[Chemical market under "dual control"] Chlor-alkali industry chain rises across the board

According to the "Barometer of Completion of Energy Consumption Dual Control Targets in Various Regions in the First Half of 2021" issued by the National Development and Reform Commission in August this year, the editor shows that Qinghai, Ningxia, Fujian, Xinjiang, Yunnan, Shaanxi, Jiangsu and other 9 provinces (regions) in the first half of the year The intensity of energy consumption does not fall but rises, which is a first-level warning

Many provinces need to complete the energy consumption "dual control" target within this year.

Raw material shortages and prices skyrocketed

According to Zhang Peichao, vice chairman and secretary-general of the China Chlor-Alkali Industry Association, since March this year, the Inner Mongolia Development and Reform Commission has taken the lead in printing and distributing the "Several Safeguard Measures for Ensuring the Completion of the Energy Consumption Dual Control Objectives of the 14th Five-Year Plan"

“Now some chlor-alkali companies in Inner Mongolia cannot buy calcium carbide even with cash

Due to supply constraints, the price of calcium carbide has now risen from 3,000 yuan (ton price, the same below) in September last year to more than 7,000 yuan, the highest in history

According to reports, since the beginning of this year, the price of calcium carbide of more than 5,000 yuan has been going on for several months.

According to the reporter's understanding, another important reason for the soaring price of calcium carbide is that the raw material blue charcoal is also increasing

According to the person in charge of the Ningxia chemical company, not only the price of blue charcoal is skyrocketing, but the supply of Inner Mongolia and Ningxia is also scarce

　　In Shenmu, the main producing area of ​​blue charcoal, the "dual control" production restriction and the sales suspension policy issued by the Shenmu city government have also prompted chlor-alkali companies to snap up blue charcoal, driving up prices

　　The soaring prices of blue charcoal, calcium carbide and thermal coal have pushed up the price of calcium carbide PVC to a record high of 11,000 yuan from the cost side

　　Production load is difficult to increase

　　Chlor-alkali production enterprises are also troubled by the "dual control" of energy consumption and power curtailment.

　　The person in charge of an Inner Mongolia chemical company reluctantly said: "The local power supply department informed the company at 12 noon today to limit the power and load of the calcium carbide furnace, and then wait until the evening or even one or two in the morning, everyone does not use electricity or has sufficient wind power.

　　The person in charge introduced that because the production of calcium carbide is not continuous, the PVC plant can only be stopped or reduced

　　According to data provided by the China Chlor-Alkali Industry Association, due to energy consumption control, the production load of PVC enterprises in Jiangsu has dropped to 20%, Shaanxi has dropped to 50%, and Henan has remained at 50%~70%.

　　According to the reporter's understanding, in the Yulin area, the main PVC producing area in Shaanxi, two local enterprises, Shaanxi Beiyuan and Shaanxi Jintai, are affected by the "dual control" and limit their production to 50%

　　According to Zhang Peichao, at this stage, the profits of PVC products of enterprises in Inner Mongolia, Ningxia, and Shaanxi have shrunk, and most of the PVC enterprises that purchase calcium carbide raw materials in Shandong, Henan, Hebei and Heilongjiang are in a state of loss

　　On the whole, the current overall load of domestic PVC companies is not high.
Although the pre-maintenance companies are gradually resuming production, some companies are still affected by the tight supply of raw materials, and it is difficult to increase the operating rate
.

　　Distributors have a strong willingness to get goods

　　The relevant person in charge of the Ningxia chemical company said that from the perspective of the entire industry chain, although the price of PVC has risen, it has not yet reached the "ceiling" and there is still demand downstream, so dealers are still willing to get the goods
.

　　"As far as I know, many chlor-alkali companies are currently pre-selling PVC.
For example, in September, the production in October has been pre-sold.
Because the'dual control' is very strict now, downstream companies are worried that the price of PVC will rise further.
, So quickly get the goods to lock in the price
.
" The person in charge said
.

　　According to industry insiders, many domestic chlor-alkali companies are short of calcium carbide, and calcium carbide is already in a frantic rush, and prices are rising every day
.
Among them, Ningxia's calcium carbide gap is 1/3, and Inner Mongolia's calcium carbide production has fallen by half, and the impact on the PVC market outlook will be incalculable
.

　　However, some companies believe that under the policy of "dual control" of energy consumption and increasingly stringent environmental control, it will be a general trend that companies with high energy consumption and high emissions will be eliminated
.
The emphasis on the “dual control” of energy consumption this time is to greatly reduce the intensity of energy consumption, reasonably control energy consumption, and promote enterprises with high energy consumption and emissions to accelerate structural adjustment, transformation and upgrading
.
For enterprises, after experiencing the pains of this year, the problem of transformation and upgrading will be solved quickly, and enterprises can also take into account economic benefits and green development
.