the overall energy of China. The pace of reform and development.
"Power shortage" upgrade
Li is always the owner of an umbrella in Shangyu City, Zhejiang Province. He received a fax from the customer asking for additional goods, and he did not dare to reply easily. Because of the power-limiting measures of “opening three stops and one stopâ€, I don’t know when it will end. The current business owner who has the same situation as him has thousands in Zhejiang.
Since entering March, there have been “electric shortages†in many places in China. In addition to Zhejiang, Hunan, Jiangxi, Anhui, Chongqing, Guizhou and other places have shown varying levels of electricity use. More consistently, local government departments have successively adopted measures to limit electricity and make electricity to solve the urgent need.
According to statistics from the National Energy Administration, in the first quarter, the total domestic electricity consumption of the whole country was 109.1 billion kWh, a year-on-year increase of 12.7%. Among them, the electricity consumption of the whole society in March and January was basically the same, which was close to the electricity consumption during the peak summer peak season in July and August last year.
Entering April, the "electricity shortage" is not reduced, and there is a trend from the south to the north. According to market monitoring, as of April 25, the monthly power limit of China Central China Power Grid has reached more than 20 million kWh.
Observers analyzed that, by convention, summer is the peak of electricity consumption every year. In June and July, the electricity consumption of the society came up. The first quarter should have been the off-season of energy demand, but this year's "electricity shortage" has arrived in advance.
It is worth noting that, according to the authoritative part, the total electricity consumption of the whole society will reach 2.2 trillion kWh in the first half of this year, an increase of about 11%. During the peak summer season this year, the electricity load will increase rapidly, and the power supply and demand in North China, East China, Central China and China Southern Power Grid will still be tight.
Faced with this severe "electricity shortage" situation, the National Development and Reform Commission issued an urgent issue in mid-April, requiring all localities to report the "orderly electricity use plan" to the Economic Operation and Control Bureau of the Party before the end of May.
Behind the "electricity shortage"
For the upgrade of the "electricity shortage", many people in the industry believe that this year is the first year of the "Twelfth Five-Year Plan". Various localities have launched new projects, leading to breaking the balance between power supply and demand.
Wang Siqiang, deputy director of the Comprehensive Department of the National Energy Administration, believes that the year-on-year increase in electricity consumption cannot be considered an overheated performance. He said at the press conference on the energy economic situation and trend in the first quarter of 2011 held by the National Energy Administration: "It should be noted that although the industrial electricity consumption still accounts for a large proportion of the total electricity consumption in the first quarter, this proportion is higher than that. It has declined, and it is also lower than the same period in recent years."
It is worth noting that while the electricity consumption is rising rapidly, the electricity consumption of high-energy-consuming industries such as steel and cement has once again reached a record high.
According to the monitoring of the China Electricity Council, in the first quarter of this year, part of the industry in key regions saw a significant increase in electricity consumption. The electricity consumption in the four major industries of chemical industry, building materials, steel smelting and non-ferrous metal smelting increased, accounting for 30% of the total electricity consumption of the whole society. the above. In addition, due to the drought in some areas, the electricity consumption of agriculture, forestry, animal husbandry and fishery also increased year-on-year.
Compared with previous years, domestic coal prices continued to run at a high level in the first quarter of this year. Even if power demand rises, high coal prices make the power plant not enthusiasm for expansion.
Many people in the industry also believe that the limited transmission capacity of power across the region is also one of the factors that have led to the arrival of this “electricity shortage†in advance.
In fact, due to the reverse distribution of domestic energy resources enrichment areas and major energy consumption areas, the pressure on coal and power transmission across regions is very high. At present, there is still a big gap between domestic coal and electric power transmission capacity compared with actual demand.
“The above is the short-term and surface problems that led to this 'electricity shortage'.†Observers stressed, “The coal power disputes lead to long-term and deep-seated problems.â€
At present, domestic thermal power still accounts for 70% of the total domestic power generation. It is understood that the loss of thermal power companies reached 43.2% last year, up 7.7% year-on-year. On this basis, in the first quarter of this year, thermal power companies have been shut down due to insufficient coal supply due to too high coal prices.
In recent years, there has been a saying in the industry that electricity shortage is an external manifestation of the electric coal game.
"Electric power shortage" solution
Before May Day, the China Electricity Council announced the “Analysis and Forecast Report on the National Electricity Supply and Demand and Economic Operation Situation in the First Quarter of 2011â€. The report predicts that domestic electricity consumption will reach 4.7 trillion kWh this year, with a gap of 30 million kW.
Faced with such a grim situation, Liu Tienan emphasized at the National Economic Operation Work Conference held by the National Development and Reform Commission that the regulation of coal-fired oil and gas transportation should be strengthened, effective supply should be increased, unreasonable consumption should be controlled, and the market would be guaranteed to promote the transformation.
In accordance with the general principle of economic operation formulated by this time, the National Development and Reform Commission has taken measures to increase the rectification of high-energy-consuming industries, and requires the resumption of power consumption in enterprises that strictly control high-level pollution. At the same time, urgently called to stop the formation of coal-fired chemical projects under the high oil prices to prevent the use of coal.
In order to solve the urgent needs of power companies, the National Development and Reform Commission raised the on-grid tariffs of some provinces and cities. At the same time, it supervised the coal enterprises to increase supply according to the "coal-electricity linkage" and gave overall solutions to the increase in coal transportation costs triggered by oil prices.
Electricity is a basic necessities for residents. The National Development and Reform Commission (NDRC) is required to restrict the use of electricity to residents, and strictly control the impact of electricity price increases on people's livelihood, causing the burden of the people to increase again. The residential electricity gradient pricing plan announced at the end of last year will increase the binning.
"One fact cannot be ignored." Observers pointed out that "as of last year, domestic power generation capacity reached 962 million kilowatts, ranking second in the world for 14 consecutive years. No matter how the power scale expands, how can the growth rate catch up? Why the national energy The bureau has always encountered an embarrassing situation of 'electricity shortage'?"
Saying goodbye to the "electricity shortage", the key is to implement the top-level design under the guidance of the scientific development concept, synchronize the structural growth mode and industrial structure adjustment, and effectively control the growth rate in the range that energy can carry. At the moment, it is an effective path to speed up the "market coal" and "planned electricity" bottlenecks from the outside and let the profitable power grids bear more power generation costs internally.