Demand releases the future coal market or tight operation

Some time before the National Day, the discussion about the coal supply situation in Northeast China this winter has aroused public attention.

Is it just that there is a gap in coal supply and demand in the Northeast? So, what is the situation of national coal supply guarantee? According to data from the National Bureau of Statistics, the decline in my country's raw coal production narrowed from January to August, with 2.

Data show that the raw coal output of the top ten coal-producing provinces this year is as follows: From January to August, Shanxi was 67.

In terms of imports, the decline in coal imports continued to expand.

This year is the closing year of the "Thirteenth Five-Year Plan".

According to recent data released by the China Electricity Council, from January to August, the electricity consumption of the whole society was 4,767.

In terms of power generation production, as of the end of August, the country’s installed power generation capacity was 2.

On the whole, this year, affected by the new crown pneumonia epidemic, the country's economic development and power demand growth have faced greater difficulties.

　　According to industry analysis, from the fourth quarter, although winter production restrictions will curb coal consumption in the steel and building materials industries, coal consumption in chemical industry will also experience a seasonal decline; however, the cold winter in La Niña is expected to increase, and heating demand will further drive thermal coal and civil coal Increase in demand.
Under the background of accelerating the formation of a new development pattern of "dual cycle", the demand for anthracite has maintained an overall growth trend, and the price has been stable to moderately strong.
At present, coal supply in major producing areas such as Ordos will continue to be tight.
Even if there is a possibility of increased production in the later period, the relationship between coal supply and demand will likely be tight during the winter heating period.
When coal companies formulate sales strategies, they should make overall plans to stabilize the coal market.

　　According to the latest data released by the National Bureau of Statistics, the national coking coal prices continued to stabilize in mid-September, and the prices of anthracite and thermal coal rose significantly.
(Wu Qihua)

Transfer from: China Mining News

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