Chemicals face the peak of summer power shortage

Due to the shortage of power coal, there will be a “electricity shortage” again this summer – this has been confirmed by the information disclosed by the National Grid on the June 3 teleconference conference: the power shortage in summer will reach 10 million kilowatts. In summer, the chemical industry is faced with a more severe situation. In some areas, large numbers of chemical users have taken precautions and are actively preparing for the war. In early June, the reporter interviewed power and chemical companies in some areas.
The reporter learned from the Dongfang Thermoelectric Group in Shijiazhuang City that at present, the power coal continues to be tight, rising from the original 300 yuan per ton to 500 yuan, while the increase in electricity prices lags far behind coal prices. When coal prices are inversely related to the cost of direct coal sales, electric power companies naturally choose to generate less or not generate electricity. As a result, the power consumption of large chemical companies is inevitably strained. The person in charge of the Hebei Donghua Chemical Group stated that at present, the continuous rise in electricity prices has caused some pressure on the production costs of enterprises, but at present, the rise in electricity prices is still within a tolerable range, and the company has not caused any reduction in load.
The reporter learned from the Shaanxi Provincial Engineering Office on June 5 that at present, the main problem in the supply of coal in Shaanxi is the serious shortage of railway transportation capacity; the Guanzhong region can provide insufficient coal resources in the province. The relevant person in charge of the Provincial Office of Industry and Trade Representation stated that at present, Shaanxi Province is taking active measures to ensure that electricity can basically meet the needs of the region during the summer peak season. From the interviews with reporters Shaanxi Weihe Coal Chemical Group Co., Ltd., Shaanxi Shanhua Chemical Fertilizer Co., Ltd., Shaanxi Chenghua Co., Ltd., Shaanxi Qinling Chemical Fertilizer Plant, and other large-scale chemical users in Shaanxi Province, the current production and use of electricity are normal, but Shaanxi Jintai chlor-alkali chemical Co., Ltd. only 20,000 kilowatts of electricity supply, accounting for 50% of demand. The production of polyvinyl chloride and caustic soda in the enterprise has been affected. At present, the production has been reduced by 30% to 40%.
The shortage of electricity for Shanxi's chemical industry appeared even earlier, and the Yuncheng Electricity Dispatching Center had informed that from May 18th onwards, Shanxi Fengxi Huarui Coal Chemical Co., Ltd.'s electricity consumption ranged from 38,000 kilowatt-hours to 35,000 kilowatt-hours. Shanxi Fengxi Fertilizer Industry (Group) Co., Ltd. has a time limit from 167,000 kilowatts to 158,000 kilowatts. It is understood that other cities in Shanxi Province have also begun to limit electricity.
The news from Yunnan is that before and after the first quarter, most of the chemical companies in Yunnan were using more electricity, and some large-scale enterprises such as Yunwei Group timely conducted production adjustments and equipment overhauls, effectively avoiding the peak of electricity consumption. Since May, the situation of tight supply of coal for power supply in Yunnan has eased, and most companies can basically produce at full capacity. Therefore, industry players generally believe that at present, the best way for companies to cope with power shortages is to reasonably avoid peak production.

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